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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 10 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LOW LOWES COS INC Consumer Cyclical 48.0 $11K 0.00% $236.29 -7.6%
182 MDYG SPDR SERIES TRUST 115.0 $11K 0.00% NEW $95.97 +10.0%
183 HON HONEYWELL INTL INC Industrials 47.0 $11K 0.00% $226.04 -3.9%
184 UNH UNITEDHEALTH GROUP INC Healthcare 39.0 $11K 0.00% $270.62 +43.8%
185 PAVE GLOBAL X FDS 206.0 $10K 0.00% $50.85 +7.1%
186 LIN LINDE PLC Basic Materials 20.0 $10K 0.00% $495.80 +2.1%
187 DKNG DRAFTKINGS INC NEW Consumer Cyclical 455.0 $10K 0.00% $21.62 +18.1%
188 DIS DISNEY WALT CO Communication Services 101.0 $10K 0.00% -43.0 -29.9% $96.39 +6.1%
189 ISHARES TR 210.0 $10K 0.00% $46.23
190 KO COCA COLA CO Consumer Defensive 127.0 $10K 0.00% -19.0 -13.0% $76.06 +7.7%
191 FTEC FIDELITY COVINGTON TRUST 46.0 $10K 0.00% $208.07 +30.6%
192 FIDU FIDELITY COVINGTON TRUST 108.0 $9K 0.00% $86.53 +6.8%
193 PNTG PENNANT GROUP INC Healthcare 295.0 $9K 0.00% $30.48 +14.8%
194 OEF ISHARES TR 27.0 $9K 0.00% -39.0 -59.1% $318.07 +16.3%
195 BCS BARCLAYS PLC Financial Services 400.0 $8K 0.00% $21.16 +6.9%
196 AIG AMERICAN INTL GROUP INC Financial Services 107.0 $8K 0.00% $75.25 +3.7%
197 DGRO ISHARES TR 108.0 $8K 0.00% -150.0 -58.1% $70.11 +5.4%
198 XLV SELECT SECTOR SPDR TR 51.0 $7K 0.00% -15.0 -22.7% $146.63 +0.3%
199 VBR VANGUARD INDEX FDS 34.0 $7K 0.00% -12.0 -26.1% $217.26 +5.8%
200 EEM ISHARES TR 130.0 $7K 0.00% NEW $56.79 +15.3%
Page 10 of 34  ·  679 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%