DecisionMap Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), DecisionMap Wealth Management, LLC reported 118 stock positions worth $131.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.9% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 4.9%) and SS SPDR P S&P 500 Value ETF (SPYV, 3.7%). Compared with Q4 2024, it opened 11 new positions, sold out of 4, added to 67 and reduced 37. The biggest buy was Fidelity Total Bond ETF (FBND, shares +211%) and the biggest sale an exit from SS Energy Select Sector (XLE).
- Most Recent 13F
- Q2 2026
- Location
- GREAT FALLS, VA
- CIK
- 0002001526
- Portfolio Value
- $131.5M (Q1 2025)
- SEC Filing
- 0002001526-25-000005 ↗ filed Apr 21, 2025
Holdings Value
Holdings 118 stocks · $131.5M
| IVV iShares Core S&P 500 ETF | 6.90% | 16,156 | $9.1M | Add +0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.90% | 80,095 | $6.4M | Add +10.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.75% | 96,468 | $4.9M | Add +40.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.73% | 64,761 | $4.9M | Add +1.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.16% | 114,578 | $4.2M | Reduce -0.1% |
| ABFL Abacus FCF Leaders ETF | 3.03% | 62,360 | $4.0M | Add +7.5% |
| DFCF Dimensional Core Fixed Inc. | 2.92% | 91,234 | $3.8M | Add +2.4% |
| AAPL Apple Inc. | 2.58% | 15,299 | $3.4M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 2.54% | 6,508 | $3.3M | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 2.48% | 60,318 | $3.3M | Add +18.8% |
| AGG iShares Core U.S. Aggregate | 2.28% | 30,329 | $3.0M | Reduce -20.1% |
| MSFT Microsoft Corp. | 2.21% | 7,755 | $2.9M | Add +1.4% |
| KO The Coca-Cola Co. | 2.09% | 38,336 | $2.7M | Reduce -7.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.92% | 48,184 | $2.5M | Reduce -7.8% |
| NVDA Nvidia Corp. | 1.79% | 21,721 | $2.4M | Reduce -1.9% |
| MBB iShares MBS ETF | 1.74% | 24,393 | $2.3M | Reduce -20.0% |
| IJR iShares Core S&P Small-Cap E | 1.74% | 21,855 | $2.3M | Add +26.9% |
| USMV iShares MSCI USA Min Vol Fac | 1.69% | 23,718 | $2.2M | Add +8.2% |
| FBTC Fidelity Wise Origin Bitcoin | 1.65% | 30,213 | $2.2M | Add +56.1% |
| FBND Fidelity Total Bond ETF | 1.63% | 46,801 | $2.1M | Add +210.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 3,904 | $2.1M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.40% | 6,684 | $1.8M | Add +4.8% |
| DFSD Dimensional Short Duration | 1.14% | 31,428 | $1.5M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 1.12% | 7,749 | $1.5M | Add +5.8% |
| STIP iShares 0-5 Year Tips Bond E | 1.02% | 12,955 | $1.3M | Add +106.8% |
| META Meta Platforms Inc. Class A | 0.97% | 2,205 | $1.3M | Add +4.2% |
| JNK SS SPDR BB High Yield Bond | 0.96% | 13,192 | $1.3M | Reduce -5.7% |
| V Visa Inc. Class A | 0.95% | 3,574 | $1.3M | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.91% | 24,034 | $1.2M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.88% | 22,115 | $1.2M | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.87% | 8,173 | $1.1M | Add +9.6% |
| GOOGL Alphabet Inc. Class A | 0.86% | 7,311 | $1.1M | Reduce -14.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 1,873 | $1.0M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.80% | 6,136 | $1.0M | Add +12.8% |
| ROL Rollins Inc. | 0.77% | 18,817 | $1.0M | No change |
| PCAR Paccar Inc. | 0.74% | 10,030 | $977K | Add +0.6% |
| JNJ Johnson & Johnson | 0.73% | 5,818 | $965K | Add +9.2% |
| BNL Broadstone Net Lease Inc. | 0.72% | 55,754 | $950K | Reduce -31.8% |
| HD Home Depot Inc. | 0.70% | 2,509 | $920K | Reduce -0.2% |
| TLT iShares 20+ Year Treasury BD | 0.70% | 10,074 | $917K | Add +10.5% |
| SCHG Schwab US Large-Cap Growth | 0.70% | 36,595 | $916K | Add +22.0% |
| MUB iShares National Muni Bond E | 0.67% | 8,406 | $886K | Add +1.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.65% | 34,048 | $859K | Reduce -0.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.62% | 2,817 | $812K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 4,434 | $766K | Reduce -4.5% |
| TSLA Tesla Inc. | 0.58% | 2,947 | $764K | Add +12.0% |
| WMT Walmart Inc. | 0.58% | 8,697 | $764K | Reduce -8.6% |
| SCHB Schwab US Broad Market ETF | 0.56% | 34,127 | $735K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.55% | 2,957 | $725K | Reduce -0.5% |
| IXUS iShares Core Intl Stock ETF | 0.53% | 10,074 | $703K | Add +4.5% |
| ORCL Oracle Corp. | 0.53% | 5,005 | $700K | Add +10.2% |
| RTX RTX Corp. | 0.53% | 5,242 | $694K | Add +3.4% |
| ACN Accenture PLC Class A | 0.52% | 2,174 | $678K | Reduce -3.0% |
| SBUX Starbucks Corp. | 0.51% | 6,884 | $675K | Add +1.7% |
