Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025)

About Decisionmap Wealth Management, LLC

Investment Activity

Decisionmap Wealth Management, LLC has $155.96 million in total holdings as of September 30, 2025.
Decisionmap Wealth Management, LLC owns shares of 129 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 3.35% of the portfolio was purchased this quarter.
About 2.15% of the portfolio was sold this quarter.
This quarter, Decisionmap Wealth Management, LLC has purchased 123 new stocks and bought additional shares in 56 stocks.
Decisionmap Wealth Management, LLC sold shares of 51 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $11,268,101
SPDR Portfolio S&P 500 Growth ETF: $8,585,405
SPDR Portfolio S&P 500 Value ETF: $5,702,342
iShares Core MSCI EAFE ETF: $5,569,137
FCF US Quality ETF: $4,768,234

Largest New Holdings this Quarter

438516106 - Honeywell International: $616,555 Holding
369604301 - GE Aerospace: $217,192 Holding
464287689 - iShares Russell 3000 ETF: $211,874 Holding
316092790 - Fidelity Quality Factor ETF: $210,038 Holding
46436E312 - iShares iBonds Dec 2032 Term Corporate ETF: $207,445 Holding

Largest Purchases this Quarter

Honeywell International: 2,929 shares (about $616.56K)
FIDELITY WISE ORIGIN BITCOIN: 3,966 shares (about $395.84K)
GE Aerospace: 722 shares (about $217.19K)
iShares Russell 3000 ETF: 559 shares (about $211.87K)
Fidelity Quality Factor ETF: 2,811 shares (about $210.04K)

