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

About Decisionmap Wealth Management, LLC

Investment Activity

Decisionmap Wealth Management, LLC has $178.68 million in total holdings as of June 30, 2026.
Decisionmap Wealth Management, LLC owns shares of 145 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 8.80% of the portfolio was purchased this quarter.
About 2.94% of the portfolio was sold this quarter.
This quarter, Decisionmap Wealth Management, LLC has purchased 129 new stocks and bought additional shares in 72 stocks.
Decisionmap Wealth Management, LLC sold shares of 47 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $16,152,456
SPDR Portfolio S&P 500 Growth ETF: $10,949,891
iShares Core MSCI EAFE ETF: $7,425,290
NVIDIA: $5,554,219
iShares Core MSCI Emerging Markets ETF: $5,463,875

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $583,815 Holding
46120E602 - Intuitive Surgical: $569,080 Holding
438516205 - HONEYWELL INTL INC: $529,300 Holding
43849R105 - HONEYWELL AEROSPACE INC: $524,181 Holding
30233Q108 - EXXON MOBIL CORP: $390,062 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF: 23,314 shares (about $984.08K)
Advanced Micro Devices: 1,005 shares (about $583.82K)
Intuitive Surgical: 1,431 shares (about $569.08K)
HONEYWELL INTL INC: 2,364 shares (about $529.30K)
HONEYWELL AEROSPACE INC: 2,371 shares (about $524.18K)

Largest Sales this Quarter

SPDR Bloomberg High Yield Bond ETF: 5,887 shares (about $567.33K)
ASML: 136 shares (about $270.40K)
Accenture: 1,842 shares (about $229.28K)
Eli Lilly and Company: 118 shares (about $141.56K)
Johnson & Johnson: 456 shares (about $115.82K)

