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DecisionMap Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2001526
Institutional-grade research for retail investors

Sector Allocation

  • Other65.9%$117.7M
  • Technology14.1%$25.2M
  • Financials5.6%$10.1M
  • Industrials4.0%$7.2M
  • Consumer Staples3.6%$6.4M
  • Healthcare2.7%$4.8M
  • Consumer Discretionary2.6%$4.6M
  • Real Estate0.5%$849,000
  • Communication Services0.5%$811,677
  • Energy0.4%$731,196

AUM History

13fpro.ai/research/fund/decisionmap-wealth-management-llc-2001526

Conviction and streaks

Stable · top 10 = 39.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • ISHARES
    $16.2M
  • SPDR
    $10.9M
  • ISHARES
    $7.4M
  • NVDANVDA
    $5.6M
  • ISHARES
    $5.5M
  • SPDR
    $5.4M
  • ISHARES
    $5.4M
  • DIMENSIONAL
    $5.0M
  • AAPLAAPL
    $4.7M
  • FIDELITY
    $4.2M
  • BLACKROCK
    $4.2M
  • VANGUARD
    $4.0M
  • FBTCFBTC
    $3.3M
  • MSFTMSFT
    $3.0M
  • KOKO
    $2.9M
  • ISHARES
    $2.7M
  • ISHARES
    $2.5M
  • TCW
    $2.4M
  • GOOGLGOOGL
    $2.3M
  • VANGUARD
    $2.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/decisionmap-wealth-management-llc-2001526

DecisionMap Wealth Management, LLC 13F holdings — Q2 2026

$178.7M portfolio (+15.6% QoQ) · 145 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio

  • 1

    ISHARES TR - CORE S&P500 ETF

    $16.2M

    9.0% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    SPDR SER TR - PRTFLO S&P500 GW

    $10.9M

    6.1% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    ISHARES TR - CORE MSCI EAFE

    $7.4M

    4.2% of stocks

    +5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $5.6M

    3.1% of stocks

    +8%This quarter+4.2%Since filed7+ qtrsHeld
  • 5

    ISHARES INC - CORE MSCI EMKT

    $5.5M

    3.1% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    SPDR SER TR - PRTFLO S&P500 VL

    $5.4M

    3.0% of stocks

    +5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    ISHARES TR - HDG MSCI EAFE

    $5.4M

    3.0% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    DIMENSIONAL ETF TRUST - CORE FIXED INCOM

    $5.0M

    2.8% of stocks

    +24%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $4.7M

    2.6% of stocks

    +1%This quarter+4.9%Since filed7+ qtrsHeld
    AIQuality75.7Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
  • 10

    FIDELITY MERRIMACK STR TR - TOTAL BD ETF

    $4.2M

    2.4% of stocks

    +11%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — DecisionMap Wealth Management, LLC (Q2 2026)

145 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— BLACKROCK ETF TRUST II - FLEXIBLE INCOMEetf/fund$4.2M+10%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$4.0M-3%
FBTC$FBTCFidelity Wise Origin Bitcoin Fund$3.3M+7%
MSFT$MSFTMICROSOFT CORP$3.0M+6%
KO$KOCOCA COLA CO$2.9M+0.5%
— ISHARES TR - CORE US AGGBD ETetf/fund$2.7M+5%
— ISHARES TR - MBS ETFetf/fund$2.5M+6%
— TCW ETF TRUST - TRANSFORM SYSTEMetf/fund$2.4M+7%
GOOGL$GOOGLAlphabet Inc.$2.3M-4%
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$2.2M+0.1%
— FIDELITY COVINGTON TRUST - ENHANCED SMALL$1.9M+5%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.9M-1%
— ISHARES TR - CORE DIV GRWTHetf/fund$1.8M+10%
AMZN$AMZNAMAZON COM INC$1.8M+5%
— ISHARES TR - CORE S&P MCP ETFetf/fund$1.7M+7%

What changed in Q2 2026

Against the previous quarter's 13F: 21 new, 72 added to, 49 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (21)

  • AMD$AMDADVANCED MICRO DEVICES INC$584K

    first bought this quarter

  • ISRG$ISRGINTUITIVE SURGICAL INC$569K

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$524K

    first bought this quarter

  • LRCX$LRCXLAM RESEARCH CORP$387K

    first bought this quarter

  • INTC$INTCINTEL CORP$306K

    first bought this quarter

  • CSCO$CSCOCISCO SYSTEMS, INC.$301K

    first bought this quarter

+15 more in the Excel export

Added to (72)

  • DIMENSIONAL ETF TRUST - CORE FIXED INCOM+24%

    now $5.0M

  • VANGUARD INDEX FDS - MID CAP ETF+296%

    now $692K

  • ISHARES TR - CORE S&P500 ETF+3%

    now $16.2M

  • FIDELITY MERRIMACK STR TR - TOTAL BD ETF+11%

    now $4.2M

  • NVDA$NVDANVIDIA CORP+8%

    now $5.6M · held 7+ qtrs

  • BLACKROCK ETF TRUST II - FLEXIBLE INCOME+10%

    now $4.2M

+66 more in the Excel export

Trimmed (49)

  • SPDR SER TR - BLOOMBERG HIGH Y-52%

    now $530K

  • ASML$ASMLASML HOLDING NV-30%

    now $630K · held 7+ qtrs, 4 trims in a row

  • ACN$ACNAccenture plc-53%

    now $207K · held 7+ qtrs

  • LLY$LLYELI LILLY & Co-11%

    now $1.1M · held 7+ qtrs, 3 trims in a row

  • JNJ$JNJJOHNSON & JOHNSON-9%

    now $1.1M · held 7+ qtrs, 2 trims in a row

  • SBUX$SBUXSTARBUCKS CORP-15%

    now $576K · held 7+ qtrs, 3 trims in a row

+43 more in the Excel export

Sold out (5)

  • PEP$PEPPEPSICO INCwas $605K

    held 1 qtr

  • MCD$MCDMCDONALDS CORPwas $225K

    held 6+ qtrs

  • ISHARES TRwas $213K
  • ISHARES TRwas $209K
  • ISHARES TRwas $207K

Firm AUM (Form ADV): $363.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F DecisionMap Wealth Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of DecisionMap Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+7.2%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 18% over the last 4

Top 10 weight

39%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

89%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

DecisionMap Wealth Management, LLC disclosed 145 positions worth $178.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 21 new positions and exited 5 — including a new stake in $AMD and a full exit from $PEP. The portfolio is most concentrated in Other (65.9% of disclosed assets). All figures are sourced directly from DecisionMap Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2001526.

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AI-Powered Hedge Fund Analysis: DecisionMap Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For DecisionMap Wealth Management, LLC (SEC CIK: 2001526), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in DecisionMap Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.