| ADBE Adobe Inc. | 0.49% | 1,696 | $650K | Add +14.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 6,225 | $614K | Reduce -9.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 2,315 | $599K | Reduce -0.2% |
| GD General Dynamics Corp. | 0.45% | 2,182 | $595K | Add +9.4% |
| TIP iShares Tips Bond ETF | 0.45% | 5,280 | $587K | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.44% | 6,241 | $585K | New |
| UL Unilever PLC | 0.44% | 9,681 | $576K | Add +8.3% |
| AVGO Broadcom Inc. | 0.43% | 3,376 | $565K | Reduce -11.5% |
| GOOG Alphabet Inc. Class C | 0.43% | 3,589 | $561K | Reduce -7.6% |
| SCHF Schwab Intl Equity ETF | 0.43% | 28,296 | $560K | Reduce -0.7% |
| PEP Pepsico Inc. | 0.42% | 3,681 | $552K | Add +14.0% |
| IBIT iShares Bitcoin Trust ETF | 0.42% | 11,741 | $550K | Add +30.4% |
| MDT Medtronic PLC | 0.42% | 6,107 | $549K | Add +2.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.39% | 20,399 | $513K | Add +2.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 7,366 | $512K | Add +29.1% |
| GOVT iShares US Treasury Bond ETF | 0.39% | 22,217 | $511K | Add +10.1% |
| CHRW C.H. Robinson Worldwide Inc. | 0.38% | 4,843 | $496K | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.38% | 746 | $494K | Add +2.3% |
| LLY Eli Lilly & Co. | 0.38% | 598 | $494K | Add +6.4% |
| NKE Nike Inc. Class B | 0.36% | 7,480 | $475K | Add +9.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.34% | 18,542 | $449K | Add +35.9% |
| DEO Diageo PLC-Sponsored ADR | 0.34% | 4,279 | $448K | Add +14.5% |
| LMT Lockheed Martin Corp. | 0.33% | 963 | $430K | Reduce -5.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 16,724 | $422K | Add +40.1% |
| MA Mastercard Inc. Class A | 0.32% | 766 | $420K | Add +3.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.32% | 17,307 | $418K | Add +39.6% |
| UNH Unitedhealth Group Inc. | 0.31% | 766 | $401K | Reduce -1.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.30% | 17,235 | $399K | Add +45.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.30% | 18,336 | $398K | Add +45.6% |
| COST Costco Wholesale Corp. | 0.30% | 421 | $398K | Add +1.2% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.29% | 7,588 | $380K | New |
| NFLX Netflix Inc. | 0.27% | 387 | $361K | Add +0.5% |
| SCHV Schwab US Large-Cap Value | 0.27% | 13,244 | $352K | Reduce -3.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.26% | 16,634 | $345K | Add +42.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,378 | $343K | Add +16.7% |
| XOM Exxon Mobil Corp. | 0.25% | 2,776 | $330K | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 2,697 | $329K | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.25% | 1,379 | $326K | Add +3.1% |
| CVX Chevron Corp. | 0.24% | 1,924 | $322K | Add +13.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 1,418 | $314K | Reduce -5.7% |
| IGEB iShares Investment Grade SYS | 0.22% | 6,522 | $294K | Add +20.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 5,835 | $290K | Add +12.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 1,514 | $282K | Reduce -3.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.21% | 12,918 | $281K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.21% | 14,194 | $279K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 3,303 | $279K | Add +3.9% |
Portfolio Sells Q4 2024 → Q1 2025
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.82 |
| AGG iShares Core U.S. Aggregate | Reduce -20.1% | 2.28% | −0.63 |
| NVDA Nvidia Corp. | Reduce -1.9% | 1.79% | −0.57 |
| MBB iShares MBS ETF | Reduce -20.0% | 1.74% | −0.47 |
| GOOGL Alphabet Inc. Class A | Reduce -14.4% | 0.86% | −0.42 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.32 |
| BNL Broadstone Net Lease Inc. | Reduce -31.8% | 0.72% | −0.30 |
| AVGO Broadcom Inc. | Reduce -11.5% | 0.43% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 2.54% | −0.25 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -7.8% | 1.92% | −0.24 |
| AXP American Express Co. | Sold out | 0.00% | −0.17 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -7.6% | 0.43% | −0.16 |
| DFSD Dimensional Short Duration | Reduce -9.0% | 1.14% | −0.15 |
| DIS The Walt Disney Co. | Reduce -9.8% | 0.47% | −0.14 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.52% | −0.11 |
| JNK SS SPDR BB High Yield Bond | Reduce -5.7% | 0.96% | −0.10 |
| WMT Walmart Inc. | Reduce -8.6% | 0.58% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.80% | −0.08 |