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	$16,152,456	$468,046 â–²	3.0%	21,569	9.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$10,949,891	$301,519 â–²	2.8%	92,024	6.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,425,290	$325,765 â–²	4.6%	76,882	4.2%	ETF
NVDA NVIDIA	$5,554,219	$401,375 â–²	7.8%	27,759	3.1%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$5,463,875	$131,467 â–²	2.5%	65,957	3.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$5,376,287	$246,808 â–²	4.8%	88,440	3.0%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$5,350,014	$193,190 â–²	3.7%	114,012	3.0%	ETF
DFCF Dimensional Core Fixed Income ETF	$5,033,120	$984,084 â–²	24.3%	119,240	2.8%	ETF
AAPL Apple	$4,712,797	$63,659 â–²	1.4%	16,287	2.6%	Computer and Technology
FBND Fidelity Total Bond ETF	$4,249,039	$434,066 â–²	11.4%	93,406	2.4%	ETF
BINC iShares Flexible Income Active ETF	$4,165,699	$384,909 â–²	10.2%	79,589	2.3%	ETF
VOO Vanguard S&P 500 ETF	$4,018,150	$103,029 â–¼	-2.5%	5,850	2.2%	ETF
FIDELITY WISE ORIGIN BITCOIN	$3,338,151	$228,754 â–²	7.4%	65,390	1.9%	SHS
MSFT Microsoft	$3,023,146	$182,769 â–²	6.4%	8,105	1.7%	Computer and Technology
KO CocaCola	$2,872,326	$13,084 â–²	0.5%	35,343	1.6%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$2,720,499	$126,399 â–²	4.9%	27,485	1.5%	Finance
MBB iShares MBS ETF	$2,458,538	$130,247 â–²	5.6%	26,011	1.4%	ETF
TCW ETF TRUST	$2,408,049	$156,897 â–²	7.0%	19,584	1.3%	TRANSFORM SYSTEM
GOOGL Alphabet	$2,326,334	$84,691 â–¼	-3.5%	6,510	1.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,212,850	$2,960 â–²	0.1%	5,980	1.2%	ETF
FIDELITY COVINGTON TRUST	$1,884,083	$81,948 â–²	4.5%	39,016	1.1%	ENHANCED SMALL
BRK.B Berkshire Hathaway	$1,878,214	$23,015 â–¼	-1.2%	3,754	1.1%	Finance
DGRO iShares Core Dividend Growth ETF	$1,848,518	$165,525 â–²	9.8%	24,390	1.0%	ETF
AMZN Amazon.com	$1,816,228	$82,469 â–²	4.8%	7,620	1.0%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,700,892	$115,742 â–²	7.3%	22,058	1.0%	ETF
AVGO Broadcom	$1,685,791	$318,423 â–²	23.3%	4,463	0.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,672,069	$22,840 â–¼	-1.3%	11,274	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$1,626,715	$84,384 â–²	5.5%	30,343	0.9%	ETF
GOOG Alphabet	$1,563,485	$167,478 â–²	12.0%	4,425	0.9%	Computer and Technology
DFSD Dimensional Short-Duration Fixed Income ETF	$1,473,852	$78,835 â–²	5.7%	30,866	0.8%	ETF
BLACKROCK ETF TRUST	$1,255,316	$27,414 â–²	2.2%	23,811	0.7%	ISHARES A I INNO
META Meta Platforms	$1,236,422	$33,797 â–²	2.8%	2,195	0.7%	Computer and Technology
PCAR PACCAR	$1,205,644	$841 â–¼	-0.1%	10,037	0.7%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$1,199,664	$126,349 â–²	11.8%	3,665	0.7%	Finance
PG Procter & Gamble	$1,193,885	$32,406 â–¼	-2.6%	8,142	0.7%	Consumer Staples
SCHG Schwab U.S. Large-Cap Growth ETF	$1,161,592	$19,593 â–¼	-1.7%	34,326	0.7%	ETF
LLY Eli Lilly and Company	$1,130,099	$141,562 â–¼	-11.1%	942	0.6%	Medical
TLH iShares 10-20 Year Treasury Bond ETF	$1,121,010	$141,594 â–²	14.5%	11,171	0.6%	ETF
BND Vanguard Total Bond Market ETF	$1,116,640	$135,368 â–²	13.8%	15,211	0.6%	ETF
V Visa	$1,114,268	$42,883 â–¼	-3.7%	3,248	0.6%	Business Services
JNJ Johnson & Johnson	$1,108,374	$115,815 â–¼	-9.5%	4,364	0.6%	Medical
TSLA Tesla	$1,102,813	$24,395 â–²	2.3%	2,622	0.6%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$1,024,297	$747 â–²	0.1%	1,372	0.6%	Finance
SCHB Schwab US Broad Market ETF	$986,378	$10,252 â–¼	-1.0%	34,060	0.6%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$972,368	$31,568 â–²	3.4%	9,518	0.5%	ETF
MUB iShares National Muni Bond ETF	$953,190	$36,483 â–²	4.0%	8,857	0.5%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$936,210	$93,344 â–¼	-9.1%	9,809	0.5%	Manufacturing
TTAC FCF US Quality ETF	$887,912	$98,313 â–¼	-10.0%	10,341	0.5%	ETF
BNL Broadstone Net Lease	$849,000		0.0%	41,074	0.5%	Finance
MU Micron Technology	$844,940	$99,269 â–²	13.3%	732	0.5%	Computer and Technology
CAT Caterpillar	$835,535	$11,708 â–¼	-1.4%	785	0.5%	Industrials
