DecisionMap Wealth Management, LLC
Filing Date
Global Rank
#6,415
/ 8,232
▲ 134
Top Industry
Semiconductors
12.4%
3Y Alpha vs SPY
-9.5%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.3%
SPY
+23.4%
Annualised alpha
-9.5%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.5%
+0.2 pts
Top 5
33.5%
−0.3 pts
Top 10
48.2%
−0.5 pts
HHI
346
Diversified−6
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $15,021,001 |
| Consumer Defensive | 13.0% | $6,850,102 |
| Unclassified | 10.5% | $5,521,079 |
| Consumer Cyclical | 10.3% | $5,402,290 |
| Industrials | 9.9% | $5,222,499 |
| Financial Services | 9.5% | $5,011,929 |
| Communication Services | 7.6% | $4,024,024 |
| Healthcare | 7.0% | $3,660,992 |
| Energy | 1.7% | $901,555 |
| Real Estate | 1.4% | $750,421 |
| Basic Materials | 0.5% | $277,129 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | +4,709 | 60,909 | $3,595,458 | |
| AAPL | Apple Inc. | +1,349 | 16,067 | $4,077,643 | |
| ACN | Accenture plc | +1,027 | 3,504 | $694,808 | |
| PLTR | Palantir Technologies Inc. | +368 | 2,980 | $435,914 | |
| NVDA | Nvidia Corp | +238 | 25,753 | $4,491,323 | |
| JPM | Jpmorgan Chase & Co | +225 | 3,279 | $964,550 | |
| LMT | Lockheed Martin Corp | +179 | 872 | $527,028 | |
| MA | Mastercard Inc | +87 | 787 | $393,232 | |
| META | Meta Platforms, Inc. | +82 | 2,135 | $1,221,497 | |
| ROL | Rollins Inc | +72 | 18,889 | $1,008,861 | |
| V | Visa Inc. | +48 | 3,373 | $1,019,455 | |
| QQQ | Invesco Qqq Trust, Series 1 | +42 | 490 | $282,818 | |
| XOM | Exxon Mobil Corp | +40 | 2,881 | $488,790 | |
| DEO | Diageo PLC | +25 | 5,507 | $409,996 | |
| PCAR | Paccar Inc | +19 | 10,044 | $1,160,082 | |
| COST | Costco Wholesale Corp /New | +16 | 424 | $422,486 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNL | Broadstone Net Lease, Inc. | −11,948 | 41,074 | $750,421 | |
| WMT | Walmart Inc. | −4,114 | 4,045 | $502,712 | |
| KO | Coca Cola Co | −2,104 | 35,182 | $2,675,591 | |
| NVO | Novo Nordisk A S | −1,531 | 9,821 | $360,921 | |
| SBUX | Starbucks Corp | −637 | 6,651 | $595,863 | |
| PG | PROCTER & GAMBLE Co | −472 | 8,363 | $1,207,951 | |
| NFLX | Netflix Inc | −470 | 3,140 | $301,911 | |
| SPY | Spdr S&P 500 ETF Trust | −452 | 1,371 | $891,616 | |
| MDT | Medtronic plc | −448 | 5,409 | $468,689 | |
| DIS | Walt Disney Co | −409 | 5,815 | $560,449 | |
| JNJ | Johnson & Johnson | −308 | 4,820 | $1,178,200 | |
| RTX | RTX Corp | −298 | 3,700 | $713,730 | |
| GOOGL | Alphabet Inc. | −252 | 6,747 | $1,940,167 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −251 | 3,129 | $519,633 | |
| HON | Honeywell International Inc | −250 | 2,788 | $630,171 | |
| MSFT | Microsoft Corp | −219 | 7,615 | $2,818,844 | |
| GD | General Dynamics Corp | −167 | 1,742 | $597,889 | |
| ABBV | AbbVie Inc. | −166 | 1,160 | $252,288 | |
| AVGO | Broadcom Inc. | −164 | 3,620 | $1,120,426 | |
| AMZN | Amazon Com Inc | −155 | 7,274 | $1,514,955 | |
| CVX | Chevron Corp | −143 | 1,995 | $412,765 | |
| ASML | Asml Holding NV | −99 | 453 | $598,335 | |
| LLY | ELI LILLY & Co | −91 | 1,060 | $974,956 | |
| BRK-B | Berkshire Hathaway Inc | −83 | 3,800 | $1,820,960 | |
| UL | Unilever PLC | −70 | 8,150 | $464,305 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
8 positions ·
$6,850,102 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 35,182 | $2,675,591 | 39.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,363 | $1,207,951 | 17.63% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 3,893 | $604,543 | 8.83% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 6,600 | $562,518 | 8.21% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,045 | $502,712 | 7.34% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 8,150 | $464,305 | 6.78% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 424 | $422,486 | 6.17% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 5,507 | $409,996 | 5.99% |