Arkolith/Funds/DecisionPoint Financial, LLC

DecisionPoint Financial, LLC

CIK 1938514
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

DecisionPoint Financial, LLC holds a concentrated book of 1416 stocks worth $539.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Lendingclub Corp and trimmed Dimensional International Co. Their largest long position is Dimensional US Core Equity 2 at 33% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
944
new positions
Added to
322
existing
Trimmed
125
reduced
Sold out
64
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.1%
+12.0%/yr · since Oct '24
Their reported book
+21.9%
held from quarter-end
S&P 500
+35.0%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Aug '26
DecisionPoint Financial, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning DecisionPoint Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
85%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
3%
Information Technology
2%
Consumer Discretionary
1%
Utilities
0%
Industrials
0%
Health Care
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as DecisionPoint Financial, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$458.4B
ENVESTNET ASSET MANAGEMENT INC79 / 80$99.7B
RAYMOND JAMES FINANCIAL INC79 / 80$86.1B
OSAIC HOLDINGS, INC.79 / 80$16.0B
Farther Finance Advisors, LLC79 / 80$3.5B
JPMORGAN CHASE & CO78 / 80$426.3B
LPL Financial LLC78 / 80$78.7B
WELLS FARGO & COMPANY/MN77 / 80$146.7B

Ranked by how many of DecisionPoint Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,416 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$179.9M4.06M
33.3%
+7.1%
Added · +270K sh
2Dimensional ETF Trust
INTL CORE EQUITY
$58.9M1.58M
10.9%
+12%
Added · +164K sh
3Vanguard Scottsdale FDS
INT-TERM CORP
$49.4M601.3K
9.2%
+9.9%
Added · +54K sh
4Dimensional ETF Trust
US SMALL CAP ETF
$37.0M451.3K
6.9%
+6.5%
Added · +28K sh
5Dimensional ETF Trust
CORE FIXE IN ETF
$29.6M701.5K
5.5%
+11%
Added · +69K sh
6Vanguard Index FDS
REAL ESTATE ETF
$28.4M293.2K
5.3%
+8.7%
Added · +23K sh
7Dimensional ETF Trust
INTL CORE EQT MK
$28.0M680.9K
5.2%
−0.3%
Reduced · −2K sh
8Dimensional ETF Trust
EMERGING MKTS CO
$18.9M475.0K
3.5%
+8.8%
Added · +38K sh
9Vanguard Scottsdale FDS
SHRT TRM CORP BD
$14.8M187.9K
2.7%
+20%
Added · +31K sh
10Home Bancshares Inc
COM
$14.1M489.1K
2.6%
−16%
Reduced · −92K sh
11Dimensional ETF Trust
US COR EQU 1 ETF
$13.6M166.4K
2.5%
+0.5%
Added · +879 sh
12Dimensional ETF Trust
EMGR CRE EQT MNG
$9.1M232.4K
1.7%
−6.3%
Reduced · −16K sh
13Dimensional ETF Trust
US REAL ESTA ETF
$5.1M194.2K
0.9%
~0%
Added · +83 sh
14Ishares TR
0-5YR INVT GR CP
$4.8M95.9K
0.9%
−0.3%
Reduced · −320 sh
15Vanguard Index FDS
TOTAL STK MKT
$4.5M12.1K
0.8%
−3.0%
Reduced · −376 sh
16Schwab Strategic TR
5 10YR CORP BD
$3.6M161.3K
0.7%
−1.2%
Reduced · −2K sh
17Apple Inc
COM
$3.4M11.5K
0.6%
+0.6%
Added · +68 sh
18Vanguard Index FDS
SMALL CP ETF
$3.0M10.1K
0.6%
−1.5%
Reduced · −152 sh
19Microsoft Corp
COM
$2.4M6.3K
0.4%
−4.1%
Reduced · −271 sh
20Happen Inc
COM NEW
$2.1M102.6K
0.4%
New
New position
21Vanguard Index FDS
S&P 500 ETF SHS
$1.7M2.5K
0.3%
−0.6%
Reduced · −16 sh
22Marriott Intl Inc New
CL A
$1.7M4.7K
0.3%
~0%
Added · +1 sh
23Vanguard Star FDS
VG TL INTL STK F
$1.6M19.0K
0.3%
−0.1%
Reduced · −25 sh
24Vanguard BD Index FDS
TOTAL BND MRKT
$1.3M18.0K
0.2%
−5.4%
Reduced · −1K sh
25Schwab Strategic TR
US BRD MKT ETF
$966K33.4K
0.2%
Held
26Amazon Com Inc
COM
$932K3.9K
0.2%
−0.3%
Reduced · −11 sh
27Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$858K12.2K
0.2%
−1.3%
Reduced · −166 sh
28Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$841K14.2K
0.2%
−1.1%
Reduced · −159 sh
29Ishares TR
CORE S&P500 ETF
$798K1.1K
0.1%
+14%
Added · +127 sh
30Dimensional ETF Trust
WORLD EX US CORE
$756K20.7K
0.1%
+2.1%
Added · +421 sh
31Republic Svcs Inc
COM
$721K3.4K
0.1%
+0.1%
Added · +2 sh
32Dimensional ETF Trust
US CORE EQT MKT
$718K13.9K
0.1%
−0.2%
Reduced · −26 sh
33Nvidia Corporation
COM
$701K3.5K
0.1%
+25%
Added · +713 sh
34Dimensional ETF Trust
WORLD EQUITY ETF
$659K8.0K
0.1%
−3.8%
Reduced · −312 sh
35Ishares TR
0-3 MTH TREASURY
$616K6.1K
0.1%
−1.0%
Reduced · −60 sh
36Schwab Strategic TR
US LRG CAP ETF
$564K19.2K
0.1%
Held
37Alphabet Inc
CAP STK CL A
$487K1.3K
0.1%
−2.1%
Reduced · −29 sh
38Dimensional ETF Trust
NATL MUN BD ETF
$452K9.3K
0.1%
Held
39Ishares TR
CORE 80 20 ETF
$437K4.5K
0.1%
New
New position
40Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$373K1.3K
0.1%
13×
Added · +1K sh
41Meta Platforms Inc
CL A
$357K583
0.1%
+2.3%
Added · +13 sh
42Alphabet Inc
CAP STK CL C
$332K927
0.1%
+54%
Added · +324 sh
43Vanguard Intl Equity Index F
TT WRLD ST ETF
$320K2.0K
0.1%
Held
44American Express Co
COM
$292K840
0.1%
+0.8%
Added · +7 sh
45JPMorgan Chase & Co
COM
$277K831
0.1%
+2.8%
Added · +23 sh
46Ensign Group Inc
COM
$270K1.6K
0.1%
+0.1%
Added · +2 sh
47Vanguard Scottsdale FDS
SHORT TERM TREAS
$252K4.3K
0.0%
Held
48Vanguard Index FDS
LARGE CAP ETF
$247K719
0.0%
New
New position
49Vanguard Charlotte FDS
TOTAL INT BD ETF
$226K4.7K
0.0%
−52%
Reduced · −5K sh
50Berkshire Hathaway Inc Del
CL B NEW
$211K422
0.0%
+1.2%
Added · +5 sh
Showing 50 of 1,416 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 20261,429$539.9M13F-HR
Q1 2026Mar 31, 2026May 6, 2026692$463.9M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026740$454.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025669$428.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025656$391.6M13F-HR
Q1 2025Mar 31, 2025May 2, 2025265$344.7M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025273$327.3M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024251$315.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.