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$834,362	$115,292 â–²	16.0%	33,044	0.5%	ETF
HD Home Depot	$807,179	$39,848 â–¼	-4.7%	2,289	0.5%	Retail/Wholesale
VTV Vanguard Value ETF	$806,559	$3,051 â–¼	-0.4%	3,701	0.5%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$787,056	$65,104 â–²	9.0%	32,496	0.4%	ETF
ROL Rollins	$784,921	$3,506 â–¼	-0.4%	18,805	0.4%	Construction
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$779,790	$109,955 â–²	16.4%	32,183	0.4%	ETF
SCHF Schwab International Equity ETF	$744,295	$7,257 â–²	1.0%	26,870	0.4%	ETF
TIP iShares TIPS Bond ETF	$738,373	$75,402 â–²	11.4%	6,747	0.4%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$723,717		0.0%	28,448	0.4%	ETF
RTX RTX	$710,569	$8,538 â–²	1.2%	3,745	0.4%	Aerospace
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$700,659	$6,716 â–¼	-0.9%	30,253	0.4%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$700,608	$6,736 â–¼	-1.0%	32,138	0.4%	ETF
VO Vanguard Mid-Cap ETF	$692,285	$517,683 â–²	296.5%	8,592	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$662,981	$12,084 â–²	1.9%	19,915	0.4%	SHS BEN INT
ASML ASML	$630,259	$270,395 â–¼	-30.0%	317	0.4%	Computer and Technology
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$627,307	$6,751 â–¼	-1.1%	24,903	0.4%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$626,826	$6,731 â–¼	-1.1%	30,078	0.4%	ETF
DIS Walt Disney	$596,620	$36,958 â–²	6.6%	6,199	0.3%	Consumer Discretionary
GD General Dynamics	$593,926	$23,020 â–¼	-3.7%	1,677	0.3%	Aerospace
AMD Advanced Micro Devices	$583,815	$583,815 â–²	New Holding	1,005	0.3%	Computer and Technology
SBUX Starbucks	$575,671	$104,036 â–¼	-15.3%	5,633	0.3%	Retail/Wholesale
ISRG Intuitive Surgical	$569,080	$569,080 â–²	New Holding	1,431	0.3%	Medical
NVO Novo Nordisk A/S	$534,595	$63,762 â–²	13.5%	11,151	0.3%	Medical
JNK SPDR Bloomberg High Yield Bond ETF	$530,131	$567,330 â–¼	-51.7%	5,501	0.3%	Finance
HONEYWELL INTL INC	$529,300	$529,300 â–²	New Holding	2,364	0.3%	COM
HONEYWELL AEROSPACE INC	$524,181	$524,181 â–²	New Holding	2,371	0.3%	COM
CL Colgate-Palmolive	$521,972	$83,160 â–¼	-13.7%	5,693	0.3%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$501,752	$58,841 â–¼	-10.5%	22,026	0.3%	ETF
UNILEVER PLC	$497,365	$7,395 â–²	1.5%	8,273	0.3%	SPON ADR NEW
CHRW C.H. Robinson Worldwide	$494,895	$94,346 â–¼	-16.0%	2,628	0.3%	Transportation
WALMART INC	$451,304	$6,795 â–¼	-1.5%	3,985	0.3%	COM
ITOT iShares Core S&P Total U.S. Stock Market ETF	$449,697	$328 â–²	0.1%	2,738	0.3%	ETF
MDT Medtronic	$444,001	$20,886 â–²	4.9%	5,676	0.2%	Medical
DEO Diageo	$443,230	$563 â–²	0.1%	5,514	0.2%	Consumer Staples
LMT Lockheed Martin	$441,192	$3,057 â–¼	-0.7%	866	0.2%	Aerospace
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$439,538	$96,884 â–²	28.3%	20,302	0.2%	Manufacturing
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$439,416	$97,427 â–²	28.5%	22,488	0.2%	Manufacturing
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$435,640	$98,043 â–²	29.0%	21,577	0.2%	ETF
COST Costco Wholesale	$422,832	$26,193 â–²	6.6%	452	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$417,044	$55,999 â–²	15.5%	566	0.2%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$411,819	$58,749 â–¼	-12.5%	4,269	0.2%	ETF
VB Vanguard Small-Cap ETF	$401,399	$2,729 â–²	0.7%	1,324	0.2%	ETF
UNP Union Pacific	$394,128	$55,488 â–²	16.4%	1,449	0.2%	Transportation
EXXON MOBIL CORP	$390,062	$390,062 â–²	New Holding	2,853	0.2%	COM
LAM RESEARCH CORP	$386,964	$386,964 â–²	New Holding	893	0.2%	COM NEW
SCHV Schwab U.S. Large-Cap Value ETF	$373,581	$4,908 â–¼	-1.3%	10,732	0.2%	ETF
MA Mastercard	$369,278	$34,925 â–¼	-8.6%	719	0.2%	Business Services
IYW iShares U.S. Technology ETF	$366,240	$757 â–¼	-0.2%	1,452	0.2%	Manufacturing
WFC Wells Fargo & Company	$364,521	$46,113 â–²	14.5%	4,411	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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

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

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

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