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CIK: 0002001526
Total reported value
$178.7M
$178.7M
129 檔
21.6%
According to the latest 13F quarterly dataset, DecisionMap Wealth Management, LLC managed an equity portfolio of $178.7M at the end of Q1 2026, spanning 129 distinct U.S. exchange-listed positions.
In Q1 2026, DecisionMap Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.85% | +0.19% | +1.08% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.67% | +0.46% | +0.44% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.31% | -0.15% | +3.71% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.09% | -0.08% | -0.27% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.02% | -0.03% | -2.98% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.20% | +0.93% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.91% | +0.15% | -4.55% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.64% | — | +9.17% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.62% | +0.20% | +12.65% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.48% | -0.10% | +24.58% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.43% | -0.10% | +37.86% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.33% | -0.46% | +8.38% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -0.07% | -4.35% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.13% | -2.80% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.73% | -0.12% | -5.64% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.16% | -20.34% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -0.13% | +8.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.04% | -3.60% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | — | -5.83% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.13% | -2.14% | |
| 21 | PWRD | Tcw Transform Systems ETF | ETF-Other | 1.16% | +0.19% | +29.53% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.01% | +0.02% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.04% | -2.09% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | +0.02% | -9.57% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | -0.01% | +6.11% | |
| 26 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.92% | +0.13% | +0.86% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | -0.09% | +6.25% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | +0.05% | +414.05% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.10% | +3.99% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.11% | -5.34% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.14% | -6.01% | |
| 32 | PCAR | Paccar Inc | Stock-Industrials | 0.75% | -0.08% | +0.19% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.15% | +11.42% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.22% | -4.33% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.71% | -0.41% | +1.63% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.04% | +1.44% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.66% | -0.01% | -4.43% | |
| 38 | ROL | Rollins Inc | Stock-Consumer Disc | 0.65% | -0.21% | +0.38% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.02% | — | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.64% | -0.01% | +2.22% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | — | -7.91% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.05% | +7.37% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | -1.35% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.08% | -37.70% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.60% | -0.08% | +1.43% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.06% | -2.08% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | -24.79% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | -0.01% | -1.20% | |
| 49 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.53% | -0.03% | -74.45% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.06% | -1.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.7% | +414.05% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.7% | +37.86% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.6% | +24.58% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +3.71% | Add |
| 5 | DFCF | Dimensional Core Fixed Inc | +0.4% | +12.65% | Add |
| 6 | PWRD | Tcw Transform Systems ETF | +0.3% | +29.53% | Add |
| 7 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.2% | +92.28% | Add |
| 8 | MBB | Ishares Mbs ETF | +0.2% | +8.89% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +9.17% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.1% | +25.83% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | -0.27% | Trim |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | -2.98% | Trim |
| 13 | KO | Coca-cola Co/the | +0.1% | -5.64% | Trim |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | -4.55% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +1.41% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -6.01% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.08% | Add |
| 18 | DFSD | Dimensional Short Duration | +0.1% | +6.25% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.87% | Trim |
| 20 | CVX | Chevron CORP | +0.1% | -6.69% | Trim |
| 21 | PCAR | Paccar Inc | +0.1% | +0.19% | Add |
| 22 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +15.27% | Add |
| 23 | FESM | Fidelity Enhanced Small Cap | +0.1% | +0.86% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +3.92% | Add |
| 25 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +1.43% | Add |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | +21.31% | Add |
| 27 | HON | Honeywell International Inc | 0% | -8.23% | Trim |
| 28 | ACN | Accenture plc | 0% | +41.46% | Add |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +3.96% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +11.42% | Add |
| 31 | TLH | Ishares 10-20 Year Treasury | 0% | +2.22% | Add |
| 32 | JNK | Ss Spdr Bb High Yield Bond | 0% | +1.63% | Add |
| 33 | LIN | Linde plc | 0% | -2.78% | Trim |
| 34 | ITOT | Ishares Core S&p Total U.s. | 0% | +11.99% | Add |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +3.70% | Add |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +3.31% | Add |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +2.38% | Add |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +1.62% | Add |
| 39 | ASML | ASML Holding N.V. | 0% | -17.93% | Trim |
| 40 | MUB | Ishares National Muni Bond E | 0% | -2.08% | Trim |
| 41 | VB | Vanguard Small-cap ETF | 0% | +5.62% | Add |
| 42 | IXN | Ishares Global Tech ETF | 0% | +10.71% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | 0% | -4.51% | Trim |
| 44 | UNP | Union Pacific CORP | 0% | -1.27% | Trim |
| 45 | RTX | Rtx CORP | 0% | -7.45% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +7.37% | Add |
| 47 | SBUX | Starbucks CORP | 0% | -8.74% | Trim |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | -2.07% | Trim |
| 49 | TIP | Ishares Tips Bond ETF | 0% | -2.12% | Trim |
| 50 | MUNI | Pimco Intermediate Municipal | 0% | -2.92% | 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 129 disclosed positions in Q1 2026.
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 21.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DGRO
市值: $1.6M
Top Position Liquidated / Trimmed
IGSB
前期市值: $1.0M
During Q1 2026, DecisionMap Wealth Management, LLC's top holdings by market value included IVV (8.8%)、SPYG (5.7%)、IEFA (4.3%). The largest single position, IVV, represented 8.8% of total portfolio value.
In Q1 2026, DecisionMap Wealth Management, LLC made 134 total portfolio adjustments, initiating 8 new buys, adding to 44 positions, trimming 69 holdings, and fully liquidating 13 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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