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CIK: 0001938514
Total reported value
$539.9M
$539.9M
727 檔
55.0%
As reported in its official Q4 2025 Form 13F filing, DecisionPoint Financial, LLC's tracked investment portfolio stood at $539.9M with 727 total positions.
In Q4 2025, DecisionPoint Financial, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 727 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 32.63% | +1.56% | +5.78% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.53% | +0.04% | +10.93% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.94% | -0.61% | +2.86% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.37% | +0.37% | +4.11% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.82% | -0.29% | +3.18% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.74% | -0.55% | -2.02% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.07% | +0.10% | +10.98% | |
| 8 | HOMB | Home Bancshares Inc | Stock-Financials | 3.59% | -0.76% | -11.51% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.13% | +0.24% | +11.32% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.59% | +0.06% | +6.81% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.87% | -0.04% | +1.29% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.78% | -0.12% | -3.27% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.04% | -0.16% | -3.61% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.94% | -0.05% | -22.79% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.04% | +6.78% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.07% | +1.37% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.68% | — | +3.80% | |
| 18 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.56% | -0.13% | -0.08% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.02% | +1.48% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.36% | -0.02% | — | |
| 21 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.32% | -0.01% | -0.83% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.02% | +12.66% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | +1.41% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | -0.01% | -0.28% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | -0.65% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.06% | -0.79% | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 0.16% | -0.03% | -2.75% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | +97.06% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.13% | -0.01% | -3.08% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.13% | -0.01% | -0.18% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | -0.01% | — | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.12% | -0.01% | +7.31% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.02% | -17.47% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | -0.06% | +4.33% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.10% | -0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | +20.34% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | — | +14.87% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.07% | — | +0.12% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | +1.76% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +27.44% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.06% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.05% | — | +70.99% | |
| 45 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.05% | -0.02% | — | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.05% | -0.02% | +1.51% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | +9.16% | |
| 48 | RF | Regions Financial CORP | Stock-Financials | 0.05% | -0.01% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.02% | +9.04% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.04% | -0.01% | +4383.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.9% | +10.93% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.7% | +5.78% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +11.32% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +97.06% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.1% | +10.98% | Add |
| 6 | SYK | Stryker CORP | 0% | +4383.33% | Add |
| 7 | MAR | Marriott International -cl A | 0% | -0.83% | Trim |
| 8 | VXUS | Vanguard Total Intl Stock | 0% | +12.66% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | +20.34% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1140.63% | Add |
| 11 | IVE | Ishares S&p 500 Value ETF | 0% | +607.41% | Add |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +6.81% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.78% | Add |
| 14 | AAPL | Apple Inc | 0% | +3.80% | Add |
| 15 | VO | Vanguard Mid-cap ETF | 0% | +70.99% | Add |
| 16 | PSX | Phillips 66 | 0% | +15575.00% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +27.44% | Add |
| 18 | COP | Conocophillips | 0% | +63.58% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | 0% | +197.60% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | +584.62% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | +9.04% | Add |
| 22 | SLV | Ishares Silver Trust | 0% | +1138.81% | Add |
| 23 | RTX | Rtx CORP | 0% | +2283.33% | Add |
| 24 | DFAW | Dimensional World Eqty ETF | 0% | +7.31% | Add |
| 25 | CVX | Chevron CORP | 0% | +103.19% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | +222.68% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | — | +1.41% | Add |
| 28 | IBIT | Ishares Bitcoin Trust ETF | 0% | +1.51% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 30 | DFAS | Dimensional US Small Cap ETF | 0% | +4.11% | Add |
| 31 | ORCL | Oracle CORP | 0% | -12.80% | Trim |
| 32 | RSG | Republic Services Inc | 0% | -2.75% | Trim |
| 33 | ✓ | 0% | — | Unchanged | |
| 34 | VB | Vanguard Small-cap ETF | 0% | +1.48% | Add |
| 35 | SOUN | Soundhound Ai Inc-a | 0% | — | Unchanged |
| 36 | DCOR | Dimensional US Core Eq 1 ETF | 0% | +1.29% | Add |
| 37 | NVDA | Nvidia CORP | 0% | -17.47% | Trim |
| 38 | MSFT | Microsoft CORP | -0.1% | +1.37% | Add |
| 39 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.1% | -3.61% | Trim |
| 40 | DFAE | Dimensional Emerging Core Eq | -0.1% | -3.27% | Trim |
| 41 | DFCF | Dimensional Core Fixed Inc | -0.2% | +3.18% | Add |
| 42 | DFAI | Dimensional International Co | -0.2% | -2.02% | Trim |
| 43 | VCIT | Vanguard Int-term Corporate | -0.3% | +2.86% | Add |
| 44 | DFAR | Dimensional US Real Est ETF | -0.4% | -22.79% | Trim |
| 45 | HOMB | Home Bancshares Inc | -0.8% | -11.51% | Trim |
| 46 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 47 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 48 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 50 | NRIM | Northrim Bancorp Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 727 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, VCIT) accounted for 55.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLE
市值: $62.1K
Top Position Liquidated / Trimmed
NRIM
前期市值: $42.9K
During Q4 2025, DecisionPoint Financial, LLC's top holdings by market value included DFAC (32.6%)、DFIC (10.5%)、VCIT (9.9%). The largest single position, DFAC, represented 32.6% of total portfolio value.
In Q4 2025, DecisionPoint Financial, LLC made 47 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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