DecisionMap Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2001526 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$154.5M
Long-equity book
Holdings
129
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+8 / −13 / ↑22 / ↓53
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.1M +426.0%
- BLACKROCK ETF TRUST II$986.2K +35.7%
- FIDELITY MERRIMACK STR TR$726.4K +23.4%
- TCW ETF TRUST$430.8K +31.7%
- DIMENSIONAL ETF TRUST$425.8K +11.8%
Top Trims
- TRIMTABS ETF TR-$2.4M -74.5%
- ISHARES TR-$1.3M -73.7%
- MICROSOFT CORP-$969.8K -25.6%
- SPDR SER TR-$744.9K -7.8%
- FIDELITY WISE ORIGIN BITCOIN-$688.7K -16.1%
New Positions
- ISHARES TR$1.6M
- VANGUARD BD INDEX FDS$984.3K
- PEPSICO INC$604.6K
- COLGATE PALMOLIVE CO$562.5K
- VANGUARD TAX-MANAGED FDS$224.6K
Exited Positions
- ISHARES TR$1.0M
- ORACLE CORP$701.7K
- ISHARES TR$286.9K
- VANGUARD BD INDEX FDS$260.9K
- VANGUARD INDEX FDS$260.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $13.7M | 8.85% | 20,944 | SH |
| 2 | SPDR SER TR | SPYG | 78464A409 | $8.8M | 5.67% | 89,490 | SH |
| 3 | ISHARES TR | IEFA | 46432F842 | $6.7M | 4.31% | 73,509 | SH |
| 4 | SPDR SER TR | SPYV | 78464A508 | $4.8M | 3.09% | 84,380 | SH |
| 5 | ISHARES TR | HEFA | 46434V803 | $4.7M | 3.02% | 109,895 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.5M | 2.91% | 25,753 | SH |
| 7 | ISHARES INC | IEMG | 46434G103 | $4.5M | 2.91% | 64,370 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $4.1M | 2.64% | 16,067 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $4.0M | 2.62% | 95,926 | SH |
| 10 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $3.8M | 2.48% | 83,864 | SH |
| 11 | BLACKROCK ETF TRUST II | BINC | 092528603 | $3.8M | 2.43% | 72,235 | SH |
| 12 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $3.6M | 2.33% | 60,909 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $3.6M | 2.32% | 6,000 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $2.8M | 1.82% | 7,615 | SH |
| 15 | COCA COLA CO | KO | 191216100 | $2.7M | 1.73% | 35,182 | SH |
| 16 | ISHARES TR | AGG | 464287226 | $2.6M | 1.68% | 26,208 | SH |
| 17 | ISHARES TR | MBB | 464288588 | $2.3M | 1.51% | 24,633 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $1.9M | 1.26% | 6,747 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 1.24% | 5,972 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 1.18% | 3,800 | SH |
| 21 | TCW ETF TRUST | PWRD | 29287L205 | $1.8M | 1.16% | 18,308 | SH |
| 22 | ISHARES TR | DGRO | 46434V621 | $1.6M | 1.01% | 22,206 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.98% | 7,274 | SH |
| 24 | ISHARES TR | IJR | 464287804 | $1.4M | 0.92% | 11,428 | SH |
| 25 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.4M | 0.92% | 28,769 | SH |
| 26 | FIDELITY COVINGTON TRUST | FESM | 31609A206 | $1.4M | 0.92% | 37,319 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.4M | 0.91% | 29,215 | SH |
| 28 | ISHARES TR | IJH | 464287507 | $1.4M | 0.90% | 20,557 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.79% | 2,135 | SH |
| 30 | PROCTER AND GAMBLE CO | PG | 742718109 | $1.2M | 0.78% | 8,363 | SH |
| 31 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.2M | 0.76% | 4,820 | SH |
| 32 | PACCAR INC | PCAR | 693718108 | $1.2M | 0.75% | 10,044 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.73% | 3,951 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $1.1M | 0.72% | 3,620 | SH |
| 35 | SPDR SER TR | JNK | 78468R622 | $1.1M | 0.71% | 11,388 | SH |
| 36 | VISA INC | V | 92826C839 | $1.0M | 0.66% | 3,373 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.0M | 0.66% | 34,905 | SH |
| 38 | ROLLINS INC | ROL | 775711104 | $1.0M | 0.65% | 18,889 | SH |
| 39 | VANGUARD BD INDEX FDS | BND | 921937835 | $984.3K | 0.64% | 13,367 | SH |
| 40 | ISHARES TR | TLH | 464288653 | $983.0K | 0.64% | 9,760 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $975.1K | 0.63% | 1,060 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $964.6K | 0.62% | 3,279 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $953.2K | 0.62% | 2,564 | SH |
| 44 | ISHARES TR | STIP | 46429B747 | $952.5K | 0.62% | 9,209 | SH |
| 45 | ISHARES TR | IXUS | 46432F834 | $934.6K | 0.60% | 10,787 | SH |
| 46 | ISHARES TR | MUB | 464288414 | $904.2K | 0.59% | 8,518 | SH |
| 47 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $891.9K | 0.58% | 1,371 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $863.8K | 0.56% | 34,414 | SH |
| 49 | TRIMTABS ETF TR | ABFL | 89628W302 | $817.1K | 0.53% | 11,486 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $790.1K | 0.51% | 2,402 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $154.5M | 129 | 0002001526-26-000003 |
| 2025-12-31 | 2026-01-07 | $162.2M | 134 | 0002001526-26-000001 |