Decisionpoint Financial, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Decisionpoint Financial, Llc disclosed 1400 stock positions valued at approximately $573.86M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 1400
- Portfolio Value
- $573.86M
Holdings by Sector
Decisionpoint Financial, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 33.41% | 4,293,579 | +232,240 | +5.72% | $191,751,210 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 11.25% | 1,731,401 | +148,061 | +9.35% | $64,546,635 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 8.94% | 656,277 | +54,941 | +9.14% | $51,274,955 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 6.51% | 478,766 | +27,452 | +6.08% | $37,334,236 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.27% | 752,970 | +51,446 | +7.33% | $30,261,876 |
| VANGUARD INDEX FDS | VNQ | Other | 4.99% | 320,824 | +27,673 | +9.44% | $28,607,924 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.90% | 684,212 | +3,356 | +0.49% | $28,093,774 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.58% | 517,501 | +42,538 | +8.96% | $20,560,324 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.67% | 198,758 | +10,828 | +5.76% | $15,330,241 |
| HOME BANCSHARES INC | HOMB | Financial Services | 2.34% | 470,978 | -18,159 | -3.71% | $13,451,132 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.54% | 225,315 | -7,114 | -3.06% | $8,863,898 |
| ISHARES TR | SLQD | Other | 0.79% | 91,498 | -4,388 | -4.58% | $4,518,182 |
| VANGUARD INDEX FDS | VTI | Other | 0.78% | 11,949 | -108 | -0.90% | $4,483,055 |
| SCHWAB STRATEGIC TR | SCHI | Other | 0.68% | 181,616 | +20,332 | +12.61% | $3,882,943 |
| APPLE INC | AAPL | Technology | 0.67% | 11,585 | +84 | +0.73% | $3,826,610 |
| MICROSOFT CORP | MSFT | Technology | 0.56% | 6,259 | -13 | -0.21% | $3,209,695 |
| VANGUARD INDEX FDS | VB | Other | 0.50% | 10,061 | -25 | -0.25% | $2,883,087 |
| ISHARES TR | SGOV | Other | 0.33% | 19,050 | +12,914 | +210.46% | $1,912,768 |
| VANGUARD INDEX FDS | VOO | Other | 0.33% | 2,665 | +150 | +5.96% | $1,871,991 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.29% | 4,652 | +1 | +0.02% | $1,650,484 |
| HAPPEN INC | LC | Financial Services | 0.29% | 106,413 | +3,839 | +3.74% | $1,638,761 |
| VANGUARD STAR FDS | VXUS | Other | 0.28% | 19,028 | - | - | $1,607,141 |
| VANGUARD BD INDEX FDS | BND | Other | 0.26% | 21,150 | +3,142 | +17.45% | $1,482,382 |
| ISHARES TR | IVV | Other | 0.17% | 1,293 | +228 | +21.41% | $991,903 |
| APPLIED MATLS INC | AMAT | Technology | 0.17% | 1,865 | +1,852 | +14246.15% | $987,145 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 3,964 | +106 | +2.75% | $983,984 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.17% | 33,423 | - | - | $982,317 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.16% | 847 | +821 | +3157.69% | $929,490 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.15% | 12,483 | +294 | +2.41% | $876,400 |
| NVIDIA CORPORATION | NVDA | Technology | 0.15% | 3,715 | +166 | +4.68% | $857,753 |
Showing 30 of 1,400 holdings in the latest reporting period.