DecisionPoint Financial, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), DecisionPoint Financial, LLC reported 725 stock positions worth $454.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 32.6% of the portfolio, followed by Dimensional International (DFIC, 10.5%) and Vanguard Int-Term Corporate (VCIT, 9.9%). Compared with Q3 2025, it opened 92 new positions, sold out of 23, added to 128 and reduced 29. The biggest buy was Dimensional International (DFIC, shares +11%) and the biggest sale Home Bancshares (HOMB, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- MESA, AZ
- CIK
- 0001938514
- Portfolio Value
- $454.5M (Q4 2025)
- SEC Filing
- 0001938514-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 725 stocks · $454.5M
| DFAC Dimensional US Core Equity 2 | 32.63% | 3,745,838 | $148.3M | Add +5.8% |
| DFIC Dimensional International Co. | 10.53% | 1,389,047 | $47.9M | Add +10.9% |
| VCIT Vanguard Int-Term Corporate | 9.94% | 539,643 | $45.2M | Add +2.9% |
| DFAS Dimensional US Small Cap ETF | 6.37% | 415,630 | $29.0M | Add +4.1% |
| DFCF Dimensional Core Fixed Inc. | 5.82% | 621,440 | $26.4M | Add +3.2% |
| DFAI Dimensional International Co. | 5.74% | 684,213 | $26.1M | Reduce -2.0% |
| VNQ Vanguard Real Estate ETF | 5.07% | 260,291 | $23.0M | Add +11.0% |
| HOMB Home Bancshares Inc. | 3.59% | 586,705 | $16.3M | Reduce -11.5% |
| DFEM Dimensional Emrg MRKT Core | 3.13% | 429,703 | $14.2M | Add +11.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.59% | 147,509 | $11.8M | Add +6.8% |
| DCOR Dimensional US Core Eq 1 ETF | 1.87% | 115,134 | $8.5M | Add +1.3% |
| DFAE Dimensional Emerging Core Eq | 1.78% | 248,361 | $8.1M | Reduce -3.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.04% | 93,546 | $4.7M | Reduce -3.6% |
| DFAR Dimensional US Real Est ETF | 0.94% | 187,371 | $4.3M | Reduce -22.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 12,450 | $4.2M | Add +6.8% |
| MSFT Microsoft Corp. | 0.69% | 6,500 | $3.1M | Add +1.4% |
| AAPL Apple Inc. | 0.68% | 11,420 | $3.1M | Add +3.8% |
| SCHI Schwab 5-10 Year Corporate B | 0.56% | 111,670 | $2.6M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 8,851 | $2.3M | Add +1.5% |
| SGOV iShares 0-3 Month Treasury B | 0.36% | 16,189 | $1.6M | No change |
| MAR Marriott International Class A | 0.32% | 4,650 | $1.4M | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.32% | 19,065 | $1.4M | Add +12.7% |
| VOO Vanguard S&P 500 ETF | 0.31% | 2,226 | $1.4M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.19% | 3,836 | $885K | No change |
| SCHB Schwab US Broad Market ETF | 0.19% | 33,423 | $877K | No change |
| VEA Vanguard Ftse Developed ETF | 0.18% | 12,789 | $799K | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 14,737 | $792K | Reduce -0.7% |
| BND Vanguard Total Bond Market | 0.17% | 10,396 | $770K | Reduce -0.8% |
| RSG Republic Services Inc. | 0.16% | 3,357 | $711K | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.14% | 938 | $642K | Add +97.1% |
| DFAX Dimensional World Ex US Core | 0.13% | 17,646 | $578K | Reduce -3.1% |
| DFAU Dimensional US Core Equity M | 0.13% | 12,322 | $577K | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 20,880 | $562K | No change |
| DFAW Dimensional World Eqty ETF | 0.12% | 7,190 | $532K | Add +7.3% |
| NVDA Nvidia Corp. | 0.11% | 2,792 | $521K | Reduce -17.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.11% | 10,270 | $496K | Add +4.3% |
| DFNM Dimensional National Muni BD | 0.10% | 9,344 | $450K | No change |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,361 | $426K | Add +20.3% |
| META Meta Platforms Inc. Class A | 0.09% | 587 | $388K | Add +14.9% |
| AXP American Express Co. | 0.07% | 831 | $308K | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,083 | $294K | Add +1.8% |
| JPM JPMorgan Chase & Co. | 0.06% | 808 | $260K | Add +27.4% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 4,350 | $255K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 778 | $226K | Add +71.0% |
| ENSG The Ensign Group Inc. | 0.05% | 1,289 | $225K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 4,238 | $210K | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 417 | $210K | Add +9.2% |
| RF Regions Financial Corp. | 0.05% | 7,725 | $209K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 603 | $189K | Add +9.0% |
| SYK Stryker Corp. | 0.04% | 538 | $189K | Add +4383.3% |
| IWF iShares Russell 1000 Growth | 0.04% | 367 | $174K | Reduce -2.6% |
| VGT Vanguard Info Tech ETF | 0.04% | 224 | $169K | Add +3.2% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 5,858 | $161K | No change |
| COP Conocophillips | 0.03% | 1,662 | $156K | Add +63.6% |
| DEXC Dimensional Em Ex Cce ETF | 0.03% | 2,558 | $155K | No change |
| HD Home Depot Inc. | 0.03% | 427 | $147K | Add +4.9% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 5,037 | $143K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 1,588 | $142K | Add +1140.6% |
| ORCL Oracle Corp. | 0.03% | 688 | $134K | Reduce -12.8% |
| IVE iShares S&P 500 Value ETF | 0.03% | 573 | $122K | Add +607.4% |
| PH Parker Hannifin Corp. | 0.03% | 136 | $120K | No change |
| DISV Dimensional International SM | 0.02% | 2,972 | $113K | Add +0.7% |
| CLH Clean Harbors Inc. | 0.02% | 465 | $109K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 1,353 | $104K | Add +19.3% |
| ANFIELD US EQUITY SECTOR ROT | 0.02% | 5,841 | $99K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 613 | $99K | No change |
| CVX Chevron Corp. | 0.02% | 636 | $97K | Add +103.2% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 497 | $88K | Add +197.6% |
| BA The Boeing Co. | 0.02% | 397 | $86K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 1,150 | $85K | Add +58.2% |
| VXF Vanguard Extended Market ETF | 0.02% | 407 | $85K | No change |
| DFIV Dimensional International Va | 0.02% | 1,622 | $81K | Add +0.8% |
| PSX Phillips 66 | 0.02% | 627 | $81K | Add +15575.0% |
| VTIP Vanguard Short-Term Tips | 0.02% | 1,487 | $74K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 891 | $70K | Add +69.7% |
| SOUN Soundhound AI Inc. Class A | 0.01% | 6,781 | $68K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 267 | $66K | Add +584.6% |
| BNDW Vanguard Total World Bond Et | 0.01% | 939 | $65K | Add +2.6% |
| XLE SS Energy Select Sector | 0.01% | 1,388 | $62K | New |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 1,833 | $62K | Add +5.1% |
| IAU iShares Gold Trust | 0.01% | 753 | $61K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 313 | $60K | Add +222.7% |
| EFA iShares MSCI Eafe ETF | 0.01% | 616 | $59K | No change |
| DFSV Dimensional US Small Cap Val | 0.01% | 1,735 | $57K | Add +7.3% |
| PHO Invesco Water Resources ETF | 0.01% | 800 | $56K | No change |
| SLV iShares Silver Trust | 0.01% | 830 | $53K | Add +1138.8% |
| TWO RDS SHARED TR | 0.01% | 5,647 | $53K | No change |
| RTX RTX Corp. | 0.01% | 286 | $52K | Add +2283.3% |
| ED Consolidated Edison Inc. | 0.01% | 502 | $50K | No change |
| TSLA Tesla Inc. | 0.01% | 108 | $49K | No change |
| INTU Intuit Inc. | 0.01% | 71 | $47K | No change |
| PAYX Paychex Inc. | 0.01% | 419 | $47K | Add +5.5% |
| GLD SPDR Gold Shares | 0.01% | 117 | $46K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 178 | $45K | Add +74.5% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 305 | $44K | New |
| GD General Dynamics Corp. | 0.01% | 129 | $44K | Add +579.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 752 | $44K | Add +22.9% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 1,423 | $43K | Add +0.5% |
| FDX FedEx Corp. | 0.01% | 144 | $42K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 346 | $42K | Add +61.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $26 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 315 | $26 | No change |
Total filed on the 13F, all lines: $454.5M.
Portfolio Sells Q3 2025 → Q4 2025
| HOMB Home Bancshares Inc. | Reduce -11.5% | 3.59% | −0.77 |
| DFAR Dimensional US Real Est ETF | Reduce -22.8% | 0.94% | −0.41 |
| DFAI Dimensional International Co. | Reduce -2.0% | 5.74% | −0.22 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.3% | 1.78% | −0.12 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -3.6% | 1.04% | −0.10 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -0.1% | 0.56% | −0.04 |
| NVDA Nvidia Corp. | Reduce -17.5% | 0.11% | −0.03 |
| RSG Republic Services Inc. | Reduce -2.8% | 0.16% | −0.03 |
| ORCL Oracle Corp. | Reduce -12.8% | 0.03% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 0.17% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -0.8% | 0.17% | −0.01 |
| NRIM Northrim Bancorp Inc. | Sold out | 0.00% | −0.01 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.01 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -3.1% | 0.13% | −0.01 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.01 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 0.13% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 0.18% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -76.3% | 0.00% | −0.00 |
| JMBS Janus Henderson Mortg Backed | Reduce -76.9% | 0.00% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -2.6% | 0.04% | −0.00 |
| PNFP Pinnacle Financial Partners | Reduce -97.4% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -16.3% | 0.01% | −0.00 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -30.0% | 0.00% | −0.00 |
| JCI Johnson Controls Internation | Reduce -96.5% | 0.00% | −0.00 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -84.4% | 0.00% | −0.00 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.00 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.00 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.00 |
| EDV Vanguard Extended Dur Treas | Reduce -24.3% | 0.00% | −0.00 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.00 |
| SNA Snap-on Inc. | Reduce -86.7% | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -31.3% | 0.00% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -27.8% | 0.00% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.00 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.00 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -95.2% | 0.00% | −0.00 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.00 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.00 |
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −0.00 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.00 |
| ALE Allete Inc. | Sold out | 0.00% | −0.00 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −0.00 |
| LAZRQ Luminar Technologies Inc. | Sold out | 0.00% | −0.00 |
| XLF SS Financial Select Sector | Reduce -8.3% | 0.00% | −0.00 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFIC Dimensional International Co. | Add +10.9% | 10.53% | +0.92 |
| DFAC Dimensional US Core Equity 2 | Add +5.8% | 32.63% | +0.71 |
| DFEM Dimensional Emrg MRKT Core | Add +11.3% | 3.13% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +97.1% | 0.14% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +11.0% | 5.07% | +0.06 |
| SYK Stryker Corp. | Add +4383.3% | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +20.3% | 0.09% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +1140.6% | 0.03% | +0.03 |
| AAPL Apple Inc. | Add +3.8% | 0.68% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +12.7% | 0.32% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.8% | 0.92% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +607.4% | 0.03% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +71.0% | 0.05% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.8% | 2.59% | +0.02 |
| PSX Phillips 66 | Add +15575.0% | 0.02% | +0.02 |
| XLE SS Energy Select Sector | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +584.6% | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +197.6% | 0.02% | +0.01 |
| COP Conocophillips | Add +63.6% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +27.4% | 0.06% | +0.01 |
| SLV iShares Silver Trust | Add +1138.8% | 0.01% | +0.01 |
| RTX RTX Corp. | Add +2283.3% | 0.01% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +9.0% | 0.04% | +0.01 |
| CVX Chevron Corp. | Add +103.2% | 0.02% | +0.01 |
| VYM Vanguard High DVD Yield ETF | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +222.7% | 0.01% | +0.01 |
| GD General Dynamics Corp. | Add +579.0% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1666.7% | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +1616.7% | 0.01% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +58.2% | 0.02% | +0.01 |
| XOM Exxon Mobil Corp. | Add +968.0% | 0.01% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +69.7% | 0.02% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.01% | +0.01 |
| EWC iShares MSCI Canada ETF | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +19.3% | 0.02% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.00% | +0.00 |
| XSVM Invesco S&P Smallcap Value W | New | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | Add +91.1% | 0.01% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +1325.0% | 0.00% | +0.00 |
| DFAW Dimensional World Eqty ETF | Add +7.3% | 0.12% | +0.00 |
| NOC Northrop Grumman Corp. | Add +3500.0% | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +461.5% | 0.01% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.00% | +0.00 |
| AXP American Express Co. | Add +0.1% | 0.07% | +0.00 |
| DGRO iShares Core Dividend Growth | New | 0.00% | +0.00 |
| FNV Franco-Nevada Corp. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| F Ford Motor Co. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |