Decision Point Financial, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $438 Million distributed in 740 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $145M, Dimensional ETF Tr Dimensional with a value of $46.4M, Vanguard Intermediate Term Cor with a value of $45.1M, Dimensional ETF Tr U S Small C with a value of $27.9M, and Dimensional ETF Tr Core Fxd In with a value of $26.5M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $418M to 438M.
Decision Point Financial, LLC is based out at Mesa, AZ
Below you can find more details about Decision Point Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$438 Million
ETFs: $406 Million
Financial Services: $17.1 Million
Technology: $7.63 Million
Consumer Cyclical: $2.63 Million
Industrials: $1.31 Million
Communication Services: $945,000
Healthcare: $692,000
Energy: $463,000
Other: $306,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
