DecisionPoint Financial, LLC

Q2 2025 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
643
Total value ($000)
$391,573
Net value change ($000)
—
New positions
641
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/10/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 121,181 —
VCIT 41,480 —
DFIC 34,651 —
DFAI 24,984 —
DFCF 24,929 —
DFAS 24,135 —
HOMB 19,744 —
VNQ 18,677 —
DFEM 10,421 —
VCSH 10,397 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type