DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- Latest filing
- Jul 21, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 123
- +5 vs. Q1 2025
- Portfolio value
- $145.8M
- +$14.3M (+10.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 16,715 | $10.4M | 7.1% | +559+3.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 82,477 | $7.86M | 5.4% | +2,382+3.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 64,095 | $5.35M | 3.7% | −666−1.0% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 99,426 | $5.20M | 3.6% | +2,958+3.1% | Added | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 65,020 | $4.60M | 3.2% | +2,660+4.3% | Added | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 116,282 | $4.41M | 3.0% | +1,704+1.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 7,891 | $3.93M | 2.7% | +136+1.8% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 62,887 | $3.78M | 2.6% | +2,569+4.3% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,301 | $3.69M | 2.5% | −3,933−4.3% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,274 | $3.56M | 2.4% | −234−3.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 22,090 | $3.49M | 2.4% | +369+1.7% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 36,298 | $3.41M | 2.3% | +6,085+20.1% | Added | History |
| AAPLApple Inc. | Stock | 14,652 | $3.01M | 2.1% | −647−4.2% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,897 | $2.97M | 2.0% | −432−1.4% | Reduced | – |
| KOCoca Cola Co | Stock | 38,466 | $2.72M | 1.9% | +130+0.3% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 48,363 | $2.56M | 1.8% | +179+0.4% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,260 | $2.54M | 1.7% | +1,405+6.4% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 24,520 | $2.30M | 1.6% | +802+3.4% | Added | – |
| iShares Tr464288588 | MBS ETF | 24,150 | $2.27M | 1.6% | −243−1.0% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,213 | $2.11M | 1.5% | −588−1.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,316 | $1.92M | 1.3% | −368−5.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,852 | $1.87M | 1.3% | −52−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 7,349 | $1.61M | 1.1% | −400−5.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,015 | $1.49M | 1.0% | −190−8.6% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 8,517 | $1.48M | 1.0% | +344+4.2% | Added | – |
| PGProcter & Gamble Co | Stock | 9,155 | $1.46M | 1.0% | +3,019+49.2% | Added | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 28,936 | $1.39M | 1.0% | −2,492−7.9% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 7,827 | $1.38M | 0.9% | +516+7.1% | Added | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,148 | $1.35M | 0.9% | +193+1.5% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,444 | $1.28M | 0.9% | +410+1.7% | Added | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 13,006 | $1.27M | 0.9% | −186−1.4% | Reduced | – |
| VVisa Inc. | Stock | 3,510 | $1.25M | 0.9% | −64−1.8% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 22,501 | $1.19M | 0.8% | +386+1.7% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,858 | $1.15M | 0.8% | −15−0.8% | Reduced | History |
| MSTRStrategy Inc | Stock | 2,839 | $1.15M | 0.8% | +22+0.8% | Added | History |
| ROLRollins Inc | COM | 18,817 | $1.06M | 0.7% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,130 | $1.06M | 0.7% | −465−1.3% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,264 | $985.3K | 0.7% | +666+111.4% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,960 | $967.2K | 0.7% | +886+8.8% | Added | – |
| AVGOBroadcom Inc. | Stock | 3,490 | $961.9K | 0.7% | +114+3.4% | Added | History |
| HDHome Depot, Inc. | Stock | 2,619 | $960.2K | 0.7% | +110+4.4% | Added | History |
| PCARPaccar Inc | COM | 10,007 | $951.3K | 0.7% | −23−0.2% | Reduced | History |
| ORCLOracle Corp | Stock | 4,192 | $916.4K | 0.6% | −813−16.2% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,390 | $876.6K | 0.6% | −16−0.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,007 | $871.8K | 0.6% | +50+1.7% | Added | History |
| JNJJohnson & Johnson | Stock | 5,620 | $858.4K | 0.6% | −198−3.4% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 33,312 | $825.5K | 0.6% | −736−2.2% | Reduced | – |
| BNLBroadstone Net Lease, Inc. | COM | 50,842 | $816.0K | 0.6% | −4,912−8.8% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,538 | $814.7K | 0.6% | +464+4.6% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,040 | $811.2K | 0.6% | −87−0.3% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,508 | $796.7K | 0.5% | −439−14.9% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 12,538 | $767.5K | 0.5% | +797+6.8% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,238 | $749.0K | 0.5% | −196−4.4% | Reduced | – |
