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

About Decisionmap Wealth Management, LLC

Investment Activity

Decisionmap Wealth Management, LLC has $145.81 million in total holdings as of June 30, 2025.
Decisionmap Wealth Management, LLC owns shares of 123 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 5.85% of the portfolio was purchased this quarter.
About 3.32% of the portfolio was sold this quarter.
This quarter, Decisionmap Wealth Management, LLC has purchased 118 new stocks and bought additional shares in 59 stocks.
Decisionmap Wealth Management, LLC sold shares of 49 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $10,378,085
SPDR Portfolio S&P 500 Growth ETF: $7,861,708
iShares Core MSCI EAFE ETF: $5,350,633
SPDR Portfolio S&P 500 Value ETF: $5,203,957
FCF US Quality ETF: $4,600,815

Largest New Holdings this Quarter

98978V103 - Zoetis: $593,312 Holding
949746101 - Wells Fargo & Company: $299,805 Holding
461202103 - Intuit: $266,219 Holding
46436E841 - iShares iBonds Dec 2027 Term Treasury ETF: $260,052 Holding
38141G104 - The Goldman Sachs Group: $250,544 Holding

Largest Purchases this Quarter

Zoetis: 3,805 shares (about $593.31K)
FIDELITY WISE ORIGIN BITCOIN: 6,085 shares (about $571.92K)
Eli Lilly and Company: 666 shares (about $519.17K)
Procter & Gamble: 3,019 shares (about $480.98K)
iShares Core S&P 500 ETF: 559 shares (about $347.07K)

Largest Sales this Quarter

Walmart: 5,174 shares (about $505.98K)
Oracle: 813 shares (about $177.73K)
Dimensional Core Fixed Income ETF: 3,933 shares (about $166.21K)
Meta Platforms: 190 shares (about $140.24K)
Tesla: 439 shares (about $139.45K)

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	$10,378,085	$347,074 ▲	3.5%	16,715	7.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$7,861,708	$227,052 ▲	3.0%	82,477	5.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,350,633	$55,597 ▼	-1.0%	64,095	3.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$5,203,957	$154,822 ▲	3.1%	99,426	3.6%	ETF
TTAC FCF US Quality ETF	$4,600,815	$188,222 ▲	4.3%	65,020	3.2%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$4,414,065	$64,684 ▲	1.5%	116,282	3.0%	ETF
MSFT Microsoft	$3,925,099	$67,648 ▲	1.8%	7,891	2.7%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$3,775,113	$154,217 ▲	4.3%	62,887	2.6%	ETF
DFCF Dimensional Core Fixed Income ETF	$3,689,340	$166,209 ▼	-4.3%	87,301	2.5%	ETF
VOO Vanguard S&P 500 ETF	$3,564,078	$132,929 ▼	-3.6%	6,274	2.4%	ETF
NVDA NVIDIA	$3,489,966	$58,298 ▲	1.7%	22,090	2.4%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN	$3,411,615	$571,923 ▲	20.1%	36,298	2.3%	SHS
AAPL Apple	$3,006,062	$132,741 ▼	-4.2%	14,652	2.1%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,965,782	$42,854 ▼	-1.4%	29,897	2.0%	Finance
KO CocaCola	$2,721,470	$9,198 ▲	0.3%	38,466	1.9%	Consumer Staples
BINC iShares Flexible Income Active ETF	$2,555,501	$9,458 ▲	0.4%	48,363	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,542,042	$153,550 ▲	6.4%	23,260	1.7%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,301,692	$75,284 ▲	3.4%	24,520	1.6%	ETF
MBB iShares MBS ETF	$2,267,444	$22,815 ▼	-1.0%	24,150	1.6%	ETF
FBND Fidelity Total Bond ETF	$2,114,245	$26,901 ▼	-1.3%	46,213	1.5%	ETF
VTI Vanguard Total Stock Market ETF	$1,919,494	$111,839 ▼	-5.5%	6,316	1.3%	ETF
BRK.B Berkshire Hathaway	$1,870,943	$25,257 ▼	-1.3%	3,852	1.3%	Finance
AMZN Amazon.com	$1,612,368	$87,760 ▼	-5.2%	7,349	1.1%	Retail/Wholesale
META Meta Platforms	$1,487,251	$140,237 ▼	-8.6%	2,015	1.0%	Computer and Technology
IYW iShares U.S. Technology ETF	$1,475,741	$59,605 ▲	4.2%	8,517	1.0%	Manufacturing
PG Procter & Gamble	$1,458,553	$480,980 ▲	49.2%	9,155	1.0%	Consumer Staples
DFSD Dimensional Short-Duration Fixed Income ETF	$1,389,217	$119,641 ▼	-7.9%	28,936	1.0%	ETF
GOOGL Alphabet	$1,379,408	$90,938 ▲	7.1%	7,827	0.9%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$1,353,061	$19,862 ▲	1.5%	13,148	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$1,280,132	$21,472 ▲	1.7%	24,444	0.9%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$1,265,094	$18,092 ▼	-1.4%	13,006	0.9%	Finance
V Visa	$1,246,274	$22,724 ▼	-1.8%	3,510	0.9%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,187,153	$20,365 ▲	1.7%	22,501	0.8%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$1,147,687	$9,266 ▼	-0.8%	1,858	0.8%	Finance
MSTR MicroStrategy	$1,147,609	$8,893 ▲	0.8%	2,839	0.8%	Computer and Technology
ROL Rollins	$1,061,655		0.0%	18,817	0.7%	Construction
SCHG Schwab U.S. Large-Cap Growth ETF	$1,055,357	$13,583 ▼	-1.3%	36,130	0.7%	ETF
LLY Eli Lilly and Company	$985,326	$519,167 ▲	111.4%	1,264	0.7%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$967,220	$78,190 ▲	8.8%	10,960	0.7%	ETF
AVGO Broadcom	$961,940	$31,422 ▲	3.4%	3,490	0.7%	Computer and Technology
HD Home Depot	$960,178	$40,328 ▲	4.4%	2,619	0.7%	Retail/Wholesale
PCAR PACCAR	$951,265	$2,186 ▼	-0.2%	10,007	0.7%	Auto/Tires/Trucks
ORCL Oracle	$916,407	$177,729 ▼	-16.2%	4,192	0.6%	Computer and Technology
MUB iShares National Muni Bond ETF	$876,587	$1,672 ▼	-0.2%	8,390	0.6%	ETF
JPM JPMorgan Chase & Co.	$871,759	$14,495 ▲	1.7%	3,007	0.6%	Finance
JNJ Johnson & Johnson	$858,436	$30,244 ▼	-3.4%	5,620	0.6%	Medical
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$825,471	$18,238 ▼	-2.2%	33,312	0.6%	ETF
BNL Broadstone Net Lease	$816,014	$78,838 ▼	-8.8%	50,842	0.6%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$814,681	$35,871 ▲	4.6%	10,538	0.6%	Manufacturing
SCHB Schwab US Broad Market ETF	$811,173	$2,073 ▼	-0.3%	34,040	0.6%	ETF
TSLA Tesla	$796,691	$139,453 ▼	-14.9%	2,508	0.5%	Auto/Tires/Trucks
ISHARES BITCOIN TRUST ETF	$767,471	$48,786 ▲	6.8%	12,538	0.5%	SHS BEN INT
VTV Vanguard Value ETF	$749,024	$34,641 ▼	-4.4%	4,238	0.5%	ETF
DIS Walt Disney	$726,109	$45,886 ▼	-5.9%	5,855	0.5%	Consumer Discretionary
ADBE Adobe	$700,833	$44,866 ▲	6.8%	1,812	0.5%	Computer and Technology
ACN Accenture	$694,610	$44,833 ▲	6.9%	2,324	0.5%	Computer and Technology
RTX RTX	$667,443	$97,977 ▼	-12.8%	4,571	0.5%	Aerospace
GD General Dynamics	$660,966	$24,502 ▲	3.8%	2,266	0.5%	Aerospace
SBUX Starbucks	$657,348	$26,572 ▲	4.2%	7,174	0.5%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$647,902		0.0%	2,315	0.4%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$640,239	$126,582 ▲	24.6%	25,426	0.4%	ETF
GOOG Alphabet	$628,670	$7,983 ▼	-1.3%	3,544	0.4%	Computer and Technology
TIP iShares TIPS Bond ETF	$608,191	$27,180 ▲	4.7%	5,527	0.4%	ETF
SCHF Schwab International Equity ETF	$605,805	$19,536 ▼	-3.1%	27,412	0.4%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$596,667	$147,027 ▲	32.7%	24,605	0.4%	ETF
ASML ASML	$595,135	$2,403 ▼	-0.4%	743	0.4%	Computer and Technology
ZTS Zoetis	$593,312	$593,312 ▲	New Holding	3,805	0.4%	Medical
NVO Novo Nordisk A/S	$581,019	$72,610 ▲	14.3%	8,418	0.4%	Medical
CL Colgate-Palmolive	$575,138	$7,818 ▲	1.4%	6,327	0.4%	Consumer Staples
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$573,349	$148,224 ▲	34.9%	22,555	0.4%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$567,654	$147,611 ▲	35.1%	23,389	0.4%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$550,845	$148,752 ▲	37.0%	23,611	0.4%	ETF
UL Unilever	$550,672	$41,536 ▼	-7.0%	9,002	0.4%	Consumer Staples
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$548,929	$145,903 ▲	36.2%	24,974	0.4%	ETF
MDT Medtronic	$548,064	$15,691 ▲	2.9%	6,287	0.4%	Medical
NFLX Netflix	$536,991	$18,748 ▲	3.6%	401	0.4%	Consumer Discretionary
CHRW C.H. Robinson Worldwide	$522,710	$58,047 ▲	12.5%	5,448	0.4%	Transportation
GOVT iShares U.S. Treasury Bond ETF	$514,913	$4,366 ▲	0.9%	22,407	0.4%	ETF
DEO Diageo	$510,960	$79,462 ▲	18.4%	5,067	0.4%	Consumer Staples
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$500,121	$150,142 ▲	42.9%	23,770	0.3%	ETF
LMT Lockheed Martin	$438,594	$7,410 ▼	-1.7%	947	0.3%	Aerospace
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$425,492	$44,802 ▲	11.8%	8,481	0.3%	ETF
MA Mastercard	$423,703	$6,743 ▼	-1.6%	754	0.3%	Business Services
COST Costco Wholesale	$405,875	$10,889 ▼	-2.6%	410	0.3%	Retail/Wholesale
SCHV Schwab U.S. Large-Cap Value ETF	$366,461		0.0%	13,244	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$364,318	$135 ▲	0.0%	2,698	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$360,975	$89,290 ▼	-19.8%	2,648	0.2%	CL A
VTEB Vanguard Tax-Exempt Bond ETF	$348,603	$62,513 ▲	21.9%	7,110	0.2%	ETF
WMT Walmart	$344,523	$505,978 ▼	-59.5%	3,523	0.2%	Retail/Wholesale
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$342,807	$59,644 ▲	21.1%	15,639	0.2%	Manufacturing
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$341,804	$60,195 ▲	21.4%	17,228	0.2%	Manufacturing
IBM International Business Machines	$338,997	$67,210 ▼	-16.5%	1,150	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$318,791	$17,302 ▼	-5.1%	1,345	0.2%	ETF
CAT Caterpillar	$308,477	$3,492 ▲	1.1%	795	0.2%	Industrials
WFC Wells Fargo & Company	$299,805	$299,805 ▲	New Holding	3,742	0.2%	Finance
UNP Union Pacific	$299,104	$18,176 ▼	-5.7%	1,300	0.2%	Transportation
XOM Exxon Mobil	$287,503	$11,750 ▼	-3.9%	2,667	0.2%	Energy
SYK Stryker	$287,227	$7,121 ▼	-2.4%	726	0.2%	Medical
LINDE PLC	$280,570	$41,757 ▲	17.5%	598	0.2%	SHS
IGEB iShares Investment Grade Systematic Bond ETF	$280,138	$16,222 ▼	-5.5%	6,165	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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