Decisionpoint Financial, LLC Top Holdings and 13F Report (2025) About Decisionpoint Financial, LLCInvestment ActivityDecisionpoint Financial, LLC has $391.57 million in total holdings as of June 30, 2025.Decisionpoint Financial, LLC owns shares of 643 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Decisionpoint Financial, LLC has purchased 254 new stocks and bought additional shares in 82 stocks.Decisionpoint Financial, LLC sold shares of 44 stocks and completely divested from 53 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $121,181,439Vanguard Intermediate-Term Corporate Bond ETF $41,480,087Dimensional International Core Equity 2 ETF $34,650,874Dimensional International Core Equity Market ETF $24,984,434Dimensional Core Fixed Income ETF $24,928,893 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $803,142 Holding29358P101 - The Ensign Group $194,369 Holding171756109 - CID HOLDCO INC $142,390 Holding25434V534 - DIMENSIONAL ETF TRUST $139,729 Holding011659109 - Alaska Air Group $68,587 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 91,534 shares (about $6.15M)Dimensional U.S. Core Equity 2 ETF 168,254 shares (about $6.06M)Dimensional International Core Equity Market ETF 71,934 shares (about $2.48M)Dimensional U.S. Small Cap ETF 25,324 shares (about $1.64M)Vanguard Small-Cap ETF 6,539 shares (about $1.57M) Largest Sales this Quarter Home BancShares 61,400 shares (about $1.80M)Apple 3,075 shares (about $639.07K)Schwab 5-10 Year Corporate Bond ETF 17,698 shares (about $401.21K)Amazon.com 1,053 shares (about $232.14K)Schwab U.S. Mid-Cap ETF 6,024 shares (about $170.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDecisionpoint Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$121,181,439$6,063,874 ▲5.3%3,362,41530.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$41,480,087$1,365,461 ▲3.4%502,24110.6%ETFDFICDimensional International Core Equity 2 ETF$34,650,874$1,052,530 ▲3.1%1,115,6118.8%ETFDFAIDimensional International Core Equity Market ETF$24,984,434$2,483,879 ▲11.0%723,5586.4%ETFDFCFDimensional Core Fixed Income ETF$24,928,893$310,189 ▲1.3%589,8936.4%ETFDFASDimensional U.S. Small Cap ETF$24,134,554$1,638,465 ▲7.3%373,0226.2%ETFHOMBHome BancShares$19,744,219$1,802,704 ▼-8.4%672,4875.0%FinanceVNQVanguard Real Estate ETF$18,677,063$696,777 ▲3.9%208,1944.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,421,045$121,986 ▲1.2%350,1692.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,397,249$67,506 ▼-0.6%131,3782.7%ETFDFAEDimensional Emerging Core Equity Market ETF$7,735,672$1,547,668 ▲25.0%266,5632.0%ETFDIMENSIONAL ETF TRUST$7,625,607$6,145,577 ▲415.2%113,5781.9%US CORE EQUITY 1DFARDimensional US Real Estate ETF$5,731,081$1,207,196 ▲26.7%242,9451.5%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$5,161,203$136,984 ▼-2.6%102,4451.3%ManufacturingMSFTMicrosoft$4,154,274$144,659 ▲3.6%8,4431.1%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$2,904,500$401,213 ▼-12.1%128,1210.7%ETFVTIVanguard Total Stock Market ETF$2,871,231$1,415,100 ▲97.2%9,4470.7%ETFAAPLApple$2,246,616$639,070 ▼-22.1%10,8100.6%Computer and TechnologyVBVanguard Small-Cap ETF$2,092,228$1,565,699 ▲297.4%8,7380.5%ETFMARMarriott International$1,325,282$834 ▲0.1%4,7660.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,263,611$51,089 ▲4.2%2,2260.3%ETFRSGRepublic Services$844,601$489 ▲0.1%3,4520.2%Business ServicesAMZNAmazon.com$804,679$232,144 ▼-22.4%3,6500.2%Retail/WholesaleVXUSVanguard Total International Stock ETF$803,142$803,142 ▲New Holding11,6210.2%ETFSCHBSchwab US Broad Market ETF$796,1480.0%33,4230.2%ETFVWOVanguard FTSE Emerging Markets ETF$739,792$19,467 ▼-2.6%14,8970.2%ETFMETAMeta Platforms$738,906$38,132 ▲5.4%1,0270.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$731,891$32,929 ▼-4.3%12,8470.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$605,834$6,022 ▲1.0%6,0360.2%ETFDFAUDimensional US Core Equity Market ETF$576,467$42 ▲0.0%13,5900.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$567,374$3,086 ▼-0.5%19,3050.1%ETFSCHXSchwab US Large-Cap ETF$510,7110.0%20,8790.1%ETFNVDANVIDIA$502,760$56,867 ▲12.8%3,2800.