DecisionPoint Financial, LLC

CIK

1938514

Location

MESA, AZ

Portfolio Value

Micro $52,693,475

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,141 / 8,700 ▼ 3472

Top Industry

Banks - Regional 50.6%

Period ended 2 months ago

Filed Aug 5, 2026 · 39d

15 quarters · since Dec 2022

Portfolio Concentration

1,269 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.5%

−43.5 pts

Top 5

68.9%

−23.9 pts

Top 10

82.7%

−14.2 pts

HHI

1,518

Moderately concentrated−3,589

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.8%	$20,454,797	25
Financial Services	32.8%	$17,295,613	215
Technology	14.0%	$7,383,832	205
Consumer Cyclical	5.9%	$3,125,306	158
Industrials	3.0%	$1,600,520	207
Communication Services	2.3%	$1,194,726	42
Healthcare	1.5%	$774,142	137
Energy	1.0%	$510,253	74
Consumer Defensive	0.3%	$133,831	66
Utilities	0.2%	$108,687	52
Basic Materials	0.2%	$81,191	68
Real Estate	0.1%	$30,577	20

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+713	3,549	$710,119
JNJ	Johnson & Johnson	+310	442	$112,254
GOOGL	Alphabet Inc.	+295	2,276	$809,628
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+200	205	$97,901
AESR	Anfield U.S. Equity Sector Rotation ETF	+194	5,841	$121,200
PG	PROCTER & GAMBLE Co	+135	242	$35,486
PPLT	abrdn Platinum ETF Trust	+99	110	$1,554
GEHC	GE HealthCare Technologies Inc.	+90	108	$6,913
AAPL	Apple Inc.	+68	11,501	$3,327,929
T	At&T Inc.	+54	129	$2,670
VZ	Verizon Communications Inc	+43	63	$2,667
BAC	Bank Of America Corp /De/	+40	358	$20,398
DVN	Devon Energy Corp/De	+34	36	$1,487
XOM	ExxonMobil Holdings Corp	+33	267	$36,504
HBAN	Huntington Bancshares Inc /Md/	+32	58	$1,028
KLAC	Kla Corp	+30	32	$9,654
SOFI	SoFi Technologies, Inc.	+29	52	$932
CVX	Chevron Corp	+28	542	$89,841
CSCO	Cisco Systems, Inc.	+27	1,380	$162,094
BKNG	Booking Holdings Inc.	+27	28	$4,990
CCL	Carnival Corp Ltd.	+25	139	$3,971
JPM	Jpmorgan Chase & Co	+23	831	$272,011
SHOP	Shopify Inc.	+22	566	$64,625
KMI	Kinder Morgan, Inc.	+21	734	$23,465
MRK	Merck & Co., Inc.	+21	143	$18,375
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−7,899,640	166,389	$13,640,570
BNDW	Vanguard Total World Bond ETF	−708,495	939	$64,349
HOMB	Home Bancshares Inc	−92,484	489,137	$13,964,861
DAIC	CID Holdco, Inc.	−65,652	2,735	$4,758
VEU	Vanguard FTSE All-World Ex-US ETF	−16,412	30	$2,512
VB	Vanguard Morningstar Small-Cap ETF	−16,202	10,086	$3,057,268
BNDX	Vanguard Total International Bond ETF	−5,150	4,685	$226,894
RF	Regions Financial Corp	−1,693	6,032	$182,166
SOUN	Soundhound Ai, Inc.	−1,000	5,781	$37,403
IBIT	iShares Bitcoin Trust ETF	−635	3,705	$123,339
DKNG	DraftKings Inc.	−398	57	$1,439
MSFT	Microsoft Corp	−271	6,272	$2,339,581
EDV	Vanguard World Funds Extended Duration ETF	−179	400	$26,032
VEA	Vanguard FTSE Developed Markets ETF	−166	12,189	$868,466
IVZ	Invesco Ltd.	−85	15	$395
UAA	Under Armour, Inc.	−81	13	$81
HOOD	Robinhood Markets, Inc.	−67	15	$1,504
