# DecisionMap Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2001526. Source: https://holderbook.com/funds/2001526-decisionmap-wealth-management-llc/

- Reported value: $178.7M
- Positions: 145
- Weight of the ten largest: 39.3%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $16.2M | 21,569 | 9.0% | 7 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $10.9M | 92,024 | 6.1% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $7.4M | 76,882 | 4.2% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.6M | 27,759 | 3.1% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $5.5M | 65,957 | 3.1% | 7 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $5.4M | 88,440 | 3.0% | 7 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $5.4M | 114,012 | 3.0% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $5.0M | 119,240 | 2.8% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.7M | 16,287 | 2.6% | 7 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $4.2M | 93,406 | 2.4% | 7 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $4.2M | 79,589 | 2.3% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.0M | 5,850 | 2.2% | 7 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $3.3M | 65,390 | 1.9% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.0M | 8,105 | 1.7% | 7 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.9M | 35,343 | 1.6% | 7 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.7M | 27,485 | 1.5% | 7 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $2.5M | 26,011 | 1.4% | 7 |
| TCW ETF TRUST | [PWRD](https://holderbook.com/stocks/PWRD/) | $2.4M | 19,584 | 1.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.3M | 6,510 | 1.3% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.2M | 5,980 | 1.2% | 7 |
| FIDELITY COVINGTON TRUST | [FESM](https://holderbook.com/stocks/FESM/) | $1.9M | 39,016 | 1.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.9M | 3,754 | 1.1% | 7 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $1.8M | 24,390 | 1.0% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.8M | 7,620 | 1.0% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.7M | 22,058 | 1.0% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.7M | 4,463 | 0.9% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.7M | 11,274 | 0.9% | 7 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.6M | 30,343 | 0.9% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.6M | 4,425 | 0.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $1.5M | 30,866 | 0.8% | 7 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $1.3M | 23,811 | 0.7% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,195 | 0.7% | 7 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $1.2M | 10,037 | 0.7% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.2M | 3,665 | 0.7% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.2M | 8,142 | 0.7% | 7 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.2M | 34,326 | 0.7% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.1M | 942 | 0.6% | 7 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $1.1M | 11,171 | 0.6% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.1M | 15,211 | 0.6% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.1M | 3,248 | 0.6% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,364 | 0.6% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.1M | 2,622 | 0.6% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.0M | 1,372 | 0.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $986.4K | 34,060 | 0.6% | 7 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $972.4K | 9,518 | 0.5% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $953.2K | 8,857 | 0.5% | 7 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $936.2K | 9,809 | 0.5% | 7 |
| ABACUS FCF ETF TR | [ABFL](https://holderbook.com/stocks/ABFL/) | $887.9K | 10,341 | 0.5% | 7 |
| BROADSTONE NET LEASE INC | [BNL](https://holderbook.com/stocks/BNL/) | $849.0K | 41,074 | 0.5% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $844.9K | 732 | 0.5% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $835.5K | 785 | 0.5% | 7 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $834.4K | 33,044 | 0.5% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $807.2K | 2,289 | 0.5% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $806.6K | 3,701 | 0.5% | 7 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $787.1K | 32,496 | 0.4% | 7 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $784.9K | 18,805 | 0.4% | 7 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $779.8K | 32,183 | 0.4% | 7 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $744.3K | 26,870 | 0.4% | 7 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $738.4K | 6,747 | 0.4% | 7 |
| SPDR SERIES TRUST | [HYMB](https://holderbook.com/stocks/HYMB/) | $723.7K | 28,448 | 0.4% | 7 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $710.6K | 3,745 | 0.4% | 7 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $700.7K | 30,253 | 0.4% | 7 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $700.6K | 32,138 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $692.3K | 8,592 | 0.4% | 7 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $663.0K | 19,915 | 0.4% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $630.3K | 317 | 0.4% | 7 |
| ISHARES TR | [IBDX](https://holderbook.com/stocks/IBDX/) | $627.3K | 24,903 | 0.4% | 4 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $626.8K | 30,078 | 0.4% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $596.6K | 6,199 | 0.3% | 7 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $593.9K | 1,677 | 0.3% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $583.8K | 1,005 | 0.3% | 1 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $575.7K | 5,633 | 0.3% | 7 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $569.1K | 1,431 | 0.3% | 1 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $534.6K | 11,151 | 0.3% | 7 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $530.1K | 5,501 | 0.3% | 7 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $529.3K | 2,364 | 0.3% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $524.2K | 2,371 | 0.3% | 1 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $522.0K | 5,693 | 0.3% | 2 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $501.8K | 22,026 | 0.3% | 7 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $497.4K | 8,273 | 0.3% | 3 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $494.9K | 2,628 | 0.3% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $451.3K | 3,985 | 0.3% | 7 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $449.7K | 2,738 | 0.3% | 7 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $444.0K | 5,676 | 0.2% | 7 |
| DIAGEO PLC | [DEO](https://holderbook.com/stocks/DEO/) | $443.2K | 5,514 | 0.2% | 7 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $441.2K | 866 | 0.2% | 7 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $439.5K | 20,302 | 0.2% | 7 |
| ISHARES TR | [IBTK](https://holderbook.com/stocks/IBTK/) | $439.4K | 22,488 | 0.2% | 7 |
| ISHARES TR | [IBTL](https://holderbook.com/stocks/IBTL/) | $435.6K | 21,577 | 0.2% | 5 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $422.8K | 452 | 0.2% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $417.0K | 566 | 0.2% | 3 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $411.8K | 4,269 | 0.2% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $401.4K | 1,324 | 0.2% | 7 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $394.1K | 1,449 | 0.2% | 7 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $390.1K | 2,853 | 0.2% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $387.0K | 893 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $373.6K | 10,732 | 0.2% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $369.3K | 719 | 0.2% | 7 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $366.2K | 1,452 | 0.2% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $364.5K | 4,411 | 0.2% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.2% | +14.8% | -5.7% | 99% |
| Q1 2026 | -3.8% | -4.6% | +0.9% | 99% |
| Q4 2025 | +0.5% | +2.4% | -1.9% | 99% |
| Q3 2025 | +5.7% | +7.8% | -2.1% | 99% |
| Q2 2025 | +8.1% | +10.5% | -2.3% | 99% |
| Q1 2025 | -2.2% | -4.6% | +2.3% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $178.7M | 145 |
| Q1 2026 | $154.5M | 129 |
| Q4 2025 | $162.2M | 134 |
| Q3 2025 | $156.0M | 129 |
| Q2 2025 | $145.8M | 123 |
| Q1 2025 | $131.5M | 118 |
| Q4 2024 | $126.2M | 111 |