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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
+9.52%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$14.3M
Cap. Flow
+$3.48M
Cap. Flow %
2.39%
Top 10 Hldgs %
36.19%
Holding
130
New
12
Increased
59
Reduced
49
Closed
7

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$603K
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$524K
3
LLY icon
Eli Lilly
LLY
+$518K
4
PG icon
Procter & Gamble
PG
+$493K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$321K

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$552K
2
WMT icon
Walmart Inc
WMT
+$493K
3
NKE icon
Nike
NKE
+$475K
4
UNH icon
UnitedHealth
UNH
+$401K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K

Sector Composition

Rank Sector Weight
1 Technology 11.54%
2 Consumer Staples 4.5%
3 Consumer Discretionary 3.82%
4 Financials 3.57%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
76
Netflix
NFLX
$287B
$537K 0.37%
4,010
+140
+4% +$15.8K
CHRW icon
77
C.H. Robinson
CHRW
$24.2B
$523K 0.36%
5,448
+605
+12% +$56.7K
GOVT icon
78
iShares US Treasury Bond ETF
GOVT
$43.5B
$515K 0.35%
22,407
+190
+0.9% +$4.33K
DEO icon
79
Diageo
DEO
$45.7B
$511K 0.35%
5,067
+788
+18% +$85.5K
IBDW icon
80
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$500K 0.34%
23,770
+7,136
+43% +$147K
LMT icon
81
Lockheed Martin
LMT
$131B
$439K 0.3%
947
-16
-2% -$7.49K
SMMU icon
82
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$425K 0.29%
8,481
+893
+12% +$44.5K
MA icon
83
Mastercard
MA
$469B
$424K 0.29%
754
-12
-2% -$6.64K
COST icon
84
Costco
COST
$411B
$406K 0.28%
410
-11
-3% -$10.9K
SCHV
85
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$366K 0.25%
13,244
– –
ITOT icon
86
iShares Core S&P Total US Stock Market ETF
ITOT
$93.1B
$364K 0.25%
2,698
+1
+0% +$125
PLTR icon
87
Palantir
PLTR
$296B
$361K 0.25%
2,648
-655
-20% -$76.8K
VTEB icon
88
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$349K 0.24%
7,110
+1,275
+22% +$62.3K
WMT icon
89
Walmart Inc
WMT
$863B
$345K 0.24%
3,523
-5,174
-59% -$493K
IBTJ icon
90
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$343K 0.24%
15,639
+2,721
+21% +$59.2K
IBTK icon
91
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$906M
$342K 0.23%
17,228
+3,034
+21% +$59.5K
IBM icon
92
IBM
IBM
$194B
$339K 0.23%
1,150
-228
-17% -$58.7K
VB icon
93
Vanguard Small-Cap ETF
VB
$79.3B
$319K 0.22%
1,345
-73
-5% -$16.3K
CAT icon
94
Caterpillar
CAT
$412B
$308K 0.21%
795
+9
+1% +$3K
WFC icon
95
Wells Fargo
WFC
$261B
$300K 0.21%
+3,742
New +$270K
UNP icon
96
Union Pacific
UNP
$181B
$299K 0.21%
1,300
-79
-6% -$17.5K
XOM icon
97
ExxonMobil
XOM
$650B
$288K 0.2%
2,667
-109
-4% -$11.7K
SYK icon
98
Stryker
SYK
$122B
$287K 0.2%
726
-18
-2% -$6.73K
LIN icon
99
Linde
LIN
$234B
$281K 0.19%
598
+89
+17% +$40.6K
IGEB icon
100
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$280K 0.19%
6,165
-357
-5% -$15.9K
2 3
4
5 6

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 Q2 2025 Portfolio in Review

As of Q2 2025, DecisionMap Wealth Management held 130 positions worth $146M, up 11% from $131M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

DecisionMap Wealth Management's Q2 2025 filing shows 12 new, 59 increased, 49 reduced and 7 closed positions. Its largest new stake was Zoetis: 3,805 shares worth $593K. The largest sale was PepsiCo, an estimated $552K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 10% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • DecisionMap Wealth Management's largest Q2 2025 buy was Zoetis: 3,805 shares worth $593K.
  • DecisionMap Wealth Management added most to Fidelity Wise Origin Bitcoin Fund in Q2 2025, an estimated $524K increase.
  • DecisionMap Wealth Management's biggest Q2 2025 reduction was Walmart Inc, cutting an estimated $493K.
  • DecisionMap Wealth Management fully exited PepsiCo in Q2 2025, selling an estimated $552K.
  • DecisionMap Wealth Management's ten largest holdings make up 36% of its $146M portfolio in Q2 2025.
  • DecisionMap Wealth Management opened 12 new positions and closed 7 in Q2 2025.
  • DecisionMap Wealth Management's portfolio value rose 11% quarter-over-quarter to $146M.

Based on DecisionMap Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.