DecisionPoint Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1938514
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$539.9M
Holdings
1,416
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST - US
33.3% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
10.9% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
9.2% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
6.9% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - CO
5.5% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
DIMENSIONAL ETF TRUST - CO
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$179.9M4,061,339 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$58.9M1,583,340 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$49.4M601,336 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$37.0M451,314 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$29.6M701,524 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$28.4M293,151 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$28.0M680,856 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$18.9M474,963 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$14.8M187,930 sh- 61.6
Quality
$14.1M489,137 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $179.9M | 4,061,339 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $58.9M | 1,583,340 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $49.4M | 601,336 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $37.0M | 451,314 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $29.6M | 701,524 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $28.4M | 293,151 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $28.0M | 680,856 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $18.9M | 474,963 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $14.8M | 187,930 |
 HOME BANCSHARES INC$HOMB | 61.6 | $14.1M | 489,137 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DecisionPoint Financial, LLC's 1,416 positions.
Showing top 10 of 1,416 holdings.
Sector Allocation
Other
$508.3M
Financials
$16.1M
Technology
$8.8M
Consumer Discretionary
$3.0M
Industrials
$1.1M
Utilities
$965,901
Healthcare
$750,423
Energy
$524,446
Top Holdings — DecisionPoint Financial, LLC (Q2 2026)
Top 150 of 1,416 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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% | — |
| 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 | $HOMB | HOME BANCSHARES INC | $14.1M | 2.6% | -16% | 61.6 |
| 11 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $13.6M | 2.5% | +1% | — |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $9.1M | 1.7% | -6% | — |
| 13 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $5.1M | 0.9% | +0% | — |
| 14 | — | ISHARES TR - 0-5YR INVT GR CP | $4.8M | 0.9% | -0% | — |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.5M | 0.8% | -3% | — |
| 16 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | $3.6M | 0.7% | -1% | — |
| 17 |  $AAPL | Apple Inc. | $3.4M | 0.6% | +1% | 76.4 |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.0M | 0.6% | -1% | — |
| 19 |  $MSFT | MICROSOFT CORP | $2.4M | 0.5% | -4% | 79.8 |
| 20 | — | HAPPEN INC - COM NEW | $2.1M | 0.4% | NEW | — |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.7M | 0.3% | -1% | — |
| 22 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.7M | 0.3% | +0% | 61.7 |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.6M | 0.3% | -0% | — |
