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CIK: 0002001526
Total reported value
$178.7M
$178.7M
134 檔
22.2%
In Q4 2025, DecisionMap Wealth Management, LLC's U.S. equity holdings reached a combined market value of $178.7M, distributed across 134 disclosed stock positions.
In Q4 2025, DecisionMap Wealth Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 19 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 | 8.75% | +0.19% | +23.08% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.86% | +0.46% | +8.46% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.91% | -0.15% | +11.12% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.96% | -0.08% | -17.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | +0.20% | +13.20% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.89% | -0.03% | -3.97% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.79% | +0.15% | +5.07% | |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.64% | -0.46% | +39.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.47% | — | +0.03% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | -0.07% | +0.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.13% | -0.28% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.23% | +0.20% | +0.21% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.03% | -0.16% | +7.53% | |
| 14 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 1.98% | -0.03% | -32.14% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.91% | -0.10% | +38.78% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.70% | -0.10% | +5.92% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.61% | -0.12% | +0.16% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.04% | -0.81% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.33% | -0.13% | -8.70% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | — | +0.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.13% | +1.07% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.06% | -0.06% | -27.18% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.04% | +0.13% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | +0.02% | -47.01% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.93% | -0.08% | +7.62% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | -0.01% | +7.75% | |
| 27 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.86% | +0.13% | — | |
| 28 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.84% | +0.19% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.10% | +0.69% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.81% | -0.09% | -0.45% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.22% | -0.92% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.11% | -1.10% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.01% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | — | -9.58% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | -0.01% | +1.08% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | +2.61% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.04% | -4.29% | |
| 38 | ROL | Rollins Inc | Stock-Consumer Disc | 0.70% | -0.21% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.15% | -1.28% | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 0.68% | -0.08% | +0.39% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.67% | -0.41% | -8.46% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.14% | +0.65% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | — | -18.37% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.05% | +0.89% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.60% | -0.12% | +34.36% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.60% | -0.01% | — | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.06% | -2.54% | |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.57% | -0.06% | -3.53% | |
| 49 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.57% | -0.01% | +4.29% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | -0.01% | +2.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.5% | +23.08% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.5% | +38.78% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +8.46% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +11.12% | Add |
| 5 | WMT | Walmart Inc | +0.3% | +139.76% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.81% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | +13.20% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | -9.58% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -1.28% | Trim |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.07% | Add |
| 11 | IBTL | Ishares Ibonds Dec 2031 Term | +0.1% | +70.24% | Add |
| 12 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +61.68% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +0.03% | Add |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +39.58% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.53% | Add |
| 16 | XLF | Ss Financial Select Sector | +0.1% | +7.75% | Add |
| 17 | KO | Coca-cola Co/the | 0% | +0.16% | Add |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +5.92% | Add |
| 19 | LMT | Lockheed Martin CORP | -0.1% | -23.43% | Trim |
| 20 | NFLX | Netflix Inc | -0.1% | +840.10% | Add |
| 21 | HD | Home Depot Inc | -0.1% | +3.25% | Add |
| 22 | META | Meta Platforms Inc-class A | -0.1% | +0.69% | Add |
| 23 | ORCL | Oracle CORP | -0.2% | +11.66% | Add |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -18.37% | Trim |
| 25 | MBB | Ishares Mbs ETF | -0.2% | -8.70% | Trim |
| 26 | MSFT | Microsoft CORP | -0.3% | -0.28% | Trim |
| 27 | MSTR | Strategy Inc | -0.3% | -1.45% | Trim |
| 28 | USMV | Ishares Msci USA Min Vol Fac | -0.5% | -27.18% | Trim |
| 29 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -77.93% | Trim |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.7% | -17.91% | Trim |
| 31 | IJR | Ishares Core S&p Small-cap E | -0.9% | -47.01% | Trim |
| 32 | IYW | Ishares Ustechnology ETF | -0.9% | -82.62% | Trim |
| 33 | ABFL | Abacus Fcf Leaders ETF | -1.1% | -32.14% | Trim |
| 34 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
| 35 | PWRD | Tcw Transform Systems ETF | — | NEW | New buy |
| 36 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 37 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 38 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 39 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 40 | UL | Unilever PLC | — | EXIT | Sold out |
| 41 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 43 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 45 | IXN | Ishares Global Tech ETF | — | NEW | New buy |
| 46 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 48 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 49 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 50 | ABT | Abbott Laboratories | — | 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 134 disclosed positions in Q4 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 22.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
FESM
市值: $1.4M
Top Position Liquidated / Trimmed
ZTS
前期市值: $592.2K
During Q4 2025, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (8.8%)、SPYG (5.9%)、IEFA (3.9%). The largest single position, IVV, represented 8.8% of total portfolio value.
In Q4 2025, DecisionMap Wealth Management, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 14 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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