We are live on ! Find out more
DWM

DecisionMap Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
-2.79%
1 Year Est. Return
+14.3%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$155M
AUM Growth
-$7.67M
Cap. Flow
-$1.9M
Cap. Flow %
-1.23%
Top 10 Hldgs %
38.49%
Holding
142
New
8
Increased
44
Reduced
69
Closed
13

Top Buys

Rank Stock Value
1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.59M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M
3
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.05M
4
BND icon
Vanguard Total Bond Market
BND
+$992K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$763K

Top Sells

Rank Stock Value
1
ABFL
Abacus FCF Leaders ETF
ABFL
+$2.43M
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.27M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.02M
4
ORCL icon
Oracle
ORCL
+$702K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$670K

Sector Composition

Rank Sector Weight
1 Technology 9.72%
2 Consumer Staples 4.43%
3 Consumer Discretionary 3.5%
4 Industrials 3.38%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
76
Walt Disney
DIS
$168B
$560K 0.36%
5,815
-409
-7% -$43.2K
LMT icon
77
Lockheed Martin
LMT
$116B
$527K 0.34%
872
+179
+26% +$110K
CHRW icon
78
C.H. Robinson
CHRW
$24.6B
$520K 0.34%
3,129
-251
-7% -$44.9K
WMT icon
79
Walmart Inc
WMT
$879B
$503K 0.33%
4,045
-4,114
-50% -$505K
XOM icon
80
ExxonMobil
XOM
$626B
$489K 0.32%
2,881
+40
+1% +$5.84K
MDT icon
81
Medtronic
MDT
$106B
$469K 0.3%
5,409
-448
-8% -$42.9K
UL icon
82
Unilever
UL
$131B
$464K 0.3%
8,150
-70
-0.9% -$4.69K
USMV icon
83
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$452K 0.29%
4,878
-13,402
-73% -$1.27M
PLTR icon
84
Palantir
PLTR
$322B
$436K 0.28%
2,980
+368
+14% +$56.3K
COST icon
85
Costco
COST
$412B
$422K 0.27%
424
+16
+4% +$15.6K
CVX icon
86
Chevron
CVX
$379B
$413K 0.27%
1,995
-143
-7% -$26.1K
DEO icon
87
Diageo
DEO
$46.6B
$410K 0.27%
5,507
+25
+0.5% +$2.18K
MA icon
88
Mastercard
MA
$478B
$393K 0.25%
787
+87
+12% +$45.8K
ITOT icon
89
iShares Core S&P Total US Stock Market ETF
ITOT
$94.4B
$390K 0.25%
2,736
+293
+12% +$43.6K
NVO
90
Novo Nordisk
NVO
$219B
$361K 0.23%
9,821
-1,531
-13% -$72.5K
SGOV icon
91
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.5B
$360K 0.23%
3,574
– –
IBTJ icon
92
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$346K 0.22%
15,827
– –
IBTK icon
93
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$909M
$345K 0.22%
17,502
– –
VB icon
94
Vanguard Small-Cap ETF
VB
$79.9B
$344K 0.22%
1,315
+70
+6% +$18.9K
MSTR icon
95
Strategy Inc
MSTR
$37.1B
$343K 0.22%
2,748
-37
-1% -$5.29K
IBTL icon
96
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$631M
$341K 0.22%
16,721
– –
VTEB icon
97
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.5B
$334K 0.22%
6,704
-851
-11% -$43K
SCHV
98
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$332K 0.21%
10,873
-698
-6% -$21.7K
SMMU icon
99
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$324K 0.21%
6,426
-1,058
-14% -$53.6K
TJX icon
100
TJX Companies
TJX
$170B
$314K 0.2%
1,967
-58
-3% -$9.03K
2 3
4
5 6

Similar funds

MCWA
Meadow Creek Wealth Advisors Atlanta, Georgia $155M AUM 23.95% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $155M AUM 45.76% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
LBC
Leigh Baldwin & Co Cazenovia, New York $154M AUM 26.5% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return
ECA
Elevate Capital Advisors Eagle, Colorado $155M AUM 17.18% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return

DecisionMap Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, DecisionMap Wealth Management held 142 positions worth $155M, down 4.7% from $162M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

DecisionMap Wealth Management's Q1 2026 filing shows 8 new, 44 increased, 69 reduced and 13 closed positions. Its largest new stake was iShares Core Dividend Growth ETF: 22,206 shares worth $1.56M. The largest sale was Abacus FCF Leaders ETF, an estimated $2.43M.

By sector, the portfolio is most concentrated in Technology at 9.7% of assets, down from 11% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • DecisionMap Wealth Management's largest Q1 2026 buy was iShares Core Dividend Growth ETF: 22,206 shares worth $1.56M.
  • DecisionMap Wealth Management added most to iShares Core S&P Mid-Cap ETF in Q1 2026, an estimated $1.15M increase.
  • DecisionMap Wealth Management's biggest Q1 2026 reduction was Abacus FCF Leaders ETF, cutting an estimated $2.43M.
  • DecisionMap Wealth Management fully exited iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026, selling an estimated $1.02M.
  • DecisionMap Wealth Management's ten largest holdings make up 38% of its $155M portfolio in Q1 2026.
  • DecisionMap Wealth Management opened 8 new positions and closed 13 in Q1 2026.
  • DecisionMap Wealth Management's portfolio value fell 4.7% quarter-over-quarter to $155M.

Based on DecisionMap Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.