| 24 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.3M | 0.2% | -5% | — |
| 25 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $966,274 | 0.2% | +0% | — |
| 26 |  $AMZN | AMAZON COM INC | $932,479 | 0.2% | -0% | 68.7 |
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $857,642 | 0.2% | -1% | — |
| 28 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $841,238 | 0.2% | -1% | — |
| 29 | — | ISHARES TR - CORE S&P500 ETF | $797,858 | 0.1% | +14% | — |
| 30 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $755,816 | 0.1% | +2% | — |
| 31 |  $RSG | REPUBLIC SERVICES, INC. | $721,211 | 0.1% | +0% | 62.3 |
| 32 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $718,270 | 0.1% | -0% | — |
| 33 |  $NVDA | NVIDIA CORP | $701,152 | 0.1% | +25% | 85.9 |
| 34 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $658,514 | 0.1% | -4% | — |
| 35 | — | ISHARES TR - 0-3 MTH TREASURY | $616,055 | 0.1% | -1% | — |
| 36 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $564,432 | 0.1% | +0% | — |
| 37 |  $GOOG | Alphabet Inc. | $487,227 | 0.1% | -2% | 78.2 |
| 38 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $451,596 | 0.1% | +0% | — |
| 39 | — | ISHARES TR - CORE 80 20 ETF | $437,040 | 0.1% | NEW | — |
| 40 |  $IVZ | Invesco Ltd. | $373,342 | 0.1% | +1150% | — |
| 41 |  $META | Meta Platforms, Inc. | $357,044 | 0.1% | +2% | 79.6 |
| 42 |  $GOOGL | Alphabet Inc. | $331,908 | 0.1% | +54% | 78.2 |
| 43 |  $DOV | DOVER Corp | $319,735 | 0.1% | +0% | 58.1 |
| 44 |  $AXP | AMERICAN EXPRESS CO | $292,384 | 0.1% | +1% | 69.4 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $277,483 | 0.1% | +3% | 70.7 |
| 46 |  $ENSG | ENSIGN GROUP, INC | $270,305 | 0.1% | +0% | 67.9 |
| 47 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $252,387 | 0.1% | +0% | — |
| 48 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $246,934 | 0.1% | NEW | — |
| 49 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $226,135 | 0.0% | -52% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $210,891 | 0.0% | +1% | 73.8 |
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | $209,040 | 0.0% | +300% | — |
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | $198,806 | 0.0% | +700% | — |
| 53 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $186,138 | 0.0% | NEW | — |
| 54 |  $RF | REGIONS FINANCIAL CORP | $185,786 | 0.0% | -22% | 61.5 |
| 55 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $185,620 | 0.0% | +567% | — |
| 56 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | $182,024 | 0.0% | -11% | — |
| 57 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $179,416 | 0.0% | +0% | — |
| 58 |  $COP | CONOCOPHILLIPS | $172,584 | 0.0% | +1% | 70.2 |
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $172,562 | 0.0% | +22% | — |
| 60 | — | ISHARES TR - CORE MSCI EAFE | $166,891 | 0.0% | +20% | — |
| 61 |  $CSCO | CISCO SYSTEMS, INC. | $161,474 | 0.0% | +2% | 70.3 |
| 62 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $157,145 | 0.0% | +56% | — |
| 63 |  $SYK | STRYKER CORP | $152,308 | 0.0% | -10% | 72.1 |
| 64 |  $HD | HOME DEPOT, INC. | $150,511 | 0.0% | +0% | 60.3 |
| 65 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $146,891 | 0.0% | +1% | — |
| 66 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $139,405 | 0.0% | NEW | — |
| 67 |  $CLH | CLEAN HARBORS INC | $135,776 | 0.0% | +0% | 55.6 |
| 68 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $134,596 | 0.0% | +26% | — |
| 69 | — | ISHARES TR - S&P 500 VAL ETF | $133,024 | 0.0% | +2% | — |
| 70 |  $PH | Parker-Hannifin Corp | $132,042 | 0.0% | +1% | 65.8 |
| 71 |  $IBIT | iShares Bitcoin Trust ETF | $125,970 | 0.0% | -15% | — |
| 72 | — | HORIZON FDS - ANFIELD US EQTY | $118,865 | 0.0% | NEW | — |
| 73 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $118,473 | 0.0% | NEW | — |
| 74 | — | ISHARES TR - MSCI USA QLT FCT | $117,753 | 0.0% | +356% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $112,260 | 0.0% | +235% | 69 |
| 76 |  $PSX | Phillips 66 | $110,284 | 0.0% | +1% | 57.8 |
| 77 |  $ORCL | ORACLE CORP | $100,035 | 0.0% | +2% | 66.2 |
| 78 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $97,625 | 0.0% | -2% | — |
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | $94,586 | 0.0% | +18% | — |
| 80 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $94,449 | 0.0% | +0% | — |
| 81 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $91,068 | 0.0% | +4000% | — |
| 82 |  $CVX | CHEVRON CORP | $89,798 | 0.0% | +5% | 62.8 |
| 83 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $89,058 | 0.0% | +2% | — |
| 84 |  $BA | BOEING CO | $87,214 | 0.0% | +1% | 61.6 |
| 85 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $76,592 | 0.0% | +1% | — |
| 86 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $73,340 | 0.0% | -0% | — |
| 87 | — | SPDR SERIES TRUST - ST STR P500GRW | $71,064 | 0.0% | NEW | — |
| 88 | $META | Meta Platforms, Inc. | $69,160 | 0.0% | +0% | 79.6 |
| 89 |  $SHOP | SHOPIFY INC. | $68,843 | 0.0% | +4% | 64.9 |
| 90 | — | VANGUARD INDEX FDS - VALUE ETF | $68,040 | 0.0% | +0% | — |
| 91 | — | ISHARES TR - SELECT DIVID ETF | $64,998 | 0.0% | NEW | — |
| 92 | — | SPDR SERIES TRUST - ST STR P400MID | $64,493 | 0.0% | +0% | — |
| 93 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | $64,059 | 0.0% | +0% | — |
| 94 | — | ISHARES TR - MSCI EAFE ETF | $63,461 | 0.0% | +0% | — |
| 95 |  $PLTR | Palantir Technologies Inc. | $62,865 | 0.0% | +1% | 84.6 |
| 96 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $57,600 | 0.0% | +49% | — |
| 97 |  $ED | CONSOLIDATED EDISON INC | $55,919 | 0.0% | +0% | 67.3 |
| 98 | $IVZ | Invesco Ltd. | $55,104 | 0.0% | +0% | — |
| 99 |  $PANW | Palo Alto Networks Inc | $54,919 | 0.0% | +1% | 65.5 |
| 100 | — | HORIZON FDS - ANFIELD UNIVERSL | $53,252 | 0.0% | NEW | — |
| 101 |  $TSLA | Tesla, Inc. | $52,312 | 0.0% | +14% | 53.9 |
| 102 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $52,008 | 0.0% | +0% | — |
| 103 | — | ISHARES TR - CORE S&P SCP ETF | $51,049 | 0.0% | +0% | — |
| 104 |  $RTX | RTX Corp | $48,137 | 0.0% | +2% | 73.2 |
| 105 |  $GD | GENERAL DYNAMICS CORP | $47,722 | 0.0% | +2% | 68.7 |
| 106 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $46,757 | 0.0% | +0% | — |
| 107 |  $SPY | SPDR S&P 500 ETF TRUST | $46,238 | 0.0% | -18% | — |
| 108 |  $FDX | FEDEX CORP | $45,828 | 0.0% | +1% | 60.3 |
| 109 | — | SPDR SERIES TRUST - ST STR P500VAL | $45,750 | 0.0% | +0% | — |
| 110 |  $GLD | SPDR GOLD TRUST | $44,843 | 0.0% | +0% | — |
| 111 |  $PAYX | PAYCHEX INC | $40,982 | 0.0% | +1% | 74.6 |
| 112 |  $CAT | CATERPILLAR INC | $38,665 | 0.0% | +11% | 66.5 |
| 113 |  $SOUN | SOUNDHOUND AI, INC. | $38,618 | 0.0% | -15% | 32.4 |
| 114 |  $PGR | PROGRESSIVE CORP/OH/ | $37,400 | 0.0% | -1% | 80.1 |
| 115 |  $XOM.R34088 | EXXON MOBIL CORP | $36,387 | 0.0% | +14% | 57.9 |
| 116 | — | ISHARES TR - S&P 500 GRWT ETF | $36,274 | 0.0% | +0% | — |
