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, HEFA, and represent 24.94% of DecisionMap Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DGRO, IJH, BINC, BND, FBND, PEP, CL, DFCF, PWRD, AAPL.
- Started 8 new stock positions in CL, ITW, DGRO, MRK, MU, BND, VEA, PEP.
- Reduced shares in these 10 stocks: ABFL, USMV, IGSB, , AGG, STIP, WMT, SPY, IGEB, BSV.
- Sold out of its positions in BAC, FQAL, GE, INTU, IGSB, EFG, MEAR, IGEB, JMST, ORCL. UNH, BSV, VUG.
- DecisionMap Wealth Management was a net seller of stock by $-2.0M.
- DecisionMap Wealth Management has $155M in assets under management (AUM), dropping by -4.73%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.9 | $14M | 21k | 653.23 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.7 | $8.8M | 90k | 97.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $6.7M | +3% | 74k | 90.53 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.1 | $4.8M | 84k | 56.58 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 3.0 | $4.7M | -2% | 110k | 42.49 |
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| NVIDIA Corporation (NVDA) | 2.9 | $4.5M | 26k | 174.40 |
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| Ishares Core Msci Emkt (IEMG) | 2.9 | $4.5M | -4% | 64k | 69.75 |
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| Apple (AAPL) | 2.6 | $4.1M | +9% | 16k | 253.79 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.6 | $4.0M | +12% | 96k | 42.22 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.5 | $3.8M | +24% | 84k | 45.62 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.4 | $3.8M | +37% | 72k | 51.93 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 2.3 | $3.6M | +8% | 61k | 59.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $3.6M | -4% | 6.0k | 597.60 |
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| Microsoft Corporation (MSFT) | 1.8 | $2.8M | -2% | 7.6k | 370.19 |
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| Coca-Cola Company (KO) | 1.7 | $2.7M | -5% | 35k | 76.05 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $2.6M | -20% | 26k | 99.27 |
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| Ishares Tr Mbs Etf (MBB) | 1.5 | $2.3M | +8% | 25k | 94.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.9M | -3% | 6.7k | 287.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $1.9M | -5% | 6.0k | 320.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | -2% | 3.8k | 479.14 |
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| Tcw Etf Trust Transform System (PWRD) | 1.2 | $1.8M | +29% | 18k | 97.77 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $1.6M | NEW | 22k | 70.18 |
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| Amazon (AMZN) | 1.0 | $1.5M | -2% | 7.3k | 208.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.4M | -9% | 11k | 124.31 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.4M | +6% | 29k | 49.37 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.9 | $1.4M | 37k | 38.00 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.9 | $1.4M | +6% | 29k | 47.88 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.4M | +414% | 21k | 67.53 |
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| Meta Platforms Cl A (META) | 0.8 | $1.2M | +3% | 2.1k | 572.13 |
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| Procter & Gamble Company (PG) | 0.8 | $1.2M | -5% | 8.4k | 144.44 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.2M | -6% | 4.8k | 244.42 |
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| Paccar (PCAR) | 0.8 | $1.2M | 10k | 115.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | +11% | 4.0k | 286.86 |
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| Broadcom (AVGO) | 0.7 | $1.1M | -4% | 3.6k | 309.49 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.7 | $1.1M | 11k | 95.72 |
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| Visa Com Cl A (V) | 0.7 | $1.0M | 3.4k | 302.20 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.0M | -4% | 35k | 29.13 |
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| Rollins (ROL) | 0.7 | $1.0M | 19k | 53.41 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $984k | NEW | 13k | 73.64 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $983k | +2% | 9.8k | 100.72 |
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| Eli Lilly & Co. (LLY) | 0.6 | $975k | -7% | 1.1k | 919.90 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $965k | +7% | 3.3k | 294.16 |
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| Tesla Motors (TSLA) | 0.6 | $953k | 2.6k | 371.75 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $953k | -37% | 9.2k | 103.44 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $935k | 11k | 86.64 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $904k | -2% | 8.5k | 106.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $892k | -24% | 1.4k | 650.52 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $864k | 34k | 25.10 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.5 | $817k | -74% | 12k | 71.14 |
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| Home Depot (HD) | 0.5 | $790k | 2.4k | 328.91 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $767k | +3% | 23k | 32.95 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $751k | 20k | 38.42 |
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| Broadstone Net Lease (BNL) | 0.5 | $750k | -22% | 41k | 18.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $729k | -10% | 3.7k | 196.20 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $723k | +2% | 30k | 24.24 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $721k | 29k | 25.33 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $714k | -7% | 3.7k | 192.88 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $710k | +3% | 31k | 23.26 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.5 | $710k | +3% | 32k | 21.89 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.5 | $706k | -23% | 28k | 24.80 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $695k | +41% | 3.5k | 198.31 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $670k | -2% | 28k | 24.24 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $669k | -2% | 6.1k | 110.36 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $659k | -4% | 27k | 24.75 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $636k | 30k | 20.93 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.4 | $636k | +92% | 25k | 25.27 |
