DecisionMap Wealth Management, LLC
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
NVDA
$5.6M- ISHARES$5.5M
- SPDR$5.4M
- ISHARES$5.4M
- DIMENSIONAL$5.0M
AAPL
$4.7M- FIDELITY$4.2M
- BLACKROCK$4.2M
- VANGUARD$4.0M
FBTC
$3.3MMSFT
$3.0MKO
$2.9M- ISHARES$2.7M
- ISHARES$2.5M
- TCW$2.4M
GOOGL
$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—HeldAIQuality—Est. buy— - 2
SPDR SER TR - PRTFLO S&P500 GW
$10.9M
6.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE MSCI EAFE
$7.4M
4.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—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—HeldAIQuality—Est. buy— - 6
SPDR SER TR - PRTFLO S&P500 VL
$5.4M
3.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - HDG MSCI EAFE
$5.4M
3.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - CORE FIXED INCOM
$5.0M
2.8% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
2.6% of stocks
+1%This quarter+4.9%Since filed7+ qtrsHeld- 10
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$4.2M
2.4% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $16.2M | 9.0% | +3% | — | — | — | — | |
| 2 | SPDR SER TR - PRTFLO S&P500 GW | $10.9M | 6.1% | +3% | — | — | — | — | |
| 3 | ISHARES TR - CORE MSCI EAFE | $7.4M | 4.2% | +5% | — | — | — | — | |
| 4 | $5.6M | 3.1% | +8% | +4.2% | 7+ qtrs | 86.0 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES INC - CORE MSCI EMKT | $5.5M | 3.1% | +2% | — | — | — | — | |
| 6 | SPDR SER TR - PRTFLO S&P500 VL | $5.4M | 3.0% | +5% | — | — | — | — | |
| 7 | ISHARES TR - HDG MSCI EAFE | $5.4M | 3.0% | +4% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - CORE FIXED INCOM | $5.0M | 2.8% | +24% | — | — | — | — | |
| 9 | $4.7M | 2.6% | +1% | +4.9% | 7+ qtrsAdded 2 qtrs in a row | 75.7 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.2M | 2.4% | +11% | — | — | — | — |
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST II - FLEXIBLE INCOMEetf/fund | — | $4.2M | 2.3% | 80K | +10% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $4.0M | 2.3% | 5,850 | -3% | — | — | 13F |
| 13 | Fidelity Wise Origin Bitcoin Fund | Financials | $3.3M | 1.9% | 65K | +7% | 7+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 14 | MICROSOFT CORP | Technology | $3.0M | 1.7% | 8,105 | +6% | 7+ qtrs | 79.8 | 13F | |
| 15 | COCA COLA CO | Consumer Staples | $2.9M | 1.6% | 35K | +0.5% | 7+ qtrs | 70.3 | 13F | |
| 16 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $2.7M | 1.5% | 27K | +5% | — | — | 13F |
| 17 | — | ISHARES TR - MBS ETFetf/fund | — | $2.5M | 1.4% | 26K | +6% | — | — | 13F |
| 18 | — | TCW ETF TRUST - TRANSFORM SYSTEMetf/fund | — | $2.4M | 1.4% | 20K | +7% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $2.3M | 1.3% | 6,510 | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.2M | 1.2% | 5,980 | +0.1% | — | — | 13F |
| 21 | — | FIDELITY COVINGTON TRUST - ENHANCED SMALL | — | $1.9M | 1.1% | 39K | +5% | — | — | 13F |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $1.9M | 1.1% | 3,754 | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $1.8M | 1.0% | 24K | +10% | — | — | 13F |
| 24 | AMAZON COM INC | Consumer Discretionary | $1.8M | 1.0% | 7,620 | +5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $1.7M | 0.9% | 22K | +7% | — | — | 13F |
| 26 | $AVGO | Broadcom Inc. | Technology | $1.7M | 0.9% | 4,463 | +23% | |||
| 27 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.9% | 11K | -1% | |||
| 28 | — | SELECT SECTOR SPDR TR - FINANCIAL | — | $1.6M | 0.9% | 30K | +5% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.9% | 4,425 | +12% | |||
