DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- Latest filing
- Jul 21, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 134
- +5 vs. Q3 2025
- Portfolio value
- $162.2M
- +$6.25M (+4.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 20,721 | $14.2M | 8.7% | +3,885+23.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 89,099 | $9.51M | 5.9% | +6,950+8.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 70,878 | $6.34M | 3.9% | +7,092+11.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,606 | $4.81M | 3.0% | −18,455−17.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 25,515 | $4.76M | 2.9% | +2,976+13.2% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 113,274 | $4.69M | 2.9% | −4,680−4.0% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 67,437 | $4.53M | 2.8% | +3,252+5.1% | Added | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 56,200 | $4.28M | 2.6% | +15,936+39.6% | Added | History |
| AAPLApple Inc. | Stock | 14,718 | $4.00M | 2.5% | +40.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,273 | $3.93M | 2.4% | +10.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 7,834 | $3.79M | 2.3% | −22−0.3% | Reduced | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 85,154 | $3.62M | 2.2% | +182+0.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 32,901 | $3.29M | 2.0% | +2,303+7.5% | Added | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 44,963 | $3.21M | 2.0% | −21,291−32.1% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 67,320 | $3.10M | 1.9% | +18,813+38.8% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,396 | $2.76M | 1.7% | +2,929+5.9% | Added | – |
| KOCoca Cola Co | Stock | 37,286 | $2.61M | 1.6% | +59+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 6,999 | $2.19M | 1.4% | −57−0.8% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 22,622 | $2.15M | 1.3% | −2,155−8.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,342 | $2.13M | 1.3% | +17+0.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,883 | $1.95M | 1.2% | +41+1.1% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,280 | $1.72M | 1.1% | −6,823−27.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,429 | $1.71M | 1.1% | +10+0.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,637 | $1.52M | 0.9% | −11,209−47.0% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,782 | $1.51M | 0.9% | +1,047+7.6% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,112 | $1.48M | 0.9% | +1,950+7.7% | Added | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 37,002 | $1.40M | 0.9% | +37,002 | New | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 14,134 | $1.36M | 0.8% | +14,134 | New | – |
| METAMeta Platforms, Inc. | Stock | 2,053 | $1.36M | 0.8% | +14+0.7% | Added | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 27,496 | $1.32M | 0.8% | −123−0.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 3,784 | $1.31M | 0.8% | −35−0.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,835 | $1.27M | 0.8% | −98−1.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,823 | $1.24M | 0.8% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,151 | $1.24M | 0.8% | −122−9.6% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,522 | $1.19M | 0.7% | +392+1.1% | Added | – |
| TSLATesla, Inc. | Stock | 2,599 | $1.17M | 0.7% | +66+2.6% | Added | History |
| VVisa Inc. | Stock | 3,325 | $1.17M | 0.7% | −149−4.3% | Reduced | History |
| ROLRollins Inc | COM | 18,817 | $1.13M | 0.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 3,546 | $1.11M | 0.7% | −46−1.3% | Reduced | History |
| PCARPaccar Inc | COM | 10,025 | $1.10M | 0.7% | +39+0.4% | Added | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 11,205 | $1.09M | 0.7% | −1,036−8.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 5,128 | $1.06M | 0.7% | +33+0.6% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 19,251 | $1.02M | 0.6% | −4,333−18.4% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,054 | $984.1K | 0.6% | +27+0.9% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 19,552 | $970.8K | 0.6% | +5,000+34.4% | Added | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,548 | $970.7K | 0.6% | +9,548 | New | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,699 | $931.8K | 0.6% | −227−2.5% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 37,321 | $930.8K | 0.6% | −1,366−3.5% | Reduced | – |
| BNLBroadstone Net Lease, Inc. | COM | 53,022 | $921.0K | 0.6% | +2,180+4.3% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,833 | $913.7K | 0.6% | +793+2.3% | Added | – |
| WMTWalmart Inc. | Stock | 8,159 | $909.0K | 0.6% | +4,756+139.8% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,635 | $900.2K | 0.6% | −101−0.9% | Reduced | – |