Largest Sales this Quarter

Oracle: 968 shares (about $272.22K)
Alphabet: 771 shares (about $187.44K)
C.H. Robinson Worldwide: 1,394 shares (about $184.58K)
iShares iBonds Dec 2025 Term Corporate ETF: 6,302 shares (about $158.75K)
General Dynamics: 324 shares (about $110.46K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$11,268,101	$80,984 ▲	0.7%	16,836	7.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,585,405	$34,279 ▼	-0.4%	82,149	5.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$5,702,342	$201,124 ▲	3.7%	103,061	3.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,569,137	$26,979 ▼	-0.5%	63,786	3.6%	ETF
TTAC FCF US Quality ETF	$4,768,234	$88,810 ▲	1.9%	66,254	3.1%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$4,672,158	$66,228 ▲	1.4%	117,954	3.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,231,082	$85,564 ▲	2.1%	64,185	2.7%	ETF
NVDA NVIDIA	$4,205,405	$83,776 ▲	2.0%	22,539	2.7%	Computer and Technology
MSFT Microsoft	$4,069,096	$18,129 ▼	-0.4%	7,856	2.6%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN	$4,018,728	$395,844 ▲	10.9%	40,264	2.6%	SHS
VOO Vanguard S&P 500 ETF	$3,841,125	$1,225 ▼	0.0%	6,272	2.5%	ETF
AAPL Apple	$3,746,548	$15,787 ▲	0.4%	14,714	2.4%	Computer and Technology
DFCF Dimensional Core Fixed Income ETF	$3,633,403	$99,588 ▼	-2.7%	84,972	2.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,067,450	$70,275 ▲	2.3%	30,598	2.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,833,587	$69,634 ▲	2.5%	23,846	1.8%	ETF
BINC iShares Flexible Income Active ETF	$2,633,623	$58,777 ▲	2.3%	49,467	1.7%	ETF
KO CocaCola	$2,468,895	$82,170 ▼	-3.2%	37,227	1.6%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$2,388,299	$55,467 ▲	2.4%	25,103	1.5%	ETF
MBB iShares MBS ETF	$2,357,532	$59,659 ▲	2.6%	24,777	1.5%	ETF
FBND Fidelity Total Bond ETF	$2,242,964	$106,075 ▲	5.0%	48,507	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$2,075,554	$2,953 ▲	0.1%	6,325	1.3%	ETF
BRK.B Berkshire Hathaway	$1,931,276	$5,027 ▼	-0.3%	3,842	1.2%	Finance
GOOGL Alphabet	$1,715,419	$187,442 ▼	-9.9%	7,056	1.1%	Computer and Technology
IYW iShares U.S. Technology ETF	$1,668,923	$783 ▲	0.0%	8,521	1.1%	Manufacturing
AMZN Amazon.com	$1,629,061	$15,371 ▲	1.0%	7,419	1.0%	Retail/Wholesale
META Meta Platforms	$1,497,401	$17,625 ▲	1.2%	2,039	1.0%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$1,419,650	$60,672 ▲	4.5%	13,735	0.9%	ETF
PG Procter & Gamble	$1,372,536	$34,110 ▼	-2.4%	8,933	0.9%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$1,355,483	$38,679 ▲	2.9%	25,162	0.9%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$1,330,960	$63,466 ▼	-4.6%	27,619	0.9%	ETF
AVGO Broadcom	$1,259,832	$108,532 ▲	9.4%	3,819	0.8%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,250,660	$57,432 ▲	4.8%	23,584	0.8%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$1,214,330	$23,314 ▼	-1.9%	1,823	0.8%	Finance
JNK SPDR Bloomberg High Yield Bond ETF	$1,199,496	$74,962 ▼	-5.9%	12,241	0.8%	Finance
V Visa	$1,186,040	$12,291 ▼	-1.0%	3,474	0.8%	Business Services
SCHG Schwab U.S. Large-Cap Growth ETF	$1,152,908		0.0%	36,130	0.7%	ETF
TSLA Tesla	$1,126,476	$11,118 ▲	1.0%	2,533	0.7%	Auto/Tires/Trucks
ROL Rollins	$1,105,311		0.0%	18,817	0.7%	Construction
TLT iShares 20+ Year Treasury Bond ETF	$1,071,546	$92,051 ▲	9.4%	11,990	0.7%	ETF
PCAR PACCAR	$981,824	$2,065 ▼	-0.2%	9,986	0.6%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$971,346	$6,867 ▲	0.7%	1,273	0.6%	Medical
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$964,467	$133,999 ▲	16.1%	38,687	0.6%	ETF
HD Home Depot	$960,393	$100,902 ▼	-9.5%	2,370	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$954,807	$6,309 ▲	0.7%	3,027	0.6%	Finance
MUB iShares National Muni Bond ETF	$950,530	$57,079 ▲	6.4%	8,926	0.6%	ETF
ISHARES BITCOIN TRUST ETF	$945,902	$130,913 ▲	16.1%	14,552	0.6%	SHS BEN INT
JNJ Johnson & Johnson	$944,712	$97,345 ▼	-9.3%	5,095	0.6%	Medical
MSTR Strategy	$910,565	$4,189 ▼	-0.5%	2,826	0.6%	Computer and Technology
BNL Broadstone Net Lease	$908,547		0.0%	50,842	0.6%	Finance
