DecisionPoint Financial, LLC
Sector Allocation
- Other93.1%$534.4M
- Financials2.8%$16.3M
- Technology2.3%$13.1M
- Consumer Discretionary0.7%$3.7M
- Healthcare0.3%$1.6M
- Industrials0.2%$1.3M
- Utilities0.2%$1.2M
- Energy0.2%$1.1M
- Materials0.1%$511,880
- Consumer Staples0.1%$471,280
AUM History
13fpro.ai/research/fund/decisionpoint-financial-llc-1938514
Conviction and streaks
Stable · top 10 = 84.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$191.8M
- DIMENSIONAL$64.5M
- VANGUARD$51.3M
- DIMENSIONAL$37.3M
- DIMENSIONAL$30.3M
- VANGUARD$28.6M
- DIMENSIONAL$28.1M
- DIMENSIONAL$20.6M
- VANGUARD$15.3M
- DFA$14.6M
HOMB
$13.5M- DIMENSIONAL$8.9M
- DFA$4.7M
- ISHARES$4.5M
- VANGUARD$4.5M
- SCHWAB$3.9M
AAPL
$3.8MMSFT
$3.2M- VANGUARD$2.9M
- ISHARES$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/decisionpoint-financial-llc-1938514
DecisionPoint Financial, LLC 13F holdings — Q3 2026
$573.9M portfolio (+6.3% QoQ) · 1,419 holdings · Q3 2026 13F · top 10 are 84% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$191.8M
33.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$64.5M
11.3% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$51.3M
8.9% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$37.3M
6.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$30.3M
5.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - REAL ESTATE ETF
$28.6M
5.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$28.1M
4.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$20.6M
3.6% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$15.3M
2.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1
$14.6M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $191.8M | 33.4% | +6% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $64.5M | 11.3% | +9% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $51.3M | 8.9% | +9% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $37.3M | 6.5% | +6% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $30.3M | 5.3% | +7% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - REAL ESTATE ETF | $28.6M | 5.0% | +9% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $28.1M | 4.9% | +0.5% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $20.6M | 3.6% | +9% | — | — | — | — | |
| 9 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $15.3M | 2.7% | +6% | — | — | — | — | |
| 10 | DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1 | $14.6M | 2.5% | New | — | New this quarter | — | — |
All holdings — DecisionPoint Financial, LLC (Q3 2026)
1,419 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | HOME BANCSHARES INC | Financials | $13.5M | 2.3% | 471K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | 62.3 | 13F | |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $8.9M | 1.5% | 225K | -3% | — | — | 13F |
| 13 | — | DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU | — | $4.7M | 0.8% | 197K | New | — | — | 13F |
| 14 | — | ISHARES TR - 0-5YR INVT GR CPetf/fund | — | $4.5M | 0.8% | 91K | -5% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $4.5M | 0.8% | 12K | -0.9% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $3.9M | 0.7% | 182K | +13% | — | — | 13F |
| 17 | Apple Inc. | Technology | $3.8M | 0.7% | 12K | +0.7% | 11+ qtrs | 75.7 | 13F | |
| 18 | MICROSOFT CORP | Technology | $3.2M | 0.6% | 6,259 | -0.2% | 11+ qtrs | 79.8 | 13F | |
| 19 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $2.9M | 0.5% | 10K | -0.2% | — | — | 13F |
| 20 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $1.9M | 0.3% | 19K | +210% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.9M | 0.3% | 2,665 | +6% | — | — | 13F |
| 22 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.7M | 0.3% | 4,652 | +0.0% | 11+ qtrs | 61.5 | 13F | |
| 23 | — | HAPPEN INC - COM NEW | — | $1.6M | 0.3% | 106K | +4% | — | — | 13F |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $1.6M | 0.3% | 19K | — | — | — | 13F |
| 25 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $1.5M | 0.3% | 21K | +17% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P500 ETF | — | $992K | 0.2% | 1,293 | +21% | |||
| 27 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $987K | 0.2% | 1,865 | New | |||
| 28 | $AMZN | AMAZON COM INC | Consumer Discretionary | $984K | 0.2% | 3,964 | +3% | |||