| 30 | — | DIMENSIONAL ETF TRUST - SHORT DURATION F | — | $1.5M | 0.8% | 31K | +6% | |||
| 31 | — | BLACKROCK ETF TRUST - ISHARES A I INNO | — | $1.3M | 0.7% | 24K | +2% | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.7% | 2,195 | +3% | |||
| 33 | $PCAR | PACCAR INC | Industrials | $1.2M | 0.7% | 10K | -0.1% | |||
| 34 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.7% | 3,665 | +12% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.7% | 8,142 | -3% | |||
| 36 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.2M | 0.7% | 34K | -2% | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.6% | 942 | -11% | |||
| 38 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.1M | 0.6% | 11K | +14% | |||
| 39 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.1M | 0.6% | 15K | +14% | |||
| 40 | $V | VISA INC. | Financials | $1.1M | 0.6% | 3,248 | -4% | |||
| 41 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.6% | 4,364 | -9% | |||
| 42 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.6% | 2,622 | +2% | |||
| 43 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.0M | 0.6% | 1,372 | +0.1% | |||
| 44 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $986K | 0.6% | 34K | -1% | |||
| 45 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $972K | 0.5% | 9,518 | +3% | |||
| 46 | — | ISHARES TR - NATIONAL MUN ETF | — | $953K | 0.5% | 8,857 | +4% | |||
| 47 | — | ISHARES TR - CORE MSCI TOTAL | — | $936K | 0.5% | 9,809 | -9% | |||
| 48 | — | TRIMTABS ETF TR - FCF US QLTY ETF | — | $888K | 0.5% | 10K | -10% | |||
| 49 | $BNL | Broadstone Net Lease, Inc. | Real Estate | $849K | 0.5% | 41K | — | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $845K | 0.5% | 732 | +13% | |||
| 51 | $CAT | CATERPILLAR INC | Industrials | $836K | 0.5% | 785 | -1% | |||
| 52 | — | ISHARES TR - IBDS DEC28 ETF | — | $834K | 0.5% | 33K | +16% | |||
| 53 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $807K | 0.5% | 2,289 | -5% | |||
| 54 | — | VANGUARD INDEX FDS - VALUE ETF | — | $807K | 0.5% | 3,701 | -0.4% | |||
| 55 | — | ISHARES TR - IBONDS 27 ETF | — | $787K | 0.4% | 32K | +9% | |||
| 56 | $ROL | ROLLINS INC | Industrials | $785K | 0.4% | 19K | -0.4% | |||
| 57 | — | ISHARES TR - IBONDS DEC2026 | — | $780K | 0.4% | 32K | +16% | |||
| 58 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $744K | 0.4% | 27K | +1.0% | |||
| 59 | — | ISHARES TR - TIPS BD ETF | — | $738K | 0.4% | 6,747 | +11% | |||
| 60 | — | SPDR SER TR - NUVEEN BLOOMBERG | — | $724K | 0.4% | 28K | — | |||
| 61 | $RTX | RTX Corp | Industrials | $711K | 0.4% | 3,745 | +1% | |||
| 62 | — | ISHARES TR - IBONDS DEC 29 | — | $701K | 0.4% | 30K | -0.9% | |||
| 63 | — | ISHARES TR - IBONDS DEC 2030 | — | $701K | 0.4% | 32K | -1.0% | |||
| 64 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $692K | 0.4% | 8,592 | +296% | |||
| 65 | $IBIT | iShares Bitcoin Trust ETF | Financials | $663K | 0.4% | 20K | +2% | |||
| 66 | $ASML | ASML HOLDING NV | Technology | $630K | 0.3% | 317 | -30% | |||
| 67 | — | ISHARES TR - IBONDS DEC 2032 | — | $627K | 0.3% | 25K | -1% | |||
| 68 | — | ISHARES TR - IBONDS DEC 2031 | — | $627K | 0.3% | 30K | -1% | |||
| 69 | $DIS | Walt Disney Co | Communication Services | $597K | 0.3% | 6,199 | +7% | |||
| 70 | $GD | GENERAL DYNAMICS CORP | Industrials | $594K | 0.3% | 1,677 | -4% | |||
| 71 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $584K | 0.3% | 1,005 | New | |||
| 72 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $576K | 0.3% | 5,633 | -15% | |||
| 73 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $569K | 0.3% | 1,431 | New | |||
