DecisionMap Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$985K |
| 2 |
Intuitive Surgical
ISRG
|
+$625K |
| 3 |
HONA
Honeywell Aerospace
HONA
|
+$523K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$455K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$435K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$605K |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$567K |
| 3 |
Accenture
ACN
|
+$320K |
| 4 |
McDonald's
MCD
|
+$225K |
| 5 |
ASML
ASML
|
+$216K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.39% |
| 2 | Industrials | 3.6% |
| 3 | Consumer Staples | 3.58% |
| 4 | Communication Services | 3.32% |
| 5 | Financials | 3.26% |
Similar funds
DecisionMap Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, DecisionMap Wealth Management held 150 positions worth $179M, up 16% from $155M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
DecisionMap Wealth Management deployed $9.21M of net new capital in Q2 2026, opening 21 new positions and adding to 71 existing holdings. Its largest new stake was Intuitive Surgical: 1,431 shares worth $569K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.7% a quarter earlier, followed by Industrials and Consumer Staples.
On the sell side, the largest reduction was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $567K trimmed.
- DecisionMap Wealth Management's largest Q2 2026 buy was Intuitive Surgical: 1,431 shares worth $569K.
- DecisionMap Wealth Management added most to Dimensional Core Fixed Income ETF in Q2 2026, an estimated $985K increase.
- DecisionMap Wealth Management's biggest Q2 2026 reduction was State Street SPDR Bloomberg High Yield Bond ETF, cutting an estimated $567K.
- DecisionMap Wealth Management fully exited PepsiCo in Q2 2026, selling an estimated $605K.
- DecisionMap Wealth Management's ten largest holdings make up 39% of its $179M portfolio in Q2 2026.
- DecisionMap Wealth Management opened 21 new positions and closed 5 in Q2 2026.
- DecisionMap Wealth Management's portfolio value rose 16% quarter-over-quarter to $179M.
Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.