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 151–200 of 727
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 102 | $15K–$50K | SH |
| HST | HOST HOTELS & RESORTS INC | 935 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 68 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 144 | $15K–$50K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 430 | $15K–$50K | SH |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 1K | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 70 | $15K–$50K | SH |
| TIP | ISHARES TR | 144 | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW | 455 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 27 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 107 | $15K–$50K | SH |
| FEZ | SPDR INDEX SHS FDS | 237 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 205 | $15K–$50K | SH |
| BP | BP PLC | 425 | $1K–$15K | SH |
| AOA | ISHARES TR | 164 | $1K–$15K | SH |
| MRK | MERCK & CO INC | 137 | $1K–$15K | SH |
| AVGO | BROADCOM INC | 41 | $1K–$15K | SH |
| IWN | ISHARES TR | 78 | $1K–$15K | SH |
| DAIC | CID HOLDCO INC | 31K | $1K–$15K | SH |
| CMI | CUMMINS INC | 27 | $1K–$15K | SH |
| SMH | VANECK ETF TRUST | 38 | $1K–$15K | SH |
| XLK | SELECT SECTOR SPDR TR | 94 | $1K–$15K | SH |
| IXN | ISHARES TR | 127 | $1K–$15K | SH |
| FSSL | FS SPECIALTY LENDING FD | 940 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC | 161 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC | 39 | $1K–$15K | SH |
| IEMG | ISHARES INC | 191 | $1K–$15K | SH |
| AOM | ISHARES TR | 265 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 306 | $1K–$15K | SH |
| APD | AIR PRODS & CHEMS INC | 50 | $1K–$15K | SH |
| REGN | REGENERON PHARMACEUTICALS | 16 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 228 | $1K–$15K | SH |
| EDV | VANGUARD WORLD FD | 184 | $1K–$15K | SH |
| ALL | ALLSTATE CORP | 57 | $1K–$15K | SH |
| IXJ | ISHARES TR | 121 | $1K–$15K | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 120 | $1K–$15K | SH |
| POWR | ISHARES INC | 497 | $1K–$15K | SH |
| LOW | LOWES COS INC | 48 | $1K–$15K | SH |
| EOG | EOG RES INC | 105 | $1K–$15K | SH |
| ABBV | ABBVIE INC | 48 | $1K–$15K | SH |
| PEP | PEPSICO INC | 76 | $1K–$15K | SH |
| UNP | UNION PAC CORP | 47 | $1K–$15K | SH |
| DE | DEERE & CO | 23 | $1K–$15K | SH |
| PSA | PUBLIC STORAGE OPER CO | 41 | $1K–$15K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 46 | $1K–$15K | SH |
| XLV | SELECT SECTOR SPDR TR | 66 | $1K–$15K | SH |
| KO | COCA COLA CO | 146 | $1K–$15K | SH |
| BCS | BARCLAYS PLC | 400 | $1K–$15K | SH |
| PAVE | GLOBAL X FDS | 205 | $1K–$15K | SH |
| VBR | VANGUARD INDEX FDS | 46 | $1K–$15K | SH |