Dechtman Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 87.3%; sector active share 77.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
65 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Portfolio Trend
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.3% | $467,208,439 |
| Financial Services | 3.6% | $18,541,927 |
| Technology | 2.7% | $14,028,090 |
| Consumer Cyclical | 1.1% | $5,462,688 |
| Industrials | 0.7% | $3,390,489 |
| Consumer Defensive | 0.6% | $2,893,937 |
| Energy | 0.4% | $1,956,390 |
| Healthcare | 0.4% | $1,880,872 |
| Utilities | 0.2% | $1,089,502 |
| Communication Services | 0.1% | $679,776 |
| Basic Materials | 0.1% | $296,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | +1,828,137 | 2,290,663 | $63,840,777 | |
| PYLD | +810,537 | 1,043,258 | $27,041,247 | ||
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND | +166,103 | 217,034 | $27,109,716 | |
| SCHX | Schwab U.S. Large-Cap ETF | +57,799 | 86,557 | $2,006,391 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +37,199 | 55,540 | $1,517,352 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | +20,043 | 29,994 | $710,257 | |
| VOO | VANGUARD 500 INDEX FUND | +18,611 | 176,212 | $94,944,787 | |
| SCHA | Schwab U.S. Small-Cap ETF | +11,233 | 22,582 | $583,970 | |
| VB | Vanguard Index Funds | +9,464 | 56,008 | $13,457,602 | |
| VO | VANGUARD MID-CAP INDEX FUND | +6,182 | 134,602 | $35,552,426 | |
| FNDA | Schwab Strategic Trust | +2,225 | 23,140 | $687,258 | |
| NVDA | Nvidia Corp | +828 | 26,576 | $3,568,891 | |
| VIG | Vanguard Specialized Funds | +215 | 3,953 | $774,115 | |
| CAT | Caterpillar Inc | +192 | 852 | $309,071 | |
| EPD | Enterprise Products Partners L.P. | +173 | 10,339 | $324,231 | |
| XEL | Xcel Energy Inc | +138 | 16,136 | $1,089,502 | |
| SPY | Spdr S&P 500 ETF Trust | +49 | 567 | $332,307 | |
| TGT | Target Corp | +44 | 5,372 | $726,186 | |
| HPQ | Hp Inc | +42 | 7,079 | $230,987 | |
| WAL | Western Alliance Bancorporation | +37 | 9,186 | $767,398 | |
| ABBV | AbbVie Inc. | +30 | 4,400 | $781,880 | |
| SBUX | Starbucks Corp | +27 | 4,491 | $409,803 | |
| JPM | Jpmorgan Chase & Co | +26 | 5,855 | $1,403,502 | |
| UNP | Union Pacific Corp | +16 | 5,329 | $1,215,225 | |
| IWD | iShares Russell 1000 Value ETF | +15 | 2,845 | $526,694 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWL | iShares Russell Top 200 ETF | −61,305 | 24,483 | $3,542,934 | |
| QQQM | Invesco Ltd. | −58,710 | 67,622 | $14,231,049 | |
| CGDV | Capital Group Dividend Value ETF | −56,087 | 1,647,636 | $58,095,645 | |
| IJR | iShares Core S&P Small-Cap ETF | −1,674 | 183,391 | $21,130,311 | |
| IVV | iShares Core S&P 500 ETF | −1,283 | 192,613 | $113,387,420 | |
| IWR | iShares Russell Mid-Cap ETF | −665 | 4,217 | $372,782 | |
| CL | Colgate Palmolive Co | −454 | 2,324 | $211,274 | |
| XOM | ExxonMobil Holdings Corp | −159 | 15,173 | $1,632,159 | |
| UPS | United Parcel Service Inc | −151 | 2,954 | $372,499 | |
| PEP | Pepsico Inc | −145 | 4,803 | $730,344 | |
| AAPL | Apple Inc. | −71 | 23,296 | $5,833,784 | |
| MSFT | Microsoft Corp | −6 | 8,985 | $3,787,177 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 192,613 | $113,387,420 | 21.91% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 176,212 | $94,944,787 | 18.35% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 2,290,663 | $63,840,777 | 12.34% | |
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 1,647,636 | $58,095,645 | 11.23% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 134,602 | $35,552,426 | 6.87% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
Added | 217,034 | $27,109,716 | 5.24% | |
| PYLD |
|
Added | 1,043,258 | $27,041,247 | 5.23% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 183,391 | $21,130,311 | 4.08% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Reduced | 67,622 | $14,231,049 | 2.75% | |
| VB |
Vanguard Index Funds
|
Added | 56,008 | $13,457,602 | 2.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,296 | $5,833,784 | 1.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 17,325 | $3,800,931 | 0.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,985 | $3,787,177 | 0.73% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,576 | $3,568,891 | 0.69% | |
| IWL |
iShares Russell Top 200 ETF
|
Reduced | 24,483 | $3,542,934 | 0.68% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 86,557 | $2,006,391 | 0.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 15,173 | $1,632,159 | 0.32% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 55,540 | $1,517,352 | 0.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,855 | $1,403,502 | 0.27% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 5,329 | $1,215,225 | 0.23% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 16,136 | $1,089,502 | 0.21% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,833 | $810,252 | 0.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,400 | $781,880 | 0.15% | |
| VIG |
Vanguard Specialized Funds
|
Added | 3,953 | $774,115 | 0.15% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Added | 9,186 | $767,398 | 0.15% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,803 | $730,344 | 0.14% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 5,372 | $726,186 | 0.14% | |
| FNDX |
Schwab Fundamental U.S. Large Company ETF
|
Added | 29,994 | $710,257 | 0.14% | |
| FNDA |
Schwab Strategic Trust
|
Added | 23,140 | $687,258 | 0.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,591 | $679,776 | 0.13% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,244 | $665,996 | 0.13% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,685 | $655,448 | 0.13% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Added | 22,582 | $583,970 | 0.11% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 1,401 | $562,613 | 0.11% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 2,845 | $526,694 | 0.10% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 3,783 | $468,827 | 0.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,006 | $453,118 | 0.09% | |
| FISV |
Fiserv Inc
|
Held | 2,188 | $449,458 | 0.09% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,220 | $439,261 | 0.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,603 | $415,881 | 0.08% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 4,491 | $409,803 | 0.08% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 4,217 | $372,782 | 0.07% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,954 | $372,499 | 0.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 911 | $367,898 | 0.07% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,114 | $352,068 | 0.07% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,632 | $346,653 | 0.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 567 | $332,307 | 0.06% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 678 | $329,467 | 0.06% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,496 | $328,865 | 0.06% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 10,339 | $324,231 | 0.06% |
Showing the top 50 of 65 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.