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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
+6.24%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$10.2M
Cap. Flow
+$1.93M
Cap. Flow %
1.24%
Top 10 Hldgs %
36.61%
Holding
132
New
9
Increased
56
Reduced
51
Closed
3

Top Buys

Rank Stock Value
1
HON icon
Honeywell
HON
+$649K
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$396K
3
ITW icon
Illinois Tool Works
ITW
+$206K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$205K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$204K

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$701K
2
ORCL icon
Oracle
ORCL
+$247K
3
ADP icon
Automatic Data Processing
ADP
+$218K
4
NOW icon
ServiceNow
NOW
+$204K
5
CHRW icon
C.H. Robinson
CHRW
+$164K

Sector Composition

Rank Sector Weight
1 Technology 11.18%
2 Consumer Staples 3.88%
3 Consumer Discretionary 3.84%
4 Financials 3.52%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.54T
$1.5M 0.96%
2,039
+24
+1% +$17.9K
STIP icon
27
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$1.42M 0.91%
13,735
+587
+4% +$60.5K
PG icon
28
Procter & Gamble
PG
$342B
$1.37M 0.88%
8,933
-222
-2% -$34.7K
XLF icon
29
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$1.36M 0.87%
25,162
+718
+3% +$38K
DFSD
30
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.02B
$1.33M 0.85%
27,619
-1,317
-5% -$63.4K
AVGO icon
31
Broadcom
AVGO
$1.87T
$1.26M 0.81%
3,819
+329
+9% +$101K
IGSB icon
32
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$1.25M 0.8%
23,584
+1,083
+5% +$57.2K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$1.21M 0.78%
1,823
-35
-2% -$22.4K
JNK icon
34
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$1.2M 0.77%
12,241
-765
-6% -$74.3K
V icon
35
Visa
V
$669B
$1.19M 0.76%
3,474
-36
-1% -$12.5K
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$1.15M 0.74%
36,130
– –
TSLA icon
37
Tesla
TSLA
$1.2T
$1.13M 0.72%
2,533
+25
+1% +$8.67K
ROL icon
38
Rollins
ROL
$19B
$1.11M 0.71%
18,817
– –
TLT icon
39
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$1.07M 0.69%
11,990
+1,030
+9% +$90.1K
PCAR icon
40
PACCAR
PCAR
$68.8B
$982K 0.63%
9,986
-21
-0.2% -$2.07K
LLY icon
41
Eli Lilly
LLY
$1.06T
$971K 0.62%
1,273
+9
+0.7% +$6.7K
HYMB icon
42
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.06B
$964K 0.62%
38,687
+5,375
+16% +$132K
HD icon
43
Home Depot
HD
$324B
$960K 0.62%
2,370
-249
-10% -$97.9K
JPM icon
44
JPMorgan Chase
JPM
$930B
$955K 0.61%
3,027
+20
+0.7% +$5.95K
MUB icon
45
iShares National Muni Bond ETF
MUB
$45B
$951K 0.61%
8,926
+536
+6% +$56.1K
IBIT icon
46
iShares Bitcoin Trust
IBIT
$47.5B
$946K 0.61%
14,552
+2,014
+16% +$131K
JNJ icon
47
Johnson & Johnson
JNJ
$624B
$945K 0.61%
5,095
-525
-9% -$89.9K
MSTR icon
48
Strategy Inc
MSTR
$34.2B
$911K 0.58%
2,826
-13
-0.5% -$4.82K
BNL icon
49
Broadstone Net Lease
BNL
$4.29B
$909K 0.58%
50,842
– –
ORCL icon
50
Oracle
ORCL
$346B
$907K 0.58%
3,224
-968
-23% -$247K
1
2
3 4 5

Similar funds

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
PAM
Pacific Asset Management Gig Harbor, Washington $179M AUM 20.19% 1-Year Est. Return

DecisionMap Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, DecisionMap Wealth Management held 132 positions worth $156M, up 7% from $146M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

DecisionMap Wealth Management's Q3 2025 filing shows 9 new, 56 increased, 51 reduced and 3 closed positions. Its largest new stake was Honeywell: 3,108 shares worth $617K. The largest sale was Adobe, an estimated $701K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • DecisionMap Wealth Management's largest Q3 2025 buy was Honeywell: 3,108 shares worth $617K.
  • DecisionMap Wealth Management added most to Fidelity Wise Origin Bitcoin Fund in Q3 2025, an estimated $396K increase.
  • DecisionMap Wealth Management's biggest Q3 2025 reduction was Oracle, cutting an estimated $247K.
  • DecisionMap Wealth Management fully exited Adobe in Q3 2025, selling an estimated $701K.
  • DecisionMap Wealth Management's ten largest holdings make up 37% of its $156M portfolio in Q3 2025.
  • DecisionMap Wealth Management opened 9 new positions and closed 3 in Q3 2025.
  • DecisionMap Wealth Management's portfolio value rose 7% quarter-over-quarter to $156M.

Based on DecisionMap Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.