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Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025)

About Decisionmap Wealth Management, LLC

Investment Activity

  • Decisionmap Wealth Management, LLC has $126.19 million in total holdings as of December 31, 2024.
  • Decisionmap Wealth Management, LLC owns shares of 111 different stocks, but just 49 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofDecisionmap Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,423,49016,0087.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$6,357,98372,3325.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,478,98863,7313.5%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$3,986,729114,7263.2%ETF
TTAC
FCF US Quality ETF
$3,854,65257,9943.1%ETF
Apple Inc. stock logo
AAPL
Apple
$3,736,86914,9223.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,676,19237,9382.9%Finance
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$3,675,83689,0682.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,529,7446,5512.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$3,514,90368,7312.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,224,4447,6502.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,973,69022,1442.4%Computer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$2,794,43230,4802.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$2,719,18952,2722.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,651,12950,7682.1%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,583,54141,4962.0%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,983,56117,2151.6%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,947,16521,9301.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,847,4176,3751.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,756,6873,8761.4%Finance
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,618,29834,5201.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,616,2458,5381.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,607,3227,3261.3%Retail/Wholesale
FIDELITY WISE ORIGIN BITCOIN
$1,578,95719,3551.3%SHS
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$1,335,81613,9921.1%Finance
Broadstone Net Lease, Inc. stock logo
BNL
Broadstone Net Lease
$1,295,81081,7031.0%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,238,9392,1161.0%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,189,2227,4550.9%Manufacturing
Visa Inc. stock logo
V
Visa
$1,155,1163,6550.9%Business Services
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,141,48422,0790.9%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,102,3711,8810.9%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,062,5032,6310.8%Auto/Tires/Trucks
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,037,25712,1090.8%ETF
PACCAR Inc stock logo
PCAR
PACCAR
$1,037,0799,9700.8%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$977,9522,5140.8%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$912,1605,4410.7%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$884,6353,8160.7%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$880,4238,2630.7%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$878,64734,3490.7%ETF
Rollins, Inc. stock logo
ROL
Rollins
$872,16818,8170.7%Construction
Walmart Inc. stock logo
WMT
Walmart
$859,8279,5170.7%Retail/Wholesale
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$835,87729,9920.7%ETF
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$814,7012,8130.6%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$796,1889,1170.6%ETF
Accenture plc stock logo
ACN
Accenture
$787,8552,2400.6%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$786,3994,6450.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$776,61234,2120.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$770,8345,3300.6%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$768,1786,8990.6%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$756,5264,5400.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$739,6693,8840.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$712,1782,9710.6%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$675,42815,0530.5%ETF
Adobe Inc. stock logo
ADBE
Adobe
$660,1271,4850.5%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$637,6519,6410.5%Manufacturing
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$630,1586,2640.5%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$617,4486,7670.5%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$612,8722,3200.5%ETF
RTX Co. stock logo
RTX
RTX
$586,7695,0710.5%Aerospace
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$560,0275,2560.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$527,12128,4930.4%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$525,2811,9940.4%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$517,0376,8330.4%Consumer Discretionary
Unilever PLC stock logo
UL
Unilever
$506,6498,9360.4%Consumer Staples
ASML Holding stock logo
ASML
ASML
$504,9267290.4%Computer and Technology
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$497,38019,8550.4%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$496,1451,0210.4%Aerospace
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$492,5104,7670.4%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$490,8873,2280.4%Consumer Staples
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$490,7785,7050.4%Medical
ISHARES BITCOIN TRUST ETF
$477,7869,0060.4%SHS BEN INT
Diageo plc stock logo
DEO
Diageo
$475,1913,7380.4%Consumer Staples
Medtronic plc stock logo
MDT
Medtronic
$473,9405,9330.4%Medical
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$463,92020,1880.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$433,8645620.3%Medical
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$398,1667,6970.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$395,0777810.3%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$390,7157420.3%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$381,1684160.3%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$361,1951,5030.3%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$356,01213,6560.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$352,0812,7370.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$343,1583850.3%Consumer Discretionary
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$328,45513,6460.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$310,3501,5660.2%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$305,1181,3380.2%Transportation
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$297,28211,9390.2%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$296,93912,3930.2%ETF
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$295,1555,9090.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$293,3338090.2%Industrial Products
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$291,1922,7070.2%Oils/Energy
Stryker Co. stock logo
SYK
Stryker
$280,4797790.2%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$276,9064,4440.2%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$275,49312,9180.2%Manufacturing
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$272,42414,1940.2%Manufacturing
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$270,81811,8780.2%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$269,02912,5950.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$259,6191,1810.2%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$259,4735,1760.2%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$257,8495,4410.2%Finance

Showing largest 100 holdings. View all holdings.
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