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CIK: 0002001526
Total reported value
$178.7M
$178.7M
118 檔
16.5%
As reported in its official Q1 2025 Form 13F filing, DecisionMap Wealth Management, LLC's tracked investment portfolio stood at $178.7M with 118 total positions.
In Q1 2025, DecisionMap Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.90% | +0.19% | +0.92% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.90% | +0.46% | +10.73% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.75% | -0.08% | +40.36% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.73% | -0.15% | +1.62% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.16% | -0.03% | -0.13% | |
| 6 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 3.03% | -0.03% | +7.53% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.92% | +0.20% | +2.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.58% | — | +2.53% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | -0.07% | -0.66% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.48% | +0.15% | +18.81% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.28% | -0.16% | -20.06% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.13% | +1.37% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.09% | -0.12% | -7.62% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.92% | -0.10% | -7.82% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.20% | -1.91% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.74% | -0.13% | -19.97% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.02% | +26.95% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.69% | -0.06% | +8.15% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.65% | -0.46% | +56.10% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.63% | -0.10% | +210.91% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.13% | +0.72% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | — | +4.85% | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 1.14% | -0.09% | -8.96% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.04% | +5.77% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.02% | -0.08% | +106.82% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.10% | +4.21% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.96% | -0.41% | -5.72% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.04% | -2.22% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | -0.01% | — | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.88% | — | +0.16% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.87% | +0.03% | +9.63% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.04% | -14.37% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.01% | -0.43% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.11% | +12.77% | |
| 35 | ROL | Rollins Inc | Stock-Consumer Disc | 0.77% | -0.21% | — | |
| 36 | PCAR | Paccar Inc | Stock-Industrials | 0.74% | -0.08% | +0.60% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.14% | +9.16% | |
| 38 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.72% | -0.01% | -31.76% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.06% | -0.20% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.70% | -0.14% | EXIT | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | -0.01% | +22.02% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.06% | +1.73% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.65% | -0.06% | -0.88% | |
| 44 | MSTR | Strategy Inc | Stock-Tech | 0.62% | -0.08% | +0.14% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.02% | -4.54% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | — | +12.01% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.08% | -8.62% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | -0.01% | -0.25% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.05% | -0.47% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.53% | -0.08% | +4.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +1.1% | +210.91% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +1% | +40.36% | Add |
| 3 | XLF | Ss Financial Select Sector | +0.9% | NEW | New buy |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | +106.82% | Add |
| 5 | CL | Colgate-palmolive Co | +0.4% | NEW | New buy |
| 6 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +56.10% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.4% | +18.81% | Add |
| 8 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.3% | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.72% | Add |
| 10 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +1.62% | Add |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | NEW | New buy |
| 13 | VNQ | Vanguard Real Estate ETF | +0.2% | NEW | New buy |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.2% | +26.95% | Add |
| 15 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 16 | IWV | Ishares Russell 3000 ETF | +0.2% | NEW | New buy |
| 17 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +8.15% | Add |
| 18 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | NEW | New buy |
| 19 | IBTI | Ishares Ibonds Dec 2028 Term | +0.2% | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | +0.1% | +9.16% | Add |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +45.58% | Add |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +45.10% | Add |
| 23 | ROL | Rollins Inc | +0.1% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +12.77% | Add |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +40.08% | Add |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +39.65% | Add |
| 27 | KO | Coca-cola Co/the | 0% | -7.62% | Trim |
| 28 | DFCF | Dimensional Core Fixed Inc | 0% | +2.43% | Add |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | — | -0.13% | Trim |
| 30 | ABFL | Abacus Fcf Leaders ETF | 0% | +7.53% | Add |
| 31 | DIS | Walt Disney Co/the | -0.1% | -9.77% | Trim |
| 32 | DFSD | Dimensional Short Duration | -0.1% | -8.96% | Trim |
| 33 | AMZN | Amazon.com Inc | -0.2% | +5.77% | Add |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | -7.60% | Trim |
| 35 | AXP | American Express Co | -0.2% | EXIT | Sold out |
| 36 | INTU | Intuit Inc | -0.2% | EXIT | Sold out |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | -0.2% | -7.82% | Trim |
| 38 | TSLA | Tesla Inc | -0.3% | +12.01% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | -0.3% | -0.66% | Trim |
| 40 | AVGO | Broadcom Inc | -0.3% | -11.53% | Trim |
| 41 | BNL | Broadstone Net Lease Inc | -0.3% | -31.76% | Trim |
| 42 | MUNI | Pimco Intermediate Municipal | -0.3% | EXIT | Sold out |
| 43 | MSFT | Microsoft CORP | -0.4% | +1.37% | Add |
| 44 | AAPL | Apple Inc | -0.4% | +2.53% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | -14.37% | Trim |
| 46 | MBB | Ishares Mbs ETF | -0.5% | -19.97% | Trim |
| 47 | NVDA | Nvidia CORP | -0.6% | -1.91% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.6% | +0.92% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.6% | -20.06% | Trim |
| 50 | XLE | Ss Energy Select Sector | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, DecisionMap Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.7M across 118 disclosed positions in Q1 2025.
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, SPYV) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLF
市值: $1.2M
Top Position Liquidated / Trimmed
XLE
前期市值: $1.0M
During Q1 2025, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (6.9%)、SPYG (4.9%)、SPYV (3.8%). The largest single position, IVV, represented 6.9% of total portfolio value.
In Q1 2025, DecisionMap Wealth Management, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 4 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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