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 27.11% of DecisionMap Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYV, TLH, STIP, IVV, FBND, IEFA, PWRD, SCHA, BND, HEFA.
- Started 2 new stock positions in IBTM, SCHA.
- Reduced shares in these 10 stocks: XLF, BINC, MBB, NVDA, APH, SGOV, , KLAC, AMAT, ITW.
- Sold out of its positions in APH, AMAT, GEV, ITW, SGOV, KLAC, SYK, UNH.
- DecisionMap Wealth Management was a net buyer of stock by $2.0M.
- DecisionMap Wealth Management has $183M in assets under management (AUM), dropping by 2.18%.
- Central Index Key (CIK): 0002001526
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Portfolio Holdings for DecisionMap Wealth Management
DecisionMap Wealth Management holds 139 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.4 | $17M | +3% | 22k | 765.84 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 6.3 | $12M | 94k | 123.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $7.9M | +6% | 82k | 96.88 |
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| Spdr Series Trust St Str P500val (SPYV) | 3.8 | $6.9M | +27% | 113k | 61.13 |
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| NVIDIA Corporation (NVDA) | 3.3 | $6.0M | -5% | 26k | 228.38 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 3.0 | $5.5M | +4% | 119k | 46.39 |
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| Ishares Core Msci Emkt (IEMG) | 3.0 | $5.5M | +2% | 68k | 81.16 |
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| Apple (AAPL) | 2.9 | $5.3M | -2% | 16k | 333.02 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 2.7 | $4.9M | +2% | 67k | 72.64 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 2.6 | $4.8M | 119k | 40.12 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.5 | $4.5M | +11% | 104k | 43.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $4.1M | 5.9k | 700.86 |
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| Microsoft Corporation (MSFT) | 2.2 | $4.1M | 8.0k | 512.88 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 1.9 | $3.4M | -14% | 68k | 50.79 |
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| Coca-Cola Company (KO) | 1.7 | $3.1M | 36k | 86.08 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $2.6M | 28k | 94.54 |
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| Tcw Etf Trust Trans Syste Etf (PWRD) | 1.3 | $2.4M | +16% | 23k | 105.19 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.2 | $2.3M | 6.0k | 374.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.2M | 6.4k | 344.06 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $2.0M | +11% | 27k | 75.39 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $1.9M | +84% | 21k | 92.17 |
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| Amazon (AMZN) | 1.0 | $1.9M | 7.6k | 249.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.8M | 3.7k | 498.02 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $1.8M | -23% | 20k | 89.62 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.8M | +10% | 24k | 71.95 |
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| Fidelity Covington Trust Enhanced Sml Cap (FESM) | 1.0 | $1.7M | 39k | 44.95 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.9 | $1.7M | +81% | 17k | 99.70 |
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| Meta Platforms Cl A (META) | 0.9 | $1.7M | +4% | 2.3k | 725.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.5M | 11k | 136.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | -3% | 4.3k | 340.74 |
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| Broadcom (AVGO) | 0.8 | $1.5M | -7% | 4.1k | 351.17 |
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| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 0.8 | $1.4M | 31k | 46.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $1.3M | +20% | 18k | 70.15 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $1.2M | 34k | 35.93 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.2M | -3% | 3.5k | 330.83 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 4.4k | 264.72 |
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| Visa Com Cl A (V) | 0.6 | $1.1M | -2% | 3.2k | 359.32 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.6 | $1.1M | 24k | 47.19 |
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| Paccar (PCAR) | 0.6 | $1.1M | 10k | 109.81 |
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| Procter & Gamble Company (PG) | 0.6 | $1.1M | -8% | 7.5k | 145.28 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | -2% | 919.00 | 1157.37 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.1M | 1.4k | 762.87 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $969k | -2% | 33k | 29.31 |
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| Tesla Motors (TSLA) | 0.5 | $950k | +2% | 2.7k | 354.81 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $945k | 20k | 47.34 |
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| Ishares Tr Core Msci Total (IXUS) | 0.5 | $921k | 9.7k | 94.99 |
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| Micron Technology (MU) | 0.5 | $847k | +8% | 795.00 | 1065.11 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $845k | -5% | 8.4k | 101.10 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.4 | $806k | 3.7k | 216.08 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $784k | 33k | 24.12 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $780k | 32k | 24.24 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $775k | -6% | 31k | 24.96 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.4 | $769k | +14% | 9.8k | 78.42 |
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| Broadstone Net Lease (BNL) | 0.4 | $760k | 41k | 18.50 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $755k | -53% | 14k | 53.40 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $733k | +4% | 7.0k | 104.04 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $729k | 27k | 27.47 |
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| Advanced Micro Devices (AMD) | 0.4 | $696k | +13% | 1.1k | 611.76 |
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| Abacus Fcf Etf Tr Leaders Etf (ABFL) | 0.4 | $691k | -16% | 8.6k | 80.33 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $686k | 30k | 22.69 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $679k | 32k | 21.14 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.4 | $668k | 28k | 23.47 |
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| Caterpillar (CAT) | 0.4 | $651k | +2% | 803.00 | 810.40 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $638k | -8% | 3.4k | 185.63 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $603k | 30k | 20.06 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $599k | 25k | 24.07 |
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| Walt Disney Company (DIS) | 0.3 | $589k | -9% | 5.6k | 104.89 |
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| Home Depot (HD) | 0.3 | $585k | -10% | 2.1k | 284.53 |
