Decisionpoint Financial, Llc Portfolio Stock Holdings
Decisionpoint Financial, Llc disclosed 679 stock positions valued at approximately $463.9 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 679
- Portfolio Value
- $463.9M
Holdings by Sector
Decisionpoint Financial, Llc Portfolio Holdings in Q1 2026
659 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 31.76% | 3,791,506 | +45,668 | +1.22% | $147,337,932 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 10.87% | 1,419,420 | +30,373 | +2.19% | $50,432,005 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.76% | 546,875 | +7,232 | +1.34% | $45,253,881 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 6.49% | 423,555 | +7,925 | +1.91% | $30,127,457 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.76% | 632,396 | +10,956 | +1.76% | $26,699,762 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.73% | 682,588 | -1,625 | -0.24% | $26,593,626 |
| VANGUARD INDEX FDS | VNQ | Other | 5.16% | 269,715 | +9,424 | +3.62% | $23,923,681 |
| HOME BANCSHARES INC | HOMB | Financial Services | 3.38% | 581,621 | -5,084 | -0.87% | $15,663,054 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.25% | 436,633 | +6,930 | +1.61% | $15,085,667 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.68% | 156,968 | +9,459 | +6.41% | $12,442,869 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 2.57% | 165,510 | +50,376 | +43.75% | $11,929,959 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.81% | 247,931 | -430 | -0.17% | $8,394,965 |
| ISHARES TR | SLQD | Other | 1.05% | 96,206 | +2,660 | +2.84% | $4,857,463 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.99% | 194,122 | +6,751 | +3.60% | $4,590,990 |
| VANGUARD INDEX FDS | VTI | Other | 0.86% | 12,433 | -17 | -0.14% | $3,988,772 |
| SCHWAB STRATEGIC TR | SCHI | Other | 0.80% | 163,196 | +51,526 | +46.14% | $3,701,283 |
| APPLE INC | AAPL | Technology | 0.63% | 11,433 | +13 | +0.11% | $2,901,591 |
| VANGUARD INDEX FDS | VB | Other | 0.58% | 10,238 | +1,387 | +15.67% | $2,681,504 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 6,543 | +43 | +0.66% | $2,421,966 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.33% | 4,650 | - | - | $1,520,876 |
| VANGUARD INDEX FDS | VOO | Other | 0.33% | 2,531 | +305 | +13.70% | $1,512,187 |
| VANGUARD STAR FDS | VXUS | Other | 0.32% | 19,053 | -12 | -0.06% | $1,469,151 |
| VANGUARD BD INDEX FDS | BND | Other | 0.30% | 19,036 | +8,640 | +83.11% | $1,401,778 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.18% | 33,423 | - | - | $838,930 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 3,869 | +33 | +0.86% | $805,797 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 12,355 | -434 | -3.39% | $791,690 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.17% | 14,364 | -373 | -2.53% | $776,387 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.16% | 3,357 | - | - | $735,251 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.15% | 20,286 | +2,640 | +14.96% | $689,133 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.14% | 13,943 | +1,621 | +13.16% | $629,099 |
| ISHARES TR | SGOV | Other | 0.13% | 6,196 | -9,993 | -61.73% | $623,690 |
| ISHARES TR | IVV | Other | 0.13% | 938 | - | - | $612,720 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.13% | 8,292 | +1,102 | +15.33% | $611,802 |
| NVIDIA CORPORATION | NVDA | Technology | 0.11% | 2,836 | +44 | +1.58% | $494,554 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.11% | 19,205 | -1,675 | -8.02% | $492,411 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.10% | 9,835 | -435 | -4.24% | $472,583 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.10% | 9,344 | - | - | $447,858 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 1,378 | +17 | +1.25% | $396,153 |
| ENSIGN GROUP INC | ENSG | Healthcare | 0.07% | 1,638 | +349 | +27.08% | $330,057 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 570 | -17 | -2.90% | $326,328 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 2,048 | -35 | -1.68% | $283,244 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.05% | 4,350 | - | - | $254,649 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.05% | 833 | +2 | +0.24% | $251,821 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 808 | - | - | $237,785 |
