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CIK: 0002001526
Total reported value
$178.7M
$178.7M
129 檔
20.1%
According to the latest 13F quarterly dataset, DecisionMap Wealth Management, LLC managed an equity portfolio of $178.7M at the end of Q3 2025, spanning 129 distinct U.S. exchange-listed positions.
In Q3 2025, DecisionMap Wealth Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 18 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 | 7.22% | +0.19% | +0.72% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.50% | +0.46% | -0.40% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.66% | -0.08% | +3.66% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.57% | -0.15% | -0.48% | |
| 5 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 3.06% | -0.03% | +1.90% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.00% | -0.03% | +1.44% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.71% | +0.15% | +2.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.20% | +2.03% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.13% | -0.44% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.58% | -0.46% | +10.93% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | -0.07% | -0.03% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.40% | — | +0.42% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.33% | +0.20% | -2.67% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.97% | -0.16% | +2.34% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | +0.02% | +2.52% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.69% | -0.10% | +2.28% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.58% | -0.12% | -3.22% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.53% | -0.06% | +2.38% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -0.13% | +2.60% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.44% | -0.10% | +4.96% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | — | +0.14% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.13% | -0.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.04% | -9.85% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.07% | +0.03% | +0.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.04% | +0.95% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.10% | +1.19% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.91% | -0.08% | +4.46% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.11% | -2.42% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | -0.01% | +2.94% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.85% | -0.09% | -4.55% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.22% | +9.43% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.80% | — | +4.81% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.01% | -1.88% | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.77% | -0.41% | -5.88% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.04% | -1.03% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | -0.01% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | +1.00% | |
| 38 | ROL | Rollins Inc | Stock-Consumer Disc | 0.71% | -0.21% | — | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.69% | -0.14% | EXIT | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 0.63% | -0.08% | -0.21% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | — | +0.71% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.62% | -0.06% | +16.14% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.06% | -9.51% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.05% | +0.67% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.06% | +6.39% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.61% | -0.12% | +16.06% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.14% | -9.34% | |
| 48 | MSTR | Strategy Inc | Stock-Tech | 0.58% | -0.08% | -0.46% | |
| 49 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.58% | -0.01% | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.58% | — | -23.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | +0.9% | +10.93% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | +2.03% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | -0.40% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -0.44% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +9.43% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.72% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -9.85% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | +0.71% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.06% | Add |
| 10 | IYW | Ishares Ustechnology ETF | +0.2% | +0.05% | Add |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +16.06% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +1.00% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +1.35% | Add |
| 14 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +9.00% | Add |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.52% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -2.42% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +0.67% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -23.09% | Trim |
| 19 | SCHG | Schwab US Large-cap Growth | 0% | — | Trim |
| 20 | ABFL | Abacus Fcf Leaders ETF | 0% | +1.90% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +1.19% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.14% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.03% | Trim |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +3.66% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.48% | Trim |
| 26 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | +1.44% | Add |
| 27 | AAPL | Apple Inc | -0.2% | +0.42% | Trim |
| 28 | WMT | Walmart Inc | -0.4% | -3.41% | Trim |
| 29 | KO | Coca-cola Co/the | -0.5% | -3.22% | Trim |
| 30 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 31 | HON | Honeywell International Inc | — | NEW | New buy |
| 32 | ZTS | Zoetis Inc | — | NEW | New buy |
| 33 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 34 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 36 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | — | NEW | New buy |
| 38 | AXP | American Express Co | — | NEW | New buy |
| 39 | INTU | Intuit Inc | — | NEW | New buy |
| 40 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 41 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 42 | EMGF | Ishares Emerging Markets Equ | — | NEW | New buy |
| 43 | GE | General Electric | — | NEW | New buy |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | — | EXIT | Sold out |
| 45 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 46 | FQAL | Fidelity Quality Factor ETF | — | NEW | New buy |
| 47 | IBDX | Ishares Ibonds Dec 2032 Tc | — | NEW | New buy |
| 48 | ITW | Illinois Tool Works | — | NEW | New buy |
| 49 | VONV | Vanguard Russell 1000 Value | — | NEW | New buy |
| 50 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
According to official SEC Form 13F filings, DecisionMap Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.7M across 129 disclosed positions in Q3 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 20.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
HON
市值: $616.6K
Top Position Liquidated / Trimmed
ADBE
前期市值: $650.3K
During Q3 2025, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (7.2%)、SPYG (5.5%)、SPYV (3.7%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q3 2025, DecisionMap Wealth Management, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 11 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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