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Latest DecisionPoint Financial, LLC Stock Portfolio

$463Million– No. of Holdings #678

DecisionPoint Financial, LLC Performance:
2026 Q1: -0.41%YTD: -0.41%2025: 12.05%
Performance for 2026 Q1 is -0.41%, and YTD is -0.41%, and 2025 is 12.05%.

About DecisionPoint Financial, LLC and 13F Hedge Fund Stock Holdings

DecisionPoint Financial, LLC is a hedge fund based in Mesa, AZ. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, DecisionPoint Financial, LLC reported an equity portfolio of $463.9 Millions as of 31 Mar, 2026.

The top stock holdings of DecisionPoint Financial, LLC are DFAC, DFAC, BNDW. The fund has invested 31.8% of it's portfolio in DIMENSIONAL ETF TRUST and 10.9% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES GOLD TR (IAU), VANGUARD SCOTTSDALE FDS (BNDW) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in MONDELEZ INTL INC (MDLZ), BP PLC (BP) and EOG RES INC (EOG). DecisionPoint Financial, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), EOS ENERGY ENTERPRISES INC (EOSE) and AMCOR PLC (AMCR). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), NETFLIX INC. (NFLX) and DIMENSIONAL ETF TRUST (DFAC).
DecisionPoint Financial, LLC Equity Portfolio Value
Last Reported on: 06 May, 2026

DecisionPoint Financial, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that DecisionPoint Financial, LLC made a return of -0.41% in the last quarter. In trailing 12 months, it's portfolio return was 12.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust55,325
eos energy enterprises inc34,254
amcor plc28,263
dimensional etf trust23,151
j p morgan exchange traded f20,996
invesco exchange traded fd t16,698
spdr series trust14,590
spdr series trust13,904
New stocks bought by DecisionPoint Financial, LLC

Additions

Ticker% Inc.
palo alto networks inc3,000
netflix inc.498
dimensional etf trust176
state str spdr s&p 500 etf t137
dimensional etf trust123
cid holdco inc121
spdr series trust118
vanguard bd index fds83.11
Additions to existing portfolio by DecisionPoint Financial, LLC

Reductions

Ticker% Reduced
mondelez intl inc-96.49
bp plc-95.29
eog res inc-95.24
ishares tr-95.04
pepsico inc-90.79
ishares inc-88.48
corning inc-87.72
realty income corp-87.1
DecisionPoint Financial, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by DecisionPoint Financial, LLC

Sector Distribution

DecisionPoint Financial, LLC has about 93.6% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others93.6
Financial Services3.6
Technology1.4

Market Cap. Distribution

DecisionPoint Financial, LLC has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
Category%
UNALLOCATED93.6
MID-CAP3.4
MEGA-CAP1.9

Stocks belong to which Index?

About 6.3% 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%
Others93.7
RUSSELL 20003.5
S&P 5002.8
Top 5 Winners (%)%
DSX
diana shipping inc
169.2 %
LITE
lumentum hldgs inc
90.7 %
noble corp plc
73.8 %
FORM
formfactor inc
73.6 %
CIEN
ciena corp
65.9 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.5 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.3 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-57.9 %
MNKD
mannkind corp
-56.8 %
cid holdco inc
-53.9 %
DOCS
doximity inc
-47.4 %
ANGI
angi inc
-46.1 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-2.8 M
MSFT
microsoft corp
-0.7 M
BNDW
vanguard scottsdale fds
-0.5 M
HOMB
home bancshares inc
-0.5 M
DFAC
dimensional etf trust
-0.2 M

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 678 stocks in it's portfolio. About 84.8% of the portfolio is in top 10 stocks. DFAC 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: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions