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Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2026)

About Decisionmap Wealth Management, LLC

Investment Activity

  • Decisionmap Wealth Management, LLC has $182.58 million in total holdings as of September 30, 2026.
  • Decisionmap Wealth Management, LLC owns shares of 139 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 4.59% of the portfolio was purchased this quarter.
  • About 3.51% of the portfolio was sold this quarter.
  • This quarter, Decisionmap Wealth Management, LLC has purchased 145 new stocks and bought additional shares in 56 stocks.
  • Decisionmap Wealth Management, LLC sold shares of 65 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

808524607 - Schwab US Small-Cap ETF
$289,127 Holding
46436E296 - iShares iBonds Dec 2032 Term Treasury ETF
$201,255 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF
24,662 shares (about $1.51M)
iShares 10-20 Year Treasury Bond ETF
9,446 shares (about $870.64K)
iShares 0-5 Year TIPS Bond ETF
7,797 shares (about $777.36K)
iShares Core S&P 500 ETF
808 shares (about $618.80K)
Fidelity Total Bond ETF
10,784 shares (about $466.95K)

Largest Sales this Quarter

Financial Select Sector SPDR Fund
16,201 shares (about $865.16K)
iShares Flexible Income Active ETF
11,831 shares (about $600.90K)
iShares MBS ETF
6,111 shares (about $547.67K)
NVIDIA
1,415 shares (about $323.15K)
FCF US Quality ETF
1,742 shares (about $139.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDecisionmap Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,137,299$618,802 ▲3.7%22,3779.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,518,380$192,006 ▲1.7%93,5846.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,906,888$458,535 ▲6.2%81,6154.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,913,945$1,507,592 ▲27.9%113,1023.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,016,352$323,153 ▼-5.1%26,3443.3%Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$5,502,906$213,904 ▲4.0%118,6233.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,494,367$141,299 ▲2.6%67,6983.0%ETF
Apple Inc. stock logo
AAPL
Apple
$5,297,699$126,215 ▼-2.3%15,9082.9%Technology
FIDELITY WISE ORIGIN BITCOIN
$4,888,587$138,669 ▲2.9%67,2992.7%SHS
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,780,298$3,611 ▼-0.1%119,1502.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$4,511,427$466,947 ▲11.5%104,1902.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,137,901$37,847 ▲0.9%5,9042.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,106,612$50,262 ▼-1.2%8,0072.2%Technology
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$3,441,429$600,897 ▼-14.9%67,7581.9%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$3,056,443$14,117 ▲0.5%35,5071.7%Consumer Staples
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,639,651$41,219 ▲1.6%27,9211.4%ETF
TCW ETF TRUST
$2,396,525$336,410 ▲16.3%22,7821.3%TRANS SYSTE ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,256,116$18,336 ▲0.8%6,0291.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,199,581$40,255 ▼-1.8%6,3931.2%Communication Services
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,047,291$208,529 ▲11.3%27,1561.1%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,900,269$870,638 ▲84.6%20,6171.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,888,887$9,717 ▼-0.5%7,5811.0%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,847,643$21,913 ▼-1.2%3,7101.0%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,783,438$547,668 ▼-23.5%19,9001.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,757,379$170,306 ▲10.7%24,4251.0%ETF
FIDELITY COVINGTON TRUST
$1,749,139$4,630 ▼-0.3%38,9131.0%ENHANCED SML CAP
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,726,306$777,361 ▲81.9%17,3150.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,659,937$68,167 ▲4.3%2,2890.9%Communication Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,508,175$25,576 ▼-1.7%11,0860.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,455,301$52,474 ▼-3.5%4,2710.8%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$1,453,475$113,778 ▼-7.3%4,1390.8%Technology
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,430,873$3,532 ▼-0.2%30,7900.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,288,796$221,744 ▲20.8%18,3720.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,219,824$13,510 ▼-1.1%33,9500.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,167,168$45,324 ▼-3.7%3,5280.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,161,868$6,618 ▲0.6%4,3890.6%Healthcare
Visa Inc. stock logo
V
Visa
$1,142,630$24,434 ▼-2.1%3,1800.6%Finance
BLACKROCK ETF TRUST
$1,132,041$8,400 ▲0.7%23,9890.6%ISHA I IN TE ETF
PACCAR Inc. stock logo
PCAR
PACCAR
$1,102,1630.0%10,0370.6%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,086,255$96,611 ▼-8.2%7,4770.6%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,063,626$26,620 ▼-2.4%9190.6%Healthcare
