DecisionMap Wealth Management
Latest statistics and disclosures from DecisionMap Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYG, SPYV, IEFA, ABFL, and represent 23.01% of DecisionMap Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HON, FBTC, GE, IWV, FQAL, IBDX, ITW, MUNI, VNQ, SPYV.
- Started 9 new stock positions in GE, IWV, ITW, FQAL, HON, IBDX, VNQ, BAC, MUNI.
- Reduced shares in these 10 stocks: , ORCL, ADP, , GOOGL, CHRW, IBDQ, GD, HD, DFCF.
- Sold out of its positions in ADBE, ADP, NOW.
- DecisionMap Wealth Management was a net buyer of stock by $1.9M.
- DecisionMap Wealth Management has $156M in assets under management (AUM), dropping by 6.96%.
- Central Index Key (CIK): 0002001526
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Portfolio Holdings for DecisionMap Wealth Management
DecisionMap Wealth Management holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $11M | 17k | 669.29 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.5 | $8.6M | 82k | 104.51 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.7 | $5.7M | +3% | 103k | 55.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $5.6M | 64k | 87.31 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 3.1 | $4.8M | 66k | 71.97 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 3.0 | $4.7M | 118k | 39.61 |
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| Ishares Core Msci Emkt (IEMG) | 2.7 | $4.2M | +2% | 64k | 65.92 |
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| NVIDIA Corporation (NVDA) | 2.7 | $4.2M | +2% | 23k | 186.58 |
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| Microsoft Corporation (MSFT) | 2.6 | $4.1M | 7.9k | 517.96 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 2.6 | $4.0M | +10% | 40k | 99.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $3.8M | 6.3k | 612.42 |
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| Apple (AAPL) | 2.4 | $3.7M | 15k | 254.62 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.3 | $3.6M | -2% | 85k | 42.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $3.1M | +2% | 31k | 100.25 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $2.8M | +2% | 24k | 118.83 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.7 | $2.6M | +2% | 50k | 53.24 |
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| Coca-Cola Company (KO) | 1.6 | $2.5M | -3% | 37k | 66.32 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $2.4M | +2% | 25k | 95.14 |
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| Ishares Tr Mbs Etf (MBB) | 1.5 | $2.4M | +2% | 25k | 95.15 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $2.2M | +4% | 49k | 46.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.1M | 6.3k | 328.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.9M | 3.8k | 502.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | -9% | 7.1k | 243.11 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $1.7M | 8.5k | 195.86 |
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| Amazon (AMZN) | 1.0 | $1.6M | 7.4k | 219.58 |
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| Meta Platforms Cl A (META) | 1.0 | $1.5M | 2.0k | 734.38 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.9 | $1.4M | +4% | 14k | 103.36 |
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| Procter & Gamble Company (PG) | 0.9 | $1.4M | -2% | 8.9k | 153.65 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.4M | +2% | 25k | 53.87 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.9 | $1.3M | -4% | 28k | 48.19 |
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| Broadcom (AVGO) | 0.8 | $1.3M | +9% | 3.8k | 329.89 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $1.3M | +4% | 24k | 53.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.2M | 1.8k | 666.12 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.8 | $1.2M | -5% | 12k | 97.99 |
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| Visa Com Cl A (V) | 0.8 | $1.2M | 3.5k | 341.40 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.2M | 36k | 31.91 |
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| Tesla Motors (TSLA) | 0.7 | $1.1M | 2.5k | 444.72 |
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| Rollins (ROL) | 0.7 | $1.1M | 19k | 58.74 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $1.1M | +9% | 12k | 89.37 |
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| Paccar (PCAR) | 0.6 | $982k | 10k | 98.32 |
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| Eli Lilly & Co. (LLY) | 0.6 | $971k | 1.3k | 763.04 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.6 | $965k | +16% | 39k | 24.93 |
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| Home Depot (HD) | 0.6 | $960k | -9% | 2.4k | 405.23 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $955k | 3.0k | 315.43 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $951k | +6% | 8.9k | 106.49 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $946k | +16% | 15k | 65.00 |
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| Johnson & Johnson (JNJ) | 0.6 | $945k | -9% | 5.1k | 185.42 |
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| Microstrategy Cl A New (MSTR) | 0.6 | $911k | 2.8k | 322.21 |
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| Broadstone Net Lease (BNL) | 0.6 | $909k | 51k | 17.87 |
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| Oracle Corporation (ORCL) | 0.6 | $907k | -23% | 3.2k | 281.22 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $887k | 11k | 82.58 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $875k | 34k | 25.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $875k | 3.6k | 243.55 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $790k | 4.2k | 186.49 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $735k | -3% | 4.4k | 167.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $680k | -5% | 703.00 | 967.67 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $680k | 2.3k | 293.78 |
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| Walt Disney Company (DIS) | 0.4 | $679k | 5.9k | 114.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $670k | +16% | 2.7k | 246.64 |
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| General Dynamics Corporation (GD) | 0.4 | $662k | -14% | 1.9k | 340.94 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $643k | +7% | 26k | 24.30 |
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| Starbucks Corporation (SBUX) | 0.4 | $640k | +5% | 7.6k | 84.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $634k | 27k | 23.28 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $634k | +3% | 5.7k | 111.22 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $621k | +7% | 24k | 25.52 |
