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DecisionMap Wealth Management, LLC

SEC CIK
0002001526
Latest filing
Jul 21, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only.

Institution overview
Positions
111
No filing for Q3 2024
Portfolio value
$126.2M
No filing for Q3 2024
Filed
Feb 10, 2025
SEC

DecisionMap Wealth Management, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of DecisionMap Wealth Management, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF16,008$9.42M7.5%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF72,332$6.36M5.0%–––
iShares Core MSCI Eafe ETF46432F842ETF63,731$4.48M3.5%–––
iShares Tr46434V803HDG MSCI EAFE114,726$3.99M3.2%–––
Abacus FCF ETF Tr89628W302LEADERS ETF57,994$3.85M3.1%–––
AAPLApple Inc.Stock14,922$3.74M3.0%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF37,938$3.68M2.9%–––
Dimensional ETF Trust25434V872CORE FIXE IN ETF89,068$3.68M2.9%–––
Vanguard S&P 500 ETF922908363ETF6,551$3.53M2.8%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF68,731$3.51M2.8%–––
MSFTMicrosoft CorpStock7,650$3.22M2.6%––History
NVDANVIDIA CorpStock22,144$2.97M2.4%––History
iShares Tr464288588MBS ETF30,480$2.79M2.2%–––
iShares Flexible Income Active ETF092528603ETF52,272$2.72M2.2%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF50,768$2.65M2.1%–––
KOCoca Cola CoStock41,496$2.58M2.0%––History
iShares Core S&P Small Cap ETF464287804ETF17,215$1.98M1.6%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF21,930$1.95M1.5%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF6,375$1.85M1.5%–––
BRK.BBerkshire Hathaway IncStock3,876$1.76M1.4%––History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF34,520$1.62M1.3%–––
GOOGLAlphabet Inc.Stock8,538$1.62M1.3%––History
AMZNAmazon Com IncStock7,326$1.61M1.3%––History
FBTCFidelity Wise Origin Bitcoin FundSHS19,355$1.58M1.3%––History
SPDR Series Trust78468R622ST BLOO HIGH ETF13,992$1.34M1.1%–––
BNLBroadstone Net Lease, Inc.COM81,703$1.30M1.0%––History
METAMeta Platforms, Inc.Stock2,116$1.24M1.0%––History
iShares Tr464287721U.S. TECH ETF7,455$1.19M0.9%–––
VVisa Inc.Stock3,655$1.16M0.9%––History
iShares Tr464288646ISHS 1-5YR INVS22,079$1.14M0.9%–––
SPYSPDR S&P 500 ETF TrustETF1,881$1.10M0.9%––History
TSLATesla, Inc.Stock2,631$1.06M0.8%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF12,109$1.04M0.8%–––
PCARPaccar IncCOM9,970$1.04M0.8%––History
HDHome Depot, Inc.Stock2,514$978.0K0.8%––History
PGProcter & Gamble CoStock5,441$912.2K0.7%––History
AVGOBroadcom Inc.Stock3,816$884.6K0.7%––History
iShares Tr464288414NATIONAL MUN ETF8,263$880.4K0.7%–––
SPDR Series Trust78464A284ST NUVE HIGH ETF34,349$878.6K0.7%–––
ROLRollins IncCOM18,817$872.2K0.7%––History
WMTWalmart Inc.Stock9,517$859.8K0.7%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF29,992$835.9K0.7%–––
MSTRStrategy IncStock2,813$814.7K0.6%––History
iShares Tr46428743220 YR TR BD ETF9,117$796.2K0.6%–––
ACNAccenture plcStock2,240$787.9K0.6%––History
Vanguard Morningstar Value ETF922908744ETF4,645$786.4K0.6%–––
Schwab U.S. Broad Market ETF808524102ETF34,212$776.6K0.6%–––
JNJJohnson & JohnsonStock5,330$770.8K0.6%––History
DISWalt Disney CoStock6,899$768.2K0.6%––History
ORCLOracle CorpStock4,540$756.5K0.6%––History
GOOGAlphabet Inc.Stock3,884$739.7K0.6%––History
JPMJPMorgan Chase & CoStock2,971$712.2K0.6%––History
Fidelity Merrimack STR Tr316188309TOTAL BD ETF15,053$675.4K0.5%–––
ADBEAdobe Inc.Stock1,485$660.1K0.5%––History
iShares Core MSCI Total International Stock ETF46432F834ETF9,641$637.7K0.5%–––
iShares Tr46429B7470-5 YR TIPS ETF6,264$630.2K0.5%–––
SBUXStarbucks CorpStock6,767$617.4K0.5%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF2,320$612.9K0.5%–––
RTXRTX CorpStock5,071$586.8K0.5%––History
iShares Tips Bond ETF464287176ETF5,256$560.0K0.4%–––
Schwab International Equity ETF808524805ETF28,493$527.1K0.4%–––
GDGeneral Dynamics CorpStock1,994$525.3K0.4%––History
NKENIKE, Inc.Stock6,833$517.0K0.4%––History
ULUnilever PLCSPON ADR NEW8,936$506.6K0.4%––History
ASMLASML Holding NVADR729$504.9K0.4%––History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF19,855$497.4K0.4%–––
LMTLockheed Martin CorpStock1,021$496.1K0.4%––History
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,767$492.5K0.4%––History
PEPPepsiCo IncStock3,228$490.9K0.4%––History
NVONovo Nordisk A SADR5,705$490.8K0.4%––History
IBITiShares Bitcoin Trust ETFETF9,006$477.8K0.4%––History
DEODiageo PLCSPON ADR NEW3,738$475.2K0.4%––History
MDTMedtronic plcStock5,933$473.9K0.4%––History
iShares U.S. Treasury Bond ETF46429B267ETF20,188$463.9K0.4%–––
LLYEli Lilly & CoStock562$433.9K0.3%––History
PIMCO ETF Tr72201R866INTER MUN BD ACT7,697$398.2K0.3%–––
UNHUnitedHealth Group IncStock781$395.1K0.3%––History
MAMastercard IncStock742$390.7K0.3%––History
COSTCostco Wholesale CorpStock416$381.2K0.3%––History
Vanguard Morningstar Small-Cap ETF922908751ETF1,503$361.2K0.3%–––
Schwab U.S. Large-Cap Value ETF808524409ETF13,656$356.0K0.3%–––
iShares Tr464287150CORE S&P TTL STK2,737$352.1K0.3%–––
NFLXNetflix IncStock385$343.2K0.3%––History
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF13,646$328.5K0.3%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,566$310.4K0.2%–––
UNPUnion Pacific CorpStock1,338$305.1K0.2%––History
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF11,939$297.3K0.2%–––
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF12,393$296.9K0.2%–––
iShares U S ETF Tr46431W838SHOR MAT MUN ETF5,909$295.2K0.2%–––
CATCaterpillar IncStock809$293.3K0.2%––History
XOMExxonMobil Holdings CorpCOM2,707$291.2K0.2%––History
SYKStryker CorpStock779$280.5K0.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF4,444$276.9K0.2%–––
iShares Tr46436E825IBONDS 29 TRM TS12,918$275.5K0.2%–––
iShares Tr46436E593IBOND DEC 203014,194$272.4K0.2%–––
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF11,878$270.8K0.2%–––
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF12,595$269.0K0.2%–––
IBMInternational Business Machines CorpStock1,181$259.6K0.2%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD5,176$259.5K0.2%–––
SPDR Series Trust78468R739ST NUVE TERM ETF5,441$257.8K0.2%–––