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DecisionMap Wealth Management 13F Portfolio

Portfolio Manager
DecisionMap Wealth Management, LLC
Performance
+9.65% (2026 Q2)
AUM (13F)
$178.68M
# of Holdings
145
Performance Rank
N/A
Allocation (Top 20)
55.88%
Latest filing
Q2 2026

DecisionMap Wealth Management, LLC Holdings Map

Top 50 DecisionMap Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.04%21.6K$16.2M
+2.98%(+625)
2025-Q2: 16.7K shares2025-Q3: 16.8K shares2025-Q4: 20.7K shares2026-Q1: 20.9K shares2026-Q2: 21.6K shares
$604.28(+28.64%)
2026-06-30
SPYG
SPDR SER TR
6.13%92.0K$10.9M
+2.83%(+2.53K)
2025-Q2: 82.5K shares2025-Q3: 82.1K shares2025-Q4: 89.1K shares2026-Q1: 89.5K shares2026-Q2: 92.0K shares
$87.55(+40.24%)
2026-06-30
IEFA
ISHARES TR
4.16%76.9K$7.4M
+4.59%(+3.37K)
2025-Q2: 64.1K shares2025-Q3: 63.8K shares2025-Q4: 70.9K shares2026-Q1: 73.5K shares2026-Q2: 76.9K shares
$76.79(+31.58%)
2026-06-30
NVDA
NVIDIA CORPORATION
3.11%27.8K$5.6M
+7.79%(+2.01K)
2025-Q2: 22.1K shares2025-Q3: 22.5K shares2025-Q4: 25.5K shares2026-Q1: 25.8K shares2026-Q2: 27.8K shares
$139.36(+58.19%)
2026-06-30
IEMG
ISHARES INC
3.06%66.0K$5.5M
+2.47%(+1.59K)
2025-Q2: 62.9K shares2025-Q3: 64.2K shares2025-Q4: 67.4K shares2026-Q1: 64.4K shares2026-Q2: 66.0K shares
$55.91(+43.48%)
2026-06-30
SPYV
SPDR SER TR
3.01%88.4K$5.4M
+4.81%(+4.06K)
2025-Q2: 99.4K shares2025-Q3: 103.1K shares2025-Q4: 84.6K shares2026-Q1: 84.4K shares2026-Q2: 88.4K shares
$52.10(+21.67%)
2026-06-30
HEFA
ISHARES TR
2.99%114.0K$5.4M
+3.75%(+4.12K)
2025-Q2: 116.3K shares2025-Q3: 118.0K shares2025-Q4: 113.3K shares2026-Q1: 109.9K shares2026-Q2: 114.0K shares
$35.50(+34.64%)
2026-06-30
DFCF
DIMENSIONAL ETF TRUST
2.82%119.2K$5.0M
+24.30%(+23.31K)
2025-Q2: 87.3K shares2025-Q3: 85.0K shares2025-Q4: 85.2K shares2026-Q1: 95.9K shares2026-Q2: 119.2K shares
$42.22(-1.29%)
2026-06-30
AAPL
APPLE INC
2.64%16.3K$4.7M
+1.37%(+220)
2025-Q2: 14.7K shares2025-Q3: 14.7K shares2025-Q4: 14.7K shares2026-Q1: 16.1K shares2026-Q2: 16.3K shares
$235.37(+30.29%)
2026-06-30
FBND
FIDELITY MERRIMACK STR TR
2.38%93.4K$4.2M
+11.38%(+9.54K)
2025-Q2: 46.2K shares2025-Q3: 48.5K shares2025-Q4: 67.3K shares2026-Q1: 83.9K shares2026-Q2: 93.4K shares
$45.67(-1.62%)
2026-06-30

About DecisionMap Wealth Management, LLCโ€™s portfolio

DecisionMap Wealth Management, LLC reports $178.68M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.0%), SPYG (6.1%) and IEFA (4.2%). The top 20 holdings account for 55.88% of reported assets. Its disclosed equity book has returned +19.83% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IVV โ€” 11.7% ($16.15M)SPYG โ€” 7.9% ($10.95M)IEFA โ€” 5.4% ($7.43M)NVDA โ€” 4.0% ($5.55M)IEMG โ€” 3.9% ($5.46M)SPYV โ€” 3.9% ($5.38M)HEFA โ€” 3.9% ($5.35M)DFCF โ€” 3.6% ($5.03M)AAPL โ€” 3.4% ($4.71M)FBND โ€” 3.1% ($4.25M)Other โ€” 49.2% ($68.09M)
51%in top 10
  • IVV11.7%
  • SPYG7.9%
  • IEFA5.4%
  • NVDA4.0%
  • IEMG3.9%
  • SPYV3.9%
  • HEFA3.9%
  • DFCF3.6%
  • AAPL3.4%
  • FBND3.1%
  • Other49.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
36
DFCFDIMENSIONAL ETF TRUST+24.3%
IVVISHARES TR+3.0%
FBNDFIDELITY MERRIMACK STR TR+11.4%
NVDANVIDIA CORPORATION+7.8%
+32 more
Trimmed
13
LLYELI LILLY & CO-11.1%
JNJJOHNSON & JOHNSON-9.5%
VOOVANGUARD INDEX FDS-2.5%
ABFLTRIMTABS ETF TR-10.0%
+9 more

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Source filings

Holdings on this page are parsed from DecisionMap Wealth Management, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001526). View DecisionMap Wealth Management, LLCโ€™s 13F filings on SEC

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