| 117 | — | FLEXSHARES TR - INTL QLTDV IDX | $35,808 | 0.0% | NEW | — |
| 118 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $35,720 | 0.0% | +1% | — |
| 119 |  $PG | PROCTER & GAMBLE Co | $35,679 | 0.0% | +126% | 64.6 |
| 120 | — | ISHARES TR - MSCI USA MMENTM | $35,107 | 0.0% | +5% | — |
| 121 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $34,683 | 0.0% | +5% | — |
| 122 |  $LLY | ELI LILLY & Co | $33,595 | 0.0% | +0% | 87.5 |
| 123 |  $YUM | YUM BRANDS INC | $33,126 | 0.0% | +1% | 73.7 |
| 124 | — | ISHARES TR - CORE S&P MCP ETF | $32,105 | 0.0% | +0% | — |
| 125 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $32,060 | 0.0% | +6% | 70 |
| 126 | — | EVERPURE INC - CL A | $31,936 | 0.0% | +0% | — |
| 127 |  $AMCR | Amcor plc | $31,421 | 0.0% | +1% | — |
| 128 |  $ALK | ALASKA AIR GROUP, INC. | $29,367 | 0.0% | NEW | 61.3 |
| 129 |  $QLYS | QUALYS, INC. | $28,832 | 0.0% | +1% | 68.3 |
| 130 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $28,756 | 0.0% | +11% | — |
| 131 |  $VLO | VALERO ENERGY CORP/TX | $28,561 | 0.0% | +4% | 57.8 |
| 132 |  $FLEX | FLEX LTD. | $28,193 | 0.0% | NEW | — |
| 133 |  $TXN | TEXAS INSTRUMENTS INC | $28,051 | 0.0% | +6% | 73.4 |
| 134 |  $NKE | NIKE, Inc. | $27,946 | 0.0% | +1% | 49.3 |
| 135 | — | VANGUARD INDEX FDS - GROWTH ETF | $27,920 | 0.0% | +310% | — |
| 136 |  $MU | MICRON TECHNOLOGY INC | $26,840 | 0.0% | +63% | 86.2 |
| 137 |  $MCD | MCDONALDS CORP | $26,674 | 0.0% | -4% | 69 |
| 138 |  $GIS | GENERAL MILLS INC | $26,666 | 0.0% | +1% | 50.7 |
| 139 |  $WMT | Walmart Inc. | $26,008 | 0.0% | +9% | 60.2 |
| 140 |  $CCK | CROWN HOLDINGS, INC. | $25,950 | 0.0% | +2% | 62.1 |
| 141 | — | ISHARES INC - MSCI CDA ETF | $25,664 | 0.0% | +0% | — |
| 142 | — | VANGUARD WORLD FD - EXTENDED DUR | $25,384 | 0.0% | +117% | — |
| 143 |  $ETN | Eaton Corp plc | $25,151 | 0.0% | +3% | — |
| 144 |  $RKLB | Rocket Lab Corp | $24,918 | 0.0% | +1% | 39.9 |
| 145 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $23,855 | 0.0% | +0% | — |
| 146 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $23,789 | 0.0% | NEW | — |
| 147 |  $WT | WisdomTree, Inc. | $23,725 | 0.0% | +0% | 59.9 |
| 148 |  $SBUX | STARBUCKS CORP | $23,677 | 0.0% | -2% | 58.2 |
| 149 |  $MLTX | MoonLake Immunotherapeutics | $23,320 | 0.0% | +0% | — |
| 150 |  $KMI | KINDER MORGAN, INC. | $23,283 | 0.0% | +3% | 71.3 |
New Positions (791)
HAPPEN INC - COM NEW$2.1M
ISHARES TR - CORE 80 20 ETF$437,040
VANGUARD INDEX FDS - LARGE CAP ETF$246,934
VANECK ETF TRUST - SEMICONDUCTR ETF$186,138
SPDR SERIES TRUST - ST STR NYSE TECH$139,405
HORIZON FDS - ANFIELD US EQTY$118,865
JANUS DETROIT STR TR - HENDRSON AAA CL$118,473
SPDR SERIES TRUST - ST STR P500GRW$71,064
ISHARES TR - SELECT DIVID ETF$64,998
HORIZON FDS - ANFIELD UNIVERSL$53,252
FLEXSHARES TR - INTL QLTDV IDX$35,808
$ALK ALASKA AIR GROUP, INC.$29,367$FLEX FLEX LTD.$28,193$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$23,789 ISHARES TR - RUS MID CAP ETF$20,714
Exited Positions (60)
TWO RDS SHARED TR
SELECT SECTOR SPDR TR
DIMENSIONAL ETF TRUST
TWO RDS SHARED TR
$EOSE Eos Energy Enterprises, Inc. DIMENSIONAL ETF TRUST
SELECT SECTOR SPDR TR
PIMCO ETF TR
$ASX ASE Technology Holding Co., Ltd.
$FIG Figma, Inc.
$E ENI SPA
$BBAI BigBear.ai Holdings, Inc.
$TTE TotalEnergies SE
$PSA Public Storage
$NVO NOVO NORDISK A SBrowse Top Institutional Investors
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