DecisionPoint Financial, LLC

Est. AUM

$463.9M

13F long equity, this entity only

Positions

692

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	HOME BANCSHARES INC	COM	$15.7M	581621	3.38%	SOLE
2	ISHARES TR	0-5YR INVT GR CP	$4.9M	96206	1.05%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$4.0M	12433	0.86%	SOLE
4	SCHWAB STRATEGIC TR	5 10YR CORP BD	$3.7M	163196	0.80%	SOLE
5	APPLE INC	COM	$2.9M	11433	0.63%	SOLE
6	MICROSOFT CORP	COM	$2.4M	6543	0.52%	SOLE
7	MARRIOTT INTL INC NEW	CL A	$1.5M	4650	0.33%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2531	0.33%	SOLE
9	VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	19053	0.32%	SOLE
10	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	19036	0.30%	SOLE
11	SCHWAB STRATEGIC TR	US BRD MKT ETF	$839K	33423	0.18%	SOLE
12	AMAZON COM INC	COM	$806K	3869	0.17%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$792K	12355	0.17%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$776K	14364	0.17%	SOLE
15	REPUBLIC SVCS INC	COM	$735K	3357	0.16%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$689K	20286	0.15%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$629K	13943	0.14%	SOLE
18	ISHARES TR	0-3 MNTH TREASRY	$624K	6196	0.13%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$613K	938	0.13%	SOLE
20	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$612K	8292	0.13%	SOLE
21	NVIDIA CORPORATION	COM	$495K	2836	0.11%	SOLE
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$492K	19205	0.11%	SOLE
23	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$473K	9835	0.10%	SOLE
24	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$448K	9344	0.10%	SOLE
25	ALPHABET INC	CAP STK CL A	$396K	1378	0.09%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$378K	5240	0.08%	SOLE
27	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$357K	4320	0.08%	SOLE
28	ENSIGN GROUP INC	COM	$330K	1638	0.07%	SOLE
29	META PLATFORMS INC	CL A	$326K	570	0.07%	SOLE
30	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$283K	2048	0.06%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$278K	7142	0.06%	SOLE
32	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$255K	4350	0.05%	SOLE
33	AMERICAN EXPRESS CO	COM	$252K	833	0.05%	SOLE
34	JPMORGAN CHASE & CO	COM	$238K	808	0.05%	SOLE
35	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$232K	5497	0.05%	SOLE
36	CONOCOPHILLIPS	COM	$219K	1662	0.05%	SOLE
37	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$213K	5478	0.05%	SOLE
38	REGIONS FINANCIAL CORP NEW	COM	$202K	7725	0.04%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$200K	417	0.04%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$187K	650	0.04%	SOLE
41	STRYKER CORPORATION	COM	$177K	538	0.04%	SOLE
42	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$174K	2198	0.04%	SOLE
43	ALPHABET INC	CAP STK CL C	$173K	603	0.04%	SOLE
44	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$167K	4340	0.04%	SOLE
45	DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$166K	2558	0.04%	SOLE
46	ISHARES TR	RUS 1000 GRW ETF	$156K	367	0.03%	SOLE
47	VANGUARD WORLD FD	INF TECH ETF	$148K	212	0.03%	SOLE
48	SCHWAB STRATEGIC TR	US SML CAP ETF	$146K	5037	0.03%	SOLE
49	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$142K	3589	0.03%	SOLE
50	HOME DEPOT INC	COM	$140K	427	0.03%	SOLE

1–50 of 679

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.