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, NVDA, IEMG, and represent 25.49% of DecisionMap Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFCF, AMD, ISRG, HON, HONA, VO, IVV, FBND, NVDA, Exxon Mobil Corp.
- Started 23 new stock positions in VUG, QCOM, AMAT, INTC, KLAC, IWF, HONA, BAC, CSCO, QTUM. AMD, TSM, LRCX, IDGT, UNH, ARTY, ISRG, Exxon Mobil Corp, GE, APH, SMH, HON, GEV.
- Reduced shares in these 10 stocks: Honeywell International, PEP, JNK, , ASML, ACN, MCD, TLT, IUSB, IWV.
- Sold out of its positions in XOM, Honeywell International, TLT, IWV, IUSB, MCD, PEP.
- DecisionMap Wealth Management was a net buyer of stock by $11M.
- DecisionMap Wealth Management has $179M in assets under management (AUM), dropping by 15.62%.
- Central Index Key (CIK): 0002001526
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Portfolio Holdings for DecisionMap Wealth Management
DecisionMap Wealth Management holds 145 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.0 | $16M | +2% | 22k | 748.87 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 6.1 | $11M | +2% | 92k | 118.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $7.4M | +4% | 77k | 96.58 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $5.6M | +7% | 28k | 200.09 |
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| Ishares Core Msci Emkt (IEMG) | 3.1 | $5.5M | +2% | 66k | 82.84 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.0 | $5.4M | +4% | 88k | 60.79 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 3.0 | $5.4M | +3% | 114k | 46.92 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.8 | $5.0M | +24% | 119k | 42.21 |
|
| Apple (AAPL) | 2.6 | $4.7M | 16k | 289.36 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $4.2M | +11% | 93k | 45.49 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.3 | $4.2M | +10% | 80k | 52.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $4.0M | -2% | 5.9k | 686.86 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.9 | $3.3M | +7% | 65k | 51.05 |
|
| Microsoft Corporation (MSFT) | 1.7 | $3.0M | +6% | 8.1k | 373.00 |
|
| Coca-Cola Company (KO) | 1.6 | $2.9M | 35k | 81.27 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $2.7M | +4% | 28k | 98.98 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $2.5M | +5% | 26k | 94.52 |
|
| Tcw Etf Trust Transform System (PWRD) | 1.3 | $2.4M | +6% | 20k | 122.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.3M | -3% | 6.5k | 357.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.2M | 6.0k | 370.04 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 1.1 | $1.9M | +4% | 39k | 48.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.9M | 3.8k | 500.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $1.8M | +9% | 24k | 75.79 |
|
| Amazon (AMZN) | 1.0 | $1.8M | +4% | 7.6k | 238.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.7M | +7% | 22k | 77.11 |
|
| Broadcom (AVGO) | 0.9 | $1.7M | +23% | 4.5k | 377.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.7M | 11k | 148.31 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.6M | +5% | 30k | 53.61 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.6M | +11% | 4.4k | 353.33 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.8 | $1.5M | +5% | 31k | 47.75 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $1.3M | +2% | 24k | 52.72 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.2M | +2% | 2.2k | 563.29 |
|
| Paccar (PCAR) | 0.7 | $1.2M | 10k | 120.12 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | +11% | 3.7k | 327.33 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.2M | -2% | 8.1k | 146.63 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.2M | 34k | 33.84 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | -11% | 942.00 | 1199.68 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $1.1M | +14% | 11k | 100.35 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.1M | +13% | 15k | 73.41 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | -3% | 3.2k | 343.06 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.1M | -9% | 4.4k | 253.98 |
|
| Tesla Motors (TSLA) | 0.6 | $1.1M | +2% | 2.6k | 420.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.0M | 1.4k | 746.57 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $986k | 34k | 28.96 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $972k | +3% | 9.5k | 102.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $953k | +3% | 8.9k | 107.62 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $936k | -9% | 9.8k | 95.44 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.5 | $888k | -9% | 10k | 85.86 |
|
| Broadstone Net Lease (BNL) | 0.5 | $849k | 41k | 20.67 |
|
|
| Micron Technology (MU) | 0.5 | $845k | +13% | 732.00 | 1154.29 |
|
| Caterpillar (CAT) | 0.5 | $836k | 785.00 | 1064.38 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $834k | +16% | 33k | 25.25 |
|
| Home Depot (HD) | 0.5 | $807k | -4% | 2.3k | 352.63 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $807k | 3.7k | 217.93 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $787k | +9% | 33k | 24.22 |
|
| Rollins (ROL) | 0.4 | $785k | 19k | 41.74 |
|
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $780k | +16% | 32k | 24.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $744k | 27k | 27.70 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $738k | +11% | 6.7k | 109.44 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $724k | 28k | 25.44 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $711k | 3.7k | 189.74 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $701k | 30k | 23.16 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $701k | 32k | 21.80 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $692k | +296% | 8.6k | 80.57 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $663k | 20k | 33.29 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $630k | -30% | 317.00 | 1988.20 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.4 | $627k | 25k | 25.19 |
|
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $627k | 30k | 20.84 |
|
|
| Walt Disney Company (DIS) | 0.3 | $597k | +6% | 6.2k | 96.24 |
|
| General Dynamics Corporation (GD) | 0.3 | $594k | -3% | 1.7k | 354.16 |
|
| Advanced Micro Devices (AMD) | 0.3 | $584k | NEW | 1.0k | 580.91 |
|
| Starbucks Corporation (SBUX) | 0.3 | $576k | -15% | 5.6k | 102.20 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $569k | NEW | 1.4k | 397.68 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $535k | +13% | 11k | 47.94 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $530k | -51% | 5.5k | 96.37 |
|
| Honeywell International (HON) | 0.3 | $529k | NEW | 2.4k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.3 | $524k | NEW | 2.4k | 221.08 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $522k | -13% | 5.7k | 91.69 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $502k | -10% | 22k | 22.78 |
