Decisionpoint-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FROG",
  "RF",
  "SMCI",
  "BCE",
  "SNOW",
  "MU",
  "ZS",
  null,
  "ADBE",
  "GOOGL",
  "MAGN",
  "AXP",
  "AIG",
  "ASML",
  "E",
  "CAT",
  null,
  null,
  null,
  null,
  "KRP",
  "NVAX",
  "D",
  "MARA",
  "NRIM",
  "RYAAY",
  "QS",
  null,
  null,
  "ADNT",
  "FCX",
  "GD",
  "GIS",
  "HD",
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  "BOOM",
  "AMAT",
  "BKNG",
  "META",
  null,
  "MNKD",
  "IVW",
  "IJH",
  null,
  "SIEB",
  "COOK",
  "DSX",
  null,
  "LIN",
  null,
  null,
  "RLTY",
  "MSFT",
  "MUFG",
  "GAB",
  "DG",
  "IJR",
  "ORCL",
  null,
  "PAYX",
  "AMH",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  null,
  null,
  "PSTG",
  "MAS",
  null,
  "PARA",
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "SNA",
  "RTX",
  null,
  "RSG",
  "SBUX",
  "TXN",
  "TM",
  "UBS",
  "UBER",
  "VNQ",
  "VO",
  "PNFP",
  "LAZR",
  "SOUN",
  "RCL",
  "HOMB",
  "RKLB",
  "MRNA",
  "SCHW",
  null,
  null,
  "VWO",
  "LKQ",
  null,
  "VCIT",
  null,
  null,
  null,
  "TTE",
  "XLB",
  "PTON",
  "GPRO",
  null,
  "TSM",
  null,
  null,
  "GPK",
  "HASI",
  "QLYS",
  "MAT",
  "AON",
  "AMD",
  "SONY",
  "X",
  "WAB",
  "F",
  "WM",
  null,
  "EVC",
  null,
  "UA",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "NIO",
  "IVE",
  "LUV",
  null,
  "LI",
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  null,
  null,
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRRM",
  "VTRS",
  "WST",
  null,
  "WH",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  "NOK",
  "LUMN",
  "JCI",
  "HST",
  "MGM",
  "TER",
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  "TNL",
  "MTUM",
  "ZM",
  "UPST",
  "PSA",
  "FDX",
  "ALLY",
  "LULU",
  "CAR",
  null,
  "BRK-B",
  "BBAI",
  "BA",
  "BMY",
  "CM",
  "CARR",
  "CCL",
  "CELH",
  "CVX",
  "CSCO",
  "CLOV",
  "CLH",
  "NET",
  "KO",
  "COLB",
  "COP",
  "ED",
  "CRSP",
  "CCK",
  "DQ",
  "DE",
  "DAL",
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 255
Total Value: 62451447
Accession Number: 0001938514-25-000003
Form Type: 13F-HR
CIK: decisionpoint-financial
Manager Name: Decisionpoint-Financial

Data Enrichment

79% identified

202 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

255 positions • $62.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908751

VB|922908751

Shares:2.2K

Value:$487.6K

% of Portfolio:0.8% ($487.6K/$62.5M)

25434V849

Shares:10.1K

Value:$480.4K

% of Portfolio:0.8% ($480.4K/$62.5M)

464287614

IWF|464287614

Shares:1.3K

Value:$472.3K

% of Portfolio:0.8% ($472.3K/$62.5M)

808524201

SCHX|808524201

Shares:20.9K

Value:$461.0K

% of Portfolio:0.7% ($461.0K/$62.5M)

25434V617

Shares:5.9K

Value:$363.4K

% of Portfolio:0.6% ($363.4K/$62.5M)

92206C870

VCIT|92206C870

Shares:4.2K

Value:$343.6K

% of Portfolio:0.6% ($343.6K/$62.5M)

NVIDIA CORP

NVDA|67066G104

Shares:2.9K

Value:$315.2K

% of Portfolio:0.5% ($315.2K/$62.5M)

922042742

VT|922042742

Shares:2.5K

Value:$294.9K

% of Portfolio:0.5% ($294.9K/$62.5M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:10.7K

Value:$232.7K

% of Portfolio:0.4% ($232.7K/$62.5M)

25434V872

Shares:5.4K

Value:$227.3K

% of Portfolio:0.4% ($227.3K/$62.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:825

Value:$221.8K

% of Portfolio:0.4% ($221.8K/$62.5M)

464287200

IVV|464287200

Shares:373

Value:$209.4K

% of Portfolio:0.3% ($209.4K/$62.5M)

808524508

Shares:7.4K

Value:$194.8K

% of Portfolio:0.3% ($194.8K/$62.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:365

Value:$194.4K

% of Portfolio:0.3% ($194.4K/$62.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.2K

Value:$181.1K

% of Portfolio:0.3% ($181.1K/$62.5M)

92204A702

VGT|92204A702

Shares:330

Value:$179.1K

% of Portfolio:0.3% ($179.1K/$62.5M)

92206C409

Shares:2.2K

Value:$173.4K

% of Portfolio:0.3% ($173.4K/$62.5M)

25434V799

Shares:6.2K

Value:$171.9K

% of Portfolio:0.3% ($171.9K/$62.5M)