BSX	Boston Scientific Corp	−61	5	$213
ZM	Zoom Communications, Inc.	−61	7	$604
RIVN	Rivian Automotive, Inc. / DE	−56	19	$329
SYK	Stryker Corp	−52	486	$153,012
ABT	Abbott Laboratories	−41	126	$11,433
CMG	Chipotle Mexican Grill Inc	−40	10	$340
GILD	Gilead Sciences, Inc.	−33	13	$1,642
CCC	CCC Intelligent Solutions Holdings Inc.	−31	6	$30
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HAPN	Happen, Inc.	102,574	$2,127,384
—		4,500	$439,200
ALK	Alaska Air Group, Inc.	573	$29,910
SPCX	Space Exploration Technologies Corp	151	$25,799
FDXF	FedEx Freight Holding Company, Inc.	72	$10,872
HONA	Honeywell Aerospace Inc.	25	$5,527
INTC	Intel Corp	31	$4,328
TRLV	Trulieve Cannabis Corp.	416	$4,089
BAI	iShares A.I. Innovation and Tech Active ETF	60	$3,163
STX	Seagate Technology Holdings plc	3	$2,895
SNDK	Sandisk Corp	1	$2,273
GS	Goldman Sachs Group Inc	2	$2,022
FIX	Comfort Systems USA Inc	1	$1,981
FLEX	Flex Ltd.	11	$1,782
APP	AppLovin Corp	3	$1,545
MRVL	Marvell Technology, Inc.	5	$1,489
CSX	Csx Corp	31	$1,473
GWW	W.W. Grainger, Inc.	1	$1,360
VRT	Vertiv Holdings Co	4	$1,339
UPS	United Parcel Service Inc	11	$1,182
NXPI	NXP Semiconductors N.V.	4	$1,124
UAL	United Airlines Holdings, Inc.	8	$1,087
MLI	Mueller Industries Inc	8	$983
F	Ford Motor Co	70	$973
BLK	BlackRock, Inc.	1	$961
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	269,715	$23,923,719
AAXJ	iShares MSCI All Country Asia ex Japan ETF	108,915	$6,740,778
FNDA	Schwab Fundamental U.S. Small Company ETF	226,734	$5,359,654
BIV	Vanguard Intermediate-Term Bond ETF	19,927	$1,471,674
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,373	$157,845
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,636	$151,115
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	1,487	$74,275
ABI	VictoryShares Pioneer Asset-Based Income ETF	887	$70,185
VIGI	Vanguard International Dividend Appreciation ETF	245	$36,284
EOSE	Eos Energy Enterprises, Inc.	6,906	$34,253
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	135	$21,408
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	422	$21,117
FBCG	Fidelity Blue Chip Growth ETF	170	$20,406
BKF	iShares MSCI BIC ETF	283	$15,606
AGNG	Global X Funds Global X Aging Population ETF	306	$15,309
CWI	State Street SPDR MSCI ACWI ex-US ETF	242	$14,943
BILZ	PIMCO Ultra Short Government Active ETF	111	$7,105
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	308	$5,334
AFK	VanEck Africa Index ETF	119	$4,948
ASX	ASE Technology Holding Co., Ltd.	225	$4,878
FIG	Figma, Inc.	222	$4,693
JA	Janus Henderson AA-A CLO ETF	92	$4,156
E	Eni Spa	67	$3,792
BBAI	BigBear.ai Holdings, Inc.	1,000	$3,520
—		96	$3,192
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,269 tracked positions · $52,693,475 total · filing declares 1,429 positions · $539,863,507 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,269 positions by value · page 1 of 26

