DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- Latest filing
- Jul 21, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 129
- −5 vs. Q4 2025
- Portfolio value
- $154.5M
- −$7.67M (−4.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 20,944 | $13.7M | 8.9% | +223+1.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 89,490 | $8.76M | 5.7% | +391+0.4% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 73,509 | $6.65M | 4.3% | +2,631+3.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 84,380 | $4.77M | 3.1% | −226−0.3% | Reduced | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 109,895 | $4.67M | 3.0% | −3,379−3.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 25,753 | $4.49M | 2.9% | +238+0.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,370 | $4.49M | 2.9% | −3,067−4.5% | Reduced | – |
| AAPLApple Inc. | Stock | 16,067 | $4.08M | 2.6% | +1,349+9.2% | Added | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 95,926 | $4.05M | 2.6% | +10,772+12.7% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 83,864 | $3.83M | 2.5% | +16,544+24.6% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 72,235 | $3.75M | 2.4% | +19,839+37.9% | Added | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 60,909 | $3.60M | 2.3% | +4,709+8.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,000 | $3.59M | 2.3% | −273−4.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 7,615 | $2.82M | 1.8% | −219−2.8% | Reduced | History |
| KOCoca Cola Co | Stock | 35,182 | $2.68M | 1.7% | −2,104−5.6% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,208 | $2.60M | 1.7% | −6,693−20.3% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 24,633 | $2.34M | 1.5% | +2,011+8.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 6,747 | $1.94M | 1.3% | −252−3.6% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,972 | $1.92M | 1.2% | −370−5.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,800 | $1.82M | 1.2% | −83−2.1% | Reduced | History |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 18,308 | $1.79M | 1.2% | +4,174+29.5% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 22,206 | $1.56M | 1.0% | +22,206 | New | – |
| AMZNAmazon Com Inc | Stock | 7,274 | $1.52M | 1.0% | −155−2.1% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,428 | $1.42M | 0.9% | −1,209−9.6% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 28,769 | $1.42M | 0.9% | +1,657+6.1% | Added | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 37,319 | $1.42M | 0.9% | +317+0.9% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 29,215 | $1.40M | 0.9% | +1,719+6.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,557 | $1.39M | 0.9% | +16,558+414.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,135 | $1.22M | 0.8% | +82+4.0% | Added | History |
| PGProcter & Gamble Co | Stock | 8,363 | $1.21M | 0.8% | −472−5.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,820 | $1.18M | 0.8% | −308−6.0% | Reduced | History |
| PCARPaccar Inc | COM | 10,044 | $1.16M | 0.8% | +19+0.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,951 | $1.13M | 0.7% | +405+11.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,620 | $1.12M | 0.7% | −164−4.3% | Reduced | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 11,388 | $1.09M | 0.7% | +183+1.6% | Added | – |
| VVisa Inc. | Stock | 3,373 | $1.02M | 0.7% | +48+1.4% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,905 | $1.02M | 0.7% | −1,617−4.4% | Reduced | – |
| ROLRollins Inc | COM | 18,889 | $1.01M | 0.7% | +72+0.4% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,367 | $984.3K | 0.6% | +13,367 | New | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,760 | $983.0K | 0.6% | +212+2.2% | Added | – |
| LLYEli Lilly & Co | Stock | 1,060 | $975.1K | 0.6% | −91−7.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,279 | $964.6K | 0.6% | +225+7.4% | Added | History |
| TSLATesla, Inc. | Stock | 2,564 | $953.2K | 0.6% | −35−1.3% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,209 | $952.5K | 0.6% | −5,573−37.7% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,787 | $934.6K | 0.6% | +152+1.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,518 | $904.2K | 0.6% | −181−2.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,371 | $891.9K | 0.6% | −452−24.8% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,414 | $863.8K | 0.6% | −419−1.2% | Reduced | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 11,486 | $817.1K | 0.5% | −33,477−74.5% | Reduced | – |
| HDHome Depot, Inc. | Stock | 2,402 | $790.1K | 0.5% | −45−1.8% | Reduced | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 23,291 | $767.4K | 0.5% | +887+4.0% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 19,552 | $751.2K | 0.5% | 00.0% | Unchanged | History |