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| Honeywell International (HON) | 0.4 | $617k | NEW | 2.9k | 210.50 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $614k | +7% | 25k | 24.34 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $599k | +8% | 26k | 23.47 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $599k | +8% | 27k | 22.15 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $593k | +26% | 11k | 55.49 |
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| Zoetis Cl A (ZTS) | 0.4 | $592k | +6% | 4.0k | 146.32 |
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| Medtronic SHS (MDT) | 0.4 | $566k | -5% | 5.9k | 95.25 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $550k | +9% | 26k | 21.22 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $537k | -25% | 4.1k | 132.41 |
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| Unilever Spon Adr New (UL) | 0.3 | $533k | 9.0k | 59.28 |
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| Colgate-Palmolive Company (CL) | 0.3 | $532k | +5% | 6.7k | 79.94 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $489k | -5% | 21k | 23.12 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $482k | -24% | 19k | 25.19 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $468k | -3% | 2.6k | 182.42 |
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| Netflix (NFLX) | 0.3 | $460k | -4% | 384.00 | 1198.92 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $452k | -4% | 905.00 | 499.21 |
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| Diageo Spon Adr New (DEO) | 0.3 | $451k | -6% | 4.7k | 95.43 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $430k | 756.00 | 568.81 |
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| Caterpillar (CAT) | 0.2 | $386k | 810.00 | 476.92 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $382k | -10% | 7.6k | 50.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $367k | -6% | 2.5k | 145.65 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $362k | 7.2k | 50.07 |
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| Wal-Mart Stores (WMT) | 0.2 | $351k | -3% | 3.4k | 103.07 |
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| Costco Wholesale Corporation (COST) | 0.2 | $350k | -7% | 378.00 | 925.63 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $343k | 16k | 21.95 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.2 | $342k | 17k | 19.88 |
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| Chevron Corporation (CVX) | 0.2 | $335k | +10% | 2.2k | 155.29 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $325k | -15% | 11k | 29.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $323k | -5% | 1.3k | 254.32 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $313k | +4% | 2.8k | 112.75 |
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| Abbvie (ABBV) | 0.2 | $298k | +12% | 1.3k | 231.54 |
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| Union Pacific Corporation (UNP) | 0.2 | $297k | -3% | 1.3k | 236.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $296k | 1.4k | 208.71 |
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| TJX Companies (TJX) | 0.2 | $289k | 2.0k | 144.54 |
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| Goldman Sachs (GS) | 0.2 | $287k | 360.00 | 796.35 |
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| Ishares Tr Investment Grade (IGEB) | 0.2 | $285k | 6.2k | 46.05 |
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| Linde SHS (LIN) | 0.2 | $281k | 591.00 | 475.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $272k | 4.2k | 65.26 |
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| International Business Machines (IBM) | 0.2 | $268k | -17% | 951.00 | 282.16 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $261k | 12k | 22.39 |
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| Stryker Corporation (SYK) | 0.2 | $261k | -2% | 705.00 | 369.67 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $260k | 12k | 22.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $256k | 533.00 | 479.61 |
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| American Express Company (AXP) | 0.2 | $254k | 765.00 | 332.16 |
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| Intuit (INTU) | 0.2 | $252k | +9% | 369.00 | 682.91 |
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| Wells Fargo & Company (WFC) | 0.2 | $249k | -20% | 3.0k | 83.82 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $244k | +2% | 4.8k | 50.51 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $238k | 716.00 | 332.84 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $235k | 2.1k | 113.88 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $235k | 4.2k | 56.58 |
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| McDonald's Corporation (MCD) | 0.1 | $233k | -7% | 768.00 | 303.89 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $221k | -8% | 4.7k | 46.71 |
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| General Electric Com New (GE) | 0.1 | $217k | NEW | 722.00 | 300.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $212k | NEW | 559.00 | 379.02 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $210k | NEW | 2.8k | 74.72 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $207k | NEW | 8.1k | 25.62 |
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| Illinois Tool Works (ITW) | 0.1 | $206k | NEW | 791.00 | 260.76 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $206k | -8% | 2.3k | 89.37 |
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| Inter Mun Bd Act Pimco Etf Tr (MUNI) | 0.1 | $205k | NEW | 3.9k | 52.28 |
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| Abbott Laboratories (ABT) | 0.1 | $204k | -5% | 1.5k | 133.90 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $204k | 8.9k | 22.95 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.1 | $202k | 9.8k | 20.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $202k | NEW | 2.2k | 91.40 |
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| Bank of America Corporation (BAC) | 0.1 | $200k | NEW | 3.9k | 51.59 |
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Past Filings by DecisionMap Wealth Management
SEC 13F filings are viewable for DecisionMap Wealth Management going back to 2024
- DecisionMap Wealth Management 2025 Q3 filed Oct. 16, 2025
- DecisionMap Wealth Management 2025 Q2 filed July 30, 2025
- DecisionMap Wealth Management 2025 Q1 filed April 21, 2025
- DecisionMap Wealth Management 2024 Q4 filed Feb. 10, 2025