DecisionMap Wealth Management, LLC

CIK

2001526

Location

GREAT FALLS, VA

Portfolio Value

Small $175,684,623

Diversification

Diversified

Filing Date

Global Rank

#6,873 / 8,827 ▲ 129 · as of Jun 2026

Top Industry

Semiconductors 17.6%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.4% of the book (60%+)

Turnover

Low turnover

18.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 65.7%; sector active share 54.4% 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.

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Portfolio Concentration

139 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.3%

−1.2 pts

Top 5

55.6%

+0.6 pts

Top 10

68.4%

+2.0 pts

HHI

1,277

Diversified−40

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.3%	$120,069,745	75
Technology	12.4%	$21,788,678	16
Consumer Defensive	3.6%	$6,283,629	7
Communication Services	3.5%	$6,121,179	5
Financial Services	3.2%	$5,627,922	9
Industrials	2.8%	$4,954,182	10
Consumer Cyclical	2.7%	$4,727,235	6
Healthcare	2.4%	$4,198,611	7
Energy	0.5%	$896,313	2
Real Estate	0.4%	$759,869	1
Basic Materials	0.1%	$257,260	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+24,662	113,102	$6,913,925
FBND	Fidelity Total Bond ETF	+10,784	104,190	$4,511,427
TLH	iShares 10-20 Year Treasury Bond ETF	+9,446	20,617	$1,900,268
STIP	iShares 0-5 Year TIPS Bond ETF	+7,797	17,315	$1,726,305
IEFA	iShares Core MSCI EAFE ETF	+4,733	81,615	$7,906,861
HEFA	iShares Currency Hedged MSCI EAFE ETF	+4,611	118,623	$5,502,920
PWRD		+3,198	22,782	$2,396,529
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+3,161	18,372	$1,288,795
DGRO	iShares Core Dividend Growth ETF	+2,766	27,156	$2,047,290
IJH	iShares Core S&P Mid-Cap ETF	+2,367	24,425	$1,757,378
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,909	67,299	$4,888,599
IEMG	iShares Trust	+1,741	67,698	$0
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+1,560	93,584	$11,518,318
VEA	Vanguard FTSE Developed Markets ETF	+1,522	5,239	$369,925
VO	VANGUARD MID-CAP INDEX FUND	+1,214	9,806	$768,986
ARTY	iShares Future AI & Tech ETF	+938	3,955	$309,755
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	+873	3,310	$372,143
IVV	iShares Core S&P 500 ETF	+808	22,377	$17,137,425
IXN	iShares Global Tech ETF	+707	2,977	$441,250
GOVT	iShares U.S. Treasury Bond ETF	+695	22,721	$496,908
—		+450	1,825	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+436	27,921	$2,639,651
VB	Vanguard Index Funds	+356	1,680	$477,943
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+313	1,649	$380,968
TIP	iShares TIPS Bond ETF	+296	7,043	$732,753
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLF	State Street Corp	−16,201	14,142	$0
BINC		−11,831	67,758	$3,441,428
MBB	iShares MBS ETF	−6,111	19,900	$1,783,438
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−1,986	31,058	$775,207
ABFL	Abacus FCF ETF Trust	−1,742	8,599	$690,835
NVDA	Nvidia Corp	−1,415	26,344	$6,016,442
WFC	Wells Fargo & Company	−1,028	3,383	$270,809
SCHB	Schwab U.S. Broad Market ETF	−1,007	33,053	$968,783
NVO	Novo Nordisk A S	−915	10,236	$388,046
USMV	iShares MSCI USA Min Vol Factor ETF	−738	3,531	$344,060
PG	PROCTER & GAMBLE Co	−665	7,477	$1,086,258
DIS	Walt Disney Co	−588	5,611	$588,593
UL	Unilever PLC	−556	7,717	$468,653
MUB	iShares National Muni Bond ETF	−496	8,361	$845,297
SBUX	Starbucks Corp	−447	5,186	$487,276
CL	Colgate Palmolive Co	−415	5,278	$450,318
DEO	Diageo PLC	−397	5,117	$438,015
AAPL	Apple Inc.	−379	15,908	$5,297,682
SCHG	Schwab U.S. Large-Cap Growth ETF	−376	33,950	$1,219,823
MDT	Medtronic plc	−366	5,310	$458,199
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	−348	6,051	$298,979
HONA	Honeywell Aerospace Inc.	−331	2,040	$316,138
HON	Honeywell International Inc	−331	2,033	$428,841
AVGO	Broadcom Inc.	−324	4,139	$1,453,575
SCHF	Schwab International Equity ETF	−322	26,548	$729,273
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SCHA	Schwab U.S. Small-Cap ETF	8,861	$289,134
IBTM	iShares iBonds Dec 2032 Term Treasury ETF	9,259	$201,253
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp	1,679	$296,041
SGOV	iShares 0-3 Month Treasury Bond ETF	2,762	$278,050
UNH	Unitedhealth Group Inc	659	$273,900
KLAC	Kla Corp	845	$254,944
AMAT	Applied Materials Inc	344	$248,712