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| Rollins (ROL) | 0.3 | $566k | 19k | 30.12 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $561k | +2% | 3.0k | 187.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $560k | +33% | 757.00 | 740.12 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $538k | -7% | 1.3k | 406.63 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $529k | -7% | 292.00 | 1810.53 |
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| General Dynamics Corporation (GD) | 0.3 | $527k | -5% | 1.6k | 331.81 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $497k | +3% | 23k | 21.87 |
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| Starbucks Corporation (SBUX) | 0.3 | $487k | -7% | 5.2k | 93.96 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.3 | $485k | -4% | 5.2k | 92.75 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.3 | $478k | +26% | 1.7k | 284.50 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $474k | +2% | 2.9k | 162.75 |
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| Unilever Spon Adr New (UL) | 0.3 | $469k | -6% | 7.7k | 60.73 |
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| Medtronic SHS (MDT) | 0.3 | $458k | -6% | 5.3k | 86.30 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $455k | 2.7k | 166.26 |
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| Colgate-Palmolive Company (CL) | 0.2 | $450k | -7% | 5.3k | 85.32 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $441k | +31% | 3.0k | 148.24 |
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| Diageo Spon Adr New (DEO) | 0.2 | $438k | -7% | 5.1k | 85.60 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $431k | 20k | 21.23 |
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| Honeywell International (HON) | 0.2 | $429k | -14% | 2.0k | 210.98 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.2 | $427k | 23k | 18.99 |
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| Strategy Cl A New (MSTR) | 0.2 | $426k | 2.8k | 153.09 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.2 | $424k | 22k | 19.47 |
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| Chevron Corporation (CVX) | 0.2 | $422k | 2.1k | 204.21 |
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| Wal-Mart Stores (WMT) | 0.2 | $400k | -3% | 3.8k | 103.91 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $396k | 718.00 | 551.47 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $388k | -8% | 10k | 37.91 |
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| Costco Wholesale Corporation (COST) | 0.2 | $384k | -6% | 422.00 | 910.34 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.2 | $381k | +23% | 1.6k | 230.99 |
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| Ishares Tr Us Digi Real Etf (IDGT) | 0.2 | $372k | +35% | 3.3k | 112.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $370k | +40% | 5.2k | 70.61 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $370k | -3% | 1.4k | 264.90 |
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| Union Pacific Corporation (UNP) | 0.2 | $368k | -6% | 1.4k | 272.13 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $361k | -7% | 2.4k | 147.97 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $360k | 943.00 | 382.08 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $360k | 16k | 22.32 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $358k | 11k | 33.31 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $356k | 16k | 21.91 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $352k | -20% | 692.00 | 509.25 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $344k | -17% | 3.5k | 97.44 |
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| Goldman Sachs (GS) | 0.2 | $325k | +3% | 361.00 | 900.36 |
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| Honeywell Aerospace (HONA) | 0.2 | $316k | -13% | 2.0k | 154.97 |
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| Abbvie (ABBV) | 0.2 | $316k | +3% | 1.2k | 261.59 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $310k | +31% | 4.0k | 78.31 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $306k | +4% | 931.00 | 328.51 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $303k | +30% | 498.00 | 608.93 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $299k | -5% | 6.1k | 49.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $293k | +2% | 6.2k | 47.36 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $289k | NEW | 8.9k | 32.63 |
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| Intel Corporation (INTC) | 0.2 | $285k | +8% | 2.4k | 120.25 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $283k | +15% | 620.00 | 456.19 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $282k | -7% | 1.5k | 183.42 |
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| Cisco Systems (CSCO) | 0.2 | $278k | 2.6k | 107.63 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.2 | $277k | +32% | 1.8k | 151.62 |
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| Merck & Co (MRK) | 0.1 | $274k | +13% | 1.9k | 145.31 |
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| Wells Fargo & Company (WFC) | 0.1 | $271k | -23% | 3.4k | 80.05 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $266k | 3.0k | 89.63 |
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| Linde SHS (LIN) | 0.1 | $257k | -3% | 542.00 | 474.65 |
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| Bank of America Corporation (BAC) | 0.1 | $255k | -5% | 4.7k | 54.43 |
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| TJX Companies (TJX) | 0.1 | $251k | -4% | 1.9k | 132.31 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $248k | +3% | 3.5k | 71.54 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $242k | 2.7k | 90.12 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $230k | -4% | 4.6k | 49.69 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $229k | 2.1k | 108.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $226k | 1.8k | 125.26 |
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| American Express Company (AXP) | 0.1 | $224k | -2% | 735.00 | 304.10 |
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| Qualcomm (QCOM) | 0.1 | $222k | 1.2k | 184.04 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $220k | 9.6k | 22.88 |
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| Netflix (NFLX) | 0.1 | $218k | +3% | 3.1k | 69.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $211k | 675.00 | 312.29 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $201k | NEW | 9.3k | 21.74 |
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| International Business Machines (IBM) | 0.1 | $200k | 910.00 | 219.93 |
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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 Q3 filed Oct. 29, 2026
- 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