DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- Latest filing
- Jul 21, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 21, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 145
- +16 vs. Q1 2026
- Portfolio value
- $178.7M
- +$24.1M (+15.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 21,569 | $16.2M | 9.0% | +625+3.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 92,024 | $10.9M | 6.1% | +2,534+2.8% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 76,882 | $7.43M | 4.2% | +3,373+4.6% | Added | – |
| NVDANVIDIA Corp | Stock | 27,759 | $5.55M | 3.1% | +2,006+7.8% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 65,957 | $5.46M | 3.1% | +1,587+2.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 88,440 | $5.38M | 3.0% | +4,060+4.8% | Added | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 114,012 | $5.35M | 3.0% | +4,117+3.7% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 119,240 | $5.03M | 2.8% | +23,314+24.3% | Added | – |
| AAPLApple Inc. | Stock | 16,287 | $4.71M | 2.6% | +220+1.4% | Added | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 93,406 | $4.25M | 2.4% | +9,542+11.4% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 79,589 | $4.17M | 2.3% | +7,354+10.2% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,850 | $4.02M | 2.2% | −150−2.5% | Reduced | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 65,390 | $3.34M | 1.9% | +4,481+7.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,105 | $3.02M | 1.7% | +490+6.4% | Added | History |
| KOCoca Cola Co | Stock | 35,343 | $2.87M | 1.6% | +161+0.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,485 | $2.72M | 1.5% | +1,277+4.9% | Added | – |
| iShares Tr464288588 | MBS ETF | 26,011 | $2.46M | 1.4% | +1,378+5.6% | Added | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 19,584 | $2.41M | 1.3% | +1,276+7.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 6,510 | $2.33M | 1.3% | −237−3.5% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,980 | $2.21M | 1.2% | +8+0.1% | Added | – |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 39,016 | $1.88M | 1.1% | +1,697+4.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,754 | $1.88M | 1.1% | −46−1.2% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 24,390 | $1.85M | 1.0% | +2,184+9.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 7,620 | $1.82M | 1.0% | +346+4.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,058 | $1.70M | 1.0% | +1,501+7.3% | Added | – |
| AVGOBroadcom Inc. | Stock | 4,463 | $1.69M | 0.9% | +843+23.3% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,274 | $1.67M | 0.9% | −154−1.3% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 30,343 | $1.63M | 0.9% | +1,574+5.5% | Added | – |
| GOOGAlphabet Inc. | Stock | 4,425 | $1.56M | 0.9% | +474+12.0% | Added | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 30,866 | $1.47M | 0.8% | +1,651+5.7% | Added | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 23,811 | $1.26M | 0.7% | +520+2.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,195 | $1.24M | 0.7% | +60+2.8% | Added | History |
| PCARPaccar Inc | COM | 10,037 | $1.21M | 0.7% | −7−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,665 | $1.20M | 0.7% | +386+11.8% | Added | History |
| PGProcter & Gamble Co | Stock | 8,142 | $1.19M | 0.7% | −221−2.6% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,326 | $1.16M | 0.7% | −579−1.7% | Reduced | – |
| LLYEli Lilly & Co | Stock | 942 | $1.13M | 0.6% | −118−11.1% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 11,171 | $1.12M | 0.6% | +1,411+14.5% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 15,211 | $1.12M | 0.6% | +1,844+13.8% | Added | – |
| VVisa Inc. | Stock | 3,248 | $1.11M | 0.6% | −125−3.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,364 | $1.11M | 0.6% | −456−9.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 2,622 | $1.10M | 0.6% | +58+2.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,372 | $1.02M | 0.6% | +1+0.1% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,060 | $986.4K | 0.6% | −354−1.0% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,518 | $972.4K | 0.5% | +309+3.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,857 | $953.2K | 0.5% | +339+4.0% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,809 | $936.2K | 0.5% | −978−9.1% | Reduced | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 10,341 | $887.9K | 0.5% | −1,145−10.0% | Reduced | – |
| BNLBroadstone Net Lease, Inc. | COM | 41,074 | $849.0K | 0.5% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 732 | $844.9K | 0.5% | +86+13.3% | Added | History |
| CATCaterpillar Inc | Stock | 785 | $835.5K | 0.5% | −11−1.4% | Reduced | History |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 33,044 | $834.4K | 0.5% | +4,566+16.0% | Added | – |
