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

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $126.2M Q4 2024 Q1 2025: $131.5M $131.5M Q1 2025 Q2 2025: $145.8M Q2 2025 Q3 2025: $156.0M Q3 2025 Q4 2025: $162.2M Q4 2025 Q1 2026: $154.5M Q1 2026 Q2 2026: $178.7M Q2 2026

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%
SYK Stryker Corp. 0.21% 744 $277K Reduce -4.5%
MEAR Ishrs Short Mat Muni Act ETF 0.20% 5,238 $263K Reduce -11.4%
CAT Caterpillar Inc. 0.20% 786 $259K Reduce -2.8%
IJH iShares Core S&P Midcap ETF 0.19% 4,359 $254K Reduce -1.9%
ABBV Abbvie Inc. 0.19% 1,200 $251K New
MCD McDonald's Corp. 0.19% 789 $246K Add +3.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.18% 5,194 $239K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.18% 1,955 $238K Add +4.3%
LIN Linde PLC 0.18% 509 $237K Add +2.8%
VNQ Vanguard Real Estate ETF 0.18% 2,611 $236K New
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 633 $235K Add +15.7%
ABT Abbott Laboratories 0.16% 1,624 $215K New
SHM SS SPDR N Ice St Muni ETF 0.16% 4,437 $211K Reduce -18.4%
ADP Automatic Data Processing 0.16% 691 $211K Reduce -2.1%
IWV iShares Russell 3000 ETF 0.16% 651 $207K New
EFG iShares MSCI Eafe Growth ETF 0.15% 2,003 $200K New
IBTI iShares Ibonds Dec 2028 Term 0.15% 9,002 $200K New
BBAI Bigbear.ai Holdings Inc. 0.04% 18,000 $51K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$178.7MIVV, SPYG, IEFA, NVDA, IEMG
Q1 2026 129$154.5MIVV, SPYG, IEFA, SPYV, HEFA
Q4 2025 134$162.2MIVV, SPYG, IEFA, SPYV, NVDA
Q3 2025 129$156.0MIVV, SPYG, SPYV, IEFA, ABFL
Q2 2025 123$145.8MIVV, SPYG, IEFA, SPYV, ABFL
Q1 2025 118$131.5MIVV, SPYG, SPYV, IEFA, HEFA
Q4 2024 111$126.2MIVV, SPYG, IEFA, HEFA, ABFL