DecisionMap Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2001526 · latest 13F-HR filed 2026-07-21
DecisionMap Wealth Management, LLC manages $178.7M in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (9.04%), SPYG (6.13%), IEFA (4.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 7, added to 78, and trimmed 20.
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.
SUITE 16
GREAT FALLS, VA 22066
$178.7M
Long-equity book
145
Distinct positions
2026-06-30
Filed 2026-07-21
+23 / −7 / ↑78 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.5M +18.1%
- SPDR SER TR$2.2M +25.0%
- NVIDIA CORPORATION$1.1M +23.7%
- DIMENSIONAL ETF TRUST$983.1K +24.3%
- ISHARES INC$974.0K +21.7%
Top Trims
- SPDR SER TR-$559.9K -51.4%
- ACCENTURE PLC IRELAND-$488.0K -70.2%
- FIDELITY WISE ORIGIN BITCOIN-$257.3K -7.2%
- ROLLINS INC-$223.9K -22.2%
- MICROSTRATEGY INC-$98.5K -28.7%
New Positions
- ADVANCED MICRO DEVICES INC$583.8K
- INTUITIVE SURGICAL INC$569.1K
- HONEYWELL INTL INC$529.3K
- HONEYWELL AEROSPACE INC$524.2K
- EXXON MOBIL CORP$390.1K
Exited Positions
- HONEYWELL INTL INC$630.3K
- PEPSICO INC$604.6K
- EXXON MOBIL CORP$488.8K
- MCDONALDS CORP$225.3K
- ISHARES TR$212.9K
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 | $16.2M | 9.04% | 21,569 | SH |
| 2 | SPDR SER TR | SPYG | 78464A409 | $10.9M | 6.13% | 92,024 | SH |
| 3 | ISHARES TR | IEFA | 46432F842 | $7.4M | 4.16% | 76,882 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.6M | 3.11% | 27,759 | SH |
| 5 | ISHARES INC | IEMG | 46434G103 | $5.5M | 3.06% | 65,957 | SH |
| 6 | SPDR SER TR | SPYV | 78464A508 | $5.4M | 3.01% | 88,440 | SH |
| 7 | ISHARES TR | HEFA | 46434V803 | $5.4M | 2.99% | 114,012 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $5.0M | 2.82% | 119,240 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $4.7M | 2.64% | 16,287 | SH |
| 10 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $4.2M | 2.38% | 93,406 | SH |
| 11 | BLACKROCK ETF TRUST II | BINC | 092528603 | $4.2M | 2.33% | 79,589 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $4.0M | 2.25% | 5,850 | SH |
| 13 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $3.3M | 1.87% | 65,390 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $3.0M | 1.69% | 8,105 | SH |
| 15 | COCA COLA CO | KO | 191216100 | $2.9M | 1.61% | 35,343 | SH |
| 16 | ISHARES TR | AGG | 464287226 | $2.7M | 1.52% | 27,485 | SH |
| 17 | ISHARES TR | MBB | 464288588 | $2.5M | 1.38% | 26,011 | SH |
| 18 | TCW ETF TRUST | PWRD | 29287L205 | $2.4M | 1.35% | 19,584 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $2.3M | 1.30% | 6,510 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $2.2M | 1.24% | 5,980 | SH |
| 21 | FIDELITY COVINGTON TRUST | FESM | 31609A206 | $1.9M | 1.05% | 39,016 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.9M | 1.05% | 3,754 | SH |
| 23 | ISHARES TR | DGRO | 46434V621 | $1.8M | 1.03% | 24,390 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 1.02% | 7,620 | SH |
| 25 | ISHARES TR | IJH | 464287507 | $1.7M | 0.95% | 22,058 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $1.7M | 0.94% | 4,463 | SH |
| 27 | ISHARES TR | IJR | 464287804 | $1.7M | 0.94% | 11,274 | SH |
| 28 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.6M | 0.91% | 30,343 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $1.6M | 0.88% | 4,425 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.5M | 0.82% | 30,866 | SH |
| 31 | BLACKROCK ETF TRUST | BAI | 09290C780 | $1.3M | 0.70% | 23,811 | SH |
| 32 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.69% | 2,195 | SH |
| 33 | PACCAR INC | PCAR | 693718108 | $1.2M | 0.67% | 10,037 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 0.67% | 3,665 | SH |
| 35 | PROCTER AND GAMBLE CO | PG | 742718109 | $1.2M | 0.67% | 8,142 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.2M | 0.65% | 34,326 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $1.1M | 0.63% | 942 | SH |
| 38 | ISHARES TR | TLH | 464288653 | $1.1M | 0.63% | 11,171 | SH |
| 39 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.1M | 0.62% | 15,211 | SH |
| 40 | VISA INC | V | 92826C839 | $1.1M | 0.62% | 3,248 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.62% | 4,364 | SH |
| 42 | TESLA INC | TSLA | 88160R101 | $1.1M | 0.62% | 2,622 | SH |
| 43 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $1.0M | 0.57% | 1,372 | SH |
| 44 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $986.4K | 0.55% | 34,060 | SH |
| 45 | ISHARES TR | STIP | 46429B747 | $972.4K | 0.54% | 9,518 | SH |
| 46 | ISHARES TR | MUB | 464288414 | $953.2K | 0.53% | 8,857 | SH |
| 47 | ISHARES TR | IXUS | 46432F834 | $936.2K | 0.52% | 9,809 | SH |
| 48 | TRIMTABS ETF TR | ABFL | 89628W302 | $887.9K | 0.50% | 10,341 | SH |
| 49 | BROADSTONE NET LEASE INC | BNL | 11135E203 | $849.0K | 0.48% | 41,074 | SH |
| 50 | MICRON TECHNOLOGY INC | MU | 595112103 | $844.9K | 0.47% | 732 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | $178.7M | 145 | 0002001526-26-000004 |
| 2026-03-31 | 2026-04-15 | $154.5M | 129 | 0002001526-26-000003 |
| 2025-12-31 | 2026-01-07 | $162.2M | 134 | 0002001526-26-000001 |