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CIK: 0002001526
Total reported value
$178.7M
$178.7M
123 檔
18.7%
During the Q2 2025 filing period, DecisionMap Wealth Management, LLC (CIK: 0002001526) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $178.7M across 123 reported positions.
In Q2 2025, DecisionMap Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 24 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 | 7.12% | +0.19% | +3.46% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.39% | +0.46% | +2.97% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.67% | -0.15% | -1.03% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.57% | -0.08% | +3.07% | |
| 5 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 3.16% | -0.03% | +4.27% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.03% | -0.03% | +1.49% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.13% | +1.75% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.59% | +0.15% | +4.26% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.53% | +0.20% | -4.31% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | -0.07% | -3.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.20% | +1.70% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.34% | -0.46% | +20.14% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.06% | — | -4.23% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.03% | -0.16% | -1.42% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.87% | -0.12% | +0.34% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.75% | -0.10% | +0.37% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.02% | +6.43% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.58% | -0.06% | +3.38% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.56% | -0.13% | -1.00% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | -0.10% | -1.26% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | — | -5.51% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.13% | -1.33% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.04% | -5.16% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.10% | -8.62% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.01% | +0.03% | +4.21% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.11% | +49.20% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.95% | -0.09% | -7.93% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.04% | +7.06% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.93% | -0.08% | +1.49% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | -0.01% | +1.71% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.87% | -0.41% | -1.41% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.04% | -1.79% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.81% | — | +1.75% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | -0.01% | -0.80% | |
| 35 | MSTR | Strategy Inc | Stock-Tech | 0.79% | -0.08% | +0.78% | |
| 36 | ROL | Rollins Inc | Stock-Consumer Disc | 0.73% | -0.21% | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | -0.01% | -1.27% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | — | +111.37% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | -0.14% | EXIT | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.22% | +3.38% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.06% | +4.38% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.65% | -0.08% | -0.23% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.63% | — | -16.24% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | -0.06% | -0.19% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.05% | +1.69% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.14% | -3.40% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.57% | -0.06% | -2.16% | |
| 48 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.56% | -0.01% | -8.81% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.56% | -0.08% | +4.61% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | -0.01% | -0.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | +0.7% | +20.14% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +1.70% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +2.97% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +1.75% | Add |
| 5 | ZTS | Zoetis Inc | +0.4% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.3% | +111.37% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +3.38% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.46% | Add |
| 9 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +49.20% | Add |
| 11 | INTU | Intuit Inc | +0.2% | NEW | New buy |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | +0.2% | NEW | New buy |
| 13 | MSTR | Strategy Inc | +0.2% | +0.78% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 15 | AXP | American Express Co | +0.2% | NEW | New buy |
| 16 | OEF | Ishares S&p 100 ETF | +0.2% | NEW | New buy |
| 17 | EMGF | Ishares Emerging Markets Equ | +0.2% | NEW | New buy |
| 18 | VONV | Vanguard Russell 1000 Value | +0.2% | NEW | New buy |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | +4.21% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 21 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | NEW | New buy |
| 22 | IBTL | Ishares Ibonds Dec 2031 Term | +0.1% | NEW | New buy |
| 23 | ABFL | Abacus Fcf Leaders ETF | +0.1% | +4.27% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.26% | Add |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +6.79% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | -16.24% | Trim |
| 27 | NFLX | Netflix Inc | +0.1% | +3.62% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.06% | Add |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +42.90% | Add |
| 30 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +36.99% | Add |
| 31 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +36.20% | Add |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +34.87% | Add |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +35.14% | Add |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +32.70% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | -8.62% | Trim |
| 36 | IJR | Ishares Core S&p Small-cap E | — | +6.43% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -1.03% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -0.1% | -3.60% | Trim |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | +1.49% | Add |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | -0.2% | EXIT | Sold out |
| 41 | IWV | Ishares Russell 3000 ETF | -0.2% | EXIT | Sold out |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | +3.07% | Add |
| 43 | VNQ | Vanguard Real Estate ETF | -0.2% | EXIT | Sold out |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.33% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | EXIT | Sold out |
| 46 | WMT | Walmart Inc | -0.3% | -59.49% | Trim |
| 47 | NKE | Nike Inc -cl B | -0.4% | EXIT | Sold out |
| 48 | DFCF | Dimensional Core Fixed Inc | -0.4% | -4.31% | Trim |
| 49 | PEP | Pepsico Inc | -0.4% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -0.5% | -4.23% | Trim |
According to official SEC Form 13F filings, DecisionMap Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.7M across 123 disclosed positions in Q2 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, IEFA) accounted for 18.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
ZTS
市值: $593.3K
Top Position Liquidated / Trimmed
PEP
前期市值: $552.0K
During Q2 2025, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (7.1%)、SPYG (5.4%)、IEFA (3.7%). The largest single position, IVV, represented 7.1% of total portfolio value.
In Q2 2025, DecisionMap Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 6 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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