CIK 1938514
DecisionPoint Financial, LLC
Institutional 13F holdings & portfolio
Holdings
727
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 727
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES TR | 367 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 224 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| DEXC | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 427 | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 688 | $100K–$500K | SH |
| IVE | ISHARES TR | 573 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 136 | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 465 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 1K | $100K–$500K | SH |
| AESR | TWO RDS SHARED TR | 6K | $50K–$100K | SH |
| SHOP | SHOPIFY INC | 613 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 636 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 497 | $50K–$100K | SH |
| BA | BOEING CO | 397 | $50K–$100K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| VXF | VANGUARD INDEX FDS | 407 | $50K–$100K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 627 | $50K–$100K | SH |
| VTIP | VANGUARD MALVERN FDS | 1K | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS | 891 | $50K–$100K | SH |
| SOUN | SOUNDHOUND AI INC | 7K | $50K–$100K | SH |
| IWM | ISHARES TR | 267 | $50K–$100K | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 939 | $50K–$100K | SH |
| XLE | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| IAU | ISHARES GOLD TR | 753 | $50K–$100K | SH |
| VTV | VANGUARD INDEX FDS | 313 | $50K–$100K | SH |
| EFA | ISHARES TR | 616 | $50K–$100K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 800 | $50K–$100K | SH |
| SLV | ISHARES SILVER TR | 830 | $50K–$100K | SH |
| AFIF | TWO RDS SHARED TR | 6K | $50K–$100K | SH |
| RTX | RTX CORPORATION | 286 | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC | 502 | $15K–$50K | SH |
| TSLA | TESLA INC | 108 | $15K–$50K | SH |
| INTU | INTUIT | 71 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 419 | $15K–$50K | SH |
| GLD | SPDR GOLD TR | 117 | $15K–$50K | SH |
| MTUM | ISHARES TR | 178 | $15K–$50K | SH |
| VYM | VANGUARD WHITEHALL FDS | 305 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 129 | $15K–$50K | SH |
| SPMD | SPDR SERIES TRUST | 752 | $15K–$50K | SH |
| SCHM | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| FDX | FEDEX CORP | 144 | $15K–$50K | SH |
| IJR | ISHARES TR | 346 | $15K–$50K | SH |