| 74 | $NVO | NOVO NORDISK A S | Healthcare | $535K | 0.3% | 11K | +14% | |||
| 75 | — | SPDR SER TR - BLOOMBERG HIGH Y | — | $530K | 0.3% | 5,501 | -52% | |||
| 76 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $529K | 0.3% | 2,364 | -15% | |||
| 77 | $HONA | Honeywell Aerospace Inc. | Industrials | $524K | 0.3% | 2,371 | New | |||
| 78 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $522K | 0.3% | 5,693 | -14% | |||
| 79 | — | ISHARES TR - US TREAS BD ETF | — | $502K | 0.3% | 22K | -10% | |||
| 80 | $UL | UNILEVER PLC | Consumer Staples | $497K | 0.3% | 8,273 | +2% | |||
| 81 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $495K | 0.3% | 2,628 | -16% | |||
| 82 | $WMT | Walmart Inc. | Consumer Staples | $451K | 0.3% | 3,985 | -1% | |||
| 83 | — | ISHARES TR - CORE S&P TTL STK | — | $450K | 0.3% | 2,738 | +0.1% | |||
| 84 | $MDT | Medtronic plc | Healthcare | $444K | 0.3% | 5,676 | +5% | |||
| 85 | $DEO | DIAGEO PLC | Consumer Staples | $443K | 0.3% | 5,514 | +0.1% | |||
| 86 | $LMT | LOCKHEED MARTIN CORP | Industrials | $441K | 0.3% | 866 | -0.7% | |||
| 87 | — | ISHARES TR - IBONDS 29 TRM TS | — | $440K | 0.3% | 20K | +28% | |||
| 88 | — | ISHARES TR - IBOND DEC 2030 | — | $439K | 0.3% | 22K | +28% | |||
| 89 | — | ISHARES TR - IBONDS DEC 2031 | — | $436K | 0.2% | 22K | +29% | |||
| 90 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $423K | 0.2% | 452 | +7% | |||
| 91 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $417K | 0.2% | 566 | +16% | |||
| 92 | — | ISHARES TR - MSCI USA MIN VOL | — | $412K | 0.2% | 4,269 | -12% | |||
| 93 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $401K | 0.2% | 1,324 | +0.7% | |||
| 94 | $UNP | UNION PACIFIC CORP | Industrials | $394K | 0.2% | 1,449 | +16% | |||
| 95 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $390K | 0.2% | 2,853 | -1.0% | |||
| 96 | $LRCX | LAM RESEARCH CORP | Technology | $387K | 0.2% | 893 | New | |||
| 97 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $374K | 0.2% | 11K | -1% | |||
| 98 | $MA | Mastercard Inc | Financials | $369K | 0.2% | 719 | -9% | |||
| 99 | — | ISHARES TR - U.S. TECH ETF | — | $366K | 0.2% | 1,452 | -0.2% | |||
| 100 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $365K | 0.2% | 4,411 | +14% | |||
| 101 | — | ISHARES TR - IBONDS 27 TRM TS | — | $360K | 0.2% | 16K | +37% | |||
| 102 | — | ISHARES TR - IBONDS 28 TRM TS | — | $360K | 0.2% | 16K | +36% | |||
| 103 | $GS | GOLDMAN SACHS GROUP INC | Financials | $354K | 0.2% | 350 | +3% | |||
| 104 | — | ISHARES TR - S&P 100 ETF | — | $345K | 0.2% | 944 | +9% | |||
| 105 | $CVX | CHEVRON CORP | Energy | $341K | 0.2% | 2,058 | +3% | |||
| 106 | $PLTR | Palantir Technologies Inc. | Technology | $340K | 0.2% | 2,916 | -2% | |||
| 107 | — | ISHARES TR - GLOBAL TECH ETF | — | $328K | 0.2% | 2,270 | -19% | |||
| 108 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $325K | 0.2% | 1,336 | — | |||
| 109 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $323K | 0.2% | 6,399 | -0.4% | |||
| 110 | $INTC | INTEL CORP | Technology | $306K | 0.2% | 2,189 | New | |||
| 111 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $304K | 0.2% | 6,017 | -10% | |||
| 112 | $CSCO | CISCO SYSTEMS, INC. | Technology | $301K | 0.2% | 2,560 | New | |||
| 113 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $299K | 0.2% | 1,975 | +0.4% | |||
| 114 | $APH | AMPHENOL CORP /DE/ | Technology | $296K | 0.2% | 1,679 | New | |||
| 115 | $ABBV | AbbVie Inc. | Healthcare | $294K | 0.2% | 1,170 | +0.9% | |||