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| Honeywell International (HON) | 0.4 | $630k | -8% | 2.8k | 226.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $622k | -6% | 2.2k | 287.23 |
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| Pepsi (PEP) | 0.4 | $605k | NEW | 3.9k | 155.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $598k | -17% | 453.00 | 1320.16 |
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| General Dynamics Corporation (GD) | 0.4 | $598k | -8% | 1.7k | 343.27 |
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| Starbucks Corporation (SBUX) | 0.4 | $596k | -8% | 6.7k | 89.59 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $564k | +15% | 25k | 22.91 |
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| Caterpillar (CAT) | 0.4 | $564k | 796.00 | 708.12 |
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| Colgate-Palmolive Company (CL) | 0.4 | $563k | NEW | 6.6k | 85.22 |
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| Walt Disney Company (DIS) | 0.4 | $560k | -6% | 5.8k | 96.37 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $527k | +25% | 872.00 | 604.39 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $520k | -7% | 3.1k | 166.07 |
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| Wal-Mart Stores (WMT) | 0.3 | $503k | -50% | 4.0k | 124.27 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $489k | 2.9k | 169.66 |
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| Medtronic SHS (MDT) | 0.3 | $469k | -7% | 5.4k | 86.66 |
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| Unilever Spon Adr New (UL) | 0.3 | $464k | 8.2k | 56.97 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $452k | -73% | 4.9k | 92.74 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $436k | +14% | 3.0k | 146.28 |
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| Costco Wholesale Corporation (COST) | 0.3 | $423k | +3% | 424.00 | 996.43 |
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| Chevron Corporation (CVX) | 0.3 | $413k | -6% | 2.0k | 206.90 |
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| Diageo Spon Adr New (DEO) | 0.3 | $410k | 5.5k | 74.45 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $393k | +12% | 787.00 | 499.66 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $390k | +11% | 2.7k | 142.45 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $361k | -13% | 9.8k | 36.75 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $360k | 3.6k | 100.66 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $346k | 16k | 21.84 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.2 | $345k | 18k | 19.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $345k | +5% | 1.3k | 261.96 |
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| Microstrategy Cl A New (MSTR) | 0.2 | $343k | 2.7k | 124.80 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.2 | $341k | 17k | 20.40 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $335k | -11% | 6.7k | 49.89 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $332k | -6% | 11k | 30.50 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $324k | -14% | 6.4k | 50.45 |
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| TJX Companies (TJX) | 0.2 | $314k | -2% | 2.0k | 159.70 |
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| Wells Fargo & Company (WFC) | 0.2 | $307k | 3.9k | 79.61 |
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| Union Pacific Corporation (UNP) | 0.2 | $302k | 1.2k | 242.62 |
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| Netflix (NFLX) | 0.2 | $302k | -13% | 3.1k | 96.15 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $290k | -2% | 1.3k | 217.25 |
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| Goldman Sachs (GS) | 0.2 | $287k | -6% | 339.00 | 845.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $283k | +9% | 490.00 | 577.18 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $279k | +10% | 2.8k | 99.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $277k | +21% | 3.1k | 88.69 |
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| Linde SHS (LIN) | 0.2 | $277k | -2% | 559.00 | 495.76 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $276k | 867.00 | 318.07 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $267k | 12k | 22.28 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $265k | 12k | 22.43 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $264k | 1.5k | 181.42 |
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| Abbvie (ABBV) | 0.2 | $252k | -12% | 1.2k | 217.49 |
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| Inter Mun Bd Act Pimco Etf Tr (MUNI) | 0.1 | $226k | -2% | 4.3k | 52.19 |
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| McDonald's Corporation (MCD) | 0.1 | $225k | -6% | 725.00 | 310.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $225k | NEW | 3.5k | 64.08 |
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| International Business Machines (IBM) | 0.1 | $223k | -2% | 918.00 | 242.39 |
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| Stryker Corporation (SYK) | 0.1 | $221k | -5% | 671.00 | 328.59 |
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| American Express Company (AXP) | 0.1 | $220k | -6% | 728.00 | 302.48 |
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| Micron Technology (MU) | 0.1 | $218k | NEW | 646.00 | 337.84 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $213k | -7% | 2.5k | 86.71 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $212k | 9.3k | 22.91 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $212k | -19% | 3.5k | 60.43 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $211k | -2% | 2.3k | 93.74 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $209k | -11% | 4.5k | 46.19 |
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| Illinois Tool Works (ITW) | 0.1 | $208k | NEW | 799.00 | 260.29 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $207k | 558.00 | 370.76 |
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| Merck & Co (MRK) | 0.1 | $206k | NEW | 1.7k | 120.29 |
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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 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