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CIK: 0001938514
Total reported value
$539.9M
$539.9M
679 檔
55.5%
According to the latest 13F quarterly dataset, DecisionPoint Financial, LLC managed an equity portfolio of $539.9M at the end of Q1 2026, spanning 679 distinct U.S. exchange-listed positions.
In Q1 2026, DecisionPoint Financial, LLC adopted a defensive or profit-taking posture, trimming 60 positions and completely liquidating 38 holdings to manage risk exposure.
Showing top 200 holdings (of 679 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.76% | +1.56% | +1.22% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.87% | +0.04% | +2.19% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.76% | -0.61% | +1.34% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.49% | +0.37% | +1.91% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.76% | -0.29% | +1.76% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.73% | -0.55% | -0.24% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.16% | +0.10% | +3.62% | |
| 8 | HOMB | Home Bancshares Inc | Stock-Financials | 3.38% | -0.76% | -0.87% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.25% | +0.24% | +1.61% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.68% | +0.06% | +6.41% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.57% | -0.04% | +43.75% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.81% | -0.12% | -0.17% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.05% | -0.16% | +2.84% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.99% | -0.05% | +3.60% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | -0.04% | -0.14% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.80% | -0.13% | +46.14% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.63% | — | +0.11% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | -0.02% | +15.67% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.07% | +0.66% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +13.70% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.02% | -0.06% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.06% | +83.11% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | +0.86% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | -0.01% | -3.39% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | -2.53% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 0.16% | -0.03% | — | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.15% | -0.01% | +14.96% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.14% | -0.01% | +13.16% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.13% | -0.02% | -61.73% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | — | |
| 33 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.13% | -0.01% | +15.33% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.02% | +1.58% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | -0.01% | -8.02% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.10% | -0.06% | -4.24% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.10% | -0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | +1.25% | |
| 39 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.07% | -0.02% | +27.08% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | — | -2.90% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -1.68% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.05% | — | — | |
| 43 | AXP | American Express Co | Stock-Financials | 0.05% | — | +0.24% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 45 | COP | Conocophillips | Stock-Energy | 0.05% | -0.02% | — | |
| 46 | RF | Regions Financial CORP | Stock-Financials | 0.04% | -0.01% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | — | -16.45% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.04% | -0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.02% | — |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 679 disclosed positions in Q1 2026.
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 55.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
DUSB
市值: $55.3K
Top Position Liquidated / Trimmed
IAU
前期市值: $61.1K
During Q1 2026, DecisionPoint Financial, LLC's top holdings by market value included DFAC (31.8%)、DFIC (10.9%)、VCIT (9.8%). The largest single position, DFAC, represented 31.8% of total portfolio value.
In Q1 2026, DecisionPoint Financial, LLC made 152 total portfolio adjustments, initiating 11 new buys, adding to 43 positions, trimming 60 holdings, and fully liquidating 38 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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