Decisionmap Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$154.5M
Q ending 2026-03-31
Prior quarter
$162.2M
Q ending 2025-12-31
Change
-4.7% QoQ · +17.5% YoY
Positions
129
reported holdings
Largest positions
Top 100 of 129 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $13.7M | 21K |
| Spdr Ser Tr | SPYG | Shares | $8.8M | 89K |
| Ishares Tr | IEFA | Shares | $6.7M | 74K |
| Spdr Ser Tr | SPYV | Shares | $4.8M | 84K |
| Ishares Tr | HEFA | Shares | $4.7M | 110K |
| Nvidia Corporation | NVDA | Shares | $4.5M | 26K |
| Ishares Inc | IEMG | Shares | $4.5M | 64K |
| Apple Inc | AAPL | Shares | $4.1M | 16K |
| Dimensional Etf Trust | DFCF | Shares | $4.0M | 96K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.8M | 84K |
| Blackrock Etf Trust Ii | BINC | Shares | $3.8M | 72K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $3.6M | 61K |
| Vanguard Index Fds | VOO | Shares | $3.6M | 6K |
| Microsoft Corp | MSFT | Shares | $2.8M | 8K |
| Coca Cola Co | KO | Shares | $2.7M | 35K |
| Ishares Tr | AGG | Shares | $2.6M | 26K |
| Ishares Tr | MBB | Shares | $2.3M | 25K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Tcw Etf Trust | PWRD | Shares | $1.8M | 18K |
| Ishares Tr | DGRO | Shares | $1.6M | 22K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Ishares Tr | IJR | Shares | $1.4M | 11K |
| Select Sector Spdr Tr | XLF | Shares | $1.4M | 29K |
| Fidelity Covington Trust | FESM | Shares | $1.4M | 37K |
| Dimensional Etf Trust | DFSD | Shares | $1.4M | 29K |
| Ishares Tr | IJH | Shares | $1.4M | 21K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Procter And Gamble Co | PG | Shares | $1.2M | 8K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Paccar Inc | PCAR | Shares | $1.2M | 10K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Spdr Ser Tr | JNK | Shares | $1.1M | 11K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Schwab Strategic Tr | SCHG | Shares | $1.0M | 35K |
| Rollins Inc | ROL | Shares | $1.0M | 19K |
| Vanguard Bd Index Fds | BND | Shares | $984K | 13K |
| Ishares Tr | TLH | Shares | $983K | 10K |
| Eli Lilly & Co | LLY | Shares | $975K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $965K | 3K |
| Tesla Inc | TSLA | Shares | $953K | 3K |
| Ishares Tr | STIP | Shares | $953K | 9K |
| Ishares Tr | IXUS | Shares | $935K | 11K |
| Ishares Tr | MUB | Shares | $904K | 9K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $892K | 1K |
| Schwab Strategic Tr | SCHB | Shares | $864K | 34K |
| Trimtabs Etf Tr | ABFL | Shares | $817K | 11K |
| Home Depot Inc | HD | Shares | $790K | 2K |
| Blackrock Etf Trust | BAI | Shares | $767K | 23K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $751K | 20K |
| Broadstone Net Lease Inc | BNL | Shares | $750K | 41K |
| Vanguard Index Fds | VTV | Shares | $729K | 4K |
| Ishares Tr | IBDS | Shares | $723K | 30K |
| Ishares Tr | IBDT | Shares | $721K | 28K |
| Raytheon Technologies Corp | RTX | Shares | $714K | 4K |
| Ishares Tr | IBDU | Shares | $710K | 31K |
| Ishares Tr | IBDV | Shares | $710K | 32K |
| Spdr Ser Tr | HYMB | Shares | $706K | 28K |
| Accenture Plc Ireland | Shares | $695K | 4K | |
| Ishares Tr | IBDR | Shares | $670K | 28K |
| Ishares Tr | TIP | Shares | $669K | 6K |
| Schwab Strategic Tr | SCHF | Shares | $659K | 27K |
| Ishares Tr | IBDW | Shares | $636K | 30K |
| Ishares Tr | IBDX | Shares | $636K | 25K |
| Honeywell Intl Inc | HONGBP | Shares | $630K | 3K |
| Vanguard Index Fds | VO | Shares | $622K | 2K |
| Pepsico Inc | PEP | Shares | $605K | 4K |
| Asml Holding N V | Shares | $598K | 453 | |
| General Dynamics Corp | GD | Shares | $598K | 2K |
| Starbucks Corp | SBUX | Shares | $596K | 7K |
| Ishares Tr | GOVT | Shares | $564K | 25K |
| Caterpillar Inc | CAT | Shares | $564K | 796 |
| Colgate Palmolive Co | CL | Shares | $562K | 7K |
| Disney Walt Co | DIS | Shares | $560K | 6K |
| Lockheed Martin Corp | LMT | Shares | $527K | 872 |
| C H Robinson Worldwide Inc | CHRW | Shares | $520K | 3K |
| Walmart Inc | WMT | Shares | $503K | 4K |
| Exxon Mobil Corp | XOM | Shares | $489K | 3K |
| Medtronic Plc | Shares | $469K | 5K | |
| Unilever Plc | UL | Shares | $464K | 8K |
| Ishares Tr | USMV | Shares | $452K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $436K | 3K |
| Costco Whsl Corp New | COST | Shares | $422K | 424 |
| Chevron Corp New | CVX | Shares | $413K | 2K |
| Diageo Plc | DEO | Shares | $410K | 6K |
| Mastercard Incorporated | MA | Shares | $393K | 787 |
| Ishares Tr | ITOT | Shares | $390K | 3K |
| Novo-Nordisk A S | NVO | Shares | $361K | 10K |
| Ishares Tr | SGOV | Shares | $360K | 4K |
| Ishares Tr | IBTJ | Shares | $346K | 16K |
| Ishares Tr | IBTK | Shares | $345K | 18K |
| Vanguard Index Fds | VB | Shares | $344K | 1K |
| Microstrategy Inc | MSTR | Shares | $343K | 3K |
| Ishares Tr | IBTL | Shares | $341K | 17K |
| Vanguard Mun Bd Fds | VTEB | Shares | $334K | 7K |
| Schwab Strategic Tr | SCHV | Shares | $332K | 11K |
| Pimco Etf Tr | SMMU | Shares | $324K | 6K |
| Tjx Cos Inc New | TJX | Shares | $314K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.