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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
CL icon
76
Colgate-Palmolive
CL
$72.6B
$532K 0.34%
6,657
+330
+5% +$28.1K
GOVT icon
77
iShares US Treasury Bond ETF
GOVT
$43.6B
$489K 0.31%
21,130
-1,277
-6% -$29.3K
IBDQ
78
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$482K 0.31%
19,124
-6,302
-25% -$158K
PLTR icon
79
Palantir
PLTR
$297B
$468K 0.3%
2,563
-85
-3% -$13.8K
NFLX icon
80
Netflix
NFLX
$291B
$460K 0.3%
3,840
-170
-4% -$20.7K
LMT icon
81
Lockheed Martin
LMT
$134B
$452K 0.29%
905
-42
-4% -$19.1K
DEO icon
82
Diageo
DEO
$46.4B
$451K 0.29%
4,730
-337
-7% -$35.4K
MA icon
83
Mastercard
MA
$474B
$430K 0.28%
756
+2
+0.3% +$1.15K
CAT icon
84
Caterpillar
CAT
$410B
$386K 0.25%
810
+15
+2% +$6.4K
SMMU icon
85
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$382K 0.25%
7,562
-919
-11% -$46.3K
ITOT icon
86
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$367K 0.24%
2,520
-178
-7% -$25K
VTEB icon
87
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$362K 0.23%
7,229
+119
+2% +$5.85K
WMT icon
88
Walmart Inc
WMT
$867B
$351K 0.22%
3,403
-120
-3% -$11.9K
COST icon
89
Costco
COST
$413B
$350K 0.22%
378
-32
-8% -$30.7K
IBTJ icon
90
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$343K 0.22%
15,639
– –
IBTK icon
91
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$908M
$342K 0.22%
17,228
– –
CVX icon
92
Chevron
CVX
$389B
$335K 0.21%
2,155
+207
+11% +$32.1K
SCHV
93
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$325K 0.21%
11,160
-2,084
-16% -$59.2K
VB icon
94
Vanguard Small-Cap ETF
VB
$79.9B
$322K 0.21%
1,268
-77
-6% -$19.1K
XOM icon
95
ExxonMobil
XOM
$653B
$313K 0.2%
2,776
+109
+4% +$12.1K
ABBV icon
96
AbbVie
ABBV
$458B
$298K 0.19%
1,286
+147
+13% +$29.9K
UNP icon
97
Union Pacific
UNP
$183B
$297K 0.19%
1,258
-42
-3% -$9.47K
VBR icon
98
Vanguard Small-Cap Value ETF
VBR
$37.2B
$296K 0.19%
1,420
-2
-0.1% -$409
TJX icon
99
TJX Companies
TJX
$171B
$289K 0.19%
1,998
+3
+0.2% +$399
GS icon
100
Goldman Sachs
GS
$316B
$287K 0.18%
360
+6
+2% +$4.45K
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 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.