Institutional Manager · CIK 0001938514

DecisionPoint Financial, LLC

MESA, AZ · File #028-23389

Latest AUM

$454.5M

Positions

740

Top-10 Concentration

86.7%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	HOME BANCSHARES INC	HOMB	-76,315	-$2.1M	-$258,578
ADD	ISHARES TR	464287200	+462	+$316,421	+$6,322
ADD	VANGUARD INDEX FDS	922908769	+791	+$265,194	+$69,296
ADD	STRYKER CORPORATION	SYK	+526	+$184,873	-$152
REDUCE	ISHARES TR	46434V100	-3,504	-$177,652	-$2,468
ADD	VANGUARD STAR FDS	921909768	+2,143	+$161,667	+$24,894
ADD	ISHARES TR	46432F842	+1,460	+$130,612	+$199
ADD	APPLE INC	AAPL	+418	+$113,638	+$180,644
REDUCE	NVIDIA CORPORATION	NVDA	-591	-$110,212	-$2,487
ADD	ISHARES TR	464287408	+492	+$104,339	+$408

Sector Allocation

Financials

3.7%$16.9M

Technology

1.6%$7.3M

Consumer Discretionary

0.3%$1.3M

Healthcare

0.1%$668,181

Industrials

0.1%$534,029

Energy

0.1%$409,889

Communication Services

0.1%$409,271

0.0%$64,130

0.0%$56,000

0.0%$40,069

0.0%$28,361

Filing History

Jan 29, 202613F HOLDINGS REPORTQ/E Dec 2025740 pos · $454.5M
Nov 10, 202513F HOLDINGS REPORTQ/E Sep 2025669 pos · $428.9M
Aug 14, 202513F HOLDINGS REPORTQ/E Jun 2025656 pos · $391.6M
May 2, 202513F HOLDINGS REPORTQ/E Mar 2025265 pos · $344.7M
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 2024273 pos · $327.3M
Oct 29, 202413F HOLDINGS REPORTQ/E Sep 2024251 pos · $315.9M
Aug 9, 202413F HOLDINGS REPORTQ/E Jun 2024250 pos · $298.2M
Apr 30, 202413F HOLDINGS REPORTQ/E Mar 2024285 pos · $251.3M
Oct 26, 202313F HOLDINGS REPORTQ/E Dec 2023254 pos · $191.3M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V708	3,738,699	$148.0M	33.19%
2	DIMENSIONAL ETF TRUST	25434V799	1,388,676	$47.9M	10.73%
3	VANGUARD SCOTTSDALE FDS	92206C870	535,323	$44.8M	10.05%
4	DIMENSIONAL ETF TRUST	25434V500	414,750	$28.9M	6.48%
5	DIMENSIONAL ETF TRUST	25434V872	615,943	$26.2M	5.88%
6	DIMENSIONAL ETF TRUST	25434V203	678,733	$25.9M	5.80%
7	VANGUARD INDEX FDS	922908553	259,631	$23.0M	5.15%
8	HOME BANCSHARES INC	HOMB	586,705	$16.3M	3.65%
9	DIMENSIONAL ETF TRUST	25434V732	429,598	$14.2M	3.19%
10	VANGUARD SCOTTSDALE FDS	92206C409	145,311	$11.6M	2.60%
11	DIMENSIONAL ETF TRUST	25434V625	109,934	$8.1M	1.82%
12	DIMENSIONAL ETF TRUST	25434V302	245,743	$8.0M	1.79%
13	ISHARES TR	46434V100	93,546	$4.7M	1.06%
14	DIMENSIONAL ETF TRUST	25434V823	184,746	$4.2M	0.95%
15	VANGUARD INDEX FDS	922908769	12,450	$4.2M	0.94%
16	MICROSOFT CORP	MSFT	6,500	$3.1M	0.70%
17	APPLE INC	AAPL	11,420	$3.1M	0.70%
18	SCHWAB STRATEGIC TR	808524698	111,670	$2.6M	0.58%
19	VANGUARD INDEX FDS	922908751	8,566	$2.2M	0.50%
20	ISHARES TR	46436E718	16,189	$1.6M	0.36%