| CONOCOPHILLIPS | COP | Energy | 0.05% | 1,662 | - | - | $219,384 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.04% | 7,725 | - | - | $201,777 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.04% | 417 | - | - | $199,827 |
| VANGUARD INDEX FDS | VO | Other | 0.04% | 650 | -128 | -16.45% | $186,667 |
| STRYKER CORPORATION | SYK | Healthcare | 0.04% | 538 | - | - | $176,782 |
| ALPHABET INC | GOOG | Communication Services | 0.04% | 603 | - | - | $173,092 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.04% | 4,340 | +102 | +2.41% | $166,743 |
| ISHARES TR | IWF | Other | 0.03% | 367 | - | - | $156,489 |
| VANGUARD WORLD FD | VGT | Other | 0.03% | 212 | -12 | -5.36% | $147,917 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.03% | 5,037 | - | - | $146,474 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.03% | 3,589 | +617 | +20.76% | $141,558 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.03% | 427 | - | - | $140,437 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.03% | 4,434 | -1,424 | -24.31% | $136,034 |
| CLEAN HARBORS INC | CLH | Industrials | 0.03% | 465 | - | - | $133,330 |
| ISHARES TR | IEFA | Other | 0.03% | 1,446 | -142 | -8.94% | $130,907 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.03% | 136 | - | - | $121,753 |
| ISHARES TR | IVE | Other | 0.03% | 573 | - | - | $120,989 |
| PHILLIPS 66 | PSX | Energy | 0.02% | 627 | - | - | $114,227 |
| CHEVRON CORPORATION | CVX | Energy | 0.02% | 514 | -122 | -19.18% | $106,347 |
| CISCO SYS INC | CSCO | Technology | 0.02% | 1,353 | - | - | $104,980 |
| ORACLE CORP | ORCL | Technology | 0.02% | 688 | - | - | $101,212 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.02% | 2,713 | +1,501 | +123.84% | $96,870 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.02% | 2,607 | +872 | +50.26% | $91,359 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.02% | 1,625 | +3 | +0.18% | $85,791 |
| VANGUARD INDEX FDS | VXF | Other | 0.02% | 408 | +1 | +0.25% | $83,869 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.02% | 1,153 | +3 | +0.26% | $81,737 |
| BOEING CO | BA | Industrials | 0.02% | 397 | - | - | $79,015 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.02% | 1,487 | - | - | $74,276 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.02% | 497 | - | - | $72,702 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.02% | 891 | - | - | $69,864 |
| ISHARES TR | IWM | Other | 0.01% | 267 | - | - | $66,216 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.01% | 1,834 | +1 | +0.05% | $65,628 |
| SHOPIFY INC | SHOP | Technology | 0.01% | 544 | -69 | -11.26% | $64,530 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.01% | 1,346 | +860 | +176.95% | $64,427 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 0.01% | 939 | - | - | $64,181 |
| VANGUARD INDEX FDS | VTV | Other | 0.01% | 313 | - | - | $61,411 |
| ISHARES TR | EFA | Other | 0.01% | 616 | - | - | $59,833 |
| SPDR SERIES TRUST | SPMD | Other | 0.01% | 963 | +211 | +28.06% | $57,029 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.01% | 502 | - | - | $56,817 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.01% | 920 | -468 | -33.72% | $56,369 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.01% | 1,091 | +1,091 | +100.00% | $55,325 |
| INVESCO EXCHANGE TRADED FD T | PHO | Other | 0.01% | 800 | - | - | $53,488 |
| TWO RDS SHARED TR | AFIF | Other | 0.01% | 5,647 | - | - | $52,605 |
| SPDR GOLD TR | GLD | Other | 0.01% | 121 | +4 | +3.42% | $52,066 |
| FEDEX CORP | FDX | Industrials | 0.01% | 144 | - | - | $51,290 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.01% | 76 | +44 | +137.50% | $49,426 |
| RTX CORPORATION | RTX | Industrials | 0.01% | 245 | -41 | -14.34% | $47,261 |
| SOUNDHOUND AI INC | SOUN | Technology | 0.01% | 6,781 | - | - | $46,586 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.01% | 129 | - | - | $44,441 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.01% | 1,426 | +3 | +0.21% | $44,153 |
| ISHARES TR | IJR | Other | 0.01% | 346 | - | - | $43,012 |
| SPDR SERIES TRUST | SPYV | Other | 0.01% | 750 | +406 | +118.02% | $42,435 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.01% | 255 | +75 | +41.67% | $41,242 |
| TESLA INC | TSLA | Consumer Cyclical | 0.01% | 108 | - | - | $40,149 |
| EXXON MOBIL CORP | XOM | Energy | 0.01% | 234 | -33 | -12.36% | $39,701 |
| PAYCHEX INC | PAYX | Technology | 0.01% | 397 | -22 | -5.25% | $36,572 |