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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
+1.05%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
+$6.25M
Cap. Flow
+$5.69M
Cap. Flow %
3.51%
Top 10 Hldgs %
37.63%
Holding
139
New
10
Increased
73
Reduced
46
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.64M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.39M
3
PWRD
TCW Transform Systems ETF
PWRD
+$1.39M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.38M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$985K

Top Sells

Rank Stock Value
1
ABFL
Abacus FCF Leaders ETF
ABFL
+$1.52M
2
IYW icon
iShares US Technology ETF
IYW
+$1.41M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.04M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$835K

Sector Composition

Rank Sector Weight
1 Technology 10.61%
2 Consumer Staples 3.79%
3 Consumer Discretionary 3.71%
4 Communication Services 3.52%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
101
AbbVie
ABBV
$458B
$303K 0.19%
1,326
+40
+3% +$9.11K
OEF icon
102
iShares S&P 100 ETF
OEF
$19.8B
$300K 0.19%
876
+160
+22% +$54.4K
IYW icon
103
iShares US Technology ETF
IYW
$23.7B
$296K 0.18%
1,481
-7,040
-83% -$1.41M
UNP icon
104
Union Pacific
UNP
$182B
$292K 0.18%
1,261
+3
+0.2% +$685
VBR icon
105
Vanguard Small-Cap Value ETF
VBR
$37.1B
$290K 0.18%
1,371
-49
-3% -$10.3K
AXP icon
106
American Express
AXP
$223B
$287K 0.18%
777
+12
+2% +$4.29K
IGEB icon
107
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$287K 0.18%
6,283
+88
+1% +$4.04K
IBM icon
108
IBM
IBM
$202B
$280K 0.17%
944
-7
-0.7% -$2.1K
QQQ icon
109
Invesco QQQ Trust
QQQ
$455B
$275K 0.17%
+448
New +$275K
IBTI icon
110
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$268K 0.17%
11,981
+309
+3% +$6.92K
IBTH icon
111
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$265K 0.16%
11,799
+236
+2% +$5.31K
IXN icon
112
iShares Global Tech ETF
IXN
$8.7B
$265K 0.16%
+2,522
New +$266K
IJH icon
113
iShares Core S&P Mid-Cap ETF
IJH
$123B
$264K 0.16%
3,999
-170
-4% -$11.1K
BSV icon
114
Vanguard Short-Term Bond ETF
BSV
$44.6B
$261K 0.16%
+3,311
New +$261K
VUG icon
115
Vanguard Growth ETF
VUG
$216B
$260K 0.16%
3,198
– –
EMGF icon
116
iShares Emerging Markets Equity Factor ETF
EMGF
$1.8B
$253K 0.16%
4,371
+220
+5% +$12.7K
SYK icon
117
Stryker
SYK
$127B
$251K 0.15%
713
+8
+1% +$2.92K
LIN icon
118
Linde
LIN
$237B
$245K 0.15%
575
-16
-3% -$6.85K
IUSB icon
119
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$238K 0.15%
5,121
+387
+8% +$18.1K
MCD icon
120
McDonald's
MCD
$188B
$237K 0.15%
777
+9
+1% +$2.76K
UNH icon
121
UnitedHealth
UNH
$382B
$237K 0.15%
+719
New +$244K
EFG icon
122
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$234K 0.14%
2,056
-11
-0.5% -$1.26K
INTU icon
123
Intuit
INTU
$81.1B
$234K 0.14%
353
-16
-4% -$10.6K
MUNI icon
124
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
$233K 0.14%
4,450
+527
+13% +$27.7K
TLT icon
125
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$231K 0.14%
2,646
-9,344
-78% -$835K
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
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
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return

DecisionMap Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, DecisionMap Wealth Management held 139 positions worth $162M, up 4% from $156M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

DecisionMap Wealth Management deployed $5.69M of net new capital in Q4 2025, opening 10 new positions and adding to 73 existing holdings. Its largest new stake was TCW Transform Systems ETF: 14,134 shares worth $1.36M.

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

On the sell side, the largest reduction was Abacus FCF Leaders ETF, an estimated $1.52M trimmed.

  • DecisionMap Wealth Management's largest Q4 2025 buy was TCW Transform Systems ETF: 14,134 shares worth $1.36M.
  • DecisionMap Wealth Management added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $2.64M increase.
  • DecisionMap Wealth Management's biggest Q4 2025 reduction was Abacus FCF Leaders ETF, cutting an estimated $1.52M.
  • DecisionMap Wealth Management fully exited Zoetis in Q4 2025, selling an estimated $592K.
  • DecisionMap Wealth Management's ten largest holdings make up 38% of its $162M portfolio in Q4 2025.
  • DecisionMap Wealth Management opened 10 new positions and closed 5 in Q4 2025.
  • DecisionMap Wealth Management's portfolio value rose 4% quarter-over-quarter to $162M.

Based on DecisionMap Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.