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DecisionPoint Financial, LLC

Period ended Sep 30, 2026 · Latest filing Oct 27, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $573,860,176

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $191,751,210
  2. DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $64,546,635
  3. VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $51,274,955
  4. DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $37,334,236
  5. DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $30,261,876
  6. VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $28,607,924
  7. DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $28,093,774
  8. DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $20,560,324
  9. VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $15,330,241
  10. DFA INVT DIMENSIONS GROUP IN · U.S. CORE EQTY 1 · 25239Y220 · shares: $14,640,770

Reported holdings

1,432 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
GAP INCCOM364760108 — 20 shares $455
PAYCOM SOFTWARE INCCOM70432V102 — 2 shares $455
AUTOLIV INCCOM052800109 — 4 shares $453
CONSTELLATION BRANDS INCCL A21036P108 — 4 shares $452
EQT CORPCOM26884L109 — 9 shares $451
AGCO CORPCOM001084102 — 4 shares $448
ALLIANT ENERGY CORPCOM018802108 — 7 shares $446
HECLA MINING COMPANYCOM422704106 — 26 shares $442
MCCORMICK & CO INCCOM NON VTG579780206 — 10 shares $442
SOLVENTUM CORPCOM SHS83444M101 — 5 shares $439
UNITY SOFTWARE INCCOM91332U101 — 10 shares $437
HENRY JACK & ASSOC INCCOM426281101 — 3 shares $432
NUTANIX INCCL A67059N108 — 6 shares $430
HALOZYME THERAPEUTICS INCCOM40637H109 — 4 shares $428
MASTEC INCCOM576323109 — 2 shares $428
INVENTRUST PPTYS CORPCOM NEW46124J201 — 14 shares $426
SCHEIN HENRY INCCOM806407102 — 5 shares $425
ALBEMARLE CORPCOM012653101 — 4 shares $421
ORIGIN BANCORP INCCOM68621T102 — 8 shares $421
DIGITALOCEAN HLDGS INCCOM25402D102 — 3 shares $420
EQUIFAX INCCOM294429105 — 3 shares $420
SUPER MICRO COMPUTER INCCOM NEW86800U302 — 10 shares $420
ACM RESH INCCOM CL A00108J109 — 5 shares $418
ELANCO ANIMAL HEALTH INCCOM28414H103 — 19 shares $414
RANGE RES CORPCOM75281A109 — 11 shares $414
CRANE COMPANYCOMMON STOCK224408104 — 2 shares $413
REVOLUTION MEDICINES INCCOM76155X100 — 2 shares $412
BWX TECHNOLOGIES INCCOM05605H100 — 3 shares $411
ABERCROMBIE & FITCH COCL A002896207 — 3 shares $410
PENSKE AUTOMOTIVE GRP INCCOM70959W103 — 2 shares $406
WAYFAIR INCCL A94419L101 — 4 shares $406
SOUTHSTATE BK CORPCOM84472E102 — 4 shares $403
KIRBY CORPCOM497266106 — 3 shares $401
PROSPERITY BANCSHARES INCCOM743606105 — 6 shares $401
SOUTHERN COPPER CORPCOM84265V105 — 2 shares $399
URBAN OUTFITTERS INCCOM917047102 — 5 shares $394
FIDELITY NATL FINL INCCOM SHS31620R303 — 10 shares $392
TORO COCOM891092108 — 4 shares $392
ISHARES INCMSCI JAPAN ETF46434G822 — 4 shares $390
