Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514

13F Portfolio $463.9B AUM 692 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 42 Added 68 Reduced 65 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	PRNT	ARK ETF TR	—	11	$246.0	—	SOLD
62	VISN	COMMSCOPE HLDG CO INC	Technology	12	$218.0	—	SOLD
63	BLNK	BLINK CHARGING CO	Industrials	200	$134.0	—	SOLD
64	RING	ISHARES INC	—	1	$74.0	—	SOLD
65	NNVC	NANOVIRICIDES INC	Healthcare	50	$57.0	—	SOLD

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Sector Allocation

Financial Services 55.9%

Technology 21.4%

Consumer Cyclical 9.1%

Industrials 4.9%

Communication Services 3.1%

Healthcare 2.6%

Energy 1.9%

Consumer Defensive 0.3%

Utilities 0.3%

Basic Materials 0.2%