DecisionPoint Financial, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), DecisionPoint Financial, LLC reported 642 stock positions worth $391.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 30.9% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 10.6%) and Dimensional International (DFIC, 8.8%). Compared with Q1 2025, it opened 440 new positions, sold out of 52, added to 83 and reduced 44. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +415%) and the biggest sale Home Bancshares (HOMB, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MESA, AZ
- CIK
- 0001938514
- Portfolio Value
- $391.6M (Q2 2025)
- SEC Filing
- 0001938514-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 642 stocks · $391.6M
| DFAC Dimensional US Core Equity 2 | 30.95% | 3,362,415 | $121.2M | Add +5.3% |
| VCIT Vanguard Int-Term Corporate | 10.59% | 502,241 | $41.5M | Add +3.4% |
| DFIC Dimensional International Co. | 8.85% | 1,115,611 | $34.7M | Add +3.1% |
| DFAI Dimensional International Co. | 6.38% | 723,558 | $25.0M | Add +11.0% |
| DFCF Dimensional Core Fixed Inc. | 6.37% | 589,893 | $24.9M | Add +1.3% |
| DFAS Dimensional US Small Cap ETF | 6.16% | 373,022 | $24.1M | Add +7.3% |
| HOMB Home Bancshares Inc. | 5.04% | 672,487 | $19.7M | Reduce -8.4% |
| VNQ Vanguard Real Estate ETF | 4.77% | 208,194 | $18.7M | Add +3.9% |
| DFEM Dimensional Emrg MRKT Core | 2.66% | 350,169 | $10.4M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.66% | 131,378 | $10.4M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 1.98% | 266,563 | $7.7M | Add +25.0% |
| DCOR Dimensional US Core Eq 1 ETF | 1.95% | 113,578 | $7.6M | Add +415.2% |
| DFAR Dimensional US Real Est ETF | 1.46% | 242,945 | $5.7M | Add +26.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.32% | 102,445 | $5.2M | Reduce -2.6% |
| MSFT Microsoft Corp. | 1.06% | 8,443 | $4.2M | Add +3.6% |
| SCHI Schwab 5-10 Year Corporate B | 0.74% | 128,121 | $2.9M | Reduce -12.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 9,447 | $2.9M | Add +97.2% |
| AAPL Apple Inc. | 0.57% | 10,810 | $2.2M | Reduce -22.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 8,738 | $2.1M | Add +297.4% |
| MAR Marriott International Class A | 0.34% | 4,766 | $1.3M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.32% | 2,226 | $1.3M | Add +4.2% |
| RSG Republic Services Inc. | 0.22% | 3,452 | $845K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.21% | 3,650 | $805K | Reduce -22.4% |
| VXUS Vanguard Total Intl Stock | 0.21% | 11,621 | $803K | New |
| SCHB Schwab US Broad Market ETF | 0.20% | 33,423 | $796K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 14,897 | $740K | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.19% | 1,027 | $739K | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 12,847 | $732K | Reduce -4.3% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 6,036 | $606K | Add +1.0% |
| DFAU Dimensional US Core Equity M | 0.15% | 13,590 | $576K | Add +0.0% |
| DFAX Dimensional World Ex US Core | 0.14% | 19,305 | $567K | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 20,879 | $511K | No change |
| NVDA Nvidia Corp. | 0.13% | 3,280 | $503K | Add +12.8% |
| IWF iShares Russell 1000 Growth | 0.12% | 1,134 | $476K | Reduce -13.3% |
| DFAW Dimensional World Eqty ETF | 0.12% | 6,732 | $453K | Add +13.5% |
| DFNM Dimensional National Muni BD | 0.11% | 9,344 | $443K | Reduce -7.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.10% | 8,077 | $399K | Add +18683.7% |
| BND Vanguard Total Bond Market | 0.09% | 4,786 | $351K | Add +218.2% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,215 | $285K | Reduce -12.9% |
| AXP American Express Co. | 0.07% | 829 | $267K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 3,552 | $213K | Add +22.6% |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,130 | $199K | Reduce -3.5% |
