DecisionMap Wealth Management, LLC
CIK 2001526 · View on SEC EDGAR ↗
- Portfolio value
- $178.7M
- Positions
- 145
- As of
- June 30, 2026
#6,838 of 9,443 by 13F value · top 72.4%
Portfolio value QoQ: +15.6% 13F does not disclose cash
- Top 10 holdings weight
- 39.33%
- Top 25 holdings weight
- 60.97%
- Positions above 1%
- 24
- Effective number of positions
- 40.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.16% Est. buys $15,720,750 · sells $5,256,613
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.3% still held
- New positions
- 23
- Increased
- 72
- Decreased
- 47
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.1%
Communication Services
3.3%
Industrials
3.3%
Healthcare
2.7%
Retail
2.1%
Consumer Staples
1.9%
Consumer products
1.2%
Financial Services
1.2%
Consumer Discretionary
1.1%
Financials
1.0%
Real Estate
0.5%
Logistics & Transportation
0.3%
Energy
0.2%
Communications
0.2%
Materials
0.2%
Other/Unmapped
69.8%
Full portfolio 145 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16,152,456 | 9.04% | 21,569 | $2,471,304 | Up ×6 | ||
| SPYG | $10,949,891 | 6.13% | 92,024 | $2,187,888 | Up ×3 | ||
| IEFA | $7,425,290 | 4.16% | 76,882 | $770,493 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,554,219 | 3.11% | 27,759 | $1,062,822 | Up ×5 | ||
| IEMG | $5,463,875 | 3.06% | 65,957 | $974,041 | Up ×1 | ||
| SPYV | $5,376,287 | 3.01% | 88,440 | $602,081 | Up ×1 | ||
| HEFA | $5,350,014 | 2.99% | 114,012 | $680,025 | Up ×1 | ||
| DFCF | $5,033,120 | 2.82% | 119,240 | $983,124 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $4,712,797 | 2.64% | 16,287 | $635,184 | Up ×4 | ||
| FBND | $4,249,039 | 2.38% | 93,406 | $423,179 | Up ×4 | ||
| BINC | $4,165,699 | 2.33% | 79,589 | $414,555 | Up ×5 | ||
| VOO | $4,018,150 | 2.25% | 5,850 | $432,579 | Down ×2 | ||
| FBTC | $3,338,151 | 1.87% | 65,390 | $-257,283 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3,023,146 | 1.69% | 8,105 | $204,163 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2,872,326 | 1.61% | 35,343 | $196,735 | Up ×1 | ||
| AGG | $2,720,499 | 1.52% | 27,485 | $118,877 | Up ×1 | ||
| MBB iShares MBS ETF | $2,458,538 | 1.38% | 26,011 | $119,618 | Up ×2 | ||
| PWRD TCW Transform Systems ETF | $2,408,049 | 1.35% | 19,584 | $618,149 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,326,334 | 1.30% | 6,510 | $386,296 | Down ×4 | ||
| VTI | $2,212,850 | 1.24% | 5,980 | $297,068 | Up ×1 | ||
| FESM | $1,884,083 | 1.05% | 39,016 | $465,961 | Up ×2 | ||
| BRKB | $1,878,214 | 1.05% | 3,754 | $57,494 | Down ×2 | ||
| DGRO | $1,848,518 | 1.03% | 24,390 | $290,101 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,816,228 | 1.02% | 7,620 | $301,204 | Up ×1 | ||
| IJH | $1,700,892 | 0.95% | 22,058 | $312,678 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,685,791 | 0.94% | 4,463 | $565,453 | Up ×1 | ||
| IJR | $1,672,069 | 0.94% | 11,274 | $251,453 | Down ×3 | ||
| XLF XLF | $1,626,715 | 0.91% | 30,343 | $206,371 | Up ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,563,485 | 0.88% | 4,425 | $430,101 | Up ×2 | ||
| DFSD | $1,473,852 | 0.82% | 30,866 | $75,038 | Up ×2 | ||