ITW	Illinois Tool Works Inc	914	$247,209
SYK	Stryker Corp	642	$202,127
GEV	GE Vernova Inc.	172	$202,075
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $175,684,623 total · filing declares 139 positions · $182,580,649 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	22,377	+808	$17,137,425	+6.1%	9.75%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	93,584	+1,560	$11,518,318	+5.2%	6.56%
IEFA	iShares Core MSCI EAFE ETF	Added	81,615	+4,733	$7,906,861	+6.5%	4.50%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	113,102	+24,662	$6,913,925	+28.6%	3.94%
NVDA	Nvidia Corp Technology	Reduced	26,344	-1,415	$6,016,442	+8.3%	3.42%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	118,623	+4,611	$5,502,920	+2.8%	3.13%
AAPL	Apple Inc. Technology	Reduced	15,908	-379	$5,297,682	+12.4%	3.02%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	67,299	+1,909	$4,888,599	+46.4%	2.78%
DFCF	Dimensional Core Fixed Income ETF	Reduced	119,150	-90	$4,780,298	−5.0%	2.72%
FBND	Fidelity Total Bond ETF	Added	104,190	+10,784	$4,511,427	+6.2%	2.57%
VOO	VANGUARD 500 INDEX FUND	Added	5,904	+54	$4,137,877	+3.0%	2.36%
MSFT	Microsoft Corp Technology	Reduced	8,007	-98	$4,106,790	+35.8%	2.34%
BINC		Reduced	67,758	-11,831	$3,441,428	−17.4%	1.96%
KO	Coca Cola Co Consumer Defensive	Added	35,507	+164	$3,056,442	+6.4%	1.74%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	27,921	+436	$2,639,651	−3.0%	1.50%
PWRD		Added	22,782	+3,198	$2,396,529	−0.5%	1.36%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	6,029	+49	$2,256,292	+2.0%	1.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,393	-117	$2,199,703	−5.4%	1.25%
DGRO	iShares Core Dividend Growth ETF	Added	27,156	+2,766	$2,047,290	+10.8%	1.17%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	20,617	+9,446	$1,900,268	+69.5%	1.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,581	-39	$1,888,806	+4.0%	1.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,710	-44	$1,847,394	−1.7%	1.05%
MBB	iShares MBS ETF	Reduced	19,900	-6,111	$1,783,438	−27.5%	1.02%
IJH	iShares Core S&P Mid-Cap ETF	Added	24,425	+2,367	$1,757,378	+3.3%	1.00%
FESM	Fidelity Enhanced Small Cap Core ETF	Reduced	38,913	-103	$1,749,139	−7.2%	1.00%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	17,315	+7,797	$1,726,305	+77.5%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	2,289	+94	$1,659,937	+34.3%	0.94%
IJR	iShares Core S&P Small-Cap ETF	Reduced	11,086	-188	$1,508,139	−9.8%	0.86%
GOOG	Alphabet Inc. Communication Services	Reduced	4,271	-154	$1,455,300	−6.9%	0.83%
AVGO	Broadcom Inc. Technology	Reduced	4,139	-324	$1,453,575	−13.8%	0.83%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	30,790	-76	$1,430,872	−2.9%	0.81%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	18,372	+3,161	$1,288,795	+15.4%	0.73%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	33,950	-376	$1,219,823	+5.0%	0.69%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,528	-137	$1,167,168	−2.7%	0.66%
JNJ	Johnson & Johnson Healthcare	Added	4,389	+25	$1,161,943	+4.8%	0.66%
V	Visa Inc. Financial Services	Reduced	3,180	-68	$1,142,669	+2.5%	0.65%
BAI	BlackRock ETF Trust	Added	23,989	+178	$1,132,040	−9.8%	0.64%
PCAR	Paccar Inc Industrials	Held	10,037	0	$1,102,162	−8.6%	0.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,477	-665	$1,086,258	−9.0%	0.62%
LLY	ELI LILLY & Co Healthcare	Reduced	919	-23	$1,063,356	−5.9%	0.61%
SPY	Spdr S&P 500 ETF Trust	Added	1,388	+16	$1,058,530	+3.3%	0.60%
SCHB	Schwab U.S. Broad Market ETF	Reduced	33,053	-1,007	$968,783	−1.8%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,677	+55	$949,826	−13.9%	0.54%
IBIT	iShares Bitcoin Trust ETF	Added	19,966	+51	$945,190	+42.6%	0.54%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	9,698	-111	$921,213	−1.6%	0.52%
MU	Micron Technology Inc Technology	Added	795	+63	$846,762	+0.2%	0.48%
MUB	iShares National Muni Bond ETF	Reduced	8,361	-496	$845,297	−11.3%	0.48%
VTV	VANGUARD VALUE INDEX FUND	Added	3,728	+27	$805,546	−0.1%	0.46%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Held	32,496	0	$783,803	−0.4%	0.45%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Held	32,183	0	$780,115	+0.0%	0.44%

Showing the top 50 of 139 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.