HolderBook

DecisionMap Wealth Management, LLC

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
2001526
Reported value
$178.7M
Positions
145
Top 10 weight
39.3%
Filed
2026-07-21
Days after quarter end
21

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIVV$16.2M21,5699.04%+0.19pp7q+3.0%+$468.0K
SPDR SERIES TRUSTSPYG$10.9M92,0246.13%+0.46pp7q+2.8%+$301.5K
ISHARES TRIEFA$7.4M76,8824.16%-0.15pp7q+4.6%+$325.8K
NVIDIA CORPORATIONNVDA$5.6M27,7593.11%+0.20pp7q+7.8%+$401.4K
ISHARES INCIEMG$5.5M65,9573.06%+0.15pp7q+2.5%+$131.5K
SPDR SERIES TRUSTSPYV$5.4M88,4403.01%-0.08pp7q+4.8%+$246.8K
ISHARES TRHEFA$5.4M114,0122.99%-0.03pp7q+3.7%+$193.2K
DIMENSIONAL ETF TRUSTDFCF$5.0M119,2402.82%+0.20pp7q+24.3%+$984.1K
APPLE INCAAPL$4.7M16,2872.64%flat7q+1.4%+$63.7K
FIDELITY MERRIMACK STR TRFBND$4.2M93,4062.38%-0.10pp7q+11.4%+$434.1K
BLACKROCK ETF TRUST IIBINC$4.2M79,5892.33%-0.10pp7q+10.2%+$384.9K
VANGUARD INDEX FDSVOO$4.0M5,8502.25%-0.07pp7q-2.5%-$103.0K
FIDELITY WISE ORIGIN BITCOINFBTC$3.3M65,3901.87%-0.46pp7q+7.4%+$228.8K
MICROSOFT CORPMSFT$3.0M8,1051.69%-0.13pp7q+6.4%+$182.8K
COCA COLA COKO$2.9M35,3431.61%-0.12pp7qHELD
ISHARES TRAGG$2.7M27,4851.52%-0.16pp7q+4.9%+$126.4K
ISHARES TRMBB$2.5M26,0111.38%-0.14pp7q+5.6%+$130.2K
TCW ETF TRUSTPWRD$2.4M19,5841.35%+0.19pp3q+7.0%+$156.9K
ALPHABET INCGOOGL$2.3M6,5101.30%+0.05pp7q-3.5%-$84.7K
VANGUARD INDEX FDSVTI$2.2M5,9801.24%flat7qHELD
FIDELITY COVINGTON TRUSTFESM$1.9M39,0161.05%+0.14pp3q+4.5%+$81.9K
BERKSHIRE HATHAWAY INC DELBRKB$1.9M3,7541.05%-0.13pp7q-1.2%-$23.0K
ISHARES TRDGRO$1.8M24,3901.03%+0.03pp2q+9.8%+$165.5K
AMAZON COM INCAMZN$1.8M7,6201.02%+0.04pp7q+4.8%+$82.5K
ISHARES TRIJH$1.7M22,0580.95%+0.05pp7q+7.3%+$115.7K
BROADCOM INCAVGO$1.7M4,4630.94%+0.22pp7q+23.3%+$318.4K
ISHARES TRIJR$1.7M11,2740.94%+0.02pp7q-1.3%-$22.8K
SELECT SECTOR SPDR TRXLF$1.6M30,3430.91%-0.01pp6q+5.5%+$84.4K
ALPHABET INCGOOG$1.6M4,4250.88%+0.14pp7q+12.0%+$167.5K
DIMENSIONAL ETF TRUSTDFSD$1.5M30,8660.82%-0.08pp7q+5.7%+$78.8K
BLACKROCK ETF TRUSTBAI$1.3M23,8110.70%+0.21pp3q+2.2%+$27.4K
META PLATFORMS INCMETA$1.2M2,1950.69%-0.10pp7q+2.8%+$33.8K
PACCAR INCPCAR$1.2M10,0370.67%-0.08pp7qHELD
JPMORGAN CHASE & COJPM$1.2M3,6650.67%+0.05pp7q+11.8%+$126.3K
PROCTER & GAMBLE COPG$1.2M8,1420.67%-0.11pp7q-2.6%-$32.4K
