We are live on ! Find out more
DWM

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
IXUS icon
51
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$887K 0.57%
10,736
+198
+2% +$15.7K
SCHB icon
52
Schwab US Broad Market ETF
SCHB
$42.8B
$875K 0.56%
34,040
– –
GOOG icon
53
Alphabet (Google) Class C
GOOG
$3.9T
$875K 0.56%
3,592
+48
+1% +$10.1K
VTV icon
54
Vanguard Value ETF
VTV
$188B
$790K 0.51%
4,236
-2
-0% -$362
RTX icon
55
RTX Corp
RTX
$289B
$735K 0.47%
4,392
-179
-4% -$27.8K
ASML icon
56
ASML
ASML
$678B
$680K 0.44%
703
-40
-5% -$31.4K
VO icon
57
Vanguard Mid-Cap ETF
VO
$106B
$680K 0.44%
9,260
– –
DIS icon
58
Walt Disney
DIS
$165B
$679K 0.44%
5,927
+72
+1% +$8.48K
ACN icon
59
Accenture
ACN
$88.7B
$670K 0.43%
2,716
+392
+17% +$102K
GD icon
60
General Dynamics
GD
$105B
$662K 0.42%
1,942
-324
-14% -$102K
IBDR icon
61
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$643K 0.41%
26,445
+1,840
+7% +$44.6K
SBUX icon
62
Starbucks
SBUX
$119B
$640K 0.41%
7,567
+393
+5% +$35.2K
SCHF icon
63
Schwab International Equity ETF
SCHF
$65.6B
$634K 0.41%
27,246
-166
-0.6% -$3.75K
TIP icon
64
iShares TIPS Bond ETF
TIP
$14.5B
$634K 0.41%
5,699
+172
+3% +$19K
IBDT icon
65
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$621K 0.4%
24,319
+1,764
+8% +$44.8K
HON icon
66
Honeywell
HON
$77.3B
$617K 0.4%
+3,108
New +$649K
IBDS icon
67
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$614K 0.39%
25,234
+1,845
+8% +$44.7K
IBDU icon
68
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$599K 0.38%
25,534
+1,923
+8% +$44.9K
IBDV icon
69
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$598K 0.38%
27,019
+2,045
+8% +$45K
NVO
70
Novo Nordisk
NVO
$218B
$593K 0.38%
10,682
+2,264
+27% +$133K
ZTS icon
71
Zoetis
ZTS
$31.5B
$592K 0.38%
4,047
+242
+6% +$36.6K
MDT icon
72
Medtronic
MDT
$107B
$566K 0.36%
5,938
-349
-6% -$32.1K
IBDW icon
73
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$550K 0.35%
25,910
+2,140
+9% +$45.1K
CHRW icon
74
C.H. Robinson
CHRW
$22.5B
$537K 0.34%
4,054
-1,394
-26% -$164K
UL icon
75
Unilever
UL
$131B
$533K 0.34%
7,990
-12
-0.1% -$828
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.