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Livermore
Livermore
ZHEN

DecisionMap Wealth Management, LLC

SEC CIK
0002001526
Latest filing
Jul 21, 2026

The latest 13F from DecisionMap Wealth Management, LLC covers Q2 2026 (filed Jul 21, 2026): 145 long positions worth $178.7M. The top 10 holdings make up 39.3% of the portfolio, and the largest is iShares Core S&P 500 ETF at 9.0%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
23
Est. +$7.33M
Added
71
Est. +$7.87M
Reduced
48
Est. −$2.69M
Sold out
7
Est. −$2.58M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    9.0%$16.2M
  2. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    6.1%$10.9M
  3. iShares Core MSCI Eafe ETF46432F842
    4.2%$7.43M
  4. NVDANVIDIA Corp
    3.1%$5.55MHistory
  5. iShares Core MSCI Emerging Markets ETF46434G103
    3.1%$5.46M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V872
    +$984.1KAdded
  2. AMDAdvanced Micro Devices Inc
    +$583.8KNewHistory
  3. ISRGIntuitive Surgical Inc
    +$569.1KNewHistory
  4. HONHoneywell International Inc
    +$529.3KNewHistory
  5. HONAHoneywell Aerospace Inc.
    +$524.2KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    +0.46 pp5.7% → 6.1%
  2. MUMicron Technology Inc
    +0.33 pp0.1% → 0.5%History
  3. AMDAdvanced Micro Devices Inc
    +0.33 pp0.0% → 0.3%History
  4. ISRGIntuitive Surgical Inc
    +0.32 pp0.0% → 0.3%History
  5. HONHoneywell International Inc
    +0.30 pp0.0% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$630.3KSold outHistory
  2. PEPPepsiCo Inc
    −$604.6KSold outHistory
  3. SPDR Series Trust78468R622
    −$567.3KReduced
  4. XOMExxonMobil Holdings Corp
    −$488.8KSold outHistory
  5. ASMLASML Holding NV
    −$270.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPDR Series Trust78468R622
    −0.41 pp0.7% → 0.3%
  2. HONHoneywell International Inc
    −0.41 pp0.4% → 0.0%History
  3. PEPPepsiCo Inc
    −0.39 pp0.4% → 0.0%History
  4. ACNAccenture plc
    −0.33 pp0.4% → 0.1%History
  5. XOMExxonMobil Holdings Corp
    −0.32 pp0.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$178.7M
+$24.1M (+15.6%) vs. prior quarter
Positions
145
+16 vs. prior quarter
Top 10 concentration
39.3%
Top 10 as share of value
Turnover
3.2%
Q2 2026, one quarter
Average holding period
6.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $178.7M (Q2 2026)

Q4 2024: $126.2MQ1 2025: $131.5MQ2 2025: $145.8MQ3 2025: $156.0MQ4 2025: $162.2MQ1 2026: $154.5MQ2 2026: $178.7M
Q4 2024Q2 2026
13F filings of DecisionMap Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026145$178.7MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026129$154.5MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Jan 7, 2026134$162.2MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETFvs. Q3 2025SEC
Q3 2025Oct 16, 2025129$156.0MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q2 2025SEC
Q2 2025Jul 30, 2025123$145.8MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETFvs. Q1 2025SEC
Q1 2025Apr 21, 2025118$131.5MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFState Street SPDR Portfolio S&P 500 Value ETFvs. Q4 2024SEC
Q4 2024Feb 10, 2025111$126.2MiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core MSCI Eafe ETF–SEC