Decision Point Financial, LLC Reduced Holdings in Q3 2025

Decision Point Financial, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.03K
- 24.06%
$491.09 - $535.64 $997K - $1.09M
6.41K $3.32M
META
Meta Platforms, Inc.

Communication Services
-516
- 50.24%
$695.21 - $791.73 $359K - $409K
511 $375K
HOMB
Home Bancshares Inc

Financial Services
-9.47K
- 1.41%
$27.55 - $30.19 $261K - $286K
663K $18.8M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-16.4K
- 12.77%
$22.45 - $23.2 $367K - $380K
112K $2.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-757
- 66.75%
$420.11 - $472.68 $318K - $358K
377 $176K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.4K
- 5.27%
$50.29 - $50.86 $271K - $274K
97.1K $4.93M
XYL
Xylem Inc.

Industrials
-750
- 99.73%
$129.67 - $147.5 $97.3K - $111K
2 $0
TER
Teradyne, Inc

Technology
-1K
- 99.4%
$90.15 - $137.64 $90.2K - $138K
6 $0
MAR
Marriott International Inc

Consumer Cyclical
-77
- 1.62%
$255.35 - $282.87 $19.7K - $21.8K
4.69K $1.22M
MRK
Merck & Co., Inc.

Healthcare
-1K
- 98.81%
$77.6 - $87.37 $77.6K - $87.4K
12 $1K
PSX
Phillips 66

Energy
-500
- 99.21%
$118.37 - $139.46 $59.2K - $69.7K
4 $0
PEP
Pepsico Inc

Consumer Defensive
-300
- 99.34%
$133.81 - $152.16 $40.1K - $45.6K
2 $0
JNJ
Johnson & Johnson

Healthcare
-258
- 78.18%
$155.17 - $185.42 $40K - $47.8K
72 $13K
INTU
Intuit Inc

Technology
-34
- 32.38%
$646.03 - $807.39 $22K - $27.5K
71 $48K
PSTG
Pure Storage, Inc.

Technology
-750
- 64.54%
$54.47 - $88.29 $40.9K - $66.2K
412 $34K
PG
Procter & Gamble CO

Consumer Defensive
-170
- 90.91%
$150.47 - $161.22 $25.6K - $27.4K
17 $2K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-108
- 78.26%
$136.48 - $142.97 $14.7K - $15.4K
30 $4K
DFAU
Dimensional ETF Tr

ETFs
-1.25K
- 9.17%
$42.42 - $45.96 $52.9K - $57.3K
12.3K $564K
NET
Cloudflare, Inc.

Technology
-25
- 86.21%
$181.39 - $228.28 $4.53K - $5.71K
4 $0
PLD
Prologis, Inc.

Real Estate
-42
- 79.25%
$104.08 - $115.35 $4.37K - $4.84K
11 $1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-67
- 33.5%
$42.56 - $49.08 $2.85K - $3.29K
133 $5K
VT
Vanguard Total World Stk Index

ETFs
-168
- 7.58%
$128.41 - $138.03 $21.6K - $23.2K
2.05K $282K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 25.0%
$237.77 - $353.61 $2.62K - $3.89K
33 $11K
SPOT
Spotify Technology S.A.

Communication Services
-2
- 50.0%
$620.01 - $738.53 $1.24K - $1.48K
2 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2
- 40.0%
$159.87 - $247.68 $320 - $495
3 $0
AMD
Advanced Micro Devices Inc

Technology
-10
- 37.04%
$134.8 - $184.42 $1.35K - $1.84K
17 $2K
SNOW
Snowflake Inc.

Technology
-2
- 7.41%
$191.73 - $241.0 $383 - $482
25 $5K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 40.0%
$412.46 - $514.1 $825 - $1.03K
3 $1K
GRMN
Garmin LTD

Technology
-4
- 57.14%
$211.13 - $246.22 $845 - $985
3 $0
FTNT
Fortinet, Inc.

Technology
-5
- 50.0%
$74.39 - $107.65 $372 - $538
5 $0
DOCU
Docusign, Inc.

Technology
-2
- 28.57%
$67.14 - $85.01 $134 - $170
5 $0
VUG
Vanguard Growth ETF

ETFs
-2
- 7.41%
$433.97 - $484.08 $868 - $968
25 $11K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2
- 50.0%
$118.3 - $142.16 $237 - $284
2 $0
Atlassian Corporation
-5
- 71.43%
N/A
2 $0
CRUS
Cirrus Logic, Inc.

Technology
-3
- 60.0%
$97.25 - $127.45 $292 - $382
2 $0
Dimensional ETF Trust
-32
- 0.48%
N/A
6.7K $0
SHOP
Shopify Inc.

Technology
-157
- 20.39%
$112.11 - $157.12 $17.6K - $24.7K
613 $91K
VO
Vanguard Mid Cap ETF

ETFs
-6
- 1.3%
$279.83 - $293.74 $1.68K - $1.76K
455 $133K
DFAX
Dimensional ETF Tr
-1.1K
- 5.69%
$29.25 - $31.56 $32.1K - $34.7K
18.2K $571K
PLTR
Palantir Technologies Inc.

Technology
-10
- 5.65%
$130.68 - $186.97 $1.31K - $1.87K
167 $30K
RF
Regions Financial Corp

Financial Services
-429
- 5.26%
$24.03 - $27.41 $10.3K - $11.8K
7.73K $203K
VEA
Vanguard Ftse Developed Market

ETFs
-22
- 0.17%
$56.02 - $60.3 $1.23K - $1.33K
12.8K $768K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-64
- 0.43%
$49.43 - $54.52 $3.16K - $3.49K
14.8K $803K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 1.39%
$567.77 - $614.76 $17.6K - $19.1K
2.2K $1.34M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-269
- 0.11%
$22.9 - $24.1 $6.16K - $6.48K
243K $5.79M
VB
Vanguard Small Cap ETF

ETFs
-16
- 0.18%
$237.58 - $259.17 $3.8K - $4.15K
8.72K $2.22M
DFAI
Dimensional ETF Tr

ETFs
-25.2K
- 3.48%
$34.05 - $36.55 $858K - $921K
698K $25.4M
DFAE
Dimensional ETF Tr

ETFs
-9.8K
- 3.68%
$28.84 - $31.84 $283K - $312K
257K $8.1M
Activity Summary
Buys All Purchases 77 New Holdings 36 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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