DecisionPoint Financial, LLC
Sector Allocation
- Other94.2%$508.3M
- Financials3.0%$16.1M
- Technology1.6%$8.8M
- Consumer Discretionary0.6%$3.1M
- Industrials0.2%$1.1M
- Utilities0.2%$965,901
- Healthcare0.1%$774,333
- Energy0.1%$524,446
- Consumer Staples0.0%$140,382
- Materials0.0%$92,965
AUM History
13fpro.ai/research/fund/decisionpoint-financial-llc-1938514
Conviction and streaks
Stable · top 10 = 85.0%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 — Q2 2026
- DIMENSIONAL$179.9M
- DIMENSIONAL$58.9M
- VANGUARD$49.4M
- DIMENSIONAL$37.0M
- DIMENSIONAL$29.6M
- VANGUARD$28.4M
- DIMENSIONAL$28.0M
- DIMENSIONAL$18.9M
- VANGUARD$14.8M
HOMB
$14.1M- DIMENSIONAL$13.6M
- DIMENSIONAL$9.1M
- DIMENSIONAL$5.1M
- ISHARES$4.8M
- VANGUARD$4.5M
- SCHWAB$3.6M
AAPL
$3.4M- VANGUARD$3.0M
MSFT
$2.4M- HAPPEN$2.1M
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 — Q2 2026
$539.9M portfolio (+16.4% QoQ) · 1,416 holdings · Q2 2026 13F · top 10 are 85% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$179.9M
33.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$58.9M
10.9% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$49.4M
9.2% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$37.0M
6.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$29.6M
5.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - REAL ESTATE ETF
$28.4M
5.3% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$28.0M
5.2% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$18.9M
3.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$14.8M
2.7% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— $14.1M
2.6% of stocks
-16%This quarter-3.6%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $179.9M | 33.3% | +7% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $58.9M | 10.9% | +12% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $49.4M | 9.2% | +10% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $37.0M | 6.9% | +7% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $29.6M | 5.5% | +11% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - REAL ESTATE ETF | $28.4M | 5.3% | +9% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $28.0M | 5.2% | -0.3% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $18.9M | 3.5% | +9% | — | — | — | — | |
| 9 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $14.8M | 2.7% | +20% | — | — | — | — | |
| 10 | $14.1M | 2.6% | -16% | -3.6% | 10+ qtrs | 62.3#718 | Estimated buy price is Pro: unlock with a free trial |
All holdings — DecisionPoint Financial, LLC (Q2 2026)
1,416 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 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETFetf/fund | — | $13.6M | 2.5% | 166K | +0.5% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $9.1M | 1.7% | 232K | -6% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETFetf/fund | — | $5.1M | 0.9% | 194K | +0.0% | — | — | 13F |
| 14 | — | ISHARES TR - 0-5YR INVT GR CPetf/fund | — | $4.8M | 0.9% | 96K | -0.3% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.5M | 0.8% | 12K | -3% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $3.6M | 0.7% | 161K | -1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $3.4M | 0.6% | 12K | +0.6% | 10+ qtrs | 75.7 | 13F | |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $3.0M | 0.6% | 10K | -1% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $2.4M | 0.5% | 6,272 | -4% | 10+ qtrs | 79.8 | 13F | |
| 20 | — | HAPPEN INC - COM NEW | — | $2.1M | 0.4% | 103K | New | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.7M | 0.3% | 2,515 | -0.6% | — | — | 13F |
| 22 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.7M | 0.3% | 4,651 | +0.0% | 10+ qtrs | 61.5 | 13F | |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $1.6M | 0.3% | 19K | -0.1% | — | — | 13F |
| 24 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $1.3M | 0.2% | 18K | -5% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $966K | 0.2% | 33K | — | — | — | 13F |
| 26 | $AMZN | AMAZON COM INC | Consumer Discretionary | $932K | 0.2% | 3,858 | -0.3% | |||
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $858K | 0.2% | 12K | -1% | |||