| 29 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $982K | 0.2% | 33K | — | |||
| 30 | $MU | MICRON TECHNOLOGY INC | Technology | $929K | 0.2% | 847 | +3158% | |||
| 31 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $876K | 0.1% | 12K | +2% | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $858K | 0.1% | 3,715 | +5% | |||
| 33 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $851K | 0.1% | 14K | +1% | |||
| 34 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $770K | 0.1% | 21K | +1% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $750K | 0.1% | 2,252 | +171% | |||
| 36 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $704K | 0.1% | 13K | -4% | |||
| 37 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $696K | 0.1% | 3,361 | +0.1% | |||
| 38 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $674K | 0.1% | 8,119 | +2% | |||
| 39 | $INTC | INTEL CORP | Technology | $596K | 0.1% | 4,970 | New | |||
| 40 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $578K | 0.1% | 19K | — | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $466K | 0.1% | 1,379 | +2% | |||
| 42 | — | ISHARES TR - CORE 80 20 ETF | — | $437K | 0.1% | 4,500 | — | |||
| 43 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $432K | 0.1% | 9,344 | — | |||
| 44 | $AXP | AMERICAN EXPRESS CO | Financials | $394K | 0.1% | 1,304 | +55% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $382K | 0.1% | 1,250 | — | |||
| 46 | $LIN | LINDE PLC | Materials | $331K | 0.1% | 706 | +4313% | |||
| 47 | $META | Meta Platforms, Inc. | Technology | $325K | 0.1% | 448 | -23% | |||
| 48 | $DOV | DOVER Corp | Industrials | $322K | 0.1% | 2,039 | -0.4% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $320K | 0.1% | 956 | +3% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $316K | 0.1% | 1,120 | +161% | |||
| 51 | $JNJ | JOHNSON & JOHNSON | Healthcare | $305K | 0.1% | 1,178 | +167% | |||
| 52 | $LLY | ELI LILLY & Co | Healthcare | $300K | 0.1% | 261 | +832% | |||
| 53 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $285K | 0.1% | 430 | New | |||
| 54 | — | ISHARES TR - MSCI EAFE ETF | — | $279K | 0.1% | 2,718 | +341% | |||
| 55 | $ENSG | ENSIGN GROUP, INC | Healthcare | $278K | 0.1% | 1,641 | +0.1% | |||
| 56 | — | ISHARES TR - CORE S&P SCP ETF | — | $268K | 0.1% | 1,953 | +464% | |||
| 57 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $250K | 0.0% | 5,347 | +14% | |||
| 58 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $248K | 0.0% | 1,855 | New | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $246K | 0.0% | 1,500 | +462% | |||
| 60 | $COP | CONOCOPHILLIPS | Energy | $242K | 0.0% | 1,908 | +14% | |||
| 61 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $235K | 0.0% | 667 | -7% | |||
| 62 | — | VANGUARD WORLD FD - INF TECH ETF | — | $231K | 0.0% | 1,821 | +7% | |||
| 63 | $WM | WASTE MANAGEMENT INC | Utilities | $215K | 0.0% | 1,063 | +4152% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $213K | 0.0% | 426 | +0.9% | |||
| 65 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $213K | 0.0% | 2,692 | +4% | |||
| 66 | — | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | — | $203K | 0.0% | 5,360 | New | |||
| 67 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $198K | 0.0% | 6,072 | +12% | |||
| 68 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $196K | 0.0% | 3,406 | -22% | |||
| 69 | $META | Meta Platforms, Inc. | Technology | $193K | 0.0% | 2,525 | +183% | |||
| 70 | $TSLA | Tesla, Inc. | Consumer Discretionary | $188K | 0.0% | 531 | +332% | |||
| 71 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $185K | 0.0% | 300 | — | |||
| 72 | $AMGN | AMGEN INC | Healthcare | $184K | 0.0% | 451 | +7417% | |||
| 73 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | — | $183K | 0.0% | 2,285 | — | |||
| 74 | $IBIT | iShares Bitcoin Trust ETF | Financials | $178K | 0.0% | 3,705 | — | |||
| 75 | $GD | GENERAL DYNAMICS CORP | Industrials | $171K | 0.0% | 515 | +290% | |||
| 76 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $169K | 0.0% | 3,967 | +9% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $168K | 0.0% | 850 | -15% | |||
| 78 | $PSX | Phillips 66 | Energy | $168K | 0.0% | 635 | +0.5% | |||
| 79 | $NTAP | NetApp, Inc. | Technology | $168K | 0.0% | 780 | +6400% | |||
