DecisionPoint Financial, LLC
All 13F Filings
- Location
- Mesa, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 454,489
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 392.2 K | 86.3% | 21.37 K | 0 | 21.37 K |
| ETFs | 62.15 K | 13.7% | 4.241 K | 0 | 4.241 K |
| Debt | 70 | 0.0% | 29 | 0 | 29 |
| Other | 7 | 0.0% | 7 | 0 | 7 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
454,489
Holdings
727
QoQ value change ($000)
25,638
(6.0%)
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.