Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DecisionMap Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DecisionMap Wealth Management, LLC (CIK 2001526) reported $154.5M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($13.7M, 8.85%), SPYG ($8.8M, 5.67%), IEFA ($6.7M, 4.31%), SPYV ($4.8M, 3.09%), HEFA ($4.7M, 3.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$13.7M8.85%20,944Added
2SPYGSPDR SER TR$8.8M5.67%89,490Added
3IEFAISHARES TR$6.7M4.31%73,509Added
4SPYVSPDR SER TR$4.8M3.09%84,380Trimmed
5HEFAISHARES TR$4.7M3.02%109,895Trimmed
6IEMGISHARES INC$4.5M2.91%64,370Trimmed
7NVDANVIDIA CORPORATION$4.5M2.91%25,753Added
8AAPLAPPLE INC$4.1M2.64%16,067Added
9DFCFDIMENSIONAL ETF TRUST$4.0M2.62%95,926Added
10FBNDFIDELITY MERRIMACK STR TR$3.8M2.48%83,864Added
11BINCBLACKROCK ETF TRUST II$3.8M2.43%72,235Added
12FBTCFIDELITY WISE ORIGIN BITCOIN$3.6M2.33%60,909Added
13VOOVANGUARD INDEX FDS$3.6M2.32%6,000Trimmed
14MSFTMICROSOFT CORP$2.8M1.82%7,615Trimmed
15KOCOCA COLA CO$2.7M1.73%35,182Trimmed
16AGGISHARES TR$2.6M1.68%26,208Trimmed
17MBBISHARES TR$2.3M1.51%24,633Added
18GOOGLALPHABET INC$1.9M1.26%6,747Trimmed
19VTIVANGUARD INDEX FDS$1.9M1.24%5,972Trimmed
20BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M1.18%3,800Trimmed
21NETZTCW ETF TRUST$1.8M1.16%18,308Added
22DGROISHARES TR$1.6M1.01%22,206New
23AMZNAMAZON COM INC$1.5M0.98%7,274Trimmed
24FESMFIDELITY COVINGTON TRUST$1.4M0.92%37,319Added
25IJRISHARES TR$1.4M0.92%11,428Trimmed

Source: SEC Form 13F filings · as of 2026-03-31