| BAI | $1,255,316 | 0.70% | 23,811 | $487,878 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,236,422 | 0.69% | 2,195 | $14,924 | Up ×4 | ||
| PCAR PACCAR Inc. - Common Stock | $1,205,644 | 0.67% | 10,037 | $45,562 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,199,664 | 0.67% | 3,665 | $235,113 | Up ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,193,885 | 0.67% | 8,142 | $-14,101 | Down ×4 | ||
| SCHG | $1,161,592 | 0.65% | 34,326 | $144,809 | Down ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,130,099 | 0.63% | 942 | $155,002 | Down ×3 | ||
| TLH | $1,121,010 | 0.63% | 11,171 | $137,983 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $1,116,640 | 0.62% | 15,211 | $132,294 | Up ×1 | ||
| V Visa Inc. | $1,114,268 | 0.62% | 3,248 | $94,942 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,108,374 | 0.62% | 4,364 | $-69,715 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,102,813 | 0.62% | 2,622 | $149,646 | Up ×1 | ||
| SPY SPY | $1,024,297 | 0.57% | 1,372 | $132,432 | Up ×1 | ||
| SCHB | $986,378 | 0.55% | 34,060 | $122,587 | Down ×2 | ||
| STIP | $972,368 | 0.54% | 9,518 | $19,835 | Up ×1 | ||
| MUB | $953,190 | 0.53% | 8,857 | $49,004 | Up ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $936,210 | 0.52% | 9,809 | $1,594 | Down ×1 | ||
| ABFL | $887,912 | 0.50% | 10,341 | $70,784 | Down ×3 | ||
| BNL Broadstone Net Lease, Inc. Common Stock | $849,000 | 0.48% | 41,074 | $98,578 | |||
| MU Micron Technology, Inc. - Common Stock | $844,940 | 0.47% | 732 | $626,695 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $835,535 | 0.47% | 785 | $271,875 | Down ×3 | ||
| IBDT | $834,362 | 0.47% | 33,044 | $113,013 | Up ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $807,179 | 0.45% | 2,289 | $17,128 | Down ×2 | ||
| VTV | $806,559 | 0.45% | 3,701 | $77,676 | Down ×6 | ||
| IBDS | $787,056 | 0.44% | 32,496 | $64,507 | Up ×6 | ||
| ROL Rollins, Inc. Common Stock | $784,921 | 0.44% | 18,805 | $-223,940 | Down ×1 | ||
| IBDR | $779,790 | 0.44% | 32,183 | $109,679 | Up ×1 | ||
| SCHF | $744,295 | 0.42% | 26,870 | $85,747 | Up ×1 | ||
| TIP | $738,373 | 0.41% | 6,747 | $69,792 | Up ×1 | ||
| HYMB | $723,717 | 0.41% | 28,448 | $18,207 | |||
| RTX RTX Corporation Common Stock | $710,569 | 0.40% | 3,745 | $-3,084 | Up ×1 | ||
| IBDU | $700,659 | 0.39% | 30,253 | $-9,771 | Down ×1 | ||
| IBDV | $700,608 | 0.39% | 32,138 | $-9,657 | Down ×1 | ||
| VO | $692,285 | 0.39% | 8,592 | $69,868 | Up ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $662,981 | 0.37% | 19,915 | $-88,220 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $630,259 | 0.35% | 317 | $32,228 | Down ×5 | ||
| IBDX | $627,307 | 0.35% | 24,903 | $-8,764 | Down ×1 | ||
| IBDW | $626,826 | 0.35% | 30,078 | $-9,467 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $596,620 | 0.33% | 6,199 | $36,204 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $593,926 | 0.33% | 1,677 | $-4,059 | Down ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $583,815 | 0.33% | 1,005 | Up ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $575,671 | 0.32% | 5,633 | $-20,167 | Down ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $569,080 | 0.32% | 1,431 | Up ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $534,595 | 0.30% | 11,151 | $173,656 | Up ×1 | ||
