Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2026) About Decisionmap Wealth Management, LLCInvestment ActivityDecisionmap Wealth Management, LLC has $154.54 million in total holdings as of March 31, 2026.Decisionmap Wealth Management, LLC owns shares of 129 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 7.22% of the portfolio was purchased this quarter.About 8.54% of the portfolio was sold this quarter.This quarter, Decisionmap Wealth Management, LLC has purchased 134 new stocks and bought additional shares in 44 stocks.Decisionmap Wealth Management, LLC sold shares of 69 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,681,152SPDR Portfolio S&P 500 Growth ETF $8,762,003iShares Core MSCI EAFE ETF $6,654,797SPDR Portfolio S&P 500 Value ETF $4,774,206iShares Currency Hedged MSCI EAFE ETF $4,669,989 Largest New Holdings this Quarter 46434V621 - iShares Core Dividend Growth ETF $1,558,417 Holding921937835 - Vanguard Total Bond Market ETF $984,346 Holding713448108 - PepsiCo $604,551 Holding194162103 - Colgate-Palmolive $562,481 Holding921943858 - Vanguard FTSE Developed Markets ETF $224,600 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 22,206 shares (about $1.56M)iShares Core S&P Mid-Cap ETF 16,558 shares (about $1.12M)iShares Flexible Income Active ETF 19,839 shares (about $1.03M)Vanguard Total Bond Market ETF 13,367 shares (about $984.35K)Fidelity Total Bond ETF 16,544 shares (about $754.73K) Largest Sales this Quarter FCF US Quality ETF 33,477 shares (about $2.38M)iShares MSCI USA Min Vol Factor ETF 13,402 shares (about $1.24M)iShares Core U.S. Aggregate Bond ETF 6,693 shares (about $664.40K)iShares 0-5 Year TIPS Bond ETF 5,573 shares (about $576.44K)WALMART INC 4,114 shares (about $511.25K) 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$13,681,152$145,669 ▲1.1%20,9448.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,762,003$38,283 ▲0.4%89,4905.7%ETFIEFAiShares Core MSCI EAFE ETF$6,654,797$238,185 ▲3.7%73,5094.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,774,206$12,787 ▼-0.3%84,3803.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,669,989$143,591 ▼-3.0%109,8953.0%ETFNVDANVIDIA$4,491,397$41,508 ▲0.9%25,7532.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$4,489,834$213,925 ▼-4.5%64,3702.9%ETFAAPLApple$4,077,613$342,360 ▲9.2%16,0672.6%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$4,049,996$454,794 ▲12.7%95,9262.6%ETFFBNDFidelity Total Bond ETF$3,825,860$754,734 ▲24.6%83,8642.5%ETFBINCiShares Flexible Income Active ETF$3,751,144$1,030,234 ▲37.9%72,2352.4%ETFFIDELITY WISE ORIGIN BITCOIN$3,595,434$277,970 ▲8.4%60,9092.3%SHSVOOVanguard S&P 500 ETF$3,585,571$163,143 ▼-4.4%6,0002.3%ETFMSFTMicrosoft$2,818,983$81,071 ▼-2.8%7,6151.8%Computer and TechnologyKOCocaCola$2,675,591$160,009 ▼-5.6%35,1821.7%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$2,601,622$664,402 ▼-20.3%26,2081.7%FinanceMBBiShares MBS ETF$2,338,920$190,946 ▲8.9%24,6331.5%ETFGOOGLAlphabet$1,940,038$72,460 ▼-3.6%6,7471.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,915,782$118,694 ▼-5.8%5,9721.2%ETFBRK.BBerkshire Hathaway$1,820,720$39,768 ▼-2.1%3,8001.2%FinanceTCW ETF TRUST$1,789,900$408,075 ▲29.5%18,3081.2%TRANSFORM SYSTEMDGROiShares Core Dividend Growth ETF$1,558,417$1,558,417 ▲New Holding22,2061.0%ETFAMZNAmazon.com$1,515,024$32,283 ▼-2.1%7,2741.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,420,616$150,291 ▼-9.6%11,4280.9%ETFXLFFinancial Select Sector SPDR Fund$1,420,344$81,807 ▲6.1%28,7690.9%ETFFIDELITY COVINGTON TRUST$1,418,122$12,046 ▲0.9%37,3190.9%ENHANCED SMALLDFSDDimensional Short-Duration Fixed Income ETF$1,398,814$82,306 ▲6.3%29,2150.9%ETFIJHiShares Core S&P Mid-Cap ETF$1,388,214$1,118,162 ▲414.1%20,5570.9%ETFMETAMeta Platforms$1,221,498$46,915 ▲4.0%2,1350.8%Computer and TechnologyPGProcter & Gamble$1,207,986$68,178 ▼-5.3%8,3630.8%Consumer StaplesJNJJohnson & Johnson$1,178,089$75,280 ▼-6.0%4,8200.8%MedicalPCARPACCAR$1,160,082$2,195 ▲0.2%10,0440.8%Auto/Tires/TrucksGOOGAlphabet$1,133,384$116,178 ▲11.4%3,9510.7%Computer and TechnologyAVGOBroadcom$1,120,338$50,756 ▼-4.3%3,6200.7%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$1,090,059$17,517 ▲1.6%11,3880.7%FinanceVVisa$1,019,326$14,506 ▲1.4%3,3730.7%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$1,016,783$47,103 ▼-4.4%34,9050.7%ETFROLRollins$1,008,861$3,846 ▲0.4%18,8890.7%ConstructionBNDVanguard Total Bond Market ETF$984,346$984,346 ▲New Holding13,3670.