Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025) About Decisionmap Wealth Management, LLCInvestment ActivityDecisionmap 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 $10,378,085SPDR Portfolio S&P 500 Growth ETF $7,861,708iShares Core MSCI EAFE ETF $5,350,633SPDR Portfolio S&P 500 Value ETF $5,203,957FCF US Quality ETF $4,600,815 Largest New Holdings this Quarter 98978V103 - Zoetis $593,312 Holding949746101 - Wells Fargo & Company $299,805 Holding461202103 - Intuit $266,219 Holding46436E841 - iShares iBonds Dec 2027 Term Treasury ETF $260,052 Holding38141G104 - 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 TimeMap of 500 Largest Holdings ofDecisionmap Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$10,378,085$347,074 ▲3.5%16,7157.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,861,708$227,052 ▲3.0%82,4775.4%ETFIEFAiShares Core MSCI EAFE ETF$5,350,633$55,597 ▼-1.0%64,0953.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,203,957$154,822 ▲3.1%99,4263.6%ETFTTACFCF US Quality ETF$4,600,815$188,222 ▲4.3%65,0203.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,414,065$64,684 ▲1.5%116,2823.0%ETFMSFTMicrosoft$3,925,099$67,648 ▲1.8%7,8912.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$3,775,113$154,217 ▲4.3%62,8872.6%ETFDFCFDimensional Core Fixed Income ETF$3,689,340$166,209 ▼-4.3%87,3012.5%ETFVOOVanguard S&P 500 ETF$3,564,078$132,929 ▼-3.6%6,2742.4%ETFNVDANVIDIA$3,489,966$58,298 ▲1.7%22,0902.4%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$3,411,615$571,923 ▲20.1%36,2982.3%SHSAAPLApple$3,006,062$132,741 ▼-4.2%14,6522.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,965,782$42,854 ▼-1.4%29,8972.0%FinanceKOCocaCola$2,721,470$9,198 ▲0.3%38,4661.9%Consumer StaplesBINCiShares Flexible Income Active ETF$2,555,501$9,458 ▲0.4%48,3631.8%ETFIJRiShares Core S&P Small-Cap ETF$2,542,042$153,550 ▲6.4%23,2601.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,301,692$75,284 ▲3.4%24,5201.6%ETFMBBiShares MBS ETF$2,267,444$22,815 ▼-1.0%24,1501.6%ETFFBNDFidelity Total Bond ETF$2,114,245$26,901 ▼-1.3%46,2131.5%ETFVTIVanguard Total Stock Market ETF$1,919,494$111,839 ▼-5.5%6,3161.3%ETFBRK.BBerkshire Hathaway$1,870,943$25,257 ▼-1.3%3,8521.3%FinanceAMZNAmazon.com$1,612,368$87,760 ▼-5.2%7,3491.1%Retail/WholesaleMETAMeta Platforms$1,487,251$140,237 ▼-8.6%2,0151.0%Computer and TechnologyIYWiShares U.S. Technology ETF$1,475,741$59,605 ▲4.2%8,5171.0%ManufacturingPGProcter & Gamble$1,458,553$480,980 ▲49.2%9,1551.0%Consumer StaplesDFSDDimensional Short-Duration Fixed Income ETF$1,389,217$119,641 ▼-7.9%28,9361.0%ETFGOOGLAlphabet$1,379,408$90,938 ▲7.1%7,8270.9%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,353,061$19,862 ▲1.5%13,1480.9%ETFXLFFinancial Select Sector SPDR Fund$1,280,132$21,472 ▲1.7%24,4440.9%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,265,094$18,092 ▼-1.4%13,0060.9%FinanceVVisa$1,246,274$22,724 ▼-1.8%3,5100.9%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,187,153$20,365 ▲1.7%22,5010.8%ManufacturingSPYSPDR S&P 500 ETF Trust$1,147,687$9,266 ▼-0.8%1,8580.8%FinanceMSTRStrategy$1,147,609$8,893 ▲0.8%2,8390.8%Computer and TechnologyROLRollins$1,061,6550.0%18,8170.7%ConstructionSCHGSchwab U.S. Large-Cap Growth ETF$1,055,357$13,583 ▼-1.3%36,1300.7%ETFLLYEli Lilly and Company$985,326$519,167 ▲111.4%1,2640.7%MedicalTLTiShares 20+ Year Treasury Bond ETF$967,220$78,190 ▲8.8%10,9600.7%ETFAVGOBroadcom$961,940$31,422 ▲3.4%3,4900.7%Computer and TechnologyHDHome Depot$960,178$40,328 ▲4.4%2,6190.7%Retail/WholesalePCARPACCAR$951,265$2,186 ▼-0.2%10,0070.7%Auto/Tires/TrucksORCLOracle$916,407$177,729 ▼-16.2%4,1920.6%Computer and TechnologyMUBiShares National Muni Bond ETF$876,587$1,672 ▼-0.2%8,3900.6%ETFJPMJPMorgan Chase & Co.$871,759$14,495 ▲1.7%3,0070.6%FinanceJNJJohnson & Johnson$858,436$30,244 ▼-3.4%5,6200.6%MedicalHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$825,471$18,238 ▼-2.2%33,3120.6%ETFBNLBroadstone Net Lease$816,014$78,838 ▼-8.8%50,8420.6%FinanceIXUSiShares Core MSCI Total International Stock ETF$814,681$35,871 ▲4.6%10,5380.6%ManufacturingSCHBSchwab US Broad Market ETF$811,173$2,073 ▼-0.3%34,0400.6%ETFTSLATesla$796,691$139,453 ▼-14.9%2,5080.5%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$767,471$48,786 ▲6.8%12,5380.5%SHS BEN INTVTVVanguard Value ETF$749,024$34,641 ▼-4.4%4,2380.5%ETFDISWalt Disney$726,109$45,886 ▼-5.9%5,8550.5%Consumer DiscretionaryADBEAdobe$700,833$44,866 ▲6.8%1,8120.5%Computer and TechnologyACNAccenture$694,610$44,833 ▲6.9%2,3240.5%Computer and TechnologyRTXRTX$667,443$97,977 ▼-12.8%4,5710.5%AerospaceGDGeneral Dynamics$660,966$24,502 ▲3.8%2,2660.5%AerospaceSBUXStarbucks$657,348$26,572 ▲4.2%7,1740.5%Retail/WholesaleVOVanguard Mid-Cap ETF$647,9020.0%2,3150.4%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$640,239$126,582 ▲24.6%25,4260.4%ETFGOOGAlphabet$628,670$7,983 ▼-1.3%3,5440.4%Computer and TechnologyTIPiShares TIPS Bond ETF$608,191$27,180 ▲4.7%5,5270.4%ETFSCHFSchwab International Equity ETF$605,805$19,536 ▼-3.1%27,4120.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$596,667$147,027 ▲32.7%24,6050.4%ETFASMLASML$595,135$2,403 ▼-0.4%7430.4%Computer and TechnologyZTSZoetis$593,312$593,312 ▲New Holding3,8050.4%MedicalNVONovo Nordisk A/S$581,019$72,610 ▲14.3%8,4180.4%MedicalCLColgate-Palmolive$575,138$7,818 ▲1.4%6,3270.4%Consumer StaplesIBDTiShares iBonds Dec 2028 Term Corporate ETF$573,349$148,224 ▲34.9%22,5550.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$567,654$147,611 ▲35.1%23,3890.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$550,845$148,752 ▲37.0%23,6110.4%ETFULUnilever$550,672$41,536 ▼-7.0%9,0020.4%Consumer StaplesIBDViShares iBonds Dec 2030 Term Corporate ETF$548,929$145,903 ▲36.2%24,9740.4%ETFMDTMedtronic$548,064$15,691 ▲2.9%6,2870.4%MedicalNFLXNetflix$536,991$18,748 ▲3.6%4010.4%Consumer DiscretionaryCHRWC.H. Robinson Worldwide$522,710$58,047 ▲12.5%5,4480.4%TransportationGOVTiShares U.S. Treasury Bond ETF$514,913$4,366 ▲0.9%22,4070.4%ETFDEODiageo$510,960$79,462 ▲18.4%5,0670.4%Consumer StaplesIBDWiShares iBonds Dec 2031 Term Corporate ETF$500,121$150,142 ▲42.9%23,7700.3%ETFLMTLockheed Martin$438,594$7,410 ▼-1.7%9470.3%AerospaceSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$425,492$44,802 ▲11.8%8,4810.3%ETFMAMastercard$423,703$6,743 ▼-1.6%7540.3%Business ServicesCOSTCostco Wholesale$405,875$10,889 ▼-2.6%4100.3%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$366,4610.0%13,2440.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$364,318$135 ▲0.0%2,6980.2%ETFPALANTIR TECHNOLOGIES INC$360,975$89,290 ▼-19.8%2,6480.2%CL AVTEBVanguard Tax-Exempt Bond ETF$348,603$62,513 ▲21.9%7,1100.2%ETFWMTWalmart$344,523$505,978 ▼-59.5%3,5230.2%Retail/WholesaleIBTJiShares iBonds Dec 2029 Term Treasury ETF$342,807$59,644 ▲21.1%15,6390.2%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$341,804$60,195 ▲21.4%17,2280.2%ManufacturingIBMInternational Business Machines$338,997$67,210 ▼-16.5%1,1500.2%Computer and TechnologyVBVanguard Small-Cap ETF$318,791$17,302 ▼-5.1%1,3450.2%ETFCATCaterpillar$308,477$3,492 ▲1.1%7950.2%IndustrialsWFCWells Fargo & Company$299,805$299,805 ▲New Holding3,7420.2%FinanceUNPUnion Pacific$299,104$18,176 ▼-5.7%1,3000.2%TransportationXOMExxon Mobil$287,503$11,750 ▼-3.9%2,6670.2%EnergySYKStryker$287,227$7,121 ▼-2.4%7260.2%MedicalLINDE PLC$280,570$41,757 ▲17.5%5980.2%SHSIGEBiShares Investment Grade Systematic Bond ETF$280,138$16,222 ▼-5.5%6,1650.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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