| 80 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $165K | 0.0% | 5,037 | — | |||
| 81 | — | ISHARES TR - CORE MSCI EAFE | — | $165K | 0.0% | 1,715 | -1% | |||
| 82 | $BA | BOEING CO | Industrials | $163K | 0.0% | 847 | +112% | |||
| 83 | $RF | REGIONS FINANCIAL CORP | Financials | $151K | 0.0% | 5,611 | -7% | |||
| 84 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $150K | 0.0% | 3,727 | +9% | |||
| 85 | $CSCO | CISCO SYSTEMS, INC. | Technology | $150K | 0.0% | 1,377 | -0.2% | |||
| 86 | $CLH | CLEAN HARBORS INC | Utilities | $146K | 0.0% | 468 | +0.2% | |||
| 87 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $143K | 0.0% | 370 | — | |||
| 88 | — | ISHARES TR - S&P 500 VAL ETF | — | $133K | 0.0% | 583 | -0.2% | |||
| 89 | $SYK | STRYKER CORP | Healthcare | $133K | 0.0% | 488 | +0.4% | |||
| 90 | $PH | Parker-Hannifin Corp | Industrials | $132K | 0.0% | 137 | — | |||
| 91 | — | ISHARES TR - MSCI EMG MKT ETF | — | $132K | 0.0% | 1,978 | +1422% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $129K | 0.0% | 3,244 | +8911% | |||
| 93 | $CVX | CHEVRON CORP | Energy | $128K | 0.0% | 619 | +14% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $121K | 0.0% | 521 | +426% | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $120K | 0.0% | 633 | +27% | |||
| 96 | — | ISHARES TR - MSCI USA QLT FCT | — | $120K | 0.0% | 538 | — | |||
| 97 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $119K | 0.0% | 2,157 | +31% | |||
| 98 | — | HORIZON FDS - ANFIELD US EQTY | — | $117K | 0.0% | 5,841 | — | |||
| 99 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $103K | 0.0% | 1,238 | +7% | |||
| 100 | — | DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI | — | $102K | 0.0% | 2,425 | New | |||
| 101 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $102K | 0.0% | 469 | +50% | |||
| 102 | — | ISHARES TR - MSCI USA MMENTM | — | $101K | 0.0% | 314 | +193% | |||
| 103 | $ORCL | ORACLE CORP | Technology | $98K | 0.0% | 712 | +1% | |||
| 104 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $96K | 0.0% | 208 | +1% | |||
| 105 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $95K | 0.0% | 409 | +3% | |||
| 106 | $CVE | CENOVUS ENERGY INC. | Energy | $95K | 0.0% | 3,000 | New | |||
| 107 | $MSI | Motorola Solutions, Inc. | Technology | $91K | 0.0% | 202 | +10000% | |||
| 108 | $SPGI | S&P Global Inc. | Financials | $90K | 0.0% | 233 | New | |||
| 109 | $GLW | CORNING INC /NY | Materials | $85K | 0.0% | 528 | +2833% | |||
| 110 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $85K | 0.0% | 1,996 | +8% | |||
| 111 | $SHOP | SHOPIFY INC. | Technology | $80K | 0.0% | 534 | -6% | |||
| 112 | $KO | COCA COLA CO | Consumer Staples | $78K | 0.0% | 901 | +677% | |||
| 113 | $RTX | RTX Corp | Industrials | $78K | 0.0% | 419 | +67% | |||
| 114 | $MDT | Medtronic plc | Healthcare | $76K | 0.0% | 884 | +302% | |||
| 115 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $75K | 0.0% | 1,222 | +4992% | |||
| 116 | — | ISHARES TR - RUSSELL 2000 ETF | — | $74K | 0.0% | 267 | -16% | |||
| 117 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $74K | 0.0% | 600 | — | |||
| 118 | $WMT | Walmart Inc. | Consumer Staples | $74K | 0.0% | 710 | +197% | |||
| 119 | $PM | Philip Morris International Inc. | Consumer Staples | $72K | 0.0% | 384 | +1224% | |||
| 120 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $71K | 0.0% | 496 | +105% | |||
| 121 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $69K | 0.0% | 1,257 | New | |||
| 122 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $64K | 0.0% | 1,899 | +79% | |||
| 123 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $62K | 0.0% | 1,290 | -13% | |||
| 124 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $62K | 0.0% | 939 | — | |||
| 125 | — | SPDR SERIES TRUST - ST STR P400MID | — | $61K | 0.0% | 963 | — | |||
| 126 | — | ISHARES TR - CORE US AGGBD ET | — | $61K | 0.0% | 649 | New | |||
| 127 | $FDX | FEDEX CORP | Industrials | $61K | 0.0% | 211 | +45% | |||
| 128 | — | EVERPURE INC - CL A | — | $56K | 0.0% | 416 | +0.5% | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $54K | 0.0% | 800 | — | |||
| 130 | $NTRS | NORTHERN TRUST CORP | Financials | $53K | 0.0% | 311 | +6120% | |||
| 131 | — | HORIZON FDS - ANFIELD UNIVERSL | — | $52K | 0.0% | 5,647 | — | |||