| 28 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $841K | 0.2% | 14K | -1% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $798K | 0.1% | 1,065 | +14% | |||
| 30 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $756K | 0.1% | 21K | +2% | |||
| 31 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $721K | 0.1% | 3,359 | +0.1% | |||
| 32 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $718K | 0.1% | 14K | -0.2% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $701K | 0.1% | 3,549 | +25% | |||
| 34 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $659K | 0.1% | 7,980 | -4% | |||
| 35 | — | ISHARES TR - 0-3 MTH TREASURY | — | $616K | 0.1% | 6,136 | -1.0% | |||
| 36 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $564K | 0.1% | 19K | — | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $487K | 0.1% | 1,349 | -2% | |||
| 38 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $452K | 0.1% | 9,344 | — | |||
| 39 | — | ISHARES TR - CORE 80 20 ETF | — | $437K | 0.1% | 4,500 | New | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $373K | 0.1% | 1,250 | +1150% | |||
| 41 | $META | Meta Platforms, Inc. | Technology | $357K | 0.1% | 583 | +2% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $332K | 0.1% | 927 | +54% | |||
| 43 | $DOV | DOVER Corp | Industrials | $320K | 0.1% | 2,048 | — | |||
| 44 | $AXP | AMERICAN EXPRESS CO | Financials | $292K | 0.1% | 840 | +0.8% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $277K | 0.1% | 831 | +3% | |||
| 46 | $ENSG | ENSIGN GROUP, INC | Healthcare | $270K | 0.1% | 1,640 | +0.1% | |||
| 47 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $252K | 0.1% | 4,350 | — | |||
| 48 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $247K | 0.1% | 719 | New | |||
| 49 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $226K | 0.0% | 4,685 | -52% | |||
| 50 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $211K | 0.0% | 422 | +1% | |||
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $209K | 0.0% | 2,600 | +300% | |||
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | — | $199K | 0.0% | 1,696 | +700% | |||
| 53 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $186K | 0.0% | 300 | New | |||
| 54 | $RF | REGIONS FINANCIAL CORP | Financials | $186K | 0.0% | 6,032 | -22% | |||
| 55 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $186K | 0.0% | 1,000 | +567% | |||
| 56 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | — | $182K | 0.0% | 2,285 | -11% | |||
| 57 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $179K | 0.0% | 5,037 | — | |||
| 58 | $COP | CONOCOPHILLIPS | Energy | $173K | 0.0% | 1,672 | +0.6% | |||
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $173K | 0.0% | 5,418 | +22% | |||
| 60 | — | ISHARES TR - CORE MSCI EAFE | — | $167K | 0.0% | 1,737 | +20% | |||
| 61 | $CSCO | CISCO SYSTEMS, INC. | Technology | $161K | 0.0% | 1,380 | +2% | |||
| 62 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $157K | 0.0% | 4,054 | +56% | |||
| 63 | $SYK | STRYKER CORP | Healthcare | $152K | 0.0% | 486 | -10% | |||
| 64 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $151K | 0.0% | 429 | +0.5% | |||
| 65 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $147K | 0.0% | 3,642 | +1% | |||
| 66 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $139K | 0.0% | 370 | New | |||
| 67 | $CLH | CLEAN HARBORS INC | Utilities | $136K | 0.0% | 467 | +0.4% | |||
| 68 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $135K | 0.0% | 3,405 | +26% | |||
| 69 | — | ISHARES TR - S&P 500 VAL ETF | — | $133K | 0.0% | 584 | +2% | |||
| 70 | $PH | Parker-Hannifin Corp | Industrials | $132K | 0.0% | 137 | +0.7% | |||
| 71 | $IBIT | iShares Bitcoin Trust ETF | Financials | $126K | 0.0% | 3,705 | -15% | |||
| 72 | — | HORIZON FDS - ANFIELD US EQTY | — | $119K | 0.0% | 5,841 | New | |||
| 73 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $118K | 0.0% | 2,346 | New | |||
| 74 | — | ISHARES TR - MSCI USA QLT FCT | — | $118K | 0.0% | 538 | +356% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $112K | 0.0% | 442 | +235% | |||
