DecisionPoint Financial, LLC

Q3 2026 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
1,419
Total value ($000)
$573,860
Net value change ($000)
+33,996 (6.3%)
New positions
88
Sold out positions
85
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 14,641 NEW
DFAC 11,874 6.6%
DFIC 5,663 9.6%
DFA INVT DIMENSIONS GROUP IN 4,746 NEW
VCIT 1,851 3.7%
DFEM 1,704 9.0%
SGOV 1,297 210.6%
AMAT 979 12237.5%
MU 902 3340.7%
MSFT 800 33.2%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -13,639 -100.0%
DFAR -5,096 -100.0%
HOMB -685 -4.8%
LC -468 -22.2%
SLQD -291 -6.1%
DFAE -252 -2.8%
VB -158 -5.2%
DFSV -157 -100.0%
JAAA -83 -70.3%
DVY -65 -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