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$983,027$21,353 ▲2.2%9,7600.6%ETFLLYEli Lilly and Company$975,097$83,711 ▼-7.9%1,0600.6%MedicalJPMJPMorgan Chase & Co.$964,551$66,186 ▲7.4%3,2790.6%FinanceTSLATesla$953,167$13,011 ▼-1.3%2,5640.6%Auto/Tires/TrucksSTIPiShares 0-5 Year TIPS Bond ETF$952,533$576,443 ▼-37.7%9,2090.6%ETFIXUSiShares Core MSCI Total International Stock ETF$934,616$13,170 ▲1.4%10,7870.6%ManufacturingMUBiShares National Muni Bond ETF$904,186$19,213 ▼-2.1%8,5180.6%ETFSPYSPDR S&P 500 ETF Trust$891,865$294,036 ▼-24.8%1,3710.6%FinanceSCHBSchwab US Broad Market ETF$863,791$10,517 ▼-1.2%34,4140.6%ETFTTACFCF US Quality ETF$817,128$2,381,594 ▼-74.5%11,4860.5%ETFHDHome Depot$790,051$14,801 ▼-1.8%2,4020.5%Retail/WholesaleBLACKROCK ETF TRUST$767,438$29,227 ▲4.0%23,2910.5%ISHARES A I INNOISHARES BITCOIN TRUST ETF$751,2010.0%19,5520.5%SHS BEN INTBNLBroadstone Net Lease$750,422$218,290 ▼-22.5%41,0740.5%FinanceVTVVanguard Value ETF$728,883$81,031 ▼-10.0%3,7150.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$722,549$16,774 ▲2.4%29,8080.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$721,349$11,500 ▲1.6%28,4780.5%ETFRTXRTX$713,653$57,478 ▼-7.5%3,7000.5%AerospaceIBDUiShares iBonds Dec 2029 Term Corporate ETF$710,430$22,795 ▲3.3%30,5430.5%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$710,265$25,327 ▲3.7%32,4470.5%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$705,510$220,050 ▼-23.8%28,4480.5%ETFACNAccenture$694,868$203,661 ▲41.5%3,5040.4%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$670,111$14,156 ▼-2.1%27,6450.4%ETFTIPiShares TIPS Bond ETF$668,581$14,458 ▼-2.1%6,0580.4%ETFSCHFSchwab International Equity ETF$658,548$31,136 ▼-4.5%26,6080.4%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$636,293$607 ▲0.1%30,4010.4%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$636,071$305,262 ▲92.3%25,1710.4%ETFHONHoneywell International$630,265$56,516 ▼-8.2%2,7880.4%Multi-Sector ConglomeratesVOVanguard Mid-Cap ETF$622,417$42,509 ▼-6.4%2,1670.4%ETFPEPPepsiCo$604,551$604,551 ▲New Holding3,8930.4%Consumer StaplesASMLASML$598,031$130,696 ▼-17.9%4530.4%Computer and TechnologyGDGeneral Dynamics$597,985$57,327 ▼-8.7%1,7420.4%AerospaceSBUXStarbucks$595,838$57,066 ▼-8.7%6,6510.4%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$563,792$74,687 ▲15.3%24,6090.4%ETFCATCaterpillar$563,660$4,957 ▼-0.9%7960.4%IndustrialsCLColgate-Palmolive$562,481$562,481 ▲New Holding6,6000.4%Consumer StaplesDISWalt Disney$560,416$39,417 ▼-6.6%5,8150.4%Consumer DiscretionaryLMTLockheed Martin$527,028$108,186 ▲25.8%8720.3%AerospaceCHRWC.H. Robinson Worldwide$519,642$41,684 ▼-7.4%3,1290.3%TransportationWALMART INC$502,671$511,246 ▼-50.4%4,0450.3%COMXOMExxonMobil$488,790$6,786 ▲1.4%2,8810.3%EnergyMDTMedtronic$468,720$38,822 ▼-7.6%5,4090.3%MedicalUNILEVER PLC$464,306$3,988 ▼-0.9%8,1500.3%SPON ADR NEWUSMViShares MSCI USA Min Vol Factor ETF$452,407$1,242,960 ▼-73.3%4,8780.3%ETFPALANTIR TECHNOLOGIES INC$435,914$53,831 ▲14.1%2,9800.3%CL ACOSTCostco Wholesale$422,486$15,943 ▲3.9%4240.3%Retail/WholesaleCVXChevron$412,766$29,587 ▼-6.7%1,9950.3%EnergyDEODiageo$410,023$1,861 ▲0.5%5,5070.3%Consumer StaplesMAMastercard$393,232$43,470 ▲12.4%7870.3%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$389,752$41,739 ▲12.0%2,7360.3%ETFNVONovo Nordisk A/S$360,939$56,267 ▼-13.5%9,8210.2%MedicalSGOViShares 0-3 Month Treasury Bond ETF$359,7590.0%3,5740.2%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$345,7090.0%15,8270.2%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$345,1390.0%17,5020.2%ManufacturingVBVanguard Small-Cap ETF$344,484$18,338 ▲5.6%1,3150.2%ETFMSTRStrategy$342,950$4,618 ▼-1.3%2,7480.2%Computer and TechnologyIBTLiShares iBonds Dec 2031 Term Treasury ETF$341,0900.0%16,7210.2%ETFVTEBVanguard Tax-Exempt Bond ETF$334,463$42,456 ▼-11.3%6,7040.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$331,627$21,289 ▼-6.0%10,8730.2%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$324,192$53,376 ▼-14.1%6,4260.2%ETFTJXTJX Companies$314,130$9,263 ▼-2.9%1,9670.2%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