SCHWAB STRATEGIC TRSCHG$1.2M34,3260.65%-0.01pp7q-1.7%-$19.6K
ELI LILLY & COLLY$1.1M9420.63%flat7q-11.1%-$141.6K
ISHARES TRTLH$1.1M11,1710.63%-0.01pp3q+14.5%+$141.6K
VANGUARD BD INDEX FDSBND$1.1M15,2110.62%-0.01pp2q+13.8%+$135.4K
VISA INCV$1.1M3,2480.62%-0.04pp7q-3.7%-$42.9K
JOHNSON & JOHNSONJNJ$1.1M4,3640.62%-0.14pp7q-9.5%-$115.8K
TESLA INCTSLA$1.1M2,6220.62%flat7q+2.3%+$24.4K
STATE STR SPDR S&P 500 ETF TSPY$1.0M1,3720.57%flat7qHELD
SCHWAB STRATEGIC TRSCHB$986.4K34,0600.55%-0.01pp7q-1.0%-$10.3K
ISHARES TRSTIP$972.4K9,5180.54%-0.07pp7q+3.4%+$31.6K
ISHARES TRMUB$953.2K8,8570.53%-0.05pp7q+4.0%+$36.5K
ISHARES TRIXUS$936.2K9,8090.52%-0.08pp7q-9.1%-$93.3K
ABACUS FCF ETF TRABFL$887.9K10,3410.50%-0.03pp7q-10.0%-$98.3K
BROADSTONE NET LEASE INCBNL$849.0K41,0740.48%-0.01pp7qHELD
MICRON TECHNOLOGY INCMU$844.9K7320.47%+0.33pp2q+13.3%+$99.3K
CATERPILLAR INCCAT$835.5K7850.47%+0.10pp7q-1.4%-$11.7K
ISHARES TRIBDT$834.4K33,0440.47%flat7q+16.0%+$115.3K
HOME DEPOT INCHD$807.2K2,2890.45%-0.06pp7q-4.7%-$39.8K
VANGUARD INDEX FDSVTV$806.6K3,7010.45%-0.02pp7qHELD
ISHARES TRIBDS$787.1K32,4960.44%-0.03pp7qDEBT
ROLLINS INCROL$784.9K18,8050.44%-0.21pp7qHELD
ISHARES TRIBDR$779.8K32,1830.44%flat7qDEBT
SCHWAB STRATEGIC TRSCHF$744.3K26,8700.42%-0.01pp7q+1.0%+$7.3K
ISHARES TRTIP$738.4K6,7470.41%-0.02pp7q+11.4%+$75.4K
SPDR SERIES TRUSTHYMB$723.7K28,4480.41%-0.05pp7qHELD
RTX CORPORATIONRTX$710.6K3,7450.40%-0.06pp7q+1.2%+$8.5K
ISHARES TRIBDU$700.7K30,2530.39%-0.07pp7q-0.9%-$6.7K
ISHARES TRIBDV$700.6K32,1380.39%-0.07pp7q-1.0%-$6.7K
VANGUARD INDEX FDSVO$692.3K8,5920.39%-0.02pp7q+296.5%+$517.7K
ISHARES BITCOIN TRUST ETFIBIT$663.0K19,9150.37%-0.12pp7q+1.9%+$12.1K
ASML HLDG NVASML$630.3K3170.35%-0.03pp7q-30.0%-$270.4K
ISHARES TRIBDX$627.3K24,9030.35%-0.06pp4q-1.1%-$6.8K
ISHARES TRIBDW$626.8K30,0780.35%-0.06pp7q-1.1%-$6.7K
DISNEY WALT CODIS$596.6K6,1990.33%-0.03pp7q+6.6%+$37.0K
GENERAL DYNAMICS CORPGD$593.9K1,6770.33%-0.05pp7q-3.7%-$23.0K
ADVANCED MICRO DEVICES INCAMD$583.8K1,0050.33%-newNEW
STARBUCKS CORPSBUX$575.7K5,6330.32%-0.06pp7q-15.3%-$104.0K
INTUITIVE SURGICAL INCISRG$569.1K1,4310.32%-newNEW
NOVO-NORDISK A SNVO$534.6K11,1510.30%+0.07pp7q+13.5%+$63.8K
SPDR SERIES TRUSTJNK$530.1K5,5010.30%-0.41pp7q-51.7%-$567.3K
HONEYWELL INTL INCHON$529.3K2,3640.30%-newNEW