|
| Unilever Spon Adr New (UL) | 0.3 | $497k | 8.3k | 60.12 |
|
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $495k | -16% | 2.6k | 188.32 |
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| Wal-Mart Stores (WMT) | 0.3 | $451k | 4.0k | 113.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $450k | 2.7k | 164.24 |
|
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| Medtronic SHS (MDT) | 0.2 | $444k | +4% | 5.7k | 78.22 |
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| Diageo Spon Adr New (DEO) | 0.2 | $443k | 5.5k | 80.38 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $441k | 866.00 | 509.46 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $440k | +28% | 20k | 21.65 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.2 | $439k | +28% | 23k | 19.54 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.2 | $436k | +29% | 22k | 20.19 |
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| Costco Wholesale Corporation (COST) | 0.2 | $423k | +6% | 452.00 | 935.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $417k | +15% | 566.00 | 736.83 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $412k | -12% | 4.3k | 96.47 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $401k | 1.3k | 303.17 |
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| Union Pacific Corporation (UNP) | 0.2 | $394k | +16% | 1.4k | 272.00 |
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| Exxon Mobil Corp | 0.2 | $390k | NEW | 2.9k | 136.72 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $387k | NEW | 893.00 | 433.33 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $374k | 11k | 34.81 |
|
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| Mastercard Incorporated Cl A (MA) | 0.2 | $369k | -8% | 719.00 | 513.60 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $366k | 1.5k | 252.23 |
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| Wells Fargo & Company (WFC) | 0.2 | $365k | +14% | 4.4k | 82.64 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $360k | +36% | 16k | 22.37 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $360k | +35% | 16k | 22.14 |
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| Goldman Sachs (GS) | 0.2 | $354k | +3% | 350.00 | 1011.37 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $345k | +8% | 944.00 | 365.87 |
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| Chevron Corporation (CVX) | 0.2 | $341k | +3% | 2.1k | 165.76 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $340k | -2% | 2.9k | 116.67 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $328k | -18% | 2.3k | 144.51 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $325k | 1.3k | 242.99 |
|
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $323k | 6.4k | 50.50 |
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| Intel Corporation (INTC) | 0.2 | $306k | NEW | 2.2k | 139.65 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $304k | -10% | 6.0k | 50.58 |
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| Cisco Systems (CSCO) | 0.2 | $301k | NEW | 2.6k | 117.46 |
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| TJX Companies (TJX) | 0.2 | $299k | 2.0k | 151.50 |
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| Amphenol Corp Cl A (APH) | 0.2 | $296k | NEW | 1.7k | 176.32 |
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| Abbvie (ABBV) | 0.2 | $294k | 1.2k | 251.64 |
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| Ishares Tr Us Digi Real Etf (IDGT) | 0.2 | $292k | NEW | 2.4k | 119.75 |
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| Linde SHS (LIN) | 0.2 | $291k | 560.00 | 518.94 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $286k | -5% | 3.0k | 96.42 |
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| Bank of America Corporation (BAC) | 0.2 | $283k | NEW | 5.0k | 56.98 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $278k | -22% | 2.8k | 100.67 |
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| UnitedHealth (UNH) | 0.2 | $274k | NEW | 659.00 | 415.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $265k | +6% | 3.7k | 71.25 |
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| International Business Machines (IBM) | 0.1 | $258k | 916.00 | 281.21 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $257k | NEW | 539.00 | 477.57 |
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| American Express Company (AXP) | 0.1 | $255k | +3% | 755.00 | 338.25 |
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| Kla Corp Com New (KLAC) | 0.1 | $255k | NEW | 845.00 | 301.71 |
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| Inter Mun Bd Act Pimco Etf Tr (MUNI) | 0.1 | $254k | +11% | 4.8k | 52.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $253k | NEW | 677.00 | 373.73 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $251k | NEW | 382.00 | 655.79 |
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| Applied Materials (AMAT) | 0.1 | $249k | NEW | 344.00 | 723.00 |
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| Illinois Tool Works (ITW) | 0.1 | $247k | +14% | 914.00 | 270.47 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $245k | -4% | 3.3k | 73.26 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $244k | +2% | 2.8k | 86.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $231k | NEW | 2.7k | 86.14 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.1 | $230k | NEW | 3.0k | 76.15 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $227k | NEW | 1.4k | 165.38 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $226k | -5% | 2.1k | 106.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $224k | NEW | 1.8k | 124.17 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $220k | +3% | 9.6k | 22.89 |
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| Qualcomm (QCOM) | 0.1 | $220k | NEW | 1.2k | 184.79 |
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| Netflix (NFLX) | 0.1 | $215k | -4% | 3.0k | 71.40 |
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| Merck & Co (MRK) | 0.1 | $214k | -2% | 1.7k | 128.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $207k | -52% | 1.7k | 124.47 |
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| Stryker Corporation (SYK) | 0.1 | $202k | -4% | 642.00 | 314.84 |
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| Ge Vernova (GEV) | 0.1 | $202k | NEW | 172.00 | 1174.86 |
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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 2026 Q2 filed July 21, 2026
- DecisionMap Wealth Management 2026 Q1 filed April 15, 2026
- 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