UMB FINL CORPCOM902788108 — 3 shares $390
BRINKER INTL INCCOM109641100 — 2 shares $389
GRACO INCCOM384109104 — 5 shares $389
GARTNER INCCOM366651107 — 2 shares $386
MSC INDL DIRECT INCCL A553530106 — 3 shares $386
TEXTRON INCCOM883203101 — 5 shares $386
ANTERO MIDSTREAM CORPCOM03676B102 — 19 shares $385
RIVIAN AUTOMOTIVE INCCOM CL A76954A103 — 26 shares $384
AXIS CAP HLDGS LTDSHSG0692U109 — 4 shares $383
SERVICE CORP INTLCOM817565104 — 5 shares $383
TRACTOR SUPPLY COCOM892356106 — 12 shares $381
ENERSYSCOM29275Y102 — 2 shares $380
ALCOA CORPCOM013872106 — 9 shares $379
MODINE MFG COCOM607828100 — 2 shares $379
PINNACLE WEST CAP CORPCOM723484101 — 4 shares $379
SCIENCE APPLICATIONS INTL COCOM808625107 — 3 shares $379
MOHAWK INDS INCCOM608190104 — 3 shares $376
ZIONS BANCORPORATION NATL ASCOM989701107 — 6 shares $376
MURPHY OIL CORPCOM626717102 — 10 shares $375
OLD NATL BANCORP INDCOM680033107 — 15 shares $375
TRANSUNIONCOM89400J107 — 6 shares $374
BROWN & BROWN INCCOM115236101 — 6 shares $371
MGIC INVT CORP WISCOM552848103 — 14 shares $370
BANC OF CALIFORNIA INCCOM05990K106 — 21 shares $368
FLOWSERVE CORPCOM34354P105 — 5 shares $366
PG&E CORPCOM69331C108 — 30 shares $366
EXELON CORPCOM30161N101 — 9 shares $365
LEAR CORPCOM NEW521865204 — 3 shares $365
CARLYLE GROUP INCCOM14316J108 — 9 shares $364
LIFE TIME GROUP HOLDINGS INCCOMMON STOCK53190C102 — 9 shares $364
APTARGROUP INCCOM038336103 — 3 shares $363
MOLINA HEALTHCARE INCCOM60855R100 — 2 shares $362
PHINIA INCCOMMON STOCK71880K101 — 6 shares $361
PPL CORPCOM69351T106 — 11 shares $361
MSA SAFETY INCCOM553498106 — 2 shares $359
INTERNATIONAL PAPER COCOM460146103 — 11 shares $358
TIMKEN COCOM887389104 — 3 shares $357
BIO RAD LABS INCCL A090572207 — 1 shares $356
COPART INCCOM217204106 — 13 shares $355
BOOZ ALLEN HAMILTON HLDG CORCL A099502106 — 5 shares $353
DONALDSON INCCOM257651109 — 4 shares $352
VIASAT INCCOM92552V100 — 5 shares $352
AXALTA COATING SYS LTDCOMG0750C108 — 11 shares $351
ALLISON TRANSMISSION HLDGS ICOM01973R101 — 3 shares $349
FIRSTENERGY CORPCOM337932107 — 8 shares $348
EAGLE MATLS INCCOM26969P108 — 2 shares $347
TRIMBLE INCCOM896239100 — 6 shares $346
INTERNATIONAL SEAWAYS INCCOMY41053102 — 3 shares $344
ENOVA INTL INCCOM29357K103 — 2 shares $343
DUKE ENERGY CORP NEWCOM NEW26441C204 — 3 shares $342
PUBLIC SVC ENTERPRISE GROUPCOM744573106 — 5 shares $340
GATX CORPCOM361448103 — 2 shares $338
WEX INCCOM96208T104 — 2 shares $338
FEDERAL SIGNAL CORPCOM313855108 — 3 shares $337
ONEMAIN HLDGS INCCOM68268W103 — 6 shares $336
VICTORY CAP HLDGS INC DELCOM CL A92645B103 — 3 shares $336
BRIDGEBIO PHARMA INCCOM10806X102 — 5 shares $335
CHARTER COMMUNICATIONS INCCL A16119P108 — 3 shares $335
FTAI AVIATION LTDSHSG3730V105 — 2 shares $335
FOX CORPCL B COM35137L204 — 6 shares $330
COMMERCE BANCSHARES INCCOM200525103 — 6 shares $329