HONEYWELL AEROSPACE INCHONA$524.2K2,3710.29%-newNEW
COLGATE PALMOLIVE COCL$522.0K5,6930.29%-0.07pp2q-13.7%-$83.2K
ISHARES TRGOVT$501.8K22,0260.28%-0.08pp7q-10.5%-$58.8K
UNILEVER PLCUL$497.4K8,2730.28%-0.02pp3q+1.5%+$7.4K
C H ROBINSON WORLDWIDE INCHRW$494.9K2,6280.28%-0.06pp7q-16.0%-$94.3K
WALMART INCWMT$451.3K3,9850.25%-0.07pp7q-1.5%-$6.8K
ISHARES TRITOT$449.7K2,7380.25%flat7qHELD
MEDTRONIC PLCMDT$444.0K5,6760.25%-0.05pp7q+4.9%+$20.9K
DIAGEO PLCDEO$443.2K5,5140.25%-0.02pp7qHELD
LOCKHEED MARTIN CORPLMT$441.2K8660.25%-0.09pp7q-0.7%-$3.1K
ISHARES TRIBTJ$439.5K20,3020.25%+0.02pp7q+28.3%+$96.9K
ISHARES TRIBTK$439.4K22,4880.25%+0.02pp7q+28.5%+$97.4K
ISHARES TRIBTL$435.6K21,5770.24%+0.02pp5q+29.0%+$98.0K
COSTCO WHOLESALE CORPORATIONCOST$422.8K4520.24%-0.04pp7q+6.6%+$26.2K
INVESCO QQQ TRQQQ$417.0K5660.23%+0.05pp3q+15.5%+$56.0K
ISHARES TRUSMV$411.8K4,2690.23%-0.06pp7q-12.5%-$58.7K
VANGUARD INDEX FDSVB$401.4K1,3240.22%flat7q+0.7%+$2.7K
UNION PAC CORPUNP$394.1K1,4490.22%+0.03pp7q+16.4%+$55.5K
EXXONMOBIL HOLDINGS CORP COM SHSXOM$390.1K2,8530.22%-newNEW
LAM RESEARCH CORPLRCX$387.0K8930.22%-newNEW
SCHWAB STRATEGIC TRSCHV$373.6K10,7320.21%-0.01pp7q-1.3%-$4.9K
MASTERCARD INCORPORATEDMA$369.3K7190.21%-0.05pp7q-8.6%-$34.9K
ISHARES TRIYW$366.2K1,4520.20%+0.03pp7qHELD
WELLS FARGO & COWFC$364.5K4,4110.20%+0.01pp5q+14.5%+$46.1K
ISHARES TRIBTH$360.4K16,1110.20%+0.03pp5q+36.5%+$96.5K
ISHARES TRIBTI$359.8K16,2490.20%+0.03pp6q+35.6%+$94.5K
GOLDMAN SACHS GROUP INCGS$354.0K3500.20%+0.01pp5q+3.2%+$11.1K
ISHARES TROEF$345.4K9440.19%+0.01pp5q+8.9%+$28.2K
CHEVRON CORPORATIONCVX$341.1K2,0580.19%-0.08pp7q+3.2%+$10.4K
PALANTIR TECHNOLOGIES INCPLTR$340.2K2,9160.19%-0.09pp7q-2.1%-$7.5K
ISHARES TRIXN$328.0K2,2700.18%flat3q-18.7%-$75.4K
VANGUARD INDEX FDSVBR$324.6K1,3360.18%-0.01pp7qHELD
PIMCO ETF TRSMMU$323.1K6,3990.18%-0.03pp6qHELD
INTEL CORPINTC$305.7K2,1890.17%-newNEW
VANGUARD MUN BD FDSVTEB$304.3K6,0170.17%-0.05pp7q-10.2%-$34.7K
CISCO SYS INCCSCO$300.7K2,5600.17%-newNEW
TJX COS INC NEWTJX$299.2K1,9750.17%-0.04pp7qHELD
AMPHENOL CORPAPH$296.0K1,6790.17%-newNEW
ABBVIE INCABBV$294.4K1,1700.16%flat6q+0.9%+$2.5K
ISHARES TRIDGT$291.8K2,4370.16%-newNEW
LINDE PLCLIN$290.6K5600.16%-0.02pp7qHELD
VANGUARD INDEX FDSVNQ$286.0K2,9660.16%-0.02pp4q-5.1%-$15.3K