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HOMB	Home Bancshares Inc Financial Services	Reduced	489,137	-92,484	$13,964,861	−10.8%	26.50%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	166,389	-7,899,640	$13,640,570	−95.8%	25.89%
AAPL	Apple Inc. Technology	Added	11,501	+68	$3,327,929	+14.7%	6.32%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	10,086	-16,202	$3,057,268	−63.2%	5.80%
MSFT	Microsoft Corp Technology	Reduced	6,272	-271	$2,339,581	−3.4%	4.44%
HAPN	Happen, Inc. Financial Services	NEW	102,574	NEW	$2,127,384	NEW	4.04%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	4,651	+1	$1,723,614	+13.3%	3.27%
VXUS	Vanguard Total International Stock ETF	Reduced	19,028	-25	$1,626,703	+10.7%	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,858	-11	$919,515	+14.1%	1.75%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	12,189	-166	$868,466	+9.7%	1.65%
GOOGL	Alphabet Inc. Communication Services	Added	2,276	+295	$809,628	+42.2%	1.54%
RSG	Republic Services, Inc. Industrials	Added	3,359	+2	$715,735	−2.7%	1.36%
NVDA	Nvidia Corp Technology	Added	3,549	+713	$710,119	+43.6%	1.35%
		NEW	4,500	NEW	$439,200	NEW	0.83%
META	Meta Platforms, Inc. Communication Services	Added	583	+13	$328,398	+0.7%	0.62%
AXP	American Express Co Financial Services	Added	840	+7	$284,130	+12.8%	0.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	831	+23	$272,011	+14.4%	0.52%
ENSG	Ensign Group, Inc Healthcare	Added	1,640	+2	$262,892	−20.3%	0.50%
BNDX	Vanguard Total International Bond ETF	Reduced	4,685	-5,150	$226,894	−52.0%	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	422	+5	$211,164	+5.7%	0.40%
RF	Regions Financial Corp Financial Services	Reduced	6,032	-1,693	$182,166	−9.7%	0.35%
COP	Conocophillips Energy	Added	1,672	+10	$173,821	−20.8%	0.33%
CSCO	Cisco Systems, Inc. Technology	Added	1,380	+27	$162,094	+54.4%	0.31%
SYK	Stryker Corp Healthcare	Reduced	486	-52	$153,012	−13.4%	0.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	429	+2	$151,299	+7.7%	0.29%
CLH	Clean Harbors Inc Industrials	Added	467	+2	$139,516	+4.6%	0.26%
PH	Parker-Hannifin Corp Industrials	Added	137	+1	$134,002	+10.1%	0.25%
IBIT	iShares Bitcoin Trust ETF	Reduced	3,705	-635	$123,339	−26.0%	0.23%
AESR	Anfield U.S. Equity Sector Rotation ETF	Added	5,841	+194	$121,200	+130.3%	0.23%
JNJ	Johnson & Johnson Healthcare	Added	442	+310	$112,254	+247.9%	0.21%
PSX	Phillips 66 Energy	Added	632	+5	$106,839	−6.5%	0.20%
ORCL	Oracle Corp Technology	Added	702	+14	$102,878	+1.6%	0.20%
		Reduced	399	-9	$98,237	+17.0%	0.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	205	+200	$97,901	+5696.4%	0.19%
CVX	Chevron Corp Energy	Added	542	+28	$89,841	−15.5%	0.17%
BA	Boeing Co Industrials	Added	399	+2	$86,371	+9.3%	0.16%
SHOP	Shopify Inc. Technology	Added	566	+22	$64,625	+0.1%	0.12%
BNDW	Vanguard Total World Bond ETF	Reduced	939	-708,495	$64,349	−99.9%	0.12%
PLTR	Palantir Technologies Inc. Technology	Added	500	+3	$58,335	−19.8%	0.11%
ED	Consolidated Edison Inc Utilities	Added	504	+2	$55,757	−1.9%	0.11%
PANW	Palo Alto Networks Inc Technology	Added	156	+1	$53,199	+114.1%	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	123	+15	$51,733	+28.9%	0.10%
RTX	RTX Corp Industrials	Added	251	+6	$47,622	+0.8%	0.09%
GD	General Dynamics Corp Industrials	Added	132	+3	$46,759	+5.6%	0.09%
SPY	Spdr S&P 500 ETF Trust	Reduced	62	-14	$46,299	−6.3%	0.09%
FDX	Fedex Corp Industrials	Added	146	+2	$45,716	−10.9%	0.09%
GLD	Spdr Gold Trust	Held	121	0	$44,573	−14.4%	0.08%
CAT	Caterpillar Inc Industrials	Added	39	+4	$41,531	+67.5%	0.08%
PAYX	Paychex Inc Technology	Added	399	+2	$39,233	+7.3%	0.07%
SOUN	Soundhound Ai, Inc. Technology	Reduced	5,781	-1,000	$37,403	−19.7%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.