| HD Home Depot Inc. | Reduce -0.2% | 0.70% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -5.7% | 0.33% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 0.56% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.7% | 0.24% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -18.4% | 0.16% | −0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -0.9% | 0.65% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.5% | 0.58% | −0.04 |
| CAT Caterpillar Inc. | Reduce -2.8% | 0.20% | −0.04 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -11.4% | 0.20% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.3% | 0.21% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 0.46% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.5% | 0.25% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.19% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -3.0% | 0.27% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.55% | −0.01 |
| SYK Stryker Corp. | Reduce -4.5% | 0.21% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.31% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.16% | −0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.1% | 3.16% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.7% | 0.43% | +0.01 |
| V Visa Inc. Class A | Reduce -2.2% | 0.95% | +0.04 |
| KO The Coca-Cola Co. | Reduce -7.6% | 2.09% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | Add +210.9% | 1.63% | +1.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +40.4% | 3.75% | +0.96 |
| XLF SS Financial Select Sector | New | 0.91% | +0.91 |
| STIP iShares 0-5 Year Tips Bond E | Add +106.8% | 1.02% | +0.52 |
| CL Colgate-Palmolive Co. | New | 0.44% | +0.44 |
| FBTC Fidelity Wise Origin Bitcoin | Add +56.1% | 1.65% | +0.40 |
| IEMG iShares Core MSCI Emerging | Add +18.8% | 2.48% | +0.38 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 0.29% | +0.29 |
| ABBV Abbvie Inc. | New | 0.19% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 1.58% | +0.19 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.18% | +0.18 |
| VNQ Vanguard Real Estate ETF | New | 0.18% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 3.73% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +26.9% | 1.74% | +0.17 |
| ABT Abbott Laboratories | New | 0.16% | +0.16 |
| IWV iShares Russell 3000 ETF | New | 0.16% | +0.16 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.15% | +0.15 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.15% | +0.15 |
| USMV iShares MSCI USA Min Vol Fac | Add +8.2% | 1.69% | +0.15 |
| JNJ Johnson & Johnson | Add +9.2% | 0.73% | +0.12 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +45.6% | 0.30% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +45.1% | 0.30% | +0.09 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +40.1% | 0.32% | +0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +39.6% | 0.32% | +0.08 |
| IBDR iShares Ibonds Dec 2026 Term | Add +35.9% | 0.34% | +0.08 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +42.6% | 0.26% | +0.07 |
| PG The Procter & Gamble Co. | Add +12.8% | 0.80% | +0.07 |
| TLT iShares 20+ Year Treasury BD | Add +10.5% | 0.70% | +0.07 |
| RTX RTX Corp. | Add +3.4% | 0.53% | +0.06 |
| IBM Intl Business Machines Corp. | Add +16.7% | 0.26% | +0.05 |
| CVX Chevron Corp. | Add +13.2% | 0.24% | +0.05 |
| MDT Medtronic PLC | Add +2.9% | 0.42% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +30.4% | 0.42% | +0.04 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.04% | +0.04 |
| UL Unilever PLC | Add +8.3% | 0.44% | +0.04 |
| GD General Dynamics Corp. | Add +9.4% | 0.45% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +22.0% | 0.70% | +0.03 |
| IGEB iShares Investment Grade SYS | Add +20.7% | 0.22% | +0.03 |
| LLY Eli Lilly & Co. | Add +6.4% | 0.38% | +0.03 |
| PEP Pepsico Inc. | Add +14.0% | 0.42% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +4.5% | 0.53% | +0.03 |
| SBUX Starbucks Corp. | Add +1.7% | 0.51% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +3.9% | 0.21% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +10.1% | 0.39% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.25% | +0.02 |
| LIN Linde PLC | Add +2.8% | 0.18% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.7% | 0.22% | +0.01 |
| MCD McDonald's Corp. | Add +3.7% | 0.19% | +0.01 |
| MA Mastercard Inc. Class A | Add +3.2% | 0.32% | +0.01 |
| UNP Union Pacific Corp. | Add +3.1% | 0.25% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $178.7M | IVV, SPYG, IEFA, NVDA, IEMG |
| Q1 2026 | 129 | $154.5M | IVV, SPYG, IEFA, SPYV, HEFA |
| Q4 2025 | 134 | $162.2M | IVV, SPYG, IEFA, SPYV, NVDA |
| Q3 2025 | 129 | $156.0M | IVV, SPYG, SPYV, IEFA, ABFL |
| Q2 2025 | 123 | $145.8M | IVV, SPYG, IEFA, SPYV, ABFL |
| Q1 2025 | 118 | $131.5M | IVV, SPYG, SPYV, IEFA, HEFA |
| Q4 2024 | 111 | $126.2M | IVV, SPYG, IEFA, HEFA, ABFL |