Latest DecisionPoint Financial, LLC Stock Portfolio
DecisionPoint Financial, LLC Performance:
2025 Q4: 1.38%YTD: 12.02%2024: 6.56%
Performance for 2025 Q4 is 1.38%, and YTD is 12.02%, and 2024 is 6.56%.
About DecisionPoint Financial, LLC and 13F Hedge Fund Stock Holdings
DecisionPoint Financial, LLC is a hedge fund based in Mesa, AZ. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, DecisionPoint Financial, LLC reported an equity portfolio of $454.5 Millions as of 31 Dec, 2025.
The top stock holdings of DecisionPoint Financial, LLC are DFAC, DFAC, BNDW. The fund has invested 32.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off FORD MTR CO (F), NORTHRIM BANCORP INC (NRIM) and GRAPHIC PACKAGING HLDG CO (GPK) stocks. They significantly reduced their stock positions in PINNACLE FINL PARTNERS INC (PNFP), JOHNSON CTLS INTL PLC (JCI) and COCA-COLA FEMSA SAB DE CV (KOF). DecisionPoint Financial, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES GOLD TR (IAU) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to PHILLIPS 66 (PSX), STRYKER CORPORATION (SYK) and PEPSICO INC (PEP).
The top stock holdings of DecisionPoint Financial, LLC are DFAC, DFAC, BNDW. The fund has invested 32.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off FORD MTR CO (F), NORTHRIM BANCORP INC (NRIM) and GRAPHIC PACKAGING HLDG CO (GPK) stocks. They significantly reduced their stock positions in PINNACLE FINL PARTNERS INC (PNFP), JOHNSON CTLS INTL PLC (JCI) and COCA-COLA FEMSA SAB DE CV (KOF). DecisionPoint Financial, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES GOLD TR (IAU) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to PHILLIPS 66 (PSX), STRYKER CORPORATION (SYK) and PEPSICO INC (PEP).
DecisionPoint Financial, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that DecisionPoint Financial, LLC made a return of 1.38% in the last quarter. In trailing 12 months, it's portfolio return was 12.02%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 62,074 |
| ishares gold tr | 61,122 |
| spdr gold tr | 46,369 |
| vanguard whitehall fds | 43,774 |
| vanguard scottsdale fds | 25,424 |
| ishares inc | 23,999 |
| ishares tr | 23,438 |
| invesco qqq tr | 21,875 |
New stocks bought by DecisionPoint Financial, LLC
Additions
| Ticker | % Inc. |
|---|---|
| phillips 66 | 15,575 |
| stryker corporation | 4,383 |
| pepsico inc | 3,700 |
| northrop grumman corp | 3,500 |
| allstate corp | 2,750 |
| mondelez intl inc | 2,750 |
| rtx corporation | 2,283 |
| honeywell intl inc | 2,250 |
Additions to existing portfolio by DecisionPoint Financial, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| snap on inc | -86.67 |
| taiwan semiconductor mfg ltd | -84.38 |
| janus detroit str tr | -76.88 |
| ishares tr | -76.26 |
| select sector spdr tr | -31.25 |
| starbucks corp | -30.03 |
| ishares tr | -27.84 |
| vanguard world fd | -24.28 |
DecisionPoint Financial, LLC reduced stake in above stock
Sold off
Sector Distribution
DecisionPoint Financial, LLC has about 93.1% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
| Sector | % |
|---|---|
| Others | 93.1 |
| Financial Services | 3.8 |
| Technology | 1.6 |
Market Cap. Distribution
DecisionPoint Financial, LLC has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 93.1 |
| MID-CAP | 3.7 |
| MEGA-CAP | 2.1 |
| LARGE-CAP | 1.1 |
Stocks belong to which Index?
About 6.8% of the stocks held by DecisionPoint Financial, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 93.2 |
| RUSSELL 2000 | 3.7 |
| S&P 500 | 3.1 |
DecisionPoint Financial, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DecisionPoint Financial, LLC
DecisionPoint Financial, LLC has 726 stocks in it's portfolio. About 85.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for DecisionPoint Financial, LLC last quarter.
Last Reported on: 29 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 5.00 | 681 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.68 | 11,420 | 3,104,640 | added | 3.8 | ||
| AAXJ | ishares tr | 0.00 | 178 | 16,950 | new | |||
| AAXJ | ishares tr | 0.00 | 187 | 9,681 | new | |||
| AAXJ | ishares tr | 0.00 | 50.00 | 4,814 | new | |||
| AAXJ | ishares tr | 0.00 | 14.00 | 2,455 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 48.00 | 10,968 | added | 50.00 | ||
| ABC | cencora inc | 0.00 | 14.00 | 4,729 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 167 | 20,924 | added | 221 | ||
| ACTV | two rds shared tr | 0.02 | 5,841 | 99,023 | unchanged | 0.00 | ||
| ACTV | two rds shared tr | 0.01 | 5,647 | 53,139 | unchanged | 0.00 | ||
| ACWF | ishares tr | 1.04 | 93,546 | 4,742,760 | reduced | -3.61 | ||
| ACWF | ishares tr | 0.00 | 258 | 17,937 | new | |||
| ACWF | ishares tr | 0.00 | 210 | 9,545 | reduced | -27.84 | ||
| ACWF | ishares tr | 0.00 | 60.00 | 4,185 | new | |||
| ACWV | ishares inc | 0.00 | 445 | 23,999 | new | |||
| ACWV | ishares inc | 0.00 | 497 | 11,695 | new | |||
| ACWV | ishares inc | 0.00 | 42.00 | 1,335 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 6.00 | 2,100 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.00 | 4.00 | 1,029 | unchanged | 0.00 | ||