Decisionpoint Financial, LLC Top Holdings and 13F Report (2026) About Decisionpoint Financial, LLCInvestment ActivityDecisionpoint Financial, LLC has $463.89 million in total holdings as of March 31, 2026.Decisionpoint Financial, LLC owns shares of 679 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Decisionpoint Financial, LLC has purchased 726 new stocks and bought additional shares in 51 stocks.Decisionpoint Financial, LLC sold shares of 72 stocks and completely divested from 66 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $147,337,932Dimensional International Core Equity 2 ETF $50,432,005Vanguard Intermediate-Term Corporate Bond ETF $45,253,881Dimensional U.S. Small Cap ETF $30,127,457Dimensional Core Fixed Income ETF $26,699,762 Largest New Holdings this Quarter 25434V591 - DIMENSIONAL ETF TRUST $55,325 Holding29415C101 - Eos Energy Enterprises $34,254 HoldingG0250X149 - AMCOR PLC $28,263 Holding25434V609 - Dimensional U.S. Targeted Value ETF $23,151 Holding46641Q647 - JPMorgan Municipal ETF $20,996 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 50,376 shares (about $3.63M)Dimensional U.S. Core Equity 2 ETF 45,668 shares (about $1.77M)Schwab 5-10 Year Corporate Bond ETF 51,526 shares (about $1.17M)Dimensional International Core Equity 2 ETF 30,373 shares (about $1.08M)Vanguard Real Estate ETF 9,424 shares (about $835.91K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 9,993 shares (about $1.01M)Home BancShares 5,084 shares (about $136.91K)Dimensional International Core Equity Market ETF 1,625 shares (about $63.31K)Schwab US Dividend Equity ETF 1,424 shares (about $43.69K)Schwab US Large-Cap ETF 1,675 shares (about $42.95K) 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$147,337,932$1,774,659 â–²1.2%3,791,50631.8%ETFDFICDimensional International Core Equity 2 ETF$50,432,005$1,079,153 â–²2.2%1,419,42010.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$45,253,881$598,448 â–²1.3%546,8759.8%ETFDFASDimensional U.S. Small Cap ETF$30,127,457$563,705 â–²1.9%423,5556.5%ETFDFCFDimensional Core Fixed Income ETF$26,699,762$462,562 â–²1.8%632,3965.8%ETFDFAIDimensional International Core Equity Market ETF$26,593,626$63,310 â–¼-0.2%682,5885.7%ETFVNQVanguard Real Estate ETF$23,923,681$835,907 â–²3.6%269,7155.2%ETFHOMBHome BancShares$15,663,054$136,912 â–¼-0.9%581,6213.4%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$15,085,667$239,431 â–²1.6%436,6333.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,442,869$749,816 â–²6.4%156,9682.7%ETFDIMENSIONAL ETF TRUST$11,929,959$3,631,102 â–²43.8%165,5102.6%US CORE EQUITY 1DFAEDimensional Emerging Core Equity Market ETF$8,394,965$14,560 â–¼-0.2%247,9311.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$4,857,463$134,304 â–²2.8%96,2061.0%ManufacturingDFARDimensional US Real Estate ETF$4,590,990$159,661 â–²3.6%194,1221.0%ETFVTIVanguard Total Stock Market ETF$3,988,772$5,454 â–¼-0.1%12,4330.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$3,701,283$1,168,609 â–²46.1%163,1960.8%ETFAAPLApple$2,901,591$3,299 â–²0.1%11,4330.6%Computer and TechnologyVBVanguard Small-Cap ETF$2,681,504$363,279 â–²15.7%10,2380.6%ETFMSFTMicrosoft$2,421,966$15,917 â–²0.7%6,5430.5%Computer and TechnologyMARMarriott International$1,520,8760.0%4,6500.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,512,187$182,227 â–²13.7%2,5310.3%ETFVXUSVanguard Total International Stock ETF$1,469,151$925 â–¼-0.1%19,0530.3%ETFBNDVanguard Total Bond Market ETF$1,401,778$636,235 â–²83.1%19,0360.3%ETFSCHBSchwab US Broad Market ETF$838,9300.0%33,4230.2%ETFAMZNAmazon.com$805,797$6,873 â–²0.9%3,8690.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$791,690$27,810 â–¼-3.4%12,3550.2%ETFVWOVanguard FTSE Emerging Markets ETF$776,387$20,161 â–¼-2.5%14,3640.2%ETFRSGRepublic Services$735,2510.0%3,3570.2%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$689,133$89,683 â–²15.0%20,2860.1%ETFDFAUDimensional US Core Equity Market ETF$629,099$73,138 â–²13.2%13,9430.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$623,690$1,005,896 â–¼-61.7%6,1960.1%ETFIVViShares Core S&P 500 ETF$612,7200.0%9380.1%ETFDIMENSIONAL ETF TRUST$611,802$81,308 â–²15.3%8,2920.1%WORLD EQUITY ETFNVDANVIDIA$494,554$7,673 â–²1.6%2,8360.