DecisionPoint Financial, LLC
•CIK: 1938514•Filing: Q4 2025
**DecisionPoint Financial, LLC** manages $454M across a diverse portfolio of 726 positions. The fund exhibits significant concentration in fixed income and specialized credit, notably holding DFAC at $148.3M and DFIC at $47.9M. Further allocations include substantial exposure to VCIT ($45.2M) and DFAS ($29.0M). This structure suggests a tactical, credit-focused approach within the fixed-income and credit markets.
Total AUM
$454.5M
QoQ Performance
+6.0%
Positions
595
Top 10 Concentration
85.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFIC
VCIT
DFAS
DFCF
DFAI
VNQ
DFAC32.6%
DFIC10.5%
VCIT9.9%
DFAS6.4%
DFCF5.8%
DFAI5.7%
VNQ5.1%
HOMB3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.8%
Technology1.8%
Consumer0.6%
ETF0.5%
Financial0.2%
Industrial0.0%
Energy0.0%
Healthcare0.0%
🚪 Exited Positionssold since Q3 2025
+480 more exited positions
Changes from Q3 2025
NEW29 new positions
↑100 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023