DecisionPoint Financial, LLC

Q1 2026 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
679
Total value ($000)
$463,890
Net value change ($000)
+9,401 (2.1%)
New positions
17
Sold out positions
65
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
DCOR 3,453 40.7%
DFIC 2,565 5.4%
DFAS 1,170 4.0%
SCHI 1,136 44.3%
VNQ 891 3.9%
DFEM 871 6.1%
VCSH 682 5.8%
BND 632 82.1%
DFAI 519 2.0%
VB 399 17.5%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -1,001 -61.6%
DFAC -960 -0.6%
MSFT -722 -23.0%
HOMB -636 -3.9%
AAPL -203 -6.5%
VTI -185 -4.4%
AMZN -79 -8.9%
SCHX -70 -12.5%
META -62 -16.0%
IAU -61 -100.0%
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