| 76 | $PSX | Phillips 66 | Energy | $110K | 0.0% | 632 | +0.8% | |||
| 77 | $ORCL | ORACLE CORP | Technology | $100K | 0.0% | 702 | +2% | |||
| 78 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $98K | 0.0% | 399 | -2% | |||
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | — | $95K | 0.0% | 316 | +18% | |||
| 80 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $94K | 0.0% | 1,155 | +0.2% | |||
| 81 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $91K | 0.0% | 205 | +4000% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $90K | 0.0% | 542 | +5% | |||
| 83 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $89K | 0.0% | 1,650 | +2% | |||
| 84 | $BA | BOEING CO | Industrials | $87K | 0.0% | 399 | +0.5% | |||
| 85 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $77K | 0.0% | 1,844 | +0.5% | |||
| 86 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $73K | 0.0% | 1,481 | -0.4% | |||
| 87 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $71K | 0.0% | 600 | New | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $69K | 0.0% | 891 | — | |||
| 89 | $SHOP | SHOPIFY INC. | Technology | $69K | 0.0% | 566 | +4% | |||
| 90 | — | VANGUARD INDEX FDS - VALUE ETF | — | $68K | 0.0% | 313 | — | |||
| 91 | — | ISHARES TR - SELECT DIVID ETF | — | $65K | 0.0% | 414 | New | |||
| 92 | — | SPDR SERIES TRUST - ST STR P400MID | — | $64K | 0.0% | 963 | — | |||
| 93 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $64K | 0.0% | 939 | — | |||
| 94 | — | ISHARES TR - MSCI EAFE ETF | — | $63K | 0.0% | 616 | — | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $63K | 0.0% | 500 | +0.6% | |||
| 96 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $58K | 0.0% | 364 | +49% | |||
| 97 | $ED | CONSOLIDATED EDISON INC | Utilities | $56K | 0.0% | 504 | +0.4% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $55K | 0.0% | 800 | — | |||
| 99 | $PANW | Palo Alto Networks Inc | Technology | $55K | 0.0% | 156 | +0.6% | |||
| 100 | — | HORIZON FDS - ANFIELD UNIVERSL | — | $53K | 0.0% | 5,647 | New | |||
| 101 | $TSLA | Tesla, Inc. | Consumer Discretionary | $52K | 0.0% | 123 | +14% | |||
| 102 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $52K | 0.0% | 1,430 | +0.3% | |||
| 103 | — | ISHARES TR - CORE S&P SCP ETF | — | $51K | 0.0% | 346 | — | |||
| 104 | $RTX | RTX Corp | Industrials | $48K | 0.0% | 251 | +2% | |||
| 105 | $GD | GENERAL DYNAMICS CORP | Industrials | $48K | 0.0% | 132 | +2% | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $47K | 0.0% | 255 | — | |||
| 107 | $SPY | SPDR S&P 500 ETF TRUST | — | $46K | 0.0% | 62 | -18% | |||
| 108 | $FDX | FEDEX CORP | Industrials | $46K | 0.0% | 146 | +1% | |||
| 109 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $46K | 0.0% | 750 | — | |||
| 110 | $GLD | SPDR GOLD TRUST | Financials | $45K | 0.0% | 121 | — | |||
| 111 | $PAYX | PAYCHEX INC | Technology | $41K | 0.0% | 399 | +0.5% | |||
| 112 | $CAT | CATERPILLAR INC | Industrials | $39K | 0.0% | 39 | +11% | |||
| 113 | $SOUN | SOUNDHOUND AI, INC. | Technology | $39K | 0.0% | 5,781 | -15% | |||
| 114 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $37K | 0.0% | 166 | -1% | |||
| 115 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $36K | 0.0% | 267 | +14% | |||
| 116 | — | ISHARES TR - S&P 500 GRWT ETF | — | $36K | 0.0% | 265 | — | |||
| 117 | — | FLEXSHARES TR - INTL QLTDV IDX | — | $36K | 0.0% | 1,051 | New | |||
| 118 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $36K | 0.0% | 1,058 | +0.9% | |||
| 119 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $36K | 0.0% | 242 | +126% | |||
| 120 | — | ISHARES TR - MSCI USA MMENTM | — | $35K | 0.0% | 107 | +5% | |||
| 121 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $35K | 0.0% | 113 | +5% | |||
| 122 | $LLY | ELI LILLY & Co | Healthcare | $34K | 0.0% | 28 | — | |||
| 123 | $YUM | YUM BRANDS INC | Consumer Discretionary | $33K | 0.0% | 205 | +1% | |||
| 124 | — | ISHARES TR - CORE S&P MCP ETF | — | $32K | 0.0% | 420 | — | |||
| 125 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $32K | 0.0% | 112 | +6% | |||
| 126 | — | EVERPURE INC - CL A | — | $32K | 0.0% | 414 | +0.5% | |||
| 127 | $AMCR | Amcor plc | Consumer Discretionary | $31K | 0.0% | 720 | +1% | |||
| 128 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $29K | 0.0% | 573 | New | |||
| 129 | $QLYS | QUALYS, INC. | Technology | $29K | 0.0% | 201 | +0.5% | |||
| 130 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $29K | 0.0% | 40 | +11% | |||
| 131 | $VLO | VALERO ENERGY CORP/TX | Energy | $29K | 0.0% | 106 | +4% | |||
| 132 | $FLEX | FLEX LTD. | Technology | $28K | 0.0% | 315 | New | |||
| 133 | $TXN | TEXAS INSTRUMENTS INC | Technology | $28K | 0.0% | 94 | +6% | |||
| 134 | $NKE | NIKE, Inc. | Consumer Discretionary | $28K | 0.0% | 649 | +1% | |||
| 135 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $28K | 0.0% | 324 | +310% | |||
| 136 | $MU | MICRON TECHNOLOGY INC | Technology | $27K | 0.0% | 26 | +63% | |||
| 137 | $MCD | MCDONALDS CORP | Consumer Discretionary | $27K | 0.0% | 99 | -4% | |||
| 138 | $GIS | GENERAL MILLS INC | Consumer Staples | $27K | 0.0% | 706 | +0.9% | |||
| 139 | $WMT | Walmart Inc. | Consumer Staples | $26K | 0.0% | 239 | +9% | |||
| 140 | $CCK | CROWN HOLDINGS, INC. | Industrials | $26K | 0.0% | 233 | +2% | |||
| 141 | — | ISHARES INC - MSCI CDA ETF | — | $26K | 0.0% | 445 | — | |||
| 142 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $25K | 0.0% | 400 | +117% | |||
| 143 | $ETN | Eaton Corp plc | Industrials | $25K | 0.0% | 61 | +3% | |||
| 144 | $RKLB | Rocket Lab Corp | Industrials | $25K | 0.0% | 249 | +0.8% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $24K | 0.0% | 202 | — | |||
| 146 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $24K | 0.0% | 151 | New | |||
| 147 | $WT | WisdomTree, Inc. | Financials | $24K | 0.0% | 135 | — | |||
| 148 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $24K | 0.0% | 229 | -2% | |||
| 149 | $MLTX | MoonLake Immunotherapeutics | Healthcare | $23K | 0.0% | 1,219 | — | |||
| 150 | $KMI | KINDER MORGAN, INC. | Energy | $23K | 0.0% | 734 | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 791 new, 324 added to, 127 trimmed, 60 sold out. Share-count changes; largest moves by dollar size first.
New positions (791)
- HAPPEN INC - COM NEW$2.1M
first bought this quarter
- ISHARES TR - CORE 80 20 ETF$437K
first bought this quarter
- VANGUARD INDEX FDS - LARGE CAP ETF$247K
first bought this quarter
- VANECK ETF TRUST - SEMICONDUCTR ETF$186K
first bought this quarter
- SPDR SERIES TRUST - ST STR NYSE TECH$139K
first bought this quarter
- HORIZON FDS - ANFIELD US EQTY$119K
first bought this quarter
+785 more in the Excel export
Added to (324)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+7%
now $179.9M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+12%
now $58.9M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+10%
now $49.4M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+11%
now $29.6M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+20%
now $14.8M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+7%
now $37.0M
+318 more in the Excel export
Trimmed (127)
now $14.1M · held 10+ qtrs
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-6%
now $9.1M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF-52%
now $226K
- VANGUARD INDEX FDS - TOTAL STK MKT-3%
now $4.5M
$DAICCID Holdco, Inc.-96%
now $5K · held 5 qtrs
now $2.4M · held 10+ qtrs
+121 more in the Excel export
Sold out (60)
- TWO RDS SHARED TRwas $98K
- SELECT SECTOR SPDR TRwas $56K
- DIMENSIONAL ETF TRUSTwas $55K
- TWO RDS SHARED TRwas $53K
$EOSEEos Energy Enterprises, Inc.was $34K
held 1 qtr
- DIMENSIONAL ETF TRUSTwas $23K
+54 more in the Excel export
Holdings by quarter
Every 13F DecisionPoint Financial, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of DecisionPoint Financial's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
85%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
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 1,416 positions worth $539.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 791 new positions and exited 60. The portfolio is most concentrated in Other (94.2% 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.