| 132 | $ED | CONSOLIDATED EDISON INC | Utilities | $52K | 0.0% | 504 | — | |||
| 133 | — | ISHARES TR - US AER DEF ETF | — | $50K | 0.0% | 241 | New | |||
| 134 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $49K | 0.0% | 1,436 | +0.4% | |||
| 135 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $49K | 0.0% | 66 | +65% | |||
| 136 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $48K | 0.0% | 98 | +2350% | |||
| 137 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $48K | 0.0% | 307 | -16% | |||
| 138 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $46K | 0.0% | 750 | — | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $46K | 0.0% | 294 | New | |||
| 140 | $SPY | SPDR S&P 500 ETF TRUST | — | $45K | 0.0% | 59 | -5% | |||
| 141 | $GLD | SPDR GOLD TRUST | Financials | $45K | 0.0% | 117 | -3% | |||
| 142 | $VLO | VALERO ENERGY CORP/TX | Energy | $45K | 0.0% | 109 | +3% | |||
| 143 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $43K | 0.0% | 809 | +126% | |||
| 144 | $UL | UNILEVER PLC | Consumer Staples | $43K | 0.0% | 716 | New | |||
| 145 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $41K | 0.0% | 157 | +5133% | |||
| 146 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $41K | 0.0% | 809 | New | |||
| 147 | $PAYX | PAYCHEX INC | Technology | $41K | 0.0% | 402 | +0.8% | |||
| 148 | $CCZ | COMCAST CORP | Communication Services | $39K | 0.0% | 1,795 | +6311% | |||
| 149 | $V | VISA INC. | Financials | $38K | 0.0% | 106 | +308% | |||
| 150 | — | ISHARES TR - S&P 500 GRWT ETF | — | $38K | 0.0% | 265 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 82 new, 870 added to, 105 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.
New positions (82)
- DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1$14.6M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU$4.7M
first bought this quarter
$MDYSPDR S&P MIDCAP 400 ETF TRUST$285K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$203K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$102K
first bought this quarter
$CVECENOVUS ENERGY INC.$95K
first bought this quarter
+76 more in the Excel export
Added to (870)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+6%
now $191.8M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+9%
now $64.5M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+9%
now $51.3M
- VANGUARD INDEX FDS - REAL ESTATE ETF+9%
now $28.6M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+6%
now $37.3M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+7%
now $30.3M
+864 more in the Excel export
Trimmed (105)
now $13.5M · held 11+ qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-3%
now $8.9M
- ISHARES TR - 0-5YR INVT GR CP-5%
now $4.5M
$METAMeta Platforms, Inc.-23%
now $325K · held 11+ qtrs
- JANUS DETROIT STR TR - HENDRSON AAA CL-70%
now $35K
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-22%
now $196K
+99 more in the Excel export
Sold out (75)
- DIMENSIONAL ETF TRUST - US COR EQU 1 ETFwas $13.6M
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $5.1M
- ISHARES TR - SELECT DIVID ETFwas $65K
- FLEXSHARES TR - INTL QLTDV IDXwas $36K
- VANGUARD WORLD FD - EXTENDED DURwas $25K
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFwas $21K
+69 more in the Excel export
Holdings by quarter
Every 13F DecisionPoint Financial, LLC has filed, 15 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of DecisionPoint Financial's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 6% over the last 4
Top 10 weight
84%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
DecisionPoint Financial, LLC disclosed 1,419 positions worth $573.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 82 new positions and exited 75. The portfolio is most concentrated in Other (93.1% of disclosed assets). All figures are sourced directly from DecisionPoint Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1938514.
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AI-Powered Hedge Fund Analysis: DecisionPoint Financial, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For DecisionPoint Financial, LLC (SEC CIK: 1938514), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in DecisionPoint Financial, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.