DecisionMap Wealth Management
Latest statistics and disclosures from DecisionMap Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYG, IEFA, SPYV, NVDA, and represent 24.42% of DecisionMap Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, FESM, PWRD, FBTC, TLH, FBND, BAI, SPYG, IEFA, NVDA.
- Started 11 new stock positions in SGOV, TLH, JMST, BSV, BAI, PWRD, UNH, FESM, Unilever, QQQ. IXN.
- Reduced shares in these 10 stocks: ABFL, IYW, IJR, SPYV, TLT, USMV, , UL, CL, IBDQ.
- Sold out of its positions in ABT, CL, ITW, IBDQ, UL, ZTS.
- DecisionMap Wealth Management was a net buyer of stock by $5.8M.
- DecisionMap Wealth Management has $162M in assets under management (AUM), dropping by 4.01%.
- Central Index Key (CIK): 0002001526
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Portfolio Holdings for DecisionMap Wealth Management
DecisionMap Wealth Management holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $14M | +23% | 21k | 684.93 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.9 | $9.5M | +8% | 89k | 106.70 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $6.3M | +11% | 71k | 89.46 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.0 | $4.8M | -17% | 85k | 56.81 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $4.8M | +13% | 26k | 186.50 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 2.9 | $4.7M | -3% | 113k | 41.36 |
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| Ishares Core Msci Emkt (IEMG) | 2.8 | $4.5M | +5% | 67k | 67.22 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 2.6 | $4.3M | +39% | 56k | 76.23 |
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| Apple (AAPL) | 2.5 | $4.0M | 15k | 271.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $3.9M | 6.3k | 627.18 |
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| Microsoft Corporation (MSFT) | 2.3 | $3.8M | 7.8k | 483.64 |
|
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.2 | $3.6M | 85k | 42.56 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $3.3M | +7% | 33k | 99.88 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 2.0 | $3.2M | -32% | 45k | 71.37 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.9 | $3.1M | +38% | 67k | 46.04 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.7 | $2.8M | +5% | 52k | 52.77 |
|
| Coca-Cola Company (KO) | 1.6 | $2.6M | 37k | 69.91 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.2M | 7.0k | 313.02 |
|
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| Ishares Tr Mbs Etf (MBB) | 1.3 | $2.2M | -8% | 23k | 95.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.1M | 6.3k | 335.24 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.0M | 3.9k | 502.59 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $1.7M | -27% | 18k | 94.16 |
|
| Amazon (AMZN) | 1.1 | $1.7M | 7.4k | 230.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.5M | -47% | 13k | 120.18 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.9 | $1.5M | +7% | 15k | 102.39 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.5M | +7% | 27k | 54.77 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.9 | $1.4M | NEW | 37k | 37.78 |
|
| Tcw Etf Trust Transform System (PWRD) | 0.8 | $1.4M | NEW | 14k | 96.16 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.4M | 2.1k | 660.09 |
|
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.8 | $1.3M | 28k | 47.95 |
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| Broadcom (AVGO) | 0.8 | $1.3M | 3.8k | 346.07 |
|
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| Procter & Gamble Company (PG) | 0.8 | $1.3M | 8.8k | 143.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.2M | 1.8k | 681.96 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.2M | -9% | 1.2k | 1074.78 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.2M | 37k | 32.62 |
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| Tesla Motors (TSLA) | 0.7 | $1.2M | +2% | 2.6k | 449.72 |
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| Visa Com Cl A (V) | 0.7 | $1.2M | -4% | 3.3k | 350.75 |
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| Rollins (ROL) | 0.7 | $1.1M | 19k | 60.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | 3.5k | 313.80 |
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| Paccar (PCAR) | 0.7 | $1.1M | 10k | 109.51 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.7 | $1.1M | -8% | 11k | 97.21 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.1M | 5.1k | 206.94 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $1.0M | -18% | 19k | 52.88 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $984k | 3.1k | 322.22 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $971k | +34% | 20k | 49.65 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $971k | NEW | 9.5k | 101.67 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $932k | -2% | 8.7k | 107.11 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.6 | $931k | -3% | 37k | 24.94 |
|
| Broadstone Net Lease (BNL) | 0.6 | $921k | +4% | 53k | 17.37 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $914k | +2% | 35k | 26.23 |
|
| Wal-Mart Stores (WMT) | 0.6 | $909k | +139% | 8.2k | 111.42 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $900k | 11k | 84.64 |
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| Home Depot (HD) | 0.5 | $842k | +3% | 2.4k | 344.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $788k | -2% | 4.1k | 190.99 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $746k | NEW | 22k | 33.30 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $733k | -8% | 4.0k | 183.41 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $713k | +15% | 28k | 25.45 |
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| Walt Disney Company (DIS) | 0.4 | $708k | +5% | 6.2k | 113.77 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $707k | +15% | 29k | 24.28 |
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| Oracle Corporation (ORCL) | 0.4 | $702k | +11% | 3.6k | 194.91 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $692k | +15% | 30k | 23.41 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $691k | +15% | 31k | 22.07 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $684k | +6% | 28k | 24.23 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $680k | +8% | 6.2k | 109.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $672k | 2.3k | 290.26 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $670k | +2% | 28k | 24.04 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $665k | -8% | 2.5k | 268.31 |
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| General Dynamics Corporation (GD) | 0.4 | $643k | 1.9k | 336.65 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $642k | +17% | 30k | 21.15 |
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| Starbucks Corporation (SBUX) | 0.4 | $614k | -3% | 7.3k | 84.21 |
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| Honeywell International (HON) | 0.4 | $593k | +3% | 3.0k | 195.08 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $590k | -21% | 552.00 | 1069.37 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $578k | +6% | 11k | 50.88 |
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| Medtronic SHS (MDT) | 0.3 | $563k | 5.9k | 96.07 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $543k | -16% | 3.4k | 160.78 |
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| Unilever Spon Adr New | 0.3 | $538k | NEW | 8.2k | 65.40 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $492k | 21k | 23.02 |
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| Diageo Spon Adr New (DEO) | 0.3 | $473k | +15% | 5.5k | 86.28 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $464k | 2.6k | 177.75 |
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| Caterpillar (CAT) | 0.3 | $460k | 803.00 | 572.59 |
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| Microstrategy Cl A New (MSTR) | 0.3 | $423k | 2.8k | 151.95 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $400k | -7% | 700.00 | 570.88 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $380k | +4% | 7.6k | 50.29 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $377k | 7.5k | 50.43 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $363k | -3% | 2.4k | 148.72 |
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| Wells Fargo & Company (WFC) | 0.2 | $362k | +30% | 3.9k | 93.20 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $359k | NEW | 3.6k | 100.38 |
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| Costco Wholesale Corporation (COST) | 0.2 | $352k | +7% | 408.00 | 862.34 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.2 | $347k | 18k | 19.84 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $347k | 16k | 21.95 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.2 | $343k | +70% | 17k | 20.52 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $343k | +3% | 12k | 29.61 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $342k | +2% | 2.8k | 120.34 |
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| Netflix (NFLX) | 0.2 | $339k | +840% | 3.6k | 93.76 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $335k | -23% | 693.00 | 483.67 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $334k | +61% | 13k | 25.53 |
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| Chevron Corporation (CVX) | 0.2 | $326k | 2.1k | 152.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $321k | 1.2k | 257.87 |
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| Goldman Sachs (GS) | 0.2 | $318k | 362.00 | 879.00 |
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| TJX Companies (TJX) | 0.2 | $311k | 2.0k | 153.61 |
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| Abbvie (ABBV) | 0.2 | $303k | +3% | 1.3k | 228.49 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $300k | +22% | 876.00 | 342.97 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $296k | -82% | 1.5k | 199.68 |
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| Union Pacific Corporation (UNP) | 0.2 | $292k | 1.3k | 231.32 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $290k | -3% | 1.4k | 211.79 |
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| American Express Company (AXP) | 0.2 | $288k | 777.00 | 369.95 |
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| Ishares Tr Investment Grade (IGEB) | 0.2 | $287k | 6.3k | 45.66 |
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| International Business Machines (IBM) | 0.2 | $280k | 944.00 | 296.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $275k | NEW | 448.00 | 614.31 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $268k | +2% | 12k | 22.36 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $265k | +2% | 12k | 22.47 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $265k | NEW | 2.5k | 105.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $264k | -4% | 4.0k | 66.00 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $261k | NEW | 3.3k | 78.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $260k | 533.00 | 487.86 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $253k | +5% | 4.4k | 57.85 |
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| Stryker Corporation (SYK) | 0.2 | $251k | 713.00 | 351.47 |
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| Linde SHS (LIN) | 0.2 | $245k | -2% | 575.00 | 426.39 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $238k | +8% | 5.1k | 46.54 |
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| McDonald's Corporation (MCD) | 0.1 | $238k | 777.00 | 305.63 |
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| UnitedHealth (UNH) | 0.1 | $237k | NEW | 719.00 | 330.11 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $234k | 2.1k | 113.92 |
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| Intuit (INTU) | 0.1 | $234k | -4% | 353.00 | 662.42 |
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| Inter Mun Bd Act Pimco Etf Tr (MUNI) | 0.1 | $233k | +13% | 4.5k | 52.41 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $231k | -77% | 2.6k | 87.17 |
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| General Electric Com New (GE) | 0.1 | $229k | +3% | 744.00 | 308.03 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $228k | +16% | 2.6k | 88.47 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $224k | +5% | 3.0k | 75.59 |
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| Bank of America Corporation (BAC) | 0.1 | $223k | +4% | 4.1k | 55.00 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $219k | -10% | 4.3k | 50.32 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $216k | 559.00 | 386.93 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $213k | 2.3k | 92.30 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $212k | +4% | 9.3k | 22.88 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $205k | NEW | 4.0k | 50.94 |
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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 Q4 filed Jan. 7, 2026
- 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