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 101–150 of 727
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFLV | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| NKE | NIKE INC | 642 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 168 | $15K–$50K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| RKLB | ROCKET LAB CORP | 472 | $15K–$50K | SH |
| IVW | ISHARES TR | 265 | $15K–$50K | SH |
| GIS | GENERAL MLS INC | 700 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 267 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 103 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 106 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 202 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 147 | $15K–$50K | SH |
| LLY | ELI LILLY & CO | 28 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 107 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 180 | $15K–$50K | SH |
| IJH | ISHARES TR | 420 | $15K–$50K | SH |
| PSTG | PURE STORAGE INC | 412 | $15K–$50K | SH |
| QLYS | QUALYS INC | 200 | $15K–$50K | SH |
| VUG | VANGUARD INDEX FDS | 54 | $15K–$50K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 540 | $15K–$50K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 207 | $15K–$50K | SH |
| WMT | WALMART INC | 219 | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 202 | $15K–$50K | SH |
| EWC | ISHARES INC | 445 | $15K–$50K | SH |
| CCK | CROWN HLDGS INC | 229 | $15K–$50K | SH |
| QUAL | ISHARES TR | 118 | $15K–$50K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 486 | $15K–$50K | SH |
| OEF | ISHARES TR | 66 | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 169 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED | 39 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC | 228 | $15K–$50K | SH |
| QQQ | INVESCO QQQ TR | 36 | $15K–$50K | SH |
| SPY | SPDR S&P 500 ETF TR | 32 | $15K–$50K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 83 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 167 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 36 | $15K–$50K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 357 | $15K–$50K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 204 | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 35 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 233 | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 713 | $15K–$50K | SH |
| SPYV | SPDR SERIES TRUST | 344 | $15K–$50K | SH |
| DXJ | WISDOMTREE TR | 135 | $15K–$50K | SH |
| ETN | EATON CORP PLC | 59 | $15K–$50K | SH |
| DGRO | ISHARES TR | 258 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 318 | $15K–$50K | SH |
| FNV | FRANCO NEV CORP | 83 | $15K–$50K | SH |
| MBB | ISHARES TR | 178 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 97 | $15K–$50K | SH |
| SHEL | SHELL PLC | 228 | $15K–$50K | SH |