| RF Regions Financial Corp. | 0.05% | 8,154 | $197K | Reduce -23.9% |
| ENSG The Ensign Group Inc. | 0.05% | 1,289 | $194K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 382 | $187K | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.05% | 634 | $184K | Add +3.9% |
| ORCL Oracle Corp. | 0.04% | 789 | $173K | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.04% | 269 | $167K | Reduce -27.9% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 5,858 | $158K | No change |
| HD Home Depot Inc. | 0.04% | 407 | $152K | Add +1.8% |
| CID HOLDCO INC | 0.04% | 30,887 | $142K | New |
| DEXC Dimensional Em Ex Cce ETF | 0.04% | 2,558 | $140K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 461 | $130K | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.03% | 1,444 | $129K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 5,037 | $129K | No change |
| HACK Amplify Cybersecurity ETF | 0.03% | 1,500 | $128K | No change |
| VGT Vanguard Info Tech ETF | 0.03% | 172 | $113K | Reduce -47.9% |
| ANFIELD US EQUITY SECTOR ROT | 0.03% | 5,841 | $111K | No change |
| CLH Clean Harbors Inc. | 0.03% | 465 | $107K | No change |
| XYL Xylem Inc. | 0.03% | 752 | $99K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.03% | 553 | $98K | Add +6.3% |
| PH Parker Hannifin Corp. | 0.02% | 136 | $96K | Add +0.7% |
| COP Conocophillips | 0.02% | 1,016 | $93K | Add +1.6% |
| TER Teradyne Inc. | 0.02% | 1,006 | $92K | Add +0.6% |
| PPH Vaneck Pharmaceutical ETF | 0.02% | 1,000 | $88K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 770 | $87K | Add +2.7% |
| BA The Boeing Co. | 0.02% | 397 | $83K | Add +7840.0% |
| MRK Merck & Co. Inc. | 0.02% | 1,012 | $83K | Add +1.2% |
| INTU Intuit Inc. | 0.02% | 105 | $82K | Add +5.0% |
| CSCO Cisco Systems Inc. | 0.02% | 1,134 | $78K | Add +3.8% |
| DISV Dimensional International SM | 0.02% | 2,198 | $72K | Add +20.4% |
| SOUN Soundhound AI Inc. Class A | 0.02% | 6,781 | $71K | No change |
| ALK Alaska Air Group Inc. | 0.02% | 1,366 | $69K | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.02% | 1,162 | $64K | Add +1.0% |
| BNDW Vanguard Total World Bond Et | 0.02% | 915 | $63K | Reduce -34.3% |
| PSX Phillips 66 | 0.02% | 504 | $62K | Add +0.8% |
| PAYX Paychex Inc. | 0.01% | 397 | $59K | Add +0.8% |
| PHO Invesco Water Resources ETF | 0.01% | 800 | $57K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 142 | $56K | New |
| ON On Semiconductor | 0.01% | 1,000 | $54K | No change |
| TWO RDS SHARED TR | 0.01% | 5,647 | $53K | No change |
| JNJ Johnson & Johnson | 0.01% | 330 | $51K | Add +6.5% |
| ED Consolidated Edison Inc. | 0.01% | 502 | $51K | Add +0.4% |
| NRIM Northrim Bancorp Inc. | 0.01% | 500 | $48K | No change |
| NKE Nike Inc. Class B | 0.01% | 642 | $47K | Add +0.3% |
| CVX Chevron Corp. | 0.01% | 309 | $45K | Add +3.0% |
| GIS General Mills Inc. | 0.01% | 836 | $44K | No change |
| PGR Progressive Corp. | 0.01% | 168 | $44K | Add +5.0% |
| DFIV Dimensional International Va | 0.01% | 1,035 | $44K | No change |
| GPK Graphic Packaging Holding Co. | 0.01% | 1,912 | $42K | Reduce -2.0% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 525 | $41K | No change |
| PEP Pepsico Inc. | 0.01% | 302 | $41K | Add +0.7% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 1,410 | $40K | Reduce -81.0% |
| DFLV Dim US Large Cap Value ETF | 0.01% | 1,207 | $38K | No change |
| PFE Pfizer Inc. | 0.01% | 1,500 | $38K | Reduce -47.8% |
| LKQ LKQ Corp. | 0.01% | 988 | $38K | No change |
| FDX FedEx Corp. | 0.01% | 144 | $34K | Add +0.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 107 | $34K | Add +7.0% |
| AMCR Amcor PLC | 0.01% | 3,559 | $34K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 612 | $34K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $25 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 315 | $25 | No change |
Total filed on the 13F, all lines: $391.6M.