| JNK | $530,131 | 0.30% | 5,501 | $-559,928 | Down ×1 | ||
| Unknown issuer (CUSIP: 438516205) | $529,300 | 0.30% | 2,364 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $524,181 | 0.29% | 2,371 | Up ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $521,972 | 0.29% | 5,693 | $-40,509 | Down ×1 | ||
| GOVT | $501,752 | 0.28% | 22,026 | $-62,040 | Down ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $497,365 | 0.28% | 8,273 | $33,059 | Up ×1 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $494,895 | 0.28% | 2,628 | $-24,747 | Down ×4 | ||
| WMT Walmart Inc. - Common Stock | $451,304 | 0.25% | 3,985 | $-51,367 | Down ×2 | ||
| ITOT | $449,697 | 0.25% | 2,738 | $59,945 | Up ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $444,001 | 0.25% | 5,676 | $-24,719 | Up ×1 | ||
| DEO Diageo plc Common Stock | $443,230 | 0.25% | 5,514 | $33,207 | Up ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $441,192 | 0.25% | 866 | $-85,836 | Down ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $439,538 | 0.25% | 20,302 | $93,829 | Up ×1 | ||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $439,416 | 0.25% | 22,488 | $94,277 | Up ×1 | ||
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | $435,640 | 0.24% | 21,577 | $94,550 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $422,832 | 0.24% | 452 | $346 | Up ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $417,044 | 0.23% | 566 | $134,226 | Up ×2 | ||
| USMV | $411,819 | 0.23% | 4,269 | $-40,588 | Down ×3 | ||
| VB | $401,399 | 0.22% | 1,324 | $56,915 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $394,128 | 0.22% | 1,449 | $92,066 | Up ×1 | ||
| Unknown issuer (CUSIP: 30233Q108) | $390,062 | 0.22% | 2,853 | Up ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $386,964 | 0.22% | 893 | Up ×1 | |||
| SCHV | $373,581 | 0.21% | 10,732 | $41,954 | Down ×2 | ||
| MA Mastercard Incorporated Common Stock | $369,278 | 0.21% | 719 | $-23,954 | Down ×1 | ||
| IYW | $366,240 | 0.20% | 1,452 | $102,273 | Down ×3 | ||
| WFC Wells Fargo & Company Common Stock | $364,521 | 0.20% | 4,411 | $57,788 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $16,152,456 | 9.04% | up ×6 |
| SPYG | $10,949,891 | 6.13% | up ×3 |
| IEFA | $7,425,290 | 4.16% | up ×3 |
| NVDA | $5,554,219 | 3.11% | up ×5 |
| DFCF | $5,033,120 | 2.82% | up ×3 |
| AAPL | $4,712,797 | 2.64% | up ×4 |
| FBND | $4,249,039 | 2.38% | up ×4 |
| BINC | $4,165,699 | 2.33% | up ×5 |
| FBTC | $3,338,151 | 1.87% | up ×6 |
| XLF | $1,626,715 | 0.91% | up ×5 |
| META | $1,236,422 | 0.69% | up ×4 |
| JPM | $1,199,664 | 0.67% | up ×5 |
| IBDT | $834,362 | 0.47% | up ×6 |
| IBDS | $787,056 | 0.44% | up ×6 |
| DEO | $443,230 | 0.25% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AMD | $583,815 | 1,005 | 0.33% |
| ISRG | $569,080 | 1,431 | 0.32% |
| Unknown issuer (CUSIP: 438516205) | $529,300 | 2,364 | 0.30% |
