Decisionpoint Financial, LLC Top Holdings and 13F Report (2025) About Decisionpoint Financial, LLCInvestment ActivityDecisionpoint Financial, LLC has $327.27 million in total holdings as of December 31, 2024.Decisionpoint Financial, LLC owns shares of 263 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.65% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Decisionpoint Financial, LLC has purchased 241 new stocks and bought additional shares in 41 stocks.Decisionpoint Financial, LLC sold shares of 17 stocks and completely divested from 12 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $103,728,418Vanguard Intermediate-Term Corporate Bond ETF $37,556,265Dimensional International Core Equity 2 ETF $24,498,045Dimensional Core Fixed Income ETF $22,422,372Home Bancshares, Inc. (Conway, AR) $21,181,617 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $153,686 HoldingBooking $79,495 HoldingNorthrim BanCorp $38,970 HoldingPacer US Small Cap Cash Cows 100 ETF $31,028 HoldingCohen & Steers Real Estate Opportunities & Income Fund $29,886 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 139,038 shares (about $4.81M)Dimensional International Core Equity 2 ETF 178,207 shares (about $4.61M)Vanguard Intermediate-Term Corporate Bond ETF 22,183 shares (about $1.78M)Schwab 5-10 Year Corporate Bond ETF 66,413 shares (about $1.47M)Dimensional Core Fixed Income ETF 34,823 shares (about $1.44M) Largest Sales this Quarter Home Bancshares, Inc. (Conway, AR) 26,582 shares (about $752.27K)Vanguard Total Stock Market ETF 269 shares (about $77.96K)Vanguard Short-Term Bond ETF 892 shares (about $68.93K)Vanguard FTSE Developed Markets ETF 1,244 shares (about $59.49K)Alphabet 210 shares (about $39.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDecisionpoint Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$103,728,418$4,809,324 ▲4.9%2,998,79831.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$37,556,265$1,780,630 ▲5.0%467,87411.5%ETFDFICDimensional International Core Equity 2 ETF$24,498,045$4,605,762 ▲23.2%947,8837.5%ETFDFCFDimensional Core Fixed Income ETF$22,422,372$1,437,146 ▲6.8%543,3096.9%ETFHOMBHome Bancshares, Inc. (Conway, AR)$21,181,617$752,271 ▼-3.4%748,4676.5%FinanceDFASDimensional U.S. Small Cap ETF$20,674,344$1,207,038 ▲6.2%317,6766.3%ETFDFAIDimensional International Core Equity Market ETF$19,560,238$692,566 ▲3.7%669,8716.0%ETFVNQVanguard Real Estate ETF$16,785,778$712,105 ▲4.4%188,4355.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,376,411$1,097,133 ▲13.3%120,1952.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,371,588$1,185,175 ▲19.2%281,4662.3%ETFDFAEDimensional Emerging Core Equity Market ETF$5,512,291$271,256 ▲5.2%217,2761.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$5,458,468$32,878 ▲0.6%109,7401.7%ManufacturingDFARDimensional US Real Estate ETF$4,394,528$205,126 ▲4.9%188,8491.3%ETFAAPLApple$3,503,500$742,271 ▲26.9%13,9901.1%Computer and TechnologyMSFTMicrosoft$3,188,643$5,058 ▼-0.2%7,5651.0%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$2,984,571$1,465,735 ▲96.5%135,2320.9%ETFVTIVanguard Total Stock Market ETF$1,329,361$77,959 ▼-5.5%4,5870.4%ETFMARMarriott International$1,328,5920.0%4,7630.4%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,154,550$7,543 ▲0.7%2,1430.4%ETFAMZNAmazon.com$1,053,511$282,136 ▲36.6%4,8020.3%Retail/WholesaleRSGRepublic Services$694,0710.0%3,4500.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$678,789$10,041 ▼-1.5%15,4130.2%ETFVEAVanguard FTSE Developed Markets ETF$654,943$59,488 ▼-8.3%13,6960.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$599,513$354,933 ▲145.1%5,9760.2%ETFMETAMeta Platforms$570,400$5,856 ▲1.0%9740.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$550,208$12,916 ▲2.4%13,5890.2%ETFIWFiShares Russell 1000 Growth ETF$525,2670.0%1,3080.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$482,931$14,145 ▼-2.8%19,4260.1%ETFDFNMDimensional National Municipal Bond ETF$482,3820.0%10,0980.1%ETFVBVanguard Small-Cap ETF$457,974$3,604 ▼-0.8%1,9060.1%ETFNVDANVIDIA$386,426$10,742 ▲2.9%2,8780.1%Computer and TechnologyDIMENSIONAL ETF TRUST$342,818$23,920 ▲7.5%5,4890.1%WORLD EQUITY ETFVTVanguard Total World Stock ETF$298,752$17,857 ▼-5.6%2,5430.1%ETFCCitigroup$281,5600.0%4,0000.1%FinanceRFRegions Financial$251,8530.0%10,7080.1%FinanceAXPAmerican Express$244,7120.0%8250.1%FinanceGOOGLAlphabet$240,483$39,765 ▼-14.2%1,2700.1%Computer and TechnologyIVViShares Core S&P 500 ETF$219,334$61,743 ▲39.2%3730.1%ETFSCHMSchwab U.S. Mid-Cap ETF$205,388$137,193 ▲201.2%7,4120.1%ETFBRK.BBerkshire Hathaway$165,901$453 ▲0.3%3660.1%FinanceHDHome Depot$155,5960.0%4000.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$153,686$153,686 ▲New Holding2,8970.0%SHS BEN INTJPMJPMorgan Chase & Co.$146,2240.0%6100.0%FinanceSOUNSoundHound AI$134,5360.0%6,7810.0%Computer and TechnologyORCLOracle$134,146$29,995 ▲28.8%8050.0%Computer and TechnologyDIMENSIONAL ETF TRUST$131,808$25,861 ▲24.4%2,0540.0%US CORE EQUITY 1VOVanguard Mid-Cap ETF$126,783$19,546 ▲18.2%4800.0%ETFTERTeradyne$125,9200.0%1,0000.0%Computer and TechnologyAMPLIFY ETF TR$111,7350.0%1,5000.0%AMPLIFY CYBERSECVGTVanguard Information Technology ETF$110,0590.0%1770.0%ETFEFAiShares MSCI EAFE ETF$109,1810.0%1,4440.0%FinanceCRSPCRISPR Therapeutics$108,2400.0%2,7500.0%MedicalCLHClean Harbors$107,0160.0%4650.0%Business ServicesBNDWVanguard Total World Bond ETF$104,195$9,956 ▼-8.7%1,5280.0%ETFGOOGAlphabet$103,8070.0%5450.0%Computer and TechnologySUMSummit Materials$102,9210.0%2,0340.0%ConstructionAESRAnfield U.S. Equity Sector Rotation ETF$100,9580.0%5,8410.0%ETFMRKMerck & Co., Inc.$99,4800.0%1,0000.0%MedicalCOPConocoPhillips$99,1700.0%1,0000.0%Oils/EnergyXYLXylem$87,0150.0%7500.0%Business ServicesPPHVanEck Pharmaceutical ETF$86,2800.0%1,0000.0%ManufacturingPHParker-Hannifin$85,8650.0%1350.0%Industrial ProductsSHOPShopify$79,7480.0%7500.0%Computer and TechnologyBKNGBooking$79,495$79,495 ▲New Holding160.0%Retail/WholesalePFEPfizer$76,168$2,653 ▲3.6%2,8710.0%MedicalPSTGPure Storage$70,6450.0%1,1500.0%Computer and TechnologyONOnsemi$63,0500.0%1,0000.0%Computer and TechnologyINTUIntuit$62,8500.0%1000.0%Computer and TechnologyAIGAmerican International Group$58,2400.0%8000.0%FinancePSXPhillips 66$56,9650.0%5000.0%Oils/EnergyPGProcter & Gamble$55,325$17,603 ▲46.7%3300.0%Consumer StaplesPAYXPaychex$55,2470.0%3940.0%Business ServicesGISGeneral Mills$53,3120.0%8360.0%Consumer StaplesGPKGraphic Packaging$52,9900.0%1,9510.0%Industrial ProductsPHOInvesco Water Resources ETF$52,6320.0%8000.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$52,4770.0%4080.0%ETFAFIFAnfield Universal Fixed Income ETF$51,6710.0%5,6470.0%ETFUNHUnitedHealth Group$51,598$31,363 ▲155.0%1020.0%MedicalJNJJohnson & Johnson$51,3410.0%3550.0%MedicalAMDAdvanced Micro Devices$50,612$1,208 ▲2.4%4190.0%Computer and TechnologyTSLATesla$50,480$1,212 ▼-2.3%1250.0%Auto/Tires/TrucksDISVDimensional International Small Cap Value ETF$48,435$292 ▲0.6%1,8230.0%ETFNKENIKE$48,4290.0%6400.0%Consumer DiscretionaryCSCOCisco Systems$47,9520.0%8100.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$47,7490.0%6640.0%ETFPEPPepsiCo$45,6180.0%3000.0%Consumer StaplesEDConsolidated Edison$44,6150.0%5000.0%UtilitiesIWMiShares Russell 2000 ETF$44,413$1,547 ▼-3.4%2010.0%FinanceCVXChevron$43,4520.0%3000.0%Oils/EnergyBSVVanguard Short-Term Bond ETF$40,567$68,925 ▼-62.9%5250.0%ETFFDXFedEx$40,2310.0%1430.0%TransportationNRIMNorthrim BanCorp$38,970$38,970 ▲New Holding5000.0%FinancePGRProgressive$38,3380.0%1600.0%FinanceDFIVDimensional International Value ETF$36,7220.0%1,0350.0%ETFLKQLKQ$36,3090.0%9880.0%Auto/Tires/TrucksSPMDSPDR Portfolio S&P 400 Mid Cap ETF$33,4710.0%6120.0%ETFVGSHVanguard Short-Term Treasury Index ETF$32,5810.0%5600.0%ETFXLIIndustrial Select Sector SPDR Fund$32,0180.0%2430.0%ETFBERYBerry Global Group$31,7530.0%4910.0%Industrial ProductsCALFPacer US Small Cap Cash Cows 100 ETF$31,028$31,028 ▲New Holding7050.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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