Portfolio Sells Q1 2025 → Q2 2025
| HOMB Home Bancshares Inc. | Reduce -8.4% | 5.04% | −0.98 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.7% | 2.66% | −0.37 |
| AAPL Apple Inc. | Reduce -22.1% | 0.57% | −0.32 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -2.6% | 1.32% | −0.22 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -12.1% | 0.74% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -22.4% | 0.21% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -81.0% | 0.01% | −0.05 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.03 |
| DFNM Dimensional National Muni BD | Reduce -7.5% | 0.11% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -47.9% | 0.03% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -93.8% | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -27.9% | 0.04% | −0.02 |
| RF Regions Financial Corp. | Reduce -23.9% | 0.05% | −0.02 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -13.3% | 0.12% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -12.9% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -56.9% | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.19% | −0.01 |
| AMD Advanced Micro Devices | Reduce -93.6% | 0.00% | −0.01 |
| BNDW Vanguard Total World Bond Et | Reduce -34.3% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -47.8% | 0.01% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.3% | 0.19% | −0.01 |
| AIG American International Group | Reduce -78.6% | 0.00% | −0.01 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -65.9% | 0.00% | −0.01 |
| RLTY Cohen & Steers RL Est Opprt | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -99.0% | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -43.3% | 0.01% | −0.01 |
| RTX RTX Corp. | Reduce -94.5% | 0.00% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.01 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -92.3% | 0.00% | −0.01 |
| FV First Trust DW Focus 5 Fund | Sold out | 0.00% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.01 |
| MAS Masco Corp. | Reduce -98.1% | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -92.7% | 0.00% | −0.01 |
| ALLY Ally Financial Inc. | Reduce -98.5% | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.00 |
| CARR Carrier Global Corp. | Reduce -98.2% | 0.00% | −0.00 |
| GPK Graphic Packaging Holding Co. | Reduce -2.0% | 0.01% | −0.00 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.00 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Sold out | 0.00% | −0.00 |
| MO Altria Group Inc. | Reduce -98.0% | 0.00% | −0.00 |
| OTIS Otis Worldwide Corp. | Reduce -97.3% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -77.5% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DCOR Dimensional US Core Eq 1 ETF | Add +415.2% | 1.95% | +1.56 |
| DFAI Dimensional International Co. | Add +11.0% | 6.38% | +0.48 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +297.4% | 0.53% | +0.39 |
| DFAC Dimensional US Core Equity 2 | Add +5.3% | 30.95% | +0.37 |
| DFAE Dimensional Emerging Core Eq | Add +25.0% | 1.98% | +0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +97.2% | 0.73% | +0.35 |
| VXUS Vanguard Total Intl Stock | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +3.6% | 1.06% | +0.17 |
| DFAR Dimensional US Real Est ETF | Add +26.7% | 1.46% | +0.14 |
| DFAS Dimensional US Small Cap ETF | Add +7.3% | 6.16% | +0.14 |
| DFIC Dimensional International Co. | Add +3.1% | 8.85% | +0.13 |
| BNDX Vanguard Total Intl Bond ETF | Add +18683.7% | 0.10% | +0.10 |
| BND Vanguard Total Bond Market | Add +218.2% | 0.09% | +0.06 |
| ENSG The Ensign Group Inc. | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +12.8% | 0.13% | +0.04 |
| CID HOLDCO INC | New | 0.04% | +0.04 |
| DEXC Dimensional Em Ex Cce ETF | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +5.4% | 0.19% | +0.03 |
| BA The Boeing Co. | Add +7840.0% | 0.02% | +0.02 |
| ALK Alaska Air Group Inc. | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +22.6% | 0.05% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.01% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +13.5% | 0.12% | +0.01 |
| MAR Marriott International Class A | Add +0.1% | 0.34% | +0.01 |
| AMCR Amcor PLC | New | 0.01% | +0.01 |
| KMI Kinder Morgan Inc. | New | 0.01% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | New | 0.00% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +1.2% | 2.66% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 0.32% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.00% | +0.00 |
| AXP American Express Co. | Add +0.5% | 0.07% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 0.05% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.00% | +0.00 |
| INTU Intuit Inc. | Add +5.0% | 0.02% | +0.00 |
| DISV Dimensional International SM | Add +20.4% | 0.02% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | New | 0.00% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +92.7% | 0.01% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +7.0% | 0.01% | +0.00 |
| NMAX Newsmax Inc. | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +14.2% | 0.01% | +0.00 |
| PNTG The Pennant Group Inc. | New | 0.00% | +0.00 |
| BCS Barclays PLC-Spons ADR | New | 0.00% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | New | 0.00% | +0.00 |
| BSX Boston Scientific Corp. | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +24.1% | 0.01% | +0.00 |
| VXF Vanguard Extended Market ETF | New | 0.00% | +0.00 |
| NFLX Netflix Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,415 | $539.9M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q1 2026 | 677 | $463.9M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q4 2025 | 725 | $454.5M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q3 2025 | 655 | $428.9M | DFAC, VCIT, DFIC, DFAS, DFCF |
| Q2 2025 | 642 | $391.6M | DFAC, VCIT, DFIC, DFAI, DFCF |
| Q1 2025 | 253 | $344.7M | DFAC, VCIT, DFIC, DFCF, DFAS |
| Q4 2024 | 262 | $327.3M | DFAC, VCIT, DFIC, DFCF, HOMB |
| Q3 2024 | 240 | $315.9M | DFAC, VCIT, DFCF, DFIC, HOMB |
| Q2 2024 | 239 | $298.2M | DFAC, VCIT, HOMB, DFCF, DFAI |
| Q1 2024 | 274 | $251.3M | DFAC, VCIT, HOMB, DFAI, DFCF |