| 116 | — | ISHARES TR - US DIGI REAL ETF | — | $292K | 0.2% | 2,437 | New | |||
| 117 | $LIN | LINDE PLC | Materials | $291K | 0.2% | 560 | +0.2% | |||
| 118 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $286K | 0.2% | 2,966 | -5% | |||
| 119 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $283K | 0.2% | 4,974 | New | |||
| 120 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $278K | 0.2% | 2,762 | -23% | |||
| 121 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $274K | 0.1% | 659 | New | |||
| 122 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $265K | 0.1% | 3,717 | +6% | |||
| 123 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $258K | 0.1% | 916 | -0.2% | |||
| 124 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $257K | 0.1% | 539 | New | |||
| 125 | $AXP | AMERICAN EXPRESS CO | Financials | $255K | 0.1% | 755 | +4% | |||
| 126 | $KLAC | KLA CORP | Technology | $255K | 0.1% | 845 | New | |||
| 127 | — | INTER MUN BD ACT - PIMCO ETF TR | — | $254K | 0.1% | 4,829 | +12% | |||
| 128 | $GE | GENERAL ELECTRIC CO | Industrials | $253K | 0.1% | 677 | New | |||
| 129 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $251K | 0.1% | 382 | New | |||
| 130 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $249K | 0.1% | 344 | New | |||
| 131 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $247K | 0.1% | 914 | +14% | |||
| 132 | — | ISHARES INC - EMNG MKTS EQT | — | $244K | 0.1% | 3,337 | -5% | |||
| 133 | $MSTR | Strategy Inc | Financials | $244K | 0.1% | 2,812 | +2% | |||
| 134 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $231K | 0.1% | 2,682 | New | |||
| 135 | — | ISHARES TR - FUTU AI TECH ETF | — | $230K | 0.1% | 3,017 | New | |||
| 136 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $227K | 0.1% | 1,375 | New | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $226K | 0.1% | 2,129 | -5% | |||
| 138 | — | ISHARES TR - RUS 1000 GRW ETF | — | $224K | 0.1% | 1,800 | New | |||
| 139 | — | ISHARES TR - IBONDS 26 TRM TS | — | $220K | 0.1% | 9,593 | +3% | |||
| 140 | $QCOM | QUALCOMM INC/DE | Technology | $220K | 0.1% | 1,188 | New | |||
| 141 | $NFLX | NETFLIX INC | Communication Services | $215K | 0.1% | 3,012 | -4% | |||
| 142 | $MRK | Merck & Co., Inc. | Healthcare | $214K | 0.1% | 1,664 | -3% | |||
| 143 | $ACN | Accenture plc | Technology | $207K | 0.1% | 1,662 | -53% | |||
| 144 | $SYK | STRYKER CORP | Healthcare | $202K | 0.1% | 642 | -4% | |||
| 145 | $GEV | GE Vernova Inc. | Industrials | $202K | 0.1% | 172 | New |
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)
$AMDADVANCED MICRO DEVICES INC$584K
first bought this quarter
$ISRGINTUITIVE SURGICAL INC$569K
first bought this quarter
$HONAHoneywell Aerospace Inc.$524K
first bought this quarter
$LRCXLAM RESEARCH CORP$387K
first bought this quarter
$INTCINTEL CORP$306K
first bought this quarter
$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
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
$ASMLASML HOLDING NV-30%
now $630K · held 7+ qtrs, 4 trims in a row
$ACNAccenture plc-53%
now $207K · held 7+ qtrs
$LLYELI LILLY & Co-11%
now $1.1M · held 7+ qtrs, 3 trims in a row
$JNJJOHNSON & JOHNSON-9%
now $1.1M · held 7+ qtrs, 2 trims in a row
$SBUXSTARBUCKS CORP-15%
now $576K · held 7+ qtrs, 3 trims in a row
+43 more in the Excel export
Holdings by quarter
Every 13F DecisionMap Wealth Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow DecisionMap Wealth Management?
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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