DecisionPoint Financial, LLC

Registered adviser

CIK

1938514

Location

MESA, AZ

Portfolio Value

Small $572,325,760

Diversification

Highly concentrated

Filing Date

Global Rank

#3,647 / 8,818 ▲ 58 · as of Jun 2026

Top Industry

Banks - Regional 38.0%

Period ended 28 days ago

Filed Oct 27, 2026 · 1d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 296988

Roster of Oct 1, 2026

Regulatory AUM

$1,224,256,610

Main clients

Diversified

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,224,256,610	Diversified
Apr 2025 to Mar 2026	$848,664,616	Individuals and high net worth (51%)
Apr 2024 to Mar 2025	$689,179,776	Individuals and high net worth (54%)
May 2023 to Mar 2024	$573,924,206	Individuals and high net worth (50%)
Apr 2023	$573,924,206	Individuals and high net worth (50%)
Apr 2022 to Mar 2023	$495,525,785	Diversified

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.5% of the book (60%+)

Turnover

Low turnover

3.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 92.4%; sector active share 81.1% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,417 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

70.6%

−0.5 pts

Top 5

91.4%

−1.3 pts

Top 10

95.5%

−1.0 pts

HHI

5,164

Highly concentrated−78

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.1%	$532,738,524	169
Financial Services	3.0%	$16,925,413	218
Technology	2.1%	$11,836,446	203
Consumer Cyclical	0.7%	$3,757,655	157
Industrials	0.4%	$2,121,532	208
Healthcare	0.3%	$1,620,883	135
Communication Services	0.2%	$1,249,544	46
Energy	0.2%	$1,030,168	78
Consumer Defensive	0.1%	$486,202	70
Basic Materials	0.1%	$418,339	61
Utilities	0.0%	$109,425	51
Real Estate	0.0%	$31,629	21

