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DecisionMap Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+13.03%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
+$24.1M
Cap. Flow
+$9.21M
Cap. Flow %
5.15%
Top 10 Hldgs %
39.33%
Holding
150
New
21
Increased
71
Reduced
50
Closed
5

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$985K
2
ISRG icon
Intuitive Surgical
ISRG
+$625K
3
HONA
Honeywell Aerospace
HONA
+$523K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$455K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$435K

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$605K
2
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$567K
3
ACN icon
Accenture
ACN
+$320K
4
MCD icon
McDonald's
MCD
+$225K
5
ASML icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$887B
$16.2M 9.04%
21,569
+625
+3% +$455K
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.1B
$10.9M 6.13%
92,024
+2,534
+3% +$290K
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$187B
$7.43M 4.16%
76,882
+3,373
+5% +$324K
NVDA icon
4
NVIDIA
NVDA
$4.97T
$5.55M 3.11%
27,759
+2,006
+8% +$412K
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$5.46M 3.06%
65,957
+1,587
+2% +$126K
SPYV icon
6
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$5.38M 3.01%
88,440
+4,060
+5% +$243K
HEFA icon
7
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.46B
$5.35M 2.99%
114,012
+4,117
+4% +$185K
DFCF icon
8
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$5.03M 2.82%
119,240
+23,314
+24% +$985K
AAPL icon
9
Apple
AAPL
$4.81T
$4.71M 2.64%
16,287
+220
+1% +$62.9K
FBND icon
10
Fidelity Total Bond ETF
FBND
$27B
$4.25M 2.38%
93,406
+9,542
+11% +$435K
BINC icon
11
BlackRock Flexible Income ETF
BINC
$16.1B
$4.17M 2.33%
79,589
+7,354
+10% +$384K
VOO icon
12
Vanguard S&P 500 ETF
VOO
$981B
$4.02M 2.25%
5,850
-150
-3% -$100K
FBTC icon
13
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$3.34M 1.87%
65,390
+4,481
+7% +$280K
MSFT icon
14
Microsoft
MSFT
$2.96T
$3.02M 1.69%
8,105
+490
+6% +$198K
KO icon
15
Coca-Cola
KO
$353B
$2.87M 1.61%
35,343
+161
+0.5% +$12.7K
AGG icon
16
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.72M 1.52%
27,485
+1,277
+5% +$126K
MBB icon
17
iShares MBS ETF
MBB
$39.1B
$2.46M 1.38%
26,011
+1,378
+6% +$130K
PWRD
18
TCW Transform Systems ETF
PWRD
$1.48B
$2.41M 1.35%
19,584
+1,276
+7% +$142K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.27T
$2.33M 1.3%
6,510
-237
-4% -$85.3K
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$663B
$2.21M 1.24%
5,980
+8
+0.1% +$2.86K
FESM icon
21
Fidelity Enhanced Small Cap Core ETF
FESM
$6.03B
$1.88M 1.05%
39,016
+1,697
+5% +$74.6K
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.88M 1.05%
3,754
-46
-1% -$22.1K
DGRO icon
23
iShares Core Dividend Growth ETF
DGRO
$42B
$1.85M 1.03%
24,390
+2,184
+10% +$161K
AMZN icon
24
Amazon
AMZN
$2.66T
$1.82M 1.02%
7,620
+346
+5% +$86.8K
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.7M 0.95%
22,058
+1,501
+7% +$110K
1
2 3 4 5

Similar funds

BWM
Base Wealth Management Lakewood Ranch, Florida $179M AUM 13% 1-Year Est. Return
SFC
Swisher Financial Concepts Westerville, Ohio $179M AUM 18.91% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
BCM
Brookmont Capital Management Dallas, Texas $179M AUM 8.41% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
SWP
Semus Wealth Partners Boca Raton, Florida $179M AUM 23.13% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $179M AUM
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return

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.