ORCL Oracle	$906,666	$272,225 ▼	-23.1%	3,224	0.6%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$886,566	$16,351 ▲	1.9%	10,736	0.6%	Manufacturing
SCHB Schwab US Broad Market ETF	$875,168		0.0%	34,040	0.6%	ETF
GOOG Alphabet	$874,832	$11,690 ▲	1.4%	3,592	0.6%	Computer and Technology
VTV Vanguard Value ETF	$789,972	$373 ▼	0.0%	4,236	0.5%	ETF
RTX RTX	$734,844	$29,949 ▼	-3.9%	4,392	0.5%	Aerospace
ASML ASML	$680,275	$38,707 ▼	-5.4%	703	0.4%	Computer and Technology
VO Vanguard Mid-Cap ETF	$680,108		0.0%	2,315	0.4%	ETF
DIS Walt Disney	$678,648	$8,244 ▲	1.2%	5,927	0.4%	Consumer Discretionary
ACN Accenture	$669,865	$96,682 ▲	16.9%	2,716	0.4%	Computer and Technology
GD General Dynamics	$662,098	$110,463 ▼	-14.3%	1,942	0.4%	Aerospace
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$642,610	$44,712 ▲	7.5%	26,445	0.4%	ETF
SBUX Starbucks	$640,143	$33,246 ▲	5.5%	7,567	0.4%	Retail/Wholesale
SCHF Schwab International Equity ETF	$634,287	$3,864 ▼	-0.6%	27,246	0.4%	ETF
TIP iShares TIPS Bond ETF	$633,843	$19,130 ▲	3.1%	5,699	0.4%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$620,622	$45,017 ▲	7.8%	24,319	0.4%	ETF
HON Honeywell International	$616,555	$616,555 ▲	New Holding	2,929	0.4%	Multi-Sector Conglomerates
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$614,199	$44,908 ▲	7.9%	25,234	0.4%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$599,283	$45,133 ▲	8.1%	25,534	0.4%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$598,471	$45,297 ▲	8.2%	27,019	0.4%	ETF
NVO Novo Nordisk A/S	$592,770	$125,635 ▲	26.9%	10,682	0.4%	Medical
ZTS Zoetis	$592,151	$35,409 ▲	6.4%	4,047	0.4%	Medical
MDT Medtronic	$565,573	$33,241 ▼	-5.6%	5,938	0.4%	Medical
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$549,810	$45,411 ▲	9.0%	25,910	0.4%	ETF
CHRW C.H. Robinson Worldwide	$536,788	$184,579 ▼	-25.6%	4,054	0.3%	Transportation
UL Unilever	$532,891	$771 ▼	-0.1%	8,989	0.3%	Consumer Staples
CL Colgate-Palmolive	$532,139	$26,379 ▲	5.2%	6,657	0.3%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$488,526	$29,524 ▼	-5.7%	21,130	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$481,746	$158,751 ▼	-24.8%	19,124	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$467,542	$15,506 ▼	-3.2%	2,563	0.3%	CL A
NFLX Netflix	$460,385	$20,382 ▼	-4.2%	384	0.3%	Consumer Discretionary
LMT Lockheed Martin	$451,785	$20,967 ▼	-4.4%	905	0.3%	Aerospace
DEO Diageo	$451,387	$32,160 ▼	-6.7%	4,730	0.3%	Consumer Staples
MA Mastercard	$430,020	$1,138 ▲	0.3%	756	0.3%	Business Services
CAT Caterpillar	$386,307	$7,154 ▲	1.9%	810	0.2%	Industrials
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$382,410	$46,474 ▼	-10.8%	7,562	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$367,048	$25,926 ▼	-6.6%	2,520	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$361,956	$5,958 ▲	1.7%	7,229	0.2%	ETF
WMT Walmart	$350,760	$12,369 ▼	-3.4%	3,403	0.2%	Retail/Wholesale
COST Costco Wholesale	$349,888	$29,620 ▼	-7.8%	378	0.2%	Retail/Wholesale
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$343,354		0.0%	15,639	0.2%	Manufacturing
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$342,407		0.0%	17,228	0.2%	Manufacturing
CVX Chevron	$334,650	$32,145 ▲	10.6%	2,155	0.2%	Energy
SCHV Schwab U.S. Large-Cap Value ETF	$324,868	$60,665 ▼	-15.7%	11,160	0.2%	ETF
VB Vanguard Small-Cap ETF	$322,484	$19,583 ▼	-5.7%	1,268	0.2%	ETF
XOM Exxon Mobil	$312,994	$12,290 ▲	4.1%	2,776	0.2%	Energy
ABBV AbbVie	$297,760	$34,036 ▲	12.9%	1,286	0.2%	Medical
UNP Union Pacific	$297,353	$9,928 ▼	-3.2%	1,258	0.2%	Transportation
VBR Vanguard Small-Cap Value ETF	$296,368	$417 ▼	-0.1%	1,420	0.2%	ETF
TJX TJX Companies	$288,791	$434 ▲	0.2%	1,998	0.2%	Retail/Wholesale
GS The Goldman Sachs Group	$286,686	$4,778 ▲	1.7%	360	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025)

About Decisionmap Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025)

About Decisionmap Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDecisionmap Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools