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Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $464M AUM 692 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 42 Added 68 Reduced 65 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTUM ISHARES TR 102.0 $24K 0.01% -76.0 -42.7% $239.99 +24.8%
22 SLV ISHARES SILVER TR Financial Services 307.0 $21K 0.01% -523.0 -63.0% $68.14 +0.9%
23 INTU INTUIT Technology 48.0 $21K 0.00% -23.0 -32.4% $432.40 -7.6%
24 VONG VANGUARD SCOTTSDALE FDS 181.0 $20K 0.00% -26.0 -12.6% $109.69 +17.0%
25 TXN TEXAS INSTRS INC Technology 89.0 $17K 0.00% -8.0 -8.2% $194.15 +55.7%
26 RKLB ROCKET LAB CORP Industrials 247.0 $16K 0.00% -225.0 -47.7% $64.22 +98.2%
27 MRK MERCK & CO INC Healthcare 122.0 $15K 0.00% -15.0 -10.9% $120.30 -5.0%
28 XEL XCEL ENERGY INC Utilities 158.0 $13K 0.00% -47.0 -22.9% $79.44 +0.4%
29 VTWO VANGUARD SCOTTSDALE FDS 121.0 $12K 0.00% -83.0 -40.7% $100.17 +12.9%
30 DIS DISNEY WALT CO Communication Services 101.0 $10K 0.00% -43.0 -29.9% $96.39 +6.1%
31 KO COCA COLA CO Consumer Defensive 127.0 $10K 0.00% -19.0 -13.0% $76.06 +7.7%
32 OEF ISHARES TR 27.0 $9K 0.00% -39.0 -59.1% $318.07 +16.3%
33 DGRO ISHARES TR 108.0 $8K 0.00% -150.0 -58.1% $70.11 +5.4%
34 XLV SELECT SECTOR SPDR TR 51.0 $7K 0.00% -15.0 -22.7% $146.63 +0.3%
35 VBR VANGUARD INDEX FDS 34.0 $7K 0.00% -12.0 -26.1% $217.26 +5.8%
36 ABBV ABBVIE INC Healthcare 32.0 $7K 0.00% -16.0 -33.3% $217.50 -2.4%
37 SO SOUTHERN CO Utilities 70.0 $7K 0.00% -12.0 -14.6% $96.53 -2.5%
38 GILD GILEAD SCIENCES INC Healthcare 46.0 $6K 0.00% -13.0 -22.0% $139.39 -6.4%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 24.0 $4K 0.00% -21.0 -46.7% $165.38 +15.8%
40 AMGN AMGEN INC Healthcare 11.0 $4K 0.00% -12.0 -52.2% $351.91 -5.8%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%