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CIK: 0002001526
Total reported value
$178.7M
$178.7M
111 檔
15.7%
According to the latest 13F quarterly dataset, DecisionMap Wealth Management, LLC managed an equity portfolio of $178.7M at the end of Q4 2024, spanning 111 distinct U.S. exchange-listed positions.
During Q4 2024, DecisionMap Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.47% | +0.19% | — | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.04% | +0.46% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.55% | -0.15% | — | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.16% | -0.03% | — | |
| 5 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 3.05% | -0.03% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.96% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.91% | -0.16% | — | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.91% | +0.20% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -0.07% | — | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.79% | -0.08% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.13% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.20% | — | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.21% | -0.13% | — | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.15% | -0.10% | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | +0.15% | — | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.05% | -0.12% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | +0.02% | — | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.54% | -0.06% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.13% | — | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.28% | -0.09% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.04% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.04% | — | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.25% | -0.46% | — | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.06% | -0.41% | — | |
| 26 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.03% | -0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.10% | — | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.94% | +0.03% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.04% | — | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.90% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.01% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | — | — | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.82% | -0.08% | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.06% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.11% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.22% | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.06% | — | |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.70% | -0.06% | — | |
| 40 | ROL | Rollins Inc | Stock-Consumer Disc | 0.69% | -0.21% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.08% | — | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.66% | -0.01% | — | |
| 43 | MSTR | Strategy Inc | Stock-Tech | 0.65% | -0.08% | — | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.63% | -0.14% | EXIT | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.33% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.02% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.62% | -0.01% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.14% | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.03% | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.60% | — | — |
According to official SEC Form 13F filings, DecisionMap Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.7M across 111 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYG, IEFA) accounted for 15.7% of total reported equity market value during Q4 2024.
During Q4 2024, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (7.5%)、SPYG (5.0%)、IEFA (3.5%). The largest single position, IVV, represented 7.5% of total portfolio value.
In Q4 2024, DecisionMap Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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