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+232,240	4,293,579	$190,849,585
DFIC	Dimensional International Core Equity 2 ETF	+148,061	1,731,401	$65,117,991
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+54,941	656,277	$51,393,051
DFCF	Dimensional Core Fixed Income ETF	+51,446	752,970	$30,209,156
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+42,538	517,501	$20,555,139
VNQ	VANGUARD REAL ESTATE INDEX FUND	+27,673	320,824	$28,755,454
DFAS	Dimensional U.S. Small Cap ETF	+27,452	478,766	$37,066,062
SCHI	Schwab 5-10 Year Corporate Bond ETF	+20,332	181,616	$3,893,847
SGOV	iShares 0-3 Month Treasury Bond ETF	+12,914	19,050	$1,917,954
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+10,828	198,758	$15,354,055
DCOR	Dimensional ETF Trust	+9,963	176,352	$14,577,255
INTC	Intel Corp	+4,939	4,970	$597,543
HAPN	Happen, Inc.	+3,839	106,413	$1,572,784
DFAI	Dimensional International Core Equity Market ETF	+3,356	684,212	$28,346,902
DFAR	Dimensional US Real Estate ETF	+3,222	197,427	$4,769,836
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+3,208	3,244	$127,943
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+3,142	21,150	$1,483,672
EFA	iShares MSCI EAFE ETF	+2,102	2,718	$282,373
DUHP	Dimensional US High Profitability ETF	+1,995	2,425	$101,631
AMAT	Applied Materials Inc	+1,852	1,865	$953,723
EEM	iShares MSCI Emerging Markets ETF	+1,848	1,978	$132,110
TJX	Tjx Companies Inc	+1,839	1,855	$245,435
CMCSA	Comcast Corp	+1,767	1,795	$39,059
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,634	2,525	$192,910
IJR	iShares Core S&P Small-Cap ETF	+1,607	1,953	$265,686
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HOMB	Home Bancshares Inc	−18,159	470,978	$13,272,160
DFAE	Dimensional Emerging Core Equity Market ETF	−7,114	225,315	$8,857,131
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−4,388	91,498	$4,527,321
JAAA	Janus Henderson AAA CLO ETF	−1,649	697	$35,177
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−944	3,406	$196,049
DFAU	Dimensional US Core Equity Market ETF	−518	13,399	$701,571
RF	Regions Financial Corp	−421	5,611	$150,823
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−191	1,290	$63,493
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−150	850	$166,387
META	Meta Platforms, Inc.	−135	448	$324,880
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−108	11,949	$4,471,793
AIG	American International Group, Inc.	−99	17	$1,265
GEHC	GE HealthCare Technologies Inc.	−96	12	$784
ABT	Abbott Laboratories	−85	41	$4,052
PANW	Palo Alto Networks Inc	−63	93	$36,949
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−59	196	$32,728
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−57	307	$47,646
BAI	BlackRock ETF Trust	−56	4	$188
VV	VANGUARD LARGE-CAP INDEX FUND	−52	667	$234,683
IWM	iShares Russell 2000 ETF	−49	267	$74,196
SHOP	Shopify Inc.	−32	534	$79,192
VB	Vanguard Index Funds	−25	10,061	$2,862,253
IEFA	iShares Core MSCI EAFE ETF	−22	1,715	$166,149
HON	Honeywell International Inc	−20	5	$1,054
INTU	Intuit Inc.	−19	26	$7,168
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	430	$282,385
CVE	Cenovus Energy Inc.	3,000	$93,240
DFUV	Dimensional U.S. Marketwide Value ETF	1,257	$69,135
AGG	iShares Core U.S. Aggregate Bond ETF	649	$61,356
ITA	iShares U.S. Aerospace & Defense ETF	241	$49,930
UL	Unilever PLC	716	$43,482
DUSB	Dimensional Ultrashort Fixed Income ETF	809	$40,846
AVSC	Avantis U.S. Small Cap Equity ETF	444	$30,698
IMTM	iShares MSCI Intl Momentum Factor ETF	547	$28,788
AVAV	AeroVironment Inc	201	$28,586
ZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	517	$27,876
AVEM	Avantis Emerging Markets Equity ETF	214	$20,120
IUSV	iShares Core S&P U.S. Value ETF	166	$18,306
VHT	VANGUARD HEALTH CARE INDEX FUND	47	$14,855
VBIL	Vanguard Institutional Index Funds	132	$9,995
MBB	iShares MBS ETF	95	$8,513
BIV	Vanguard Bond Index Funds	82	$5,974
IEF	iShares 7-10 Year Treasury Bond ETF	63	$5,626
GOVT	iShares U.S. Treasury Bond ETF	197	$4,308
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	25	$4,210
IREN	IREN Ltd	100	$4,088
MICC	Magnum Ice Cream Co N.V.	161	$2,862
VPU	VANGUARD UTILITIES INDEX FUND	16	$2,736
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	27	$2,343
O	Realty Income Corp	42	$2,280
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DVY	iShares Select Dividend ETF	414	$64,708
IQDF	FlexShares International Quality Dividend Index Fund	1,051	$36,322
QDF	FlexShares Quality Dividend Index Fund	315	$28,324
EDV	Vanguard World Fund	400	$26,032
JMUB	JPMorgan Municipal ETF	420	$21,275
IWR	iShares Russell Mid-Cap ETF	188	$20,740
RSP	Victory Portfolios II	87	$18,510
DVYE	iShares Trust	403	$12,988
DES	WisdomTree U.S. SmallCap Dividend Fund	271	$11,024
DON	WisdomTree U.S. Midcap Dividend Fund	190	$10,738
VOE	VANGUARD MID-CAP VALUE INDEX FUND	18	$3,556
LYG	Lloyds Banking Group plc	500	$2,915
DYNF	iShares U.S. Equity Factor Rotation Active ETF	18	$1,224
CASY	Caseys General Stores Inc	1	$794
IAU	Ishares Gold Trust	10	$755
RBC	RBC Bearings INC	1	$644
—		3	$615
LII	Lennox International Inc	1	$572
FN	Fabrinet	1	$562
MUSA	Murphy USA Inc.	1	$538
MYRG	Myr Group Inc.	1	$500
CHE	Chemed Corp	1	$465
LFUS	Littelfuse Inc	1	$455
VRRM	VERRA MOBILITY Corp	100	$425
KRYS	Krystal Biotech, Inc.	1	$371
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,417 tracked positions · $572,325,760 total · filing declares 1,432 positions · $573,860,176 · as of Sep 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 1,417 positions by value · page 1 of 29