| Unknown issuer (CUSIP: 43849R105) | $524,181 | 2,371 | 0.29% |
| Unknown issuer (CUSIP: 30233Q108) | $390,062 | 2,853 | 0.22% |
| LRCX | $386,964 | 893 | 0.22% |
| INTC | $305,703 | 2,189 | 0.17% |
| CSCO | $300,698 | 2,560 | 0.17% |
| APH | $296,041 | 1,679 | 0.17% |
| IDGT | $291,837 | 2,437 | 0.16% |
| BAC | $283,419 | 4,974 | 0.16% |
| UNH | $273,900 | 659 | 0.15% |
| TSM | $257,410 | 539 | 0.14% |
| KLAC | $254,945 | 845 | 0.14% |
| GE | $253,015 | 677 | 0.14% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +625 | +$2.5M |
| SPYG | Bought more | +3K | +$2.2M |
| NVDA | Bought more | +2K | +$1.1M |
| DFCF | Bought more | +23K | +$983K |
| IEMG | Bought more | +2K | +$974K |
| IEFA | Bought more | +3K | +$770K |
| HEFA | Bought more | +4K | +$680K |
| AAPL | Bought more | +220 | +$635K |
| MU | Bought more | +86 | +$627K |
| PWRD | Bought more | +1K | +$618K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLE | March 31, 2025 | 12,109 | $1,037,257 | No longer tracked |
| IGSB | March 31, 2026 | 19,251 | $1,017,980 | |
| ORCL | March 31, 2026 | 3,600 | $701,667 | -5.4% |
| ADBE | Sept. 30, 2025 | 1,812 | $700,833 | -23.2% |
| HON | June 30, 2026 | 2,788 | $630,265 | 0.8% |
| PEP | June 30, 2026 | 3,893 | $604,551 | 4.8% |
| ZTS | Dec. 31, 2025 | 4,047 | $592,151 | -38.8% |
| PEP | June 30, 2025 | 3,681 | $551,956 | 7.5% |
| ULXXXX | Dec. 31, 2025 | 8,989 | $532,891 | No longer tracked |
| CL | Dec. 31, 2025 | 6,657 | $532,139 | 17.4% |
| XOM | June 30, 2026 | 2,881 | $488,790 | 22.8% |
| IBDQ | Dec. 31, 2025 | 19,124 | $481,746 | No longer tracked |
| NKE | June 30, 2025 | 7,480 | $474,858 | -42.4% |
| UNH | June 30, 2025 | 766 | $401,193 | 26.6% |
| MUNI | March 31, 2025 | 7,697 | $398,166 | No longer tracked |
| IGEB | March 31, 2026 | 6,283 | $286,882 | No longer tracked |
| BSV | March 31, 2026 | 3,311 | $260,940 | No longer tracked |
| VUG | March 31, 2026 | 533 | $260,029 | No longer tracked |
| UNH | March 31, 2026 | 719 | $237,349 | 45.9% |
| VNQ | June 30, 2025 | 2,611 | $236,360 | No longer tracked |
| EFG | March 31, 2026 | 2,056 | $234,220 | No longer tracked |
| INTU | March 31, 2026 | 353 | $233,834 | -16.6% |
| GE | March 31, 2026 | 744 | $229,174 | 28.8% |
| MCD | June 30, 2026 | 725 | $225,323 | 0.4% |
| FQAL | March 31, 2026 | 2,962 | $223,898 | No longer tracked |
| BAC | March 31, 2026 | 4,061 | $223,355 | 31.4% |
| MEAR | March 31, 2026 | 4,343 | $218,540 | No longer tracked |
| ADP | Sept. 30, 2025 | 707 | $218,039 | -5.7% |
| TLT | June 30, 2026 | 2,456 | $212,949 | |
| AXP | March 31, 2025 | 715 | $212,205 | 27.4% |
| SHM | June 30, 2025 | 4,437 | $211,201 | No longer tracked |
| INTU | March 31, 2025 | 335 | $210,548 | -41.3% |
| IUSB | June 30, 2026 | 4,516 | $208,594 | |
| IWV | June 30, 2026 | 558 | $206,885 | No longer tracked |
| IWV | June 30, 2025 | 651 | $206,822 | No longer tracked |
| ITW | Dec. 31, 2025 | 791 | $206,261 | 17.3% |
| JMST | March 31, 2026 | 4,033 | $205,441 | No longer tracked |
| ABT | Dec. 31, 2025 | 1,526 | $204,325 | -8.4% |
| NOW | Sept. 30, 2025 | 199 | $204,074 | -32.9% |
| BBAI | June 30, 2025 | 18,000 | $51,480 | -54.6% |