DecisionPoint Financial, LLC

Q2 2026 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
1,416
Total value ($000)
$539,864
Net value change ($000)
+75,974 (16.4%)
New positions
801
Sold out positions
64
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 32,539 22.1%
DFIC 8,452 16.8%
DFAS 6,912 22.9%
VNQ 4,459 18.6%
VCIT 4,170 9.2%
DFEM 3,770 25.0%
DFCF 2,855 10.7%
VCSH 2,345 18.8%
LC 2,107 NEW
DCOR 1,709 14.3%
Top Reduces (Value $000, Stocks/ETFs)
HOMB -1,527 -9.7%
BNDX -247 -52.2%
IWF -139 -89.1%
AESR -98 -100.0%
BND -86 -6.1%
SCHI -67 -1.8%
ENSG -60 -18.2%
XLE -56 -100.0%
DUSB -55 -100.0%
AFIF -53 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type