| DISWalt Disney Co | Stock | 5,855 | $726.1K | 0.5% | −370−5.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,812 | $700.8K | 0.5% | +116+6.8% | Added | History |
| ACNAccenture plc | Stock | 2,324 | $694.6K | 0.5% | +150+6.9% | Added | History |
| RTXRTX Corp | Stock | 4,571 | $667.4K | 0.5% | −671−12.8% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 2,266 | $661.0K | 0.5% | +84+3.8% | Added | History |
| SBUXStarbucks Corp | Stock | 7,174 | $657.3K | 0.5% | +290+4.2% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $647.9K | 0.4% | 00.0% | Unchanged | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 25,426 | $640.2K | 0.4% | +5,027+24.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 3,544 | $628.7K | 0.4% | −45−1.3% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 5,527 | $608.2K | 0.4% | +247+4.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 27,412 | $605.8K | 0.4% | −884−3.1% | Reduced | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 24,605 | $596.7K | 0.4% | +6,063+32.7% | Added | – |
| ASMLASML Holding NV | ADR | 743 | $595.1K | 0.4% | −3−0.4% | Reduced | History |
| ZTSZoetis Inc. | Stock | 3,805 | $593.3K | 0.4% | +3,805 | New | History |
| NVONovo Nordisk A S | ADR | 8,418 | $581.0K | 0.4% | +1,052+14.3% | Added | History |
| CLColgate Palmolive Co | Stock | 6,327 | $575.1K | 0.4% | +86+1.4% | Added | History |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 22,555 | $573.3K | 0.4% | +5,831+34.9% | Added | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 23,389 | $567.7K | 0.4% | +6,082+35.1% | Added | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 23,611 | $550.8K | 0.4% | +6,376+37.0% | Added | – |
| ULUnilever PLC | SPON ADR NEW | 9,002 | $550.7K | 0.4% | −679−7.0% | Reduced | History |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 24,974 | $548.9K | 0.4% | +6,638+36.2% | Added | – |
| MDTMedtronic plc | Stock | 6,287 | $548.1K | 0.4% | +180+2.9% | Added | History |
| NFLXNetflix Inc | Stock | 401 | $537.0K | 0.4% | +14+3.6% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,448 | $522.7K | 0.4% | +605+12.5% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,407 | $514.9K | 0.4% | +190+0.9% | Added | – |
| DEODiageo PLC | SPON ADR NEW | 5,067 | $511.0K | 0.4% | +788+18.4% | Added | History |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 23,770 | $500.1K | 0.3% | +7,136+42.9% | Added | – |
| LMTLockheed Martin Corp | Stock | 947 | $438.6K | 0.3% | −16−1.7% | Reduced | History |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 8,481 | $425.5K | 0.3% | +893+11.8% | Added | – |
| MAMastercard Inc | Stock | 754 | $423.7K | 0.3% | −12−1.6% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 410 | $405.9K | 0.3% | −11−2.6% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,244 | $366.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,698 | $364.3K | 0.2% | +10.0% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 2,648 | $361.0K | 0.2% | −655−19.8% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,110 | $348.6K | 0.2% | +1,275+21.9% | Added | – |
| WMTWalmart Inc. | Stock | 3,523 | $344.5K | 0.2% | −5,174−59.5% | Reduced | History |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,639 | $342.8K | 0.2% | +2,721+21.1% | Added | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,228 | $341.8K | 0.2% | +3,034+21.4% | Added | – |
| IBMInternational Business Machines Corp | Stock | 1,150 | $339.0K | 0.2% | −228−16.5% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,345 | $318.8K | 0.2% | −73−5.1% | Reduced | – |
| CATCaterpillar Inc | Stock | 795 | $308.5K | 0.2% | +9+1.1% | Added | History |
| WFCWells Fargo & Company | Stock | 3,742 | $299.8K | 0.2% | +3,742 | New | History |
| UNPUnion Pacific Corp | Stock | 1,300 | $299.1K | 0.2% | −79−5.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,667 | $287.5K | 0.2% | −109−3.9% | Reduced | History |
| SYKStryker Corp | Stock | 726 | $287.2K | 0.2% | −18−2.4% | Reduced | History |
| LINLinde PLC | Stock | 598 | $280.6K | 0.2% | +89+17.5% | Added | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 6,165 | $280.1K | 0.2% | −357−5.5% | Reduced | – |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 3,681 | $552.0K | 0.4% | History |
| NKENIKE, Inc. | Stock | 7,480 | $474.9K | 0.4% | History |
| UNHUnitedHealth Group Inc | Stock | 766 | $401.2K | 0.3% | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,611 | $236.4K | 0.2% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,437 | $211.2K | 0.2% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 651 | $206.8K | 0.2% | – |
| BBAIBigBear.ai Holdings, Inc. | COM | 18,000 | $51.5K | <0.1% | History |