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	4,293,579	+232,240	$190,849,585	+5.9%	33.35%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,731,401	+148,061	$65,117,991	+10.4%	11.38%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	656,277	+54,941	$51,393,051	+3.4%	8.98%
DFAS	Dimensional U.S. Small Cap ETF	Added	478,766	+27,452	$37,066,062	−0.3%	6.48%
DFCF	Dimensional Core Fixed Income ETF	Added	752,970	+51,446	$30,209,156	+2.0%	5.28%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	320,824	+27,673	$28,755,454	+1.7%	5.02%
DFAI	Dimensional International Core Equity Market ETF	Added	684,212	+3,356	$28,346,902	+0.9%	4.95%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	517,501	+42,538	$20,555,139	+6.5%	3.59%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	198,758	+10,828	$15,354,055	+3.4%	2.68%
DCOR	Dimensional ETF Trust	Added	176,352	+9,963	$14,577,255	+6.9%	2.55%
HOMB	Home Bancshares Inc Financial Services	Reduced	470,978	-18,159	$13,272,160	−5.0%	2.32%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	225,315	-7,114	$8,857,131	−5.2%	1.55%
DFAR	Dimensional US Real Estate ETF	Added	197,427	+3,222	$4,769,836	−6.1%	0.83%
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	Reduced	91,498	-4,388	$4,527,321	−6.3%	0.79%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	11,949	-108	$4,471,793	+0.2%	0.78%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	181,616	+20,332	$3,893,847	+6.6%	0.68%
AAPL	Apple Inc. Technology	Added	11,585	+84	$3,858,036	+15.9%	0.67%
MSFT	Microsoft Corp Technology	Reduced	6,259	-13	$3,210,241	+37.2%	0.56%
VB	Vanguard Index Funds	Reduced	10,061	-25	$2,862,253	−6.4%	0.50%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	19,050	+12,914	$1,917,954	+210.5%	0.34%
VOO	VANGUARD 500 INDEX FUND	Added	2,665	+150	$1,867,791	+8.1%	0.33%
MAR	Marriott International Inc Consumer Cyclical	Added	4,652	+1	$1,654,576	−4.0%	0.29%
VXUS	Vanguard Total International Stock ETF	Held	19,028	0	$1,616,618	−0.6%	0.28%
HAPN	Happen, Inc. Financial Services	Added	106,413	+3,839	$1,572,784	−26.1%	0.27%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	21,150	+3,142	$1,483,672	+12.2%	0.26%
IVV	iShares Core S&P 500 ETF	Added	1,293	+228	$990,244	+24.2%	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,964	+106	$987,630	+7.4%	0.17%
SCHB	Schwab U.S. Broad Market ETF	Held	33,423	0	$979,628	+1.2%	0.17%
AMAT	Applied Materials Inc Technology	Added	1,865	+1,852	$953,723	+10047.1%	0.17%
MU	Micron Technology Inc Technology	Added	847	+821	$902,148	+2906.1%	0.16%
VEA	Vanguard FTSE Developed Markets ETF	Added	12,483	+294	$881,424	+1.5%	0.15%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	14,408	+203	$854,538	+0.8%	0.15%
NVDA	Nvidia Corp Technology	Added	3,715	+166	$848,431	+19.5%	0.15%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	20,917	+210	$774,347	+1.5%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,252	+1,421	$745,029	+173.9%	0.13%
RSG	Republic Services, Inc. Industrials	Added	3,361	+2	$705,373	−1.4%	0.12%
DFAU	Dimensional US Core Equity Market ETF	Reduced	13,399	-518	$701,571	−2.5%	0.12%
DFAW	Dimensional World Equity ETF	Added	8,119	+139	$668,274	+1.2%	0.12%
INTC	Intel Corp Technology	Added	4,970	+4,939	$597,543	+13706.4%	0.10%
SCHX	Schwab U.S. Large-Cap ETF	Held	19,205	0	$576,150	+1.9%	0.10%
GOOGL	Alphabet Inc. Communication Services	Added	1,379	+30	$474,486	−1.6%	0.08%
DFNM	Dimensional National Municipal Bond ETF	Held	9,344	0	$430,104	−4.8%	0.08%
AXP	American Express Co Financial Services	Added	1,304	+464	$396,546	+39.6%	0.07%
LIN	Linde PLC Basic Materials	Added	706	+690	$335,102	+3935.9%	0.06%
GOOG	Alphabet Inc. Communication Services	Added	956	+29	$325,747	−0.5%	0.06%
META	Meta Platforms, Inc. Communication Services	Reduced	448	-135	$324,880	−1.1%	0.06%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	2,039	-9	$321,856	+0.1%	0.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,120	+691	$318,628	+110.6%	0.06%
JNJ	Johnson & Johnson Healthcare	Added	1,178	+736	$311,863	+177.8%	0.05%
LLY	ELI LILLY & Co Healthcare	Added	261	+233	$301,997	+799.2%	0.05%

Showing the top 50 of 1,417 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.