| HDHome Depot, Inc. | Stock | 2,447 | $841.9K | 0.5% | +77+3.2% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,128 | $788.4K | 0.5% | −108−2.5% | Reduced | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 22,404 | $746.1K | 0.5% | +22,404 | New | – |
| RTXRTX Corp | Stock | 3,998 | $733.3K | 0.5% | −394−9.0% | Reduced | History |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 28,024 | $713.4K | 0.4% | +3,705+15.2% | Added | – |
| DISWalt Disney Co | Stock | 6,224 | $708.1K | 0.4% | +297+5.0% | Added | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 29,116 | $706.9K | 0.4% | +3,882+15.4% | Added | – |
| ORCLOracle Corp | Stock | 3,600 | $701.7K | 0.4% | +376+11.7% | Added | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 29,563 | $691.9K | 0.4% | +4,029+15.8% | Added | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 31,290 | $690.6K | 0.4% | +4,271+15.8% | Added | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 28,229 | $684.0K | 0.4% | +1,784+6.7% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 6,189 | $680.3K | 0.4% | +490+8.6% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $672.0K | 0.4% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 27,866 | $669.9K | 0.4% | +620+2.3% | Added | – |
| ACNAccenture plc | Stock | 2,477 | $664.6K | 0.4% | −239−8.8% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 1,909 | $642.7K | 0.4% | −33−1.7% | Reduced | History |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,372 | $642.4K | 0.4% | +4,462+17.2% | Added | – |
| SBUXStarbucks Corp | Stock | 7,288 | $613.7K | 0.4% | −279−3.7% | Reduced | History |
| HONHoneywell International Inc | COM | 3,038 | $592.6K | 0.4% | +109+3.7% | Added | History |
| ASMLASML Holding NV | ADR | 552 | $590.3K | 0.4% | −151−21.5% | Reduced | History |
| NVONovo Nordisk A S | ADR | 11,352 | $577.6K | 0.4% | +670+6.3% | Added | History |
| MDTMedtronic plc | Stock | 5,857 | $562.7K | 0.3% | −81−1.4% | Reduced | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,380 | $543.4K | 0.3% | −674−16.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 8,220 | $537.6K | 0.3% | +8,220 | New | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,349 | $491.6K | 0.3% | +219+1.0% | Added | – |
| DEODiageo PLC | SPON ADR NEW | 5,482 | $473.0K | 0.3% | +752+15.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,612 | $464.3K | 0.3% | +49+1.9% | Added | History |
| CATCaterpillar Inc | Stock | 803 | $459.8K | 0.3% | −7−0.9% | Reduced | History |
| MSTRStrategy Inc | Stock | 2,785 | $423.2K | 0.3% | −41−1.5% | Reduced | History |
| MAMastercard Inc | Stock | 700 | $399.6K | 0.2% | −56−7.4% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,555 | $379.9K | 0.2% | +326+4.5% | Added | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,484 | $377.4K | 0.2% | −78−1.0% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,443 | $363.3K | 0.2% | −77−3.1% | Reduced | – |
| WFCWells Fargo & Company | Stock | 3,888 | $362.4K | 0.2% | +919+31.0% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,574 | $358.8K | 0.2% | +3,574 | New | – |
| COSTCostco Wholesale Corp | Stock | 408 | $351.8K | 0.2% | +30+7.9% | Added | History |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,502 | $347.3K | 0.2% | +274+1.6% | Added | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,827 | $347.3K | 0.2% | +188+1.2% | Added | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 16,721 | $343.2K | 0.2% | +6,899+70.2% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,571 | $342.6K | 0.2% | +411+3.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 2,841 | $341.9K | 0.2% | +65+2.3% | Added | History |
| NFLXNetflix Inc | Stock | 3,610 | $338.5K | 0.2% | −230−6.0% | ReducedConverted for a 10-for-1 split | History |
| LMTLockheed Martin Corp | Stock | 693 | $335.2K | 0.2% | −212−23.4% | Reduced | History |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 13,091 | $334.2K | 0.2% | +4,994+61.7% | Added | – |
| CVXChevron Corp | Stock | 2,138 | $325.9K | 0.2% | −17−0.8% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,245 | $321.0K | 0.2% | −23−1.8% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 362 | $318.2K | 0.2% | +2+0.6% | Added | History |
| TJXTJX Companies Inc | Stock | 2,025 | $311.1K | 0.2% | +27+1.4% | Added | History |
Sold out since Q3 2025 (6)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 4,047 | $592.2K | 0.4% | History |
| ULUnilever PLC | SPON ADR NEW | 8,989 | $532.9K | 0.3% | History |
| CLColgate Palmolive Co | Stock | 6,657 | $532.1K | 0.3% | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 19,124 | $481.7K | 0.3% | – |
| ITWIllinois Tool Works Inc | Stock | 791 | $206.3K | 0.1% | History |
| ABTAbbott Laboratories | Stock | 1,526 | $204.3K | 0.1% | History |