DecisionPoint Financial, LLC
All 13F Filings
- Location
- Mesa, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 539,864
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 1,416 | 539,864 | 13F-HR | DecisionPoint Financial, LLC |
| Q1 2026 | 5/6/2026 | 679 | 463,890 | 13F-HR | DecisionPoint Financial, LLC |
| Q4 2025 | 1/29/2026 | 727 | 454,489 | 13F-HR | DecisionPoint Financial, LLC |
| Q3 2025 | 11/10/2025 | 656 | 428,851 | 13F-HR | DecisionPoint Financial, LLC |
| Q2 2025 | 8/14/2025 | 643 | 391,573 | 13F-HR | DecisionPoint Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.9 K | 6.1% | 2.705 K | 0 | 2.705 K |
| ETFs | 506.8 K | 93.9% | 73.19 K | 0 | 73.19 K |
| Debt | 69 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
539,864
Holdings
1416
QoQ value change ($000)
75,974
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.