Decision Point Financial, LLC Portfolio Holdings
Decision Point Financial, LLC
- $438 Million
- Q4 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 740
- Current Value $438 Million
- Prior Value $418 Million
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 95 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 29 stocks