| BNLBroadstone Net Lease, Inc. | COM | 41,074 | $750.4K | 0.5% | −11,948−22.5% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,715 | $728.9K | 0.5% | −413−10.0% | Reduced | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 29,808 | $722.5K | 0.5% | +692+2.4% | Added | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 28,478 | $721.3K | 0.5% | +454+1.6% | Added | – |
| RTXRTX Corp | Stock | 3,700 | $713.7K | 0.5% | −298−7.5% | Reduced | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 30,543 | $710.4K | 0.5% | +980+3.3% | Added | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 32,447 | $710.3K | 0.5% | +1,157+3.7% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 28,448 | $705.5K | 0.5% | −8,873−23.8% | Reduced | – |
| ACNAccenture plc | Stock | 3,504 | $694.9K | 0.4% | +1,027+41.5% | Added | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 27,645 | $670.1K | 0.4% | −584−2.1% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 6,058 | $668.6K | 0.4% | −131−2.1% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 26,608 | $658.5K | 0.4% | −1,258−4.5% | Reduced | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,401 | $636.3K | 0.4% | +29+0.1% | Added | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 25,171 | $636.1K | 0.4% | +12,080+92.3% | Added | – |
| HONHoneywell International Inc | COM | 2,788 | $630.3K | 0.4% | −250−8.2% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,167 | $622.4K | 0.4% | −148−6.4% | Reduced | – |
| PEPPepsiCo Inc | Stock | 3,893 | $604.6K | 0.4% | +3,893 | New | History |
| ASMLASML Holding NV | ADR | 453 | $598.0K | 0.4% | −99−17.9% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 1,742 | $598.0K | 0.4% | −167−8.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 6,651 | $595.8K | 0.4% | −637−8.7% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 24,609 | $563.8K | 0.4% | +3,260+15.3% | Added | – |
| CATCaterpillar Inc | Stock | 796 | $563.7K | 0.4% | −7−0.9% | Reduced | History |
| CLColgate Palmolive Co | Stock | 6,600 | $562.5K | 0.4% | +6,600 | New | History |
| DISWalt Disney Co | Stock | 5,815 | $560.4K | 0.4% | −409−6.6% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 872 | $527.0K | 0.3% | +179+25.8% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,129 | $519.6K | 0.3% | −251−7.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,045 | $502.7K | 0.3% | −4,114−50.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,881 | $488.8K | 0.3% | +40+1.4% | Added | History |
| MDTMedtronic plc | Stock | 5,409 | $468.7K | 0.3% | −448−7.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 8,150 | $464.3K | 0.3% | −70−0.9% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,878 | $452.4K | 0.3% | −13,402−73.3% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 2,980 | $435.9K | 0.3% | +368+14.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 424 | $422.5K | 0.3% | +16+3.9% | Added | History |
| CVXChevron Corp | Stock | 1,995 | $412.8K | 0.3% | −143−6.7% | Reduced | History |
| DEODiageo PLC | SPON ADR NEW | 5,507 | $410.0K | 0.3% | +25+0.5% | Added | History |
| MAMastercard Inc | Stock | 787 | $393.2K | 0.3% | +87+12.4% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,736 | $389.8K | 0.3% | +293+12.0% | Added | – |
| NVONovo Nordisk A S | ADR | 9,821 | $360.9K | 0.2% | −1,531−13.5% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,574 | $359.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 15,827 | $345.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 17,502 | $345.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,315 | $344.5K | 0.2% | +70+5.6% | Added | – |
| MSTRStrategy Inc | Stock | 2,748 | $342.9K | 0.2% | −37−1.3% | Reduced | History |
| iShares Tr46436E460 | IBONDS DEC 2031 | 16,721 | $341.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,704 | $334.5K | 0.2% | −851−11.3% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,873 | $331.6K | 0.2% | −698−6.0% | Reduced | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 6,426 | $324.2K | 0.2% | −1,058−14.1% | Reduced | – |
| TJXTJX Companies Inc | Stock | 1,967 | $314.1K | 0.2% | −58−2.9% | Reduced | History |
Sold out since Q4 2025 (13)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464288646 | ISHS 1-5YR INVS | 19,251 | $1.02M | 0.6% | – |
| ORCLOracle Corp | Stock | 3,600 | $701.7K | 0.4% | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 6,283 | $286.9K | 0.2% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,311 | $260.9K | 0.2% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 533 | $260.0K | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 719 | $237.3K | 0.1% | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,056 | $234.2K | 0.1% | – |
| INTUIntuit Inc. | Stock | 353 | $233.8K | 0.1% | History |
| GEGeneral Electric Co | Stock | 744 | $229.2K | 0.1% | History |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 2,962 | $223.9K | 0.1% | – |
| BACBank of America Corp | Stock | 4,061 | $223.4K | 0.1% | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,343 | $218.5K | 0.1% | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,033 | $205.4K | 0.1% | – |