Decision Point Financial, LLC Portfolio Holdings

Decision Point Financial, LLC

  • $343 Million
  • Q1 2025

Decision Point Financial, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $343 Million distributed in 265 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 $105M, Vanguard Intermediate Term Cor with a value of $39.7M, Dimensional ETF Tr Dimensional with a value of $30M, Dimensional ETF Tr Core Fxd In with a value of $24.5M, and Dimensional ETF Tr U S Small C with a value of $20.8M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $326M to 343M. Also it can be appreciated an additional of 18 stocks purchases and 1 closed positions.

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.

Portfolio value $343 Million
ETFs: $307 Million
Financial Services: $21.7 Million
Technology: $7.16 Million
Consumer Cyclical: $2.57 Million
Industrials: $1.34 Million
Communication Services: $837,000
Healthcare: $417,000
Energy: $250,000
Other: $357,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$689M
$4,000 0.0% of portfolio
328
Q1 2025 Added 2.82%
$61.5B
$6,000 0.0% of portfolio
83
Q4 2024 New
$3.42B
$3,000 0.0% of portfolio
100
Q4 2024 New
$0
$15,000 0.0% of portfolio
81
Q4 2023 New
$74.7B
$4,000 0.0% of portfolio
18
Q1 2025 Reduced 80.43%

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $343 Million
  • Prior Value $326 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 31 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 25 stocks
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