Partner & Chief Compliance Officer

0001938514-23-000005.txt : 20231026 0001938514-23-000005.hdr.sgml : 20231026 20231026141757 ACCESSION NUMBER: 0001938514-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DecisionPoint Financial, LLC CENTRAL INDEX KEY: 0001938514 IRS NUMBER: 825516995 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23389 FILM NUMBER: 231349528 BUSINESS ADDRESS: STREET 1: 2812 N. NORWALK STREET 2: SUITE 116 CITY: MESA STATE: AZ ZIP: 85215 BUSINESS PHONE: 480-553-6249 MAIL ADDRESS: STREET 1: 2812 N. NORWALK STREET 2: SUITE 116 CITY: MESA STATE: AZ ZIP: 85215 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001938514 XXXXXXXX 09-30-2023 09-30-2023 DecisionPoint Financial, LLC

2812 N. NORWALK SUITE 116 MESA AZ 85215

13F HOLDINGS REPORT 028-23389 000296988 801-113384 N CJ Harrison Partner & Chief Compliance Officer 480-553-6249 CJ Harrison Mesa AZ 10-25-2023 0 254 191274250 false INFORMATION TABLE 2 decisionpoint3q23.xml 3M CO COM 88579Y101 1405 15 SH SOLE 0 0 15 ABBOTT LABS COM 002824100 2906 30 SH SOLE 0 0 30 ABBVIE INC COM 00287Y109 5218 35 SH SOLE 0 0 35 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6143 20 SH SOLE 0 0 20 ADOBE INC COM 00724F101 10708 21 SH SOLE 0 0 21 AIR PRODS & CHEMS INC COM 009158106 5385 19 SH SOLE 0 0 19 ALPHABET INC CAP STK CL A 02079K305 65430 500 SH SOLE 0 0 500 ALPHABET INC CAP STK CL C 02079K107 81747 620 SH SOLE 0 0 620 ALTITUDE ACQUISITION CORP W EXP 11/30/202 02156Y111 1 10 SH SOLE 0 0 10 AMAZON COM INC COM 023135106 127120 1000 SH SOLE 0 0 1000 AMERICAN EXPRESS CO COM 025816109 41028 275 SH SOLE 0 0 275 AMERICAN HOMES 4 RENT CL A 02665T306 11287 335 SH SOLE 0 0 335 AMGEN INC COM 031162100 2151 8 SH SOLE 0 0 8 AON PLC SHS CL A G0403H108 1622 5 SH SOLE 0 0 5 APPLE 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PFIZER INC COM 717081103 92379 2785 SH SOLE 0 0 2785 PHILLIPS 66 COM 718546104 60075 500 SH SOLE 0 0 500 PINNACLE FINL PARTNERS INC COM 72346Q104 9922 148 SH SOLE 0 0 148 PIONEER NAT RES CO COM 723787107 11019 48 SH SOLE 0 0 48 PRICE T ROWE GROUP INC COM 74144T108 1993 19 SH SOLE 0 0 19 PROCTER AND GAMBLE CO COM 742718109 32819 225 SH SOLE 0 0 225 PROGRESSIVE CORP COM 743315103 22288 160 SH SOLE 0 0 160 PROLOGIS INC. 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COM 770323103 16708 228 SH SOLE 0 0 228 ROCKET LAB USA INC COM 773122106 1082 247 SH SOLE 0 0 247 ROYAL BK CDA COM 780087102 3148 36 SH SOLE 0 0 36 RTX CORPORATION COM 75513E101 15834 220 SH SOLE 0 0 220 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 3323883 78765 SH SOLE 0 0 78765 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9941 240 SH SOLE 0 0 240 SELECT SECTOR SPDR TR INDL 81369Y704 24636 243 SH SOLE 0 0 243 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 16259 101 SH SOLE 0 0 101 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6566 51 SH SOLE 0 0 51 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 393 5 SH SOLE 0 0 5 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4099 25 SH SOLE 0 0 25 SERVICENOW INC COM 81762P102 2795 5 SH SOLE 0 0 5 SHOPIFY INC CL A 82509L107 40928 750 SH SOLE 0 0 750 SIXTH STREET SPECIALTY LENDI COM 83012A109 7849 384 SH SOLE 0 0 384 SNAP ON INC COM 833034101 18875 74 SH SOLE 0 0 74 SONY GROUP CORP SPONSORED ADR 835699307 2638 32 SH SOLE 0 0 32 SOUTHWEST AIRLS CO COM 844741108 8284 306 SH SOLE 0 0 306 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 344 9 SH SOLE 0 0 9 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 9957 237 SH SOLE 0 0 237 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1923 62 SH SOLE 0 0 62 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1041 31 SH SOLE 0 0 31 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 321 11 SH SOLE 0 0 11 SPDR SER TR NUVEEN BLMBRG MU 78468R721 350 8 SH SOLE 0 0 8 SPDR SER TR PORTFOLIO LN TSR 78464A664 340 13 SH SOLE 0 0 13 SPDR SER TR PORTFOLIO S&P400 78464A847 27238 622 SH SOLE 0 0 622 SPDR SER TR PORTFOLIO S&P500 78464A854 3921 78 SH SOLE 0 0 78 SPDR SER TR PORTFOLIO S&P600 78468R853 443 12 SH SOLE 0 0 12 STARBUCKS CORP COM 855244109 29663 325 SH SOLE 0 0 325 SUMMIT MATLS INC CL A 86614U100 63339 2034 SH SOLE 0 0 2034 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2781 32 SH SOLE 0 0 32 TERADYNE INC COM 880770102 100460 1000 SH SOLE 0 0 1000 TESLA INC COM 88160R101 31528 126 SH SOLE 0 0 126 TEXAS INSTRS INC COM 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VANGUARD INDEX FDS REAL ESTATE ETF 922908553 11014279 145576 SH SOLE 0 0 145576 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 44110 583 SH SOLE 0 0 583 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5106 13 SH SOLE 0 0 13 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12122 76 SH SOLE 0 0 76 VANGUARD INDEX FDS SMALL CP ETF 922908751 415576 2198 SH SOLE 0 0 2198 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2142 10 SH SOLE 0 0 10 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1138943 5362 SH SOLE 0 0 5362 VANGUARD INDEX FDS VALUE ETF 922908744 6345 46 SH SOLE 0 0 46 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 682372 17403 SH SOLE 0 0 17403 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5645 145 SH SOLE 0 0 145 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 264911 2843 SH SOLE 0 0 2843 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 28824675 379372 SH SOLE 0 0 379372 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 126127 1660 SH SOLE 0 0 1660 VANGUARD SCOTTSDALE FDS SHORT 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