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DecisionPoint Financial, LLC

All holdings · as of Dec 31, 2025

727 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$41.5K1,2120.0%
NIKE, Inc.$40.9K6420.0%
PROGRESSIVE CORP/OH$38.3K1680.0%
DIMENSIONAL ETF TRUST$33.1K1,0450.0%
Rocket Lab CorpRKLBCommon Stock$32.9K4720.0%
ISHARES TR$32.7K2650.0%
GENERAL MILLS INC$32.5K7000.0%
EXXON MOBIL CORP$32.1K2670.0%
MCDONALD'S CORP$31.5K1030.0%
INTERNATIONAL BUSINESS MACHINES CORP$31.4K1060.0%
Yum! Brands Inc$30.6K2020.0%
JOHNSON & JOHNSON$30.4K1470.0%
ELI LILLY & Co$30.2K280.0%
ROYAL CARIBBEAN CRUISES LTD$29.9K1070.0%
SELECT SECTOR SPDR TR$27.9K1800.0%
ISHARES TR$27.7K4200.0%
Everpure, Inc.$27.6K4120.0%
Qualys Inc$26.6K2000.0%
VANGUARD INDEX FDS$26.3K540.0%
VANGUARD SCOTTSDALE FDS$25.4K5400.0%
VANGUARD SCOTTSDALE FDS$25.2K2070.0%
Walmart Inc.$24.4K2190.0%
SELECT SECTOR SPDR TR$24.1K2020.0%
ISHARES INC$24.0K4450.0%
CROWN HOLDINGS, INC.$23.6K2290.0%
iShares MSCI UAE ETF$23.4K1180.0%
DIMENSIONAL ETF TRUST$23.3K4860.0%
ISHARES TR$22.6K660.0%
VANGUARD WORLD FD$22.6K1690.0%
Mastercard Inc$22.3K390.0%
Medtronic plc$21.9K2280.0%
INVESCO QQQ TR$21.9K360.0%
SPDR S&P 500 ETF TR$21.8K320.0%
INVESCO EXCH TRADED FD TR II$21.1K830.0%
ABBOTT LABORATORIES$20.9K1670.0%
Northrop Grumman Corp$20.5K360.0%
INVESCO EXCHANGE TRADED FD T$20.4K3570.0%
VANGUARD SCOTTSDALE FDS$20.3K2040.0%
CATERPILLAR INC$20.1K350.0%
STARBUCKS CORP$19.6K2330.0%
KINDER MORGAN, INC.$19.6K7130.0%
SPDR SERIES TRUST$19.5K3440.0%
WISDOMTREE TR$19.5K1350.0%
Eaton Corp plc$18.8K590.0%
ISHARES TR$17.9K2580.0%
BANK OF AMERICA CORP /DE$17.5K3180.0%
FRANCO NEV CORP$17.2K830.0%
ISHARES TR$16.9K1780.0%
TEXAS INSTRUMENTS INC$16.8K970.0%
SHELL PLC$16.8K2280.0%
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