DW
DecisionMap Wealth Management, LLC
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$154.5M
Reporting period: 2026-03-31 · Number of holdings: 129
DecisionMap Wealth Management, LLC disclosed 129 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $154.5M and a quarterly turnover rate of 18.2%.
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Personality snowflake
- Concentration
- 9.66
- Portfolio Stability
- 18.17
- Momentum/Contrarian
- 100
- Sector conviction
- 50.97
- Diversification
- 100
- Sizing Uniformity
- 85.4
Recent moves
Trim ABFL
-74.5% -$2.4M
Trim USMV
-73.3% -$1.3M
Add IJH
+414.1% $1.1M
Add BINC
+37.9% $986.2K
Add FBND
+24.6% $726.4K
Trim MSFT
-2.8% -$969.8K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | +0.10% | +1.08% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.67% | -0.19% | +0.44% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.31% | +0.40% | +3.71% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.09% | — | -0.27% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.02% | — | -2.98% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | -0.02% | +0.93% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.91% | — | -4.55% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.64% | — | +9.17% | |
| 9 | DFCF | Dimensional Core Fixed INC | ETF-Other | 2.62% | +0.39% | +12.65% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.48% | +0.57% | +24.58% | |
| 11 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 2.43% | +0.73% | +37.86% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.33% | -0.31% | +8.38% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -0.11% | -4.35% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.52% | -2.80% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.73% | — | -5.64% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.35% | -20.34% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | — | +8.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | -0.09% | -3.60% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | -0.07% | -5.83% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | — | -2.14% | |
| 21 | PWRD | Tcw Transform Systems ETF | ETF-Other | 1.16% | +0.32% | +29.53% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.01% | +1.01% | NEW | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.98% | -0.08% | -2.09% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | — | -9.57% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | — | +6.11% | |
| 26 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.92% | — | +0.86% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | — | +6.25% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | +0.74% | +414.05% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | — | +3.99% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | — | -5.34% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | — | -6.01% | |
| 32 | PCAR | Paccar INC | Stock-Industrials | 0.75% | — | +0.19% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | — | +11.42% | |
| 34 | AVGO | Broadcom INC | Stock-Tech | 0.72% | -0.09% | -4.33% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.71% | — | +1.63% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | — | +1.44% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.66% | — | -4.43% | |
| 38 | ROL | Rollins INC | Stock-Consumer Disc | 0.65% | — | +0.38% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | +0.64% | NEW | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.64% | — | +2.22% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.13% | -7.91% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | +7.37% | |
| 43 | TSLA | Tesla INC | Stock-Consumer Disc | 0.62% | -0.10% | -1.35% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.31% | -37.70% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.60% | — | +1.43% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | — | -2.08% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.19% | -24.79% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | — | -1.20% | |
| 49 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.53% | -1.45% | -74.45% | |
| 50 | HD | Home Depot INC | Stock-Consumer Disc | 0.51% | — | -1.84% |
1–50 of 129
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
DecisionMap Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Ishares Core Dividend Growth (DGRO); Sold out: Ishares 1-5y Inv Grade CORP (IGSB); New buy: Vanguard Total Bond Market (BND); Sold out: Oracle CORP (ORCL); New buy: Pepsico INC (PEP).
| # | 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 | LMT | Lockheed Martin CORP | +0.1% | +25.83% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.08% | Add |
| 10 | NVDA | Nvidia CORP | 0% | +0.93% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -5.83% | Trim |
| 12 | AMZN | Amazon.com INC | -0.1% | -2.09% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.60% | Trim |
| 14 | AVGO | Broadcom INC | -0.1% | -4.33% | Trim |
| 15 | TSLA | Tesla INC | -0.1% | -1.35% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | -0.1% | -4.35% | Trim |
| 17 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | -23.77% | Trim |
| 18 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 19 | LLY | Eli Lilly & Co | -0.1% | -7.91% | Trim |
| 20 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -13.49% | Trim |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | +0.44% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -24.79% | Trim |
| 23 | WMT | Walmart INC | -0.2% | -50.42% | Trim |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | -0.3% | +8.38% | Add |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | -0.3% | -37.70% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.4% | -20.34% | Trim |
| 27 | MSFT | Microsoft CORP | -0.5% | -2.80% | Trim |
| 28 | USMV | Ishares Msci USA Min Vol Fac | -0.8% | -73.32% | Trim |
| 29 | ABFL | Abacus Fcf Leaders ETF | -1.5% | -74.45% | Trim |
| 30 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
| 32 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 33 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 34 | PEP | Pepsico INC | — | NEW | New buy |
| 35 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 36 | IGEB | Ishares Investment Grade Sys | — | EXIT | Sold out |
| 37 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 38 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 40 | EFG | Ishares Msci Eafe Growth ETF | — | EXIT | Sold out |
| 41 | INTU | Intuit INC | — | EXIT | Sold out |
| 42 | GE | General Electric | — | EXIT | Sold out |
| 43 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 44 | FQAL | Fidelity Quality Factor ETF | — | EXIT | Sold out |
| 45 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 46 | MEAR | Ishrs Short Mat Muni Act ETF | — | EXIT | Sold out |
| 47 | MU | Micron Technology INC | — | NEW | New buy |
| 48 | ITW | Illinois Tool Works | — | NEW | New buy |
| 49 | MRK | Merck & Co. INC. | — | NEW | New buy |
| 50 | JMST | JPM Ultra-short Muni Income | — | EXIT | Sold out |
FAQ
What is DecisionMap Wealth Management, LLC and what type of investor is it?
DecisionMap Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $154.5M, spread across 129 disclosed positions.
What are DecisionMap Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, DecisionMap Wealth Management, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $13.7M (8.8%)
2. Ss Spdr P S&p 500 Growth ETF (SPYG) — $8.8M (5.7%)
3. Ishares Core Msci Eafe ETF (IEFA) — $6.7M (4.3%)
4. Ss Spdr P S&p 500 Value ETF (SPYV) — $4.8M (3.1%)
5. Isha Curr Hedged Msci Eafe (HEFA) — $4.7M (3.0%)
What changes did DecisionMap Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, DecisionMap Wealth Management, LLC made 49 notable position adjustments: 8 new positions were initiated, 12 existing holdings were added to, 16 positions were partially reduced, and 13 were completely exited. The largest of these moves: New buy: Ishares Core Dividend Growth (DGRO); Sold out: Ishares 1-5y Inv Grade CORP (IGSB); New buy: Vanguard Total Bond Market (BND); Sold out: Oracle CORP (ORCL); New buy: Pepsico INC (PEP)
What sectors does DecisionMap Wealth Management, LLC focus on?
DecisionMap Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.1%
• Consumer Staples: 14.2%
• Consumer Discretionary: 11.2%
• Industrials: 10.8%
• Communication Services: 10.7%
• Financials: 10.4%
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