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,058,860$12,206 ▲1.2%1,3880.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$968,783$29,515 ▼-3.0%33,0530.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$949,826$19,515 ▲2.1%2,6770.5%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$945,206$2,414 ▲0.3%19,9660.5%SHS BEN INT
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$921,233$10,544 ▼-1.1%9,6980.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$846,762$67,102 ▲8.6%7950.5%Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$845,297$50,146 ▼-5.6%8,3610.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$805,546$5,834 ▲0.7%3,7280.4%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$783,8070.0%32,4960.4%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$780,1120.0%32,1830.4%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$775,209$49,571 ▼-6.0%31,0580.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$768,971$95,200 ▲14.1%9,8060.4%ETF
Broadstone Net Lease, Inc. stock logo
BNL
Broadstone Net Lease
$759,8690.0%41,0740.4%Real Estate
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$755,209$865,163 ▼-53.4%14,1420.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$732,726$30,795 ▲4.4%7,0430.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$729,270$8,845 ▼-1.2%26,5480.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$695,571$80,752 ▲13.1%1,1370.4%Technology
TTAC
FCF US Quality ETF
$690,798$139,943 ▼-16.8%8,5990.4%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$686,4410.0%30,2530.4%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$679,3970.0%32,1380.4%ETF
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$667,651$23 ▼0.0%28,4470.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$650,751$14,587 ▲2.3%8030.4%Industrials
RTX Corporation stock logo
RTX
RTX
$637,467$57,732 ▼-8.3%3,4340.3%Industrials
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$603,3650.0%30,0780.3%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$599,4150.0%24,9030.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$588,566$61,678 ▼-9.5%5,6110.3%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$584,995$66,296 ▼-10.2%2,0560.3%Consumer Discretionary
Rollins, Inc. stock logo
ROL
Rollins
$565,955$452 ▼-0.1%18,7900.3%Industrials
PALANTIR TECHNOLOGIES INC
$561,150$15,712 ▲2.9%3,0000.3%CL A
Invesco QQQ stock logo
QQQ
Invesco QQQ
$560,271$141,363 ▲33.7%7570.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$537,565$44,323 ▼-7.6%1,3220.3%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$528,674$45,263 ▼-7.9%2920.3%Technology
General Dynamics Corporation stock logo
GD
General Dynamics
$526,590$29,863 ▼-5.4%1,5870.3%Industrials
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$496,908$15,200 ▲3.2%22,7210.3%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$487,264$41,999 ▼-7.9%5,1860.3%Consumer Discretionary
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$484,712$25,506 ▼-5.0%5,2260.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$477,953$101,281 ▲26.9%1,6800.3%ETF
EXXONMOBIL HOLDINGS CORP
$474,416$10,090 ▲2.2%2,9150.3%COM SHS
UNILEVER PLC
$468,639$33,765 ▼-6.7%7,7170.3%SPON ADR NEW
Medtronic PLC stock logo
MDT
Medtronic
$458,236$31,585 ▼-6.4%5,3100.3%Healthcare
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$455,394$166 ▲0.0%2,7390.2%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$450,334$35,409 ▼-7.3%5,2780.2%Consumer Staples
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$441,311$104,806 ▲31.1%2,9770.2%ETF
Diageo plc stock logo
DEO
Diageo
$438,031$33,984 ▼-7.2%5,1170.2%Consumer Staples
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$430,9100.0%20,3020.2%ETF
HONEYWELL INTL INC
$428,929$69,835 ▼-14.0%2,0330.2%COM
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$427,0470.0%22,4880.2%ETF
Strategy Inc stock logo
MSTR
Strategy
$425,590$4,899 ▼-1.1%2,7800.2%Technology
iShares iBonds Dec 2031 Term Treasury ETF stock logo
IBTL
iShares iBonds Dec 2031 Term Treasury ETF
$424,349$4,244 ▲1.0%21,7950.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$421,898$1,634 ▲0.4%2,0660.2%Energy
WALMART INC
$399,746$14,340 ▼-3.5%3,8470.2%COM
Mastercard Incorporated stock logo
MA
Mastercard
$395,955$551 ▼-0.1%7180.2%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$388,056$34,688 ▼-8.2%10,2360.2%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$384,163$27,310 ▼-6.6%4220.2%Consumer Staples
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$380,898$72,299 ▲23.4%1,6490.2%ETF
iShares U.S. Digital Infrastructure and Real Estate ETF stock logo
IGN
iShares U.S. Digital Infrastructure and Real Estate ETF
$372,172$98,159 ▲35.8%3,3100.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$369,906$107,463 ▲40.9%5,2390.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$369,803$14,835 ▼-3.9%1,3960.2%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$367,920$26,397 ▼-6.7%1,3520.2%Industrials

Showing largest 100 holdings. View all holdings.
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