808524797

SCHD|808524797

Shares:5.9K

Value:$163.8K

% of Portfolio:0.3% ($163.8K/$62.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:610

Value:$149.6K

% of Portfolio:0.2% ($149.6K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	2.2K	QoQ +15.37% (+293) YoY +10.39% (+207)	All Managers (Combined)	$487.6K	0.8% ($487.6K/$62.5M)	QoQ +6.47% (+$29.7K) YoY +13.03% (+$56.2K)
(cusip25434V849)✕	10.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$480.4K	0.8% ($480.4K/$62.5M)	QoQ -0.41% (-$2.0K) YoY -0.15% (-$758)
(IWFcusip464287614)	1.3K	QoQ 0.00% (-0) YoY +1.23% (+16)	All Managers (Combined)	$472.3K	0.8% ($472.3K/$62.5M)	QoQ -10.08% (-$53.0K) YoY +11.45% (+$48.5K)
(SCHXcusip808524201)	20.9K	QoQ +50824.39% (+20.8K) YoY +149035.71% (+20.9K)	All Managers (Combined)	$461.0K	0.7% ($461.0K/$62.5M)	QoQ +48581.73% (+$460.1K) YoY +56121.46% (+$460.2K)
(cusip25434V617)✕	5.9K	QoQ +8.03% (+441) YoY +333.79% (+4.6K)	All Managers (Combined)	$363.4K	0.6% ($363.4K/$62.5M)	QoQ +6.00% (+$20.6K) YoY +362.33% (+$284.8K)
(VCITcusip92206C870)	4.2K	QoQ 0.00% (+0) YoY -98.99% (-411.9K)	All Managers (Combined)	$343.6K	0.6% ($343.6K/$62.5M)	QoQ +1.85% (+$6.3K) YoY -98.94% (-$32.3M)
NVIDIA CORP(NVDAcusip67066G104)	2.9K	QoQ +1.07% (-31) YoY +1455.61% (+2.7K)	All Managers (Combined)	$315.2K	0.5% ($315.2K/$62.5M)	QoQ -18.42% (-$71.2K) YoY +92.08% (+$151.1K)
(VTcusip922042742)	2.5K	QoQ 0.00% (-0) YoY -15.14% (-454)	All Managers (Combined)	$294.9K	0.5% ($294.9K/$62.5M)	QoQ -1.30% (-$3.9K) YoY -8.66% (-$28.0K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	10.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$232.7K	0.4% ($232.7K/$62.5M)	QoQ -7.61% (-$19.2K) YoY +10.75% (+$22.6K)
(cusip25434V872)✕	5.4K	QoQ 0.00% (+0) YoY -98.83% (-459.9K)	All Managers (Combined)	$227.3K	0.4% ($227.3K/$62.5M)	QoQ +1.91% (+$4.3K) YoY -98.80% (-$18.8M)
AMERICAN EXPRESS CO(AXPcusip025816109)	825	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$221.8K	0.4% ($221.8K/$62.5M)	QoQ -9.34% (-$22.9K) YoY +14.17% (+$27.5K)
(IVVcusip464287200)	373	QoQ 0.00% (-0) YoY +75.11% (+160)	All Managers (Combined)	$209.4K	0.3% ($209.4K/$62.5M)	QoQ -4.52% (-$9.9K) YoY +92.47% (+$100.6K)
(cusip808524508)✕	7.4K	QoQ +0.29% (-22) YoY +204.29% (+5.0K)	All Managers (Combined)	$194.8K	0.3% ($194.8K/$62.5M)	QoQ -5.16% (-$10.6K) YoY +3.09% (+$5.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	365	QoQ -0.27% (-1) YoY -1.61% (-6)	All Managers (Combined)	$194.4K	0.3% ($194.4K/$62.5M)	QoQ +17.17% (-$28.5K) YoY +30.30% (-$45.2K)
Alphabet Inc.(GOOGLcusip02079K305)	1.2K	QoQ -7.79% (-99) YoY +20.84% (+202)	All Managers (Combined)	$181.1K	0.3% ($181.1K/$62.5M)	QoQ -24.70% (-$59.4K) YoY +8.66% (+$14.4K)
(VGTcusip92204A702)	330	QoQ +86.44% (+153) YoY +86.44% (+153)	All Managers (Combined)	$179.1K	0.3% ($179.1K/$62.5M)	QoQ +62.72% (+$69.0K) YoY +100.78% (+$89.9K)
(cusip92206C409)✕	2.2K	QoQ +2.13% (+46) YoY -97.11% (-73.9K)	All Managers (Combined)	$173.4K	0.3% ($173.4K/$62.5M)	QoQ +3.35% (+$5.6K) YoY -97.02% (-$5.7M)
(cusip25434V799)✕	6.2K	QoQ 0.00% (+0) YoY -98.52% (-414.9K)	All Managers (Combined)	$171.9K	0.3% ($171.9K/$62.5M)	QoQ +7.44% (+$11.9K) YoY -98.44% (-$10.9M)
(SCHDcusip808524797)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$163.8K	0.3% ($163.8K/$62.5M)	QoQ NEW(+$163.8K) YoY NEW(+$163.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	610	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$149.6K	0.2% ($149.6K/$62.5M)	QoQ +2.33% (+$3.4K) YoY +26.77% (+$31.6K)