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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
CVX icon
101
Chevron
CVX
$387B
$279K 0.19%
1,948
+24
+1% +$3.38K
VBR icon
102
Vanguard Small-Cap Value ETF
VBR
$36.8B
$277K 0.19%
1,422
-92
-6% -$17K
INTU icon
103
Intuit
INTU
$77B
$266K 0.18%
+338
New +$229K
IBTI icon
104
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$261K 0.18%
11,672
+2,670
+30% +$59.4K
IBTH icon
105
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$260K 0.18%
+11,563
New +$259K
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$122B
$259K 0.18%
4,169
-190
-4% -$11.2K
GS icon
107
Goldman Sachs
GS
$317B
$251K 0.17%
+354
New +$205K
TJX icon
108
TJX Companies
TJX
$170B
$246K 0.17%
1,995
+40
+2% +$5.07K
AXP icon
109
American Express
AXP
$233B
$241K 0.17%
+757
New +$213K
MCD icon
110
McDonald's
MCD
$187B
$241K 0.17%
826
+37
+5% +$11.4K
IUSB icon
111
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$239K 0.16%
5,160
-34
-0.7% -$1.55K
MEAR icon
112
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$236K 0.16%
4,701
-537
-10% -$26.9K
EFG icon
113
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$234K 0.16%
2,090
+87
+4% +$9.18K
VUG icon
114
Vanguard Growth ETF
VUG
$217B
$234K 0.16%
3,198
-600
-16% -$39.5K
OEF icon
115
iShares S&P 100 ETF
OEF
$19.8B
$221K 0.15%
+727
New +$203K
ABT icon
116
Abbott
ABT
$175B
$221K 0.15%
1,622
-2
-0.1% -$264
ADP icon
117
Automatic Data Processing
ADP
$97.1B
$218K 0.15%
707
+16
+2% +$4.91K
EMGF icon
118
iShares Emerging Markets Equity Factor ETF
EMGF
$1.84B
$216K 0.15%
+4,157
New +$201K
VONV icon
119
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$215K 0.15%
+2,518
New +$205K
ABBV icon
120
AbbVie
ABBV
$454B
$211K 0.15%
1,139
-61
-5% -$11.3K
NOW icon
121
ServiceNow
NOW
$94.8B
$204K 0.14%
+995
New +$188K
IBTG icon
122
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
$204K 0.14%
+8,890
New +$203K
IBTL icon
123
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$628M
$201K 0.14%
+9,822
New +$199K
BBAI icon
124
BigBear.ai
BBAI
$1.37B
– –
-18,000
Closed -$51.5K
IWV icon
125
iShares Russell 3000 ETF
IWV
$19.5B
– –
-651
Closed -$207K
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.