Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $16.2M | 9.0% |
| SPDR Ser TRPRTFLO S&P500 GW | PRTFLO S&P500 GW | $10.9M | 6.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $7.43M | 4.2% |
| Nvidia CorporationCOM | COM | $5.55M | 3.1% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $5.46M | 3.1% |
| SPDR Ser TRPRTFLO S&P500 VL | PRTFLO S&P500 VL | $5.38M | 3.0% |
| iShares TRHDG MSCI EAFE | HDG MSCI EAFE | $5.35M | 3.0% |
| Dimensional ETF TrustCORE FIXED INCOM | CORE FIXED INCOM | $5.03M | 2.8% |
| Apple Inc.COM | COM | $4.71M | 2.6% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $4.25M | 2.4% |
| Blackrock ETF Trust IIFLEXIBLE INCOME | FLEXIBLE INCOME | $4.17M | 2.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $4.02M | 2.2% |
| Fidelity Wise Origin BitcoinSHS | SHS | $3.34M | 1.9% |
| Microsoft Corp.COM | COM | $3.02M | 1.7% |
| Coca Cola COCOM | COM | $2.87M | 1.6% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $2.72M | 1.5% |
| iShares TRMBS ETF | MBS ETF | $2.46M | 1.4% |
| Tcw ETF TrustTRANSFORM SYSTEM | TRANSFORM SYSTEM | $2.41M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.33M | 1.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.21M | 1.2% |
| Fidelity Covington TrustENHANCED SMALL | ENHANCED SMALL | $1.88M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.88M | 1.1% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $1.85M | 1.0% |
| Amazon Com Inc.COM | COM | $1.82M | 1.0% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.7M | 1.0% |
| Broadcom Inc.COM | COM | $1.69M | 0.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $1.67M | 0.9% |
| Select Sector SPDR TRFINANCIAL | FINANCIAL | $1.63M | 0.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.56M | 0.9% |
| Dimensional ETF TrustSHORT DURATION F | SHORT DURATION F | $1.47M | 0.8% |
| Blackrock ETF TrustISHARES A I INNO | ISHARES A I INNO | $1.26M | 0.7% |
| Meta Platforms Inc.CL A | CL A | $1.24M | 0.7% |
| Paccar Inc.COM | COM | $1.21M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $1.2M | 0.7% |
| Procter And Gamble COCOM | COM | $1.19M | 0.7% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $1.16M | 0.7% |
| Eli Lilly & COCOM | COM | $1.13M | 0.6% |
| iShares TR10-20 YR TRS ETF | 10-20 YR TRS ETF | $1.12M | 0.6% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $1.12M | 0.6% |
| Visa Inc.COM CL A | COM CL A | $1.11M | 0.6% |
| Johnson & JohnsonCOM | COM | $1.11M | 0.6% |
| Tesla Inc.COM | COM | $1.1M | 0.6% |
| SPDR S&P 500 ETF TRTR UNIT | TR UNIT | $1.02M | 0.6% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $986K | 0.6% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $972K | 0.5% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $953K | 0.5% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $936K | 0.5% |
| Trimtabs ETF TRFCF US QLTY ETF | FCF US QLTY ETF | $888K | 0.5% |
| Broadstone Net Lease Inc.COM | COM | $849K | 0.5% |
| Micron Technology Inc.COM | COM | $845K | 0.5% |
iShares TRCORE S&P500 ETF$16.2M
- Class
- CORE S&P500 ETF
- Share
- 9.0%
SPDR Ser TRPRTFLO S&P500 GW$10.9M
- Class
- PRTFLO S&P500 GW
- Share
- 6.1%
iShares TRCORE MSCI EAFE$7.43M
- Class
- CORE MSCI EAFE
- Share
- 4.2%
Nvidia CorporationCOM$5.55M
- Class
- COM
- Share
- 3.1%
iShares Inc.CORE MSCI EMKT$5.46M
- Class
- CORE MSCI EMKT
- Share
- 3.1%
SPDR Ser TRPRTFLO S&P500 VL$5.38M
- Class
- PRTFLO S&P500 VL
- Share
- 3.0%
iShares TRHDG MSCI EAFE$5.35M
- Class
- HDG MSCI EAFE
- Share
- 3.0%
Dimensional ETF TrustCORE FIXED INCOM$5.03M
- Class
- CORE FIXED INCOM
- Share
- 2.8%
Apple Inc.COM$4.71M
- Class
- COM
- Share
- 2.6%
Fidelity Merrimack Str TRTOTAL BD ETF$4.25M
- Class
- TOTAL BD ETF
- Share
- 2.4%
Blackrock ETF Trust IIFLEXIBLE INCOME$4.17M
- Class
- FLEXIBLE INCOME
- Share
- 2.3%
Vanguard Index FdsS&P 500 ETF SHS$4.02M
- Class
- S&P 500 ETF SHS
- Share
- 2.2%
Fidelity Wise Origin BitcoinSHS$3.34M
- Class
- SHS
- Share
- 1.9%
Microsoft Corp.COM$3.02M
- Class
- COM
- Share
- 1.7%
Coca Cola COCOM$2.87M
- Class
- COM
- Share
- 1.6%
iShares TRCORE US AGGBD ET$2.72M
- Class
- CORE US AGGBD ET
- Share
- 1.5%
iShares TRMBS ETF$2.46M
- Class
- MBS ETF
- Share
- 1.4%
Tcw ETF TrustTRANSFORM SYSTEM$2.41M
- Class
- TRANSFORM SYSTEM
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$2.33M
- Class
- CAP STK CL A
- Share
- 1.3%
Vanguard Index FdsTOTAL STK MKT$2.21M
- Class
- TOTAL STK MKT
- Share
- 1.2%
Fidelity Covington TrustENHANCED SMALL$1.88M
- Class
- ENHANCED SMALL
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$1.88M
- Class
- CL B NEW
- Share
- 1.1%
iShares TRCORE DIV GRWTH$1.85M
- Class
- CORE DIV GRWTH
- Share
- 1.0%
Amazon Com Inc.COM$1.82M
- Class
- COM
- Share
- 1.0%
iShares TRCORE S&P MCP ETF$1.7M
- Class
- CORE S&P MCP ETF
- Share
- 1.0%
Broadcom Inc.COM$1.69M
- Class
- COM
- Share
- 0.9%
iShares TRCORE S&P SCP ETF$1.67M
- Class
- CORE S&P SCP ETF
- Share
- 0.9%
Select Sector SPDR TRFINANCIAL$1.63M
- Class
- FINANCIAL
- Share
- 0.9%
Alphabet Inc.CAP STK CL C$1.56M
- Class
- CAP STK CL C
- Share
- 0.9%
Dimensional ETF TrustSHORT DURATION F$1.47M
- Class
- SHORT DURATION F
- Share
- 0.8%
Blackrock ETF TrustISHARES A I INNO$1.26M
- Class
- ISHARES A I INNO
- Share
- 0.7%
Meta Platforms Inc.CL A$1.24M
- Class
- CL A
- Share
- 0.7%
Paccar Inc.COM$1.21M
- Class
- COM
- Share
- 0.7%
JPMORGAN Chase & COCOM$1.2M
- Class
- COM
- Share
- 0.7%
Procter And Gamble COCOM$1.19M
- Class
- COM
- Share
- 0.7%
Schwab Strategic TRUS LCAP GR ETF$1.16M
- Class
- US LCAP GR ETF
- Share
- 0.7%
Eli Lilly & COCOM$1.13M
- Class
- COM
- Share
- 0.6%
iShares TR10-20 YR TRS ETF$1.12M
- Class
- 10-20 YR TRS ETF
- Share
- 0.6%
Vanguard BD Index FdsTOTAL BND MRKT$1.12M
- Class
- TOTAL BND MRKT
- Share
- 0.6%
Visa Inc.COM CL A$1.11M
- Class
- COM CL A
- Share
- 0.6%
Johnson & JohnsonCOM$1.11M
- Class
- COM
- Share
- 0.6%
Tesla Inc.COM$1.1M
- Class
- COM
- Share
- 0.6%
SPDR S&P 500 ETF TRTR UNIT$1.02M
- Class
- TR UNIT
- Share
- 0.6%
Schwab Strategic TRUS BRD MKT ETF$986K
- Class
- US BRD MKT ETF
- Share
- 0.6%
iShares TR0-5 YR TIPS ETF$972K
- Class
- 0-5 YR TIPS ETF
- Share
- 0.5%
iShares TRNATIONAL MUN ETF$953K
- Class
- NATIONAL MUN ETF
- Share
- 0.5%
iShares TRCORE MSCI TOTAL$936K
- Class
- CORE MSCI TOTAL
- Share
- 0.5%
Trimtabs ETF TRFCF US QLTY ETF$888K
- Class
- FCF US QLTY ETF
- Share
- 0.5%
Broadstone Net Lease Inc.COM$849K
- Class
- COM
- Share
- 0.5%
Micron Technology Inc.COM$845K
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 145 positions by value, with holdings of the same security combined. The 145 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2001526
- File number
- 028-24842
- Options
- 0 call, 0 put
- In the 25 largest
- 61.0%
- Prior quarter
- $155M at 31 March 2026
- Positions opened
- 23
- Positions closed
- 7
Common questions
What are DecisionMap Wealth Management’s 13F holdings worth?
$179 million across 145 positions for the quarter ended 30 June 2026.
What is DecisionMap Wealth Management’s largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $16.2 million, or 9.0% of reported 13F value, as of 30 June 2026.
How concentrated is DecisionMap Wealth Management’s 13F portfolio?
The ten largest positions accounted for 39.3% of reported value and the twenty-five largest for 61.0%, across 145 positions as of 30 June 2026.
Does Form 13F show everything DecisionMap Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does DecisionMap Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.