Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025) About Decisionmap Wealth Management, LLCInvestment ActivityDecisionmap Wealth Management, LLC has $131.47 million in total holdings as of March 31, 2025.Decisionmap Wealth Management, LLC owns shares of 118 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 10.09% of the portfolio was purchased this quarter.About 3.89% of the portfolio was sold this quarter.This quarter, Decisionmap Wealth Management, LLC has purchased 111 new stocks and bought additional shares in 67 stocks.Decisionmap Wealth Management, LLC sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $9,077,988SPDR Portfolio S&P 500 Growth ETF $6,437,235SPDR Portfolio S&P 500 Value ETF $4,926,621iShares Core MSCI EAFE ETF $4,899,141iShares Currency Hedged MSCI EAFE ETF $4,158,036 Largest New Holdings this Quarter 81369Y605 - Financial Select Sector SPDR Fund $1,197,134 Holding194162103 - Colgate-Palmolive $584,746 Holding72201R874 - PIMCO Short Term Municipal Bond Exchange-Traded Fund $379,552 Holding00287Y109 - AbbVie $251,424 Holding46434V613 - iShares Core Total USD Bond Market ETF $239,340 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 31,748 shares (about $1.45M)SPDR Portfolio S&P 500 Value ETF 27,737 shares (about $1.42M)Financial Select Sector SPDR Fund 24,034 shares (about $1.20M)FIDELITY WISE ORIGIN BITCOIN 10,858 shares (about $781.44K)iShares 0-5 Year TIPS Bond ETF 6,691 shares (about $692.32K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 7,609 shares (about $752.68K)iShares MBS ETF 6,087 shares (about $570.85K)Broadstone Net Lease 25,949 shares (about $442.17K)Coca-Cola 3,160 shares (about $226.32K)iShares Flexible Income Active ETF 4,088 shares (about $214.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDecisionmap Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$9,077,988$83,161 ▲0.9%16,1566.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,437,235$623,912 ▲10.7%80,0954.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,926,621$1,416,529 ▲40.4%96,4683.7%ETFIEFAiShares Core MSCI EAFE ETF$4,899,141$77,919 ▲1.6%64,7613.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,158,036$5,371 ▼-0.1%114,5783.2%ETFTTACFCF US Quality ETF$3,985,428$279,031 ▲7.5%62,3603.0%ETFDFCFDimensional Core Fixed Income ETF$3,837,302$91,102 ▲2.4%91,2342.9%ETFAAPLApple$3,398,466$83,745 ▲2.5%15,2992.6%Computer and TechnologyVOOVanguard S&P 500 ETF$3,344,759$22,100 ▼-0.7%6,5082.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,255,388$515,418 ▲18.8%60,3182.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,000,145$752,682 ▼-20.1%30,3292.3%FinanceMSFTMicrosoft$2,911,141$39,416 ▲1.4%7,7552.2%Computer and TechnologyKOCoca-Cola$2,745,624$226,319 ▼-7.6%38,3362.1%Consumer StaplesBINCiShares Flexible Income Active ETF$2,523,878$214,129 ▼-7.8%48,1841.9%ETFNVDANVIDIA$2,354,100$45,844 ▼-1.9%21,7211.8%Computer and TechnologyMBBiShares MBS ETF$2,287,602$570,845 ▼-20.0%24,3931.7%ETFIJRiShares Core S&P Small-Cap ETF$2,285,429$485,216 ▲27.0%21,8551.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,221,428$167,464 ▲8.2%23,7181.7%ETFFIDELITY WISE ORIGIN BITCOIN$2,174,409$781,443 ▲56.1%30,2131.7%SHSFBNDFidelity Total Bond ETF$2,136,466$1,449,296 ▲210.9%46,8011.6%ETFBRK.BBerkshire Hathaway$2,078,926$14,910 ▲0.7%3,9041.6%FinanceVTIVanguard Total Stock Market ETF$1,836,915$84,920 ▲4.8%6,6841.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,493,459$146,932 ▼-9.0%31,4281.1%ETFAMZNAmazon.com$1,474,387$80,483 ▲5.8%7,7491.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$1,340,454$692,318 ▲106.8%12,9551.0%ETFMETAMeta Platforms$1,270,874$51,296 ▲4.2%2,2051.0%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$1,257,198$76,240 ▼-5.7%13,1921.0%FinanceVVisa$1,252,551$28,387 ▼-2.2%3,5741.0%Business ServicesXLFFinancial Select Sector SPDR Fund$1,197,134$1,197,134 ▲New Holding24,0340.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,158,163$1,885 ▲0.2%22,1150.9%ManufacturingIYWiShares U.S. Technology ETF$1,147,816$100,836 ▲9.6%8,1730.9%ManufacturingGOOGLAlphabet$1,130,596$189,747 ▼-14.4%7,3110.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,047,875$4,476 ▼-0.4%1,8730.8%FinancePGProcter & Gamble$1,045,673$118,439 ▲12.8%6,1360.8%Consumer StaplesROLRollins$1,016,6830.0%18,8170.8%ConstructionPCARPACCAR$976,621$5,842 ▲0.6%10,0300.7%Auto/Tires/TrucksJNJJohnson & Johnson$964,784$80,924 ▲9.2%5,8180.7%MedicalBNLBroadstone Net Lease$950,048$442,171 ▼-31.8%55,7540.7%FinanceHDHome Depot$919,688$1,833 ▼-0.2%2,5090.7%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$917,036$87,116 ▲10.5%10,0740.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$916,339$165,339 ▲22.0%36,5950.7%ETFMUBiShares National Muni Bond ETF$886,329$15,078 ▲1.7%8,4060.7%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$858,691$7,591 ▼-0.9%34,0480.7%ETFMSTRStrategy$812,057$1,153 ▲0.1%2,8170.6%Computer and TechnologyVTVVanguard Value ETF$765,929$36,448 ▼-4.5%4,4340.6%ETFTSLATesla$763,745$81,895 ▲12.0%2,9470.6%Auto/Tires/TrucksWMTWalmart$763,502$71,987 ▼-8.6%8,6970.6%Retail/WholesaleSCHBSchwab US Broad Market ETF$734,754$1,830 ▼-0.2%34,1270.6%ETFJPMJPMorgan Chase & Co.$725,352$3,434 ▼-0.5%2,9570.6%FinanceIXUSiShares Core MSCI Total International Stock ETF$703,260$30,227 ▲4.5%10,0740.5%ManufacturingORCLOracle$699,750$65,012 ▲10.2%5,0050.5%Computer and TechnologyRTXRTX$694,351$22,651 ▲3.4%5,2420.5%AerospaceACNAccenture$678,270$20,591 ▼-2.9%2,1740.5%Computer and TechnologySBUXStarbucks$675,263$11,477 ▲1.7%6,8840.5%Retail/WholesaleADBEAdobe$650,275$80,901 ▲14.2%1,6960.5%Computer and TechnologyDISWalt Disney$614,432$66,526 ▼-9.8%6,2250.5%Consumer DiscretionaryVOVanguard Mid-Cap ETF$598,794$1,293 ▼-0.2%2,3150.5%ETFGDGeneral Dynamics$594,701$51,239 ▲9.4%2,1820.5%AerospaceTIPiShares TIPS Bond ETF$586,555$2,666 ▲0.5%5,2800.4%ETFCLColgate-Palmolive$584,746$584,746 ▲New Holding6,2410.4%Consumer StaplesULUnilever$576,481$44,363 ▲8.3%9,6810.4%Consumer StaplesAVGOBroadcom$565,196$73,663 ▼-11.5%3,3760.4%Computer and TechnologyGOOGAlphabet$560,709$46,088 ▼-7.6%3,5890.4%Computer and TechnologySCHFSchwab International Equity ETF$559,695$3,897 ▼-0.7%28,2960.4%ETFPEPPepsiCo$551,956$67,926 ▲14.0%3,6810.4%Consumer StaplesISHARES BITCOIN TRUST ETF$549,612$128,029 ▲30.4%11,7410.4%SHS BEN INTMDTMedtronic$548,784$15,636 ▲2.9%6,1070.4%MedicalIBDQiShares iBonds Dec 2025 Term Corporate ETF$513,047$13,682 ▲2.7%20,3990.4%ETFNVONovo Nordisk A/S$511,523$115,346 ▲29.1%7,3660.4%MedicalGOVTiShares U.S. Treasury Bond ETF$510,658$46,637 ▲10.1%22,2170.4%ETFCHRWC.H. Robinson Worldwide$495,964$7,783 ▲1.6%4,8430.4%TransportationASMLASML$494,022$11,258 ▲2.3%7460.4%Computer and TechnologyLLYEli Lilly and Company$493,894$29,733 ▲6.4%5980.4%MedicalNKENIKE$474,858$41,074 ▲9.5%7,4800.4%Consumer DiscretionaryIBDRiShares iBonds Dec 2026 Term Corporate ETF$448,898$118,531 ▲35.9%18,5420.3%ETFDEODiageo$448,379$56,689 ▲14.5%4,2790.3%Consumer StaplesLMTLockheed Martin$430,182$25,909 ▼-5.7%9630.3%AerospaceIBDTiShares iBonds Dec 2028 Term Corporate ETF$422,449$120,869 ▲40.1%16,7240.3%ETFMAMastercard$419,860$13,155 ▲3.2%7660.3%Business ServicesIBDSiShares iBonds Dec 2027 Term Corporate ETF$418,487$118,822 ▲39.7%17,3070.3%ETFUNHUnitedHealth Group$401,193$7,856 ▼-1.9%7660.3%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$398,646$123,908 ▲45.1%17,2350.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$398,258$124,695 ▲45.6%18,3360.3%ETFCOSTCostco Wholesale$398,173$4,729 ▲1.2%4210.3%Retail/WholesaleSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$379,552$379,552 ▲New Holding7,5880.3%ETFNFLXNetflix$360,889$1,865 ▲0.5%3870.3%Consumer DiscretionarySCHVSchwab U.S. Large-Cap Value ETF$352,026$10,951 ▼-3.0%13,2440.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$345,156$103,045 ▲42.6%16,6340.3%ETFIBMInternational Business Machines$342,653$48,986 ▲16.7%1,3780.3%Computer and TechnologyXOMExxon Mobil$330,150$8,206 ▲2.5%2,7760.3%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$329,012$4,880 ▼-1.5%2,6970.3%ETFUNPUnion Pacific$325,775$9,686 ▲3.1%1,3790.2%TransportationCVXChevron$321,866$37,640 ▲13.2%1,9240.2%EnergyVBVanguard Small-Cap ETF$314,491$18,852 ▼-5.7%1,4180.2%ETFIGEBiShares Investment Grade Bond Factor ETF$293,555$50,276 ▲20.7%6,5220.2%ETFVTEBVanguard Tax-Exempt Bond ETF$289,533$32,700 ▲12.7%5,8350.2%ETFVBRVanguard Small-Cap Value ETF$282,043$9,687 ▼-3.3%1,5140.2%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$281,2250.0%12,9180.2%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$279,0540.0%14,1940.2%ManufacturingPALANTIR TECHNOLOGIES INC$278,773$10,466 ▲3.9%3,3030.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
