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DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$179M
Turnover
17.33%
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
(+16%)
Cap. Flow
+$9.21M
Cap. Flow % of AUM
Cap. Flow %
5.15%
Top 10 Holdings %
Top 10 Hldgs %
39.33%
Holding
150
New
21
Increased
71
Reduced
50
Closed
5
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$985K |
| 2 |
Intuitive Surgical
ISRG
|
+$625K |
| 3 |
HONA
Honeywell Aerospace
HONA
|
+$523K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$455K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$435K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$605K |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$567K |
| 3 |
Accenture
ACN
|
+$320K |
| 4 |
McDonald's
MCD
|
+$225K |
| 5 |
ASML
ASML
|
+$216K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 68.11% |
| 2 | Technology | 11.39% |
| 3 | Industrials | 3.6% |
| 4 | Consumer Staples | 3.58% |
| 5 | Communication Services | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.4B
| $360K | 0.2% |
16,111
+4,312
| +37% | +$96.5K |
2025 Q2
4 quarters
|
|
102
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.19B
| $360K | 0.2% |
16,249
+4,268
| +36% | +$94.6K |
2025 Q1
5 quarters
|
|
103
Goldman Sachs
GS
$258B
| $354K | 0.2% |
350
+11
| +3% | +$10.7K |
2025 Q2
4 quarters
|
|
104
iShares S&P 100 ETF
OEF
$20.5B
| $345K | 0.19% |
944
+77
| +9% | +$27.6K |
2025 Q2
4 quarters
|
|
105
Chevron
CVX
$443B
| $341K | 0.19% |
2,058
+63
| +3% | +$11.7K |
2024 Q4
6 quarters
|
|
106
Palantir
PLTR
$463B
| $340K | 0.19% |
2,916
-64
| -2% | -$8.73K |
2024 Q4
6 quarters
|
|
107
iShares Global Tech ETF
IXN
$9.16B
| $328K | 0.18% |
2,270
-522
| -19% | -$67.3K |
2025 Q4
2 quarters
|
|
108
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.3B
| $325K | 0.18% |
1,336
| – | – |
2024 Q4
6 quarters
|
|
109
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.23B
| $323K | 0.18% |
6,399
-27
| -0.4% | -$1.36K |
2025 Q1
5 quarters
|
|
110
Intel
INTC
$485B
| $306K | 0.17% |
+2,189
| New | +$221K |
2026 Q2
0 quarters
|
|
111
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
| $304K | 0.17% |
6,017
-687
| -10% | -$34.5K |
2024 Q4
6 quarters
|
|
112
Cisco
CSCO
$421B
| $301K | 0.17% |
+2,560
| New | +$268K |
2026 Q2
0 quarters
|
|
113
TJX Companies
TJX
$162B
| $299K | 0.17% |
1,975
+8
| +0.4% | +$1.26K |
2024 Q4
6 quarters
|
|
114
Amphenol
APH
$196B
| $296K | 0.17% |
+3,358
| New | +$242K |
2026 Q2
0 quarters
|
|
115
AbbVie
ABBV
$511B
| $294K | 0.16% |
1,170
+10
| +0.9% | +$2.15K |
2025 Q1
5 quarters
|
|
116
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$493M
| $292K | 0.16% |
+2,437
| New | +$290K |
2026 Q2
0 quarters
|
|
117
Linde
LIN
$231B
| $291K | 0.16% |
560
+1
| +0.2% | +$506 |
2024 Q4
6 quarters
|
|
118
Vanguard Real Estate ETF
VNQ
$37B
| $286K | 0.16% |
2,966
-159
| -5% | -$15.2K |
2025 Q3
3 quarters
|
|
119
Bank of America
BAC
$354B
| $283K | 0.16% |
+4,974
| New | +$265K |
2026 Q2
0 quarters
|
|
120
iShares 0-3 Month Treasury Bond ETF
SGOV
$116B
| $278K | 0.16% |
2,762
-812
| -23% | -$81.6K |
2025 Q4
2 quarters
|
|
121
UnitedHealth
UNH
$376B
| $274K | 0.15% |
+659
| New | +$244K |
2026 Q2
0 quarters
|
|
122
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $265K | 0.15% |
3,717
+212
| +6% | +$14.8K |
2026 Q1
1 quarter
|
|
123
IBM
IBM
$228B
| $258K | 0.14% |
916
-2
| -0.2% | -$504 |
2024 Q4
6 quarters
|
|
124
TSMC
TSM
$2.2T
| $257K | 0.14% |
+539
| New | +$219K |
2026 Q2
0 quarters
|
|
125
American Express
AXP
$215B
| $255K | 0.14% |
755
+27
| +4% | +$8.64K |
2025 Q2
4 quarters
|
|
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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 Miscellaneous at 68% of assets, down from 69% a quarter earlier, followed by Technology and Industrials.
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.