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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
+13.03%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
+$24.1M
Cap. Flow
+$9.21M
Cap. Flow %
5.15%
Top 10 Hldgs %
39.33%
Holding
150
New
21
Increased
71
Reduced
50
Closed
5

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$985K
2
ISRG icon
Intuitive Surgical
ISRG
+$625K
3
HONA
Honeywell Aerospace
HONA
+$523K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$455K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$435K

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$605K
2
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$567K
3
ACN icon
Accenture
ACN
+$320K
4
MCD icon
McDonald's
MCD
+$225K
5
ASML icon
ASML
ASML
+$216K

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Industrials 3.6%
3 Consumer Staples 3.58%
4 Communication Services 3.32%
5 Financials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTH icon
101
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$360K 0.2%
16,111
+4,312
+37% +$96.5K
IBTI icon
102
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$360K 0.2%
16,249
+4,268
+36% +$94.6K
GS icon
103
Goldman Sachs
GS
$321B
$354K 0.2%
350
+11
+3% +$10.7K
OEF icon
104
iShares S&P 100 ETF
OEF
$20.2B
$345K 0.19%
944
+77
+9% +$27.6K
CVX icon
105
Chevron
CVX
$378B
$341K 0.19%
2,058
+63
+3% +$11.7K
PLTR icon
106
Palantir
PLTR
$319B
$340K 0.19%
2,916
-64
-2% -$8.73K
IXN icon
107
iShares Global Tech ETF
IXN
$8.98B
$328K 0.18%
2,270
-522
-19% -$67.3K
VBR icon
108
Vanguard Small-Cap Value ETF
VBR
$36.9B
$325K 0.18%
1,336
– –
SMMU icon
109
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$323K 0.18%
6,399
-27
-0.4% -$1.36K
INTC icon
110
Intel
INTC
$530B
$306K 0.17%
+2,189
New +$221K
VTEB icon
111
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.5B
$304K 0.17%
6,017
-687
-10% -$34.5K
CSCO icon
112
Cisco
CSCO
$438B
$301K 0.17%
+2,560
New +$268K
TJX icon
113
TJX Companies
TJX
$170B
$299K 0.17%
1,975
+8
+0.4% +$1.26K
APH icon
114
Amphenol
APH
$193B
$296K 0.17%
+1,679
New +$242K
ABBV icon
115
AbbVie
ABBV
$451B
$294K 0.16%
1,170
+10
+0.9% +$2.15K
IDGT icon
116
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$487M
$292K 0.16%
+2,437
New +$290K
LIN icon
117
Linde
LIN
$235B
$291K 0.16%
560
+1
+0.2% +$506
VNQ icon
118
Vanguard Real Estate ETF
VNQ
$39.4B
$286K 0.16%
2,966
-159
-5% -$15.2K
BAC icon
119
Bank of America
BAC
$431B
$283K 0.16%
+4,974
New +$265K
SGOV icon
120
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.5B
$278K 0.16%
2,762
-812
-23% -$81.6K
UNH icon
121
UnitedHealth
UNH
$395B
$274K 0.15%
+659
New +$244K
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$228B
$265K 0.15%
3,717
+212
+6% +$14.8K
IBM icon
123
IBM
IBM
$198B
$258K 0.14%
916
-2
-0.2% -$504
TSM icon
124
TSMC
TSM
$2.2T
$257K 0.14%
+539
New +$219K
AXP icon
125
American Express
AXP
$241B
$255K 0.14%
755
+27
+4% +$8.64K
2 3 4
5
6

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BWM
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SFC
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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

DecisionMap Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, DecisionMap Wealth Management held 150 positions worth $179M, up 16% from $155M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

DecisionMap Wealth Management deployed $9.21M of net new capital in Q2 2026, opening 21 new positions and adding to 71 existing holdings. Its largest new stake was Intuitive Surgical: 1,431 shares worth $569K.

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

On the sell side, the largest reduction was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $567K trimmed.

  • DecisionMap Wealth Management's largest Q2 2026 buy was Intuitive Surgical: 1,431 shares worth $569K.
  • DecisionMap Wealth Management added most to Dimensional Core Fixed Income ETF in Q2 2026, an estimated $985K increase.
  • DecisionMap Wealth Management's biggest Q2 2026 reduction was State Street SPDR Bloomberg High Yield Bond ETF, cutting an estimated $567K.
  • DecisionMap Wealth Management fully exited PepsiCo in Q2 2026, selling an estimated $605K.
  • DecisionMap Wealth Management's ten largest holdings make up 39% of its $179M portfolio in Q2 2026.
  • DecisionMap Wealth Management opened 21 new positions and closed 5 in Q2 2026.
  • DecisionMap Wealth Management's portfolio value rose 16% quarter-over-quarter to $179M.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.