| HDHome Depot, Inc. | Stock | 2,289 | $807.2K | 0.5% | −113−4.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,701 | $806.6K | 0.5% | −14−0.4% | Reduced | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 32,496 | $787.1K | 0.4% | +2,688+9.0% | Added | – |
| ROLRollins Inc | COM | 18,805 | $784.9K | 0.4% | −84−0.4% | Reduced | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 32,183 | $779.8K | 0.4% | +4,538+16.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 26,870 | $744.3K | 0.4% | +262+1.0% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 6,747 | $738.4K | 0.4% | +689+11.4% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 28,448 | $723.7K | 0.4% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 3,745 | $710.6K | 0.4% | +45+1.2% | Added | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 30,253 | $700.7K | 0.4% | −290−0.9% | Reduced | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 32,138 | $700.6K | 0.4% | −309−1.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,592 | $692.3K | 0.4% | −76−0.9% | ReducedConverted for a 4-for-1 split | – |
| IBITiShares Bitcoin Trust ETF | ETF | 19,915 | $663.0K | 0.4% | +363+1.9% | Added | History |
| ASMLASML Holding NV | ADR | 317 | $630.3K | 0.4% | −136−30.0% | Reduced | History |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 24,903 | $627.3K | 0.4% | −268−1.1% | Reduced | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 30,078 | $626.8K | 0.4% | −323−1.1% | Reduced | – |
| DISWalt Disney Co | Stock | 6,199 | $596.6K | 0.3% | +384+6.6% | Added | History |
| GDGeneral Dynamics Corp | Stock | 1,677 | $593.9K | 0.3% | −65−3.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,005 | $583.8K | 0.3% | +1,005 | New | History |
| SBUXStarbucks Corp | Stock | 5,633 | $575.7K | 0.3% | −1,018−15.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,431 | $569.1K | 0.3% | +1,431 | New | History |
| NVONovo Nordisk A S | ADR | 11,151 | $534.6K | 0.3% | +1,330+13.5% | Added | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,501 | $530.1K | 0.3% | −5,887−51.7% | Reduced | – |
| HONHoneywell International Inc | Stock | 2,364 | $529.3K | 0.3% | +2,364 | New | History |
| HONAHoneywell Aerospace Inc. | COM | 2,371 | $524.2K | 0.3% | +2,371 | New | History |
| CLColgate Palmolive Co | Stock | 5,693 | $522.0K | 0.3% | −907−13.7% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,026 | $501.8K | 0.3% | −2,583−10.5% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 8,273 | $497.4K | 0.3% | +123+1.5% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,628 | $494.9K | 0.3% | −501−16.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 3,985 | $451.3K | 0.3% | −60−1.5% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,738 | $449.7K | 0.3% | +2+0.1% | Added | – |
| MDTMedtronic plc | Stock | 5,676 | $444.0K | 0.2% | +267+4.9% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 5,514 | $443.2K | 0.2% | +7+0.1% | Added | History |
| LMTLockheed Martin Corp | Stock | 866 | $441.2K | 0.2% | −6−0.7% | Reduced | History |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 20,302 | $439.5K | 0.2% | +4,475+28.3% | Added | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 22,488 | $439.4K | 0.2% | +4,986+28.5% | Added | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 21,577 | $435.6K | 0.2% | +4,856+29.0% | Added | – |
| COSTCostco Wholesale Corp | Stock | 452 | $422.8K | 0.2% | +28+6.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 566 | $417.0K | 0.2% | +76+15.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,269 | $411.8K | 0.2% | −609−12.5% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,324 | $401.4K | 0.2% | +9+0.7% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,449 | $394.1K | 0.2% | +204+16.4% | Added | History |
| XOMExxonMobil Holdings Corp | Stock | 2,853 | $390.1K | 0.2% | +2,853 | New | History |
| LRCXLam Research Corp | Stock | 893 | $387.0K | 0.2% | +893 | New | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,732 | $373.6K | 0.2% | −141−1.3% | Reduced | – |
| MAMastercard Inc | Stock | 719 | $369.3K | 0.2% | −68−8.6% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,452 | $366.2K | 0.2% | −3−0.2% | Reduced | – |
| WFCWells Fargo & Company | Stock | 4,411 | $364.5K | 0.2% | +558+14.5% | Added | History |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,788 | $630.3K | 0.4% | History |
| PEPPepsiCo Inc | Stock | 3,893 | $604.6K | 0.4% | History |
| XOMExxonMobil Holdings Corp | COM | 2,881 | $488.8K | 0.3% | History |
| MCDMcDonalds Corp | Stock | 725 | $225.3K | 0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,456 | $212.9K | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,516 | $208.6K | 0.1% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 558 | $206.9K | 0.1% | – |