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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
IGEB icon
101
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$285K 0.18%
6,195
+30
+0.5% +$1.37K
LIN icon
102
Linde
LIN
$237B
$281K 0.18%
591
-7
-1% -$3.31K
IJH icon
103
iShares Core S&P Mid-Cap ETF
IJH
$123B
$272K 0.17%
4,169
– –
IBM icon
104
IBM
IBM
$203B
$268K 0.17%
951
-199
-17% -$52.1K
IBTI icon
105
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$261K 0.17%
11,672
– –
SYK icon
106
Stryker
SYK
$126B
$261K 0.17%
705
-21
-3% -$8.11K
IBTH icon
107
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$260K 0.17%
11,563
– –
VUG icon
108
Vanguard Growth ETF
VUG
$216B
$256K 0.16%
3,198
– –
AXP icon
109
American Express
AXP
$222B
$254K 0.16%
765
+8
+1% +$2.54K
INTU icon
110
Intuit
INTU
$80.7B
$252K 0.16%
369
+31
+9% +$22.3K
WFC icon
111
Wells Fargo
WFC
$261B
$249K 0.16%
2,969
-773
-21% -$62.7K
MEAR icon
112
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
$244K 0.16%
4,835
+134
+3% +$6.75K
OEF icon
113
iShares S&P 100 ETF
OEF
$19.8B
$238K 0.15%
716
-11
-2% -$3.5K
EFG icon
114
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$235K 0.15%
2,067
-23
-1% -$2.56K
EMGF icon
115
iShares Emerging Markets Equity Factor ETF
EMGF
$1.81B
$235K 0.15%
4,151
-6
-0.1% -$324
MCD icon
116
McDonald's
MCD
$188B
$233K 0.15%
768
-58
-7% -$17.7K
IUSB icon
117
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$221K 0.14%
4,734
-426
-8% -$19.7K
GE icon
118
GE Aerospace
GE
$365B
$217K 0.14%
+722
New +$197K
IWV icon
119
iShares Russell 3000 ETF
IWV
$19.5B
$212K 0.14%
+559
New +$204K
FQAL icon
120
Fidelity Quality Factor ETF
FQAL
$1.41B
$210K 0.13%
+2,811
New +$203K
IBDX icon
121
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$207K 0.13%
+8,097
New +$205K
ITW icon
122
Illinois Tool Works
ITW
$81.1B
$206K 0.13%
+791
New +$206K
VONV icon
123
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$206K 0.13%
2,301
-217
-9% -$19K
MUNI icon
124
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
$205K 0.13%
+3,923
New +$202K
ABT icon
125
Abbott
ABT
$180B
$204K 0.13%
1,526
-96
-6% -$12.6K
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.