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$492,411$42,947 â–¼-8.0%19,2050.1%ETFBNDXVanguard Total International Bond ETF$472,583$20,902 â–¼-4.2%9,8350.1%ETFDFNMDimensional National Municipal Bond ETF$447,8580.0%9,3440.1%ETFGOOGLAlphabet$396,153$4,887 â–²1.2%1,3780.1%Computer and TechnologyENSGThe Ensign Group$330,057$70,324 â–²27.1%1,6380.1%MedicalMETAMeta Platforms$326,328$9,733 â–¼-2.9%5700.1%Computer and TechnologyVTVanguard Total World Stock ETF$283,244$4,841 â–¼-1.7%2,0480.1%ETFVGSHVanguard Short-Term Treasury ETF$254,6490.0%4,3500.1%ETFAXPAmerican Express$251,821$605 â–²0.2%8330.1%FinanceJPMJPMorgan Chase & Co.$237,7850.0%8080.1%FinanceCOPConocoPhillips$219,3840.0%1,6620.0%EnergyRFRegions Financial$201,7770.0%7,7250.0%FinanceBRK.BBerkshire Hathaway$199,8270.0%4170.0%FinanceVOVanguard Mid-Cap ETF$186,667$36,759 â–¼-16.5%6500.0%ETFSYKStryker$176,7820.0%5380.0%MedicalGOOGAlphabet$173,0920.0%6030.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$166,743$3,919 â–²2.4%4,3400.0%SHS BEN INTDIMENSIONAL ETF TRUST$165,9120.0%2,5580.0%EMERGING MRKTETSIWFiShares Russell 1000 Growth ETF$156,4890.0%3670.0%ETFVGTVanguard Information Technology ETF$147,917$8,373 â–¼-5.4%2120.0%ETFSCHASchwab US Small-Cap ETF$146,4740.0%5,0370.0%ETFDISVDimensional International Small Cap Value ETF$141,558$24,336 â–²20.8%3,5890.0%ETFHDHome Depot$140,4370.0%4270.0%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$136,034$43,688 â–¼-24.3%4,4340.0%ETFCLHClean Harbors$133,3300.0%4650.0%Business ServicesIEFAiShares Core MSCI EAFE ETF$130,907$12,855 â–¼-8.9%1,4460.0%ETFPHParker-Hannifin$121,7530.0%1360.0%IndustrialsIVEiShares S&P 500 Value ETF$120,9890.0%5730.0%ETFPSXPhillips 66$114,2270.0%6270.0%EnergyCVXChevron$106,347$25,242 â–¼-19.2%5140.0%EnergyCSCOCisco Systems$104,9800.0%1,3530.0%Computer and TechnologyORCLOracle$101,2120.0%6880.0%Computer and TechnologyAESRAnfield U.S. Equity Sector Rotation ETF$97,7200.0%5,8410.0%ETFDFLVDimensional US Large Cap Value ETF$96,870$53,594 â–²123.8%2,7130.0%ETFDFSVDimensional US Small Cap Value ETF$91,359$30,558 â–²50.3%2,6070.0%ETFDFIVDimensional International Value ETF$85,791$158 â–²0.2%1,6250.0%ETFVXFVanguard Extended Market ETF$83,869$206 â–²0.2%4080.0%ETFDFUSDimensional U.S. Equity ETF$81,737$213 â–²0.3%1,1530.0%ETFBABoeing$79,0150.0%3970.0%AerospaceVTIPVanguard Short-Term Inflation-Protected Securities ETF$74,2760.0%1,4870.0%ManufacturingPALANTIR TECHNOLOGIES INC$72,7020.0%4970.0%CL ABSVVanguard Short-Term Bond ETF$69,8640.0%8910.0%ETFIWMiShares Russell 2000 ETF$66,2160.0%2670.0%FinanceDFEVDimensional Emerging Markets Value ETF$65,628$36 â–²0.1%1,8340.0%ETFSHOPIFY INC$64,530$8,185 â–¼-11.3%5440.0%CL A SUB VTG SHSDFSDDimensional Short-Duration Fixed Income ETF$64,427$41,164 â–²177.0%1,3460.0%ETFBNDWVanguard Total World Bond ETF$64,1810.0%9390.0%ETFVTVVanguard Value ETF$61,4110.0%3130.0%ETFEFAiShares MSCI EAFE ETF$59,8330.0%6160.0%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$57,029$12,495 â–²28.1%9630.0%ETFEDConsolidated Edison$56,8170.0%5020.0%UtilitiesXLEEnergy Select Sector SPDR Fund$56,369$28,675 â–¼-33.7%9200.0%ETFDIMENSIONAL ETF TRUST$55,325$55,325 â–²New Holding1,0910.0%ULTRASHORT FIXEDPHOInvesco Water Resources ETF$53,4880.0%8000.0%ETFAFIFAnfield Universal Fixed Income ETF$52,6050.0%5,6470.0%ETFGLDSPDR Gold Shares$52,066$1,721 â–²3.4%1210.0%FinanceFDXFedEx$51,2900.0%1440.0%TransportationSPYSPDR S&P 500 ETF Trust$49,426$28,615 â–²137.5%760.0%FinanceRTXRTX$47,261$7,909 â–¼-14.3%2450.0%AerospaceSOUNSoundHound AI$46,5860.0%6,7810.0%Computer and TechnologyGDGeneral Dynamics$44,4410.0%1290.0%AerospaceSCHMSchwab U.S. Mid-Cap ETF$44,153$93 â–²0.2%1,4260.0%ETFIJRiShares Core S&P Small-Cap ETF$43,0120.0%3460.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$42,435$22,971 â–²118.0%7500.0%ETFXLIIndustrial Select Sector SPDR Fund$41,242$12,130 â–²41.7%2550.0%ETFTSLATesla$40,1490.0%1080.0%Auto/Tires/TrucksShowing 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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