BANK OF AMER CORPBAC$283.4K4,9740.16%-newNEW
ISHARES TRSGOV$278.1K2,7620.16%-0.08pp3q-22.7%-$81.7K
UNITEDHEALTH GROUP INCUNH$273.9K6590.15%-newNEW
VANGUARD TAX-MANAGED FDSVEA$264.8K3,7170.15%flat2q+6.0%+$15.1K
INTERNATIONAL BUSINESS MACHSIBM$257.6K9160.14%flat7qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$257.4K5390.14%-newNEW
AMERICAN EXPRESS COAXP$255.4K7550.14%flat5q+3.7%+$9.1K
KLA CORPKLAC$254.9K8450.14%-newNEW
PIMCO ETF TRMUNI$254.0K4,8290.14%flat4q+11.8%+$26.8K
GE AEROSPACEGE$253.0K6770.14%-newNEW
VANECK ETF TRUSTSMH$250.5K3820.14%-newNEW
APPLIED MATLS INCAMAT$248.7K3440.14%-newNEW
ILLINOIS TOOL WKS INCITW$247.2K9140.14%flat2q+14.4%+$31.1K
ISHARES INCEMGF$244.5K3,3370.14%flat5q-4.8%-$12.4K
STRATEGY INCMSTR$244.4K2,8120.14%-0.09pp7q+2.3%+$5.6K
VANGUARD INDEX FDSVUG$231.0K2,6820.13%-newNEW
ISHARES TRARTY$229.7K3,0170.13%-newNEW
ETF SER SOLUTIONSQTUM$227.4K1,3750.13%-newNEW
VANGUARD SCOTTSDALE FDSVONV$226.3K2,1290.13%-0.01pp5q-5.5%-$13.1K
ISHARES TRIWF$223.5K1,8000.13%-newNEW
ISHARES TRIBTG$219.6K9,5930.12%-0.01pp5q+3.5%+$7.4K
QUALCOMM INCQCOM$219.5K1,1880.12%-newNEW
NETFLIX INCNFLX$215.1K3,0120.12%-0.08pp7q-4.1%-$9.1K
MERCK & CO INCMRK$213.8K1,6640.12%-0.01pp2q-2.6%-$5.7K
ACCENTURE PLC IRELANDACN$206.9K1,6620.12%-0.33pp7q-52.6%-$229.3K
STRYKER CORPORATIONSYK$202.1K6420.11%-0.03pp7q-4.3%-$9.1K
GE VERNOVA INCGEV$202.1K1720.11%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 5.8%Software & IT Services 4.8%Computer Hardware 3.0%Retail & Consumer 2.4%Capital Markets 2.4%Autos & Aerospace 2.3%Food, Drink & Tobacco 1.9%Biotech & Pharma 1.8%Other sectors 9.9%Not classified 65.7%
 
SectorValueShare
Semiconductors & Electronics$10.5M5.8%
Software & IT Services$8.5M4.8%
Computer Hardware$5.3M3.0%
Retail & Consumer$4.4M2.4%
Capital Markets$4.4M2.4%
Autos & Aerospace$4.1M2.3%
Food, Drink & Tobacco$3.3M1.9%
Biotech & Pharma$3.3M1.8%
Other sectors$17.8M9.9%
Not classified$117.3M65.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$178.7M145236541739.3%21
Q1 2026$154.5M129839671338.5%15
Q4 2025$162.2M134116542637.6%7
Q3 2025$156.0M12995040336.6%16
Q2 2025$145.8M123125644736.2%30
Q1 2025$131.5M118116431436.0%21
Q4 2024$126.2M111000036.6%41

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.