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$476,405$73,099 ▼-13.3%1,1340.1%ETFDIMENSIONAL ETF TRUST$453,127$53,982 ▲13.5%6,7320.1%WORLD EQUITY ETFDFNMDimensional National Municipal Bond ETF$443,373$35,777 ▼-7.5%9,3440.1%ETFBNDXVanguard Total International Bond ETF$399,400$397,274 ▲18,683.7%8,0770.1%ETFBNDVanguard Total Bond Market ETF$351,006$240,702 ▲218.2%4,7860.1%ETFVTVanguard Total World Stock ETF$284,694$42,158 ▼-12.9%2,2150.1%ETFAXPAmerican Express$267,226$1,289 ▲0.5%8290.1%FinanceISHARES BITCOIN TRUST ETF$212,552$39,195 ▲22.6%3,5520.1%SHS BEN INTGOOGLAlphabet$198,760$7,212 ▼-3.5%1,1300.1%Computer and TechnologyRFRegions Financial$197,083$61,730 ▼-23.9%8,1540.1%FinanceENSGThe Ensign Group$194,369$194,369 ▲New Holding1,2890.0%MedicalBRK.BBerkshire Hathaway$187,032$8,323 ▲4.7%3820.0%FinanceJPMJPMorgan Chase & Co.$184,120$6,970 ▲3.9%6340.0%FinanceORCLOracle$172,760$3,503 ▼-2.0%7890.0%Computer and TechnologyIVViShares Core S&P 500 ETF$166,809$64,491 ▼-27.9%2690.0%ETFSCHDSchwab US Dividend Equity ETF$158,4580.0%5,8580.0%ETFHDHome Depot$151,877$2,612 ▲1.8%4070.0%Retail/WholesaleCID HOLDCO INC$142,390$142,390 ▲New Holding30,8870.0%COMDIMENSIONAL ETF TRUST$139,729$139,729 ▲New Holding2,5580.0%EMERGING MRKTETSVOVanguard Mid-Cap ETF$129,740$5,347 ▼-4.0%4610.0%ETFEFAiShares MSCI EAFE ETF$128,8630.0%1,4440.0%FinanceSCHASchwab US Small-Cap ETF$128,6940.0%5,0370.0%ETFAMPLIFY ETF TR$127,5150.0%1,5000.0%AMPLIFY CYBERSECVGTVanguard Information Technology ETF$112,908$103,718 ▼-47.9%1720.0%ETFAESRAnfield U.S. Equity Sector Rotation ETF$110,7650.0%5,8410.0%ETFCLHClean Harbors$106,7410.0%4650.0%Business ServicesXYLXylem$98,512$262 ▲0.3%7520.0%Business ServicesGOOGAlphabet$97,832$5,838 ▲6.3%5530.0%Computer and TechnologyPHParker-Hannifin$95,647$703 ▲0.7%1360.0%IndustrialsCOPConocoPhillips$93,462$1,472 ▲1.6%1,0160.0%EnergyTERTeradyne$92,472$552 ▲0.6%1,0060.0%Computer and TechnologyPPHVanEck Pharmaceutical ETF$88,4100.0%1,0000.0%ManufacturingSHOPShopify$86,756$2,253 ▲2.7%7700.0%Computer and TechnologyBABoeing$83,287$82,238 ▲7,840.0%3970.0%AerospaceMRKMerck & Co., Inc.$82,792$982 ▲1.2%1,0120.0%MedicalINTUIntuit$81,870$3,899 ▲5.0%1050.0%Computer and TechnologyCSCOCisco Systems$78,360$2,833 ▲3.8%1,1340.0%Computer and TechnologyDISVDimensional International Small Cap Value ETF$72,296$12,269 ▲20.4%2,1980.0%ETFSOUNSoundHound AI$71,0650.0%6,7810.0%Computer and TechnologyALKAlaska Air Group$68,587$68,587 ▲New Holding1,3660.0%TransportationPSTGPure Storage$64,166$663 ▲1.0%1,1620.0%Computer and TechnologyBNDWVanguard Total World Bond ETF$63,300$32,999 ▼-34.3%9150.0%ETFPSXPhillips 66$62,068$493 ▲0.8%5040.0%EnergyPAYXPaychex$58,526$442 ▲0.8%3970.0%Computer and TechnologyPHOInvesco Water Resources ETF$56,8880.0%8000.0%ETFVOOGVanguard S&P 500 Growth ETF$55,657$55,657 ▲New Holding1420.0%ETFONON Semiconductor$53,6000.0%1,0000.0%Computer and TechnologyAFIFAnfield Universal Fixed Income ETF$52,6240.0%5,6470.0%ETFJNJJohnson & Johnson$51,454$3,118 ▲6.5%3300.0%MedicalEDConsolidated Edison$50,592$202 ▲0.4%5020.0%UtilitiesNRIMNorthrim BanCorp$47,8280.0%5000.0%FinanceNKENIKE$47,130$147 ▲0.3%6420.0%Consumer DiscretionaryCVXChevron$44,982$1,310 ▲3.0%3090.0%EnergyGISGeneral Mills$44,4670.0%8360.0%Consumer StaplesPGRProgressive$44,403$2,114 ▲5.0%1680.0%FinanceDFIVDimensional International Value ETF$44,3810.0%1,0350.0%ETFGPKGraphic Packaging$41,778$852 ▼-2.0%1,9120.0%IndustrialsBSVVanguard Short-Term Bond ETF$41,1340.0%5250.0%ETFPEPPepsiCo$40,849$271 ▲0.7%3020.0%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$39,900$170,466 ▼-81.0%1,4100.0%ETFDFLVDimensional US Large Cap Value ETF$37,9850.0%1,2070.0%ETFPFEPfizer$37,560$34,330 ▼-47.8%1,5000.0%MedicalLKQLKQ$37,5050.0%9880.0%Auto/Tires/TrucksFDXFedEx$33,744$234 ▲0.7%1440.0%TransportationRCLRoyal Caribbean Cruises$33,716$2,206 ▲7.0%1070.0%Consumer DiscretionaryAMCRAmcor$33,704$33,704 ▲New Holding3,5590.0%IndustrialsSPMDSPDR Portfolio S&P 400 Mid Cap ETF$33,6850.0%6120.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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