Sponsored
The Analysis of DecisionMap Wealth Management, LLC's Holdings & P&L
Currently, DecisionMap Wealth Management, LLC holds 129 types of securities in its portfolio with a total value $154.5M. In the most recent quarter, they have increased their positions in DGRO (+22.2K shares, valued at $1.6M), IJH (+16.6K shares, valued at $1.1M), BINC (+19.8K shares, valued at $1.0M); decreased their positions in ABFL (-33.5K shares, valued at $2.4M), USMV (-13.4K shares, valued at $1.2M), AGG (-6.7K shares, valued at $664.4K); initiated new positions in DGRO (+22.2K shares, valued at $1.6M), BND (+13.4K shares, valued at $984.3K), PEP (+3.9K shares, valued at $604.6K).
1M P&L
+4.4M+2.93%
3M P&L
+3.4M+2.29%
HY P&L
+8.3M+5.69%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A101.3M
71.9%
2Semiconductors4.7M
3.3%
3Consumer Electronics4.1M
2.9%
Top Industries by Stock Count
1N/A69 stocks
59.5%
2Drug Manufacturers - General4 stocks
3.4%
3Credit Services3 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IVV
1.08%ISHARES TR
Shares20.9K
Event2026-03-31
Filed2026-04-15
SPYG
0.44%SPDR SER TR
Shares89.5K
Event2026-03-31
Filed2026-04-15
IEFA
3.71%ISHARES TR
Shares73.5K
Event2026-03-31
Filed2026-04-15
SPYV
-0.27%SPDR SER TR
Shares84.4K
Event2026-03-31
Filed2026-04-15
HEFA
-2.98%ISHARES TR
Shares109.9K
Event2026-03-31
Filed2026-04-15
NVDA
0.93%NVIDIA CORPORATION
Shares25.8K
Event2026-03-31
Filed2026-04-15
IEMG
-4.55%ISHARES INC
Shares64.4K
Event2026-03-31
Filed2026-04-15
AAPL
9.17%APPLE INC
Shares16.1K
Event2026-03-31
Filed2026-04-15
DFCF
12.65%DIMENSIONAL ETF TRUST
Shares95.9K
Event2026-03-31
Filed2026-04-15
FBND
24.58%FIDELITY MERRIMACK STR TR
Shares83.9K
Event2026-03-31
Filed2026-04-15
BINC
37.86%BLACKROCK ETF TRUST II
Shares72.2K
Event2026-03-31
Filed2026-04-15
FBTC
8.38%FIDELITY WISE ORIGIN BITCOIN
Shares60.9K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
-4.35%VANGUARD INDEX FDS
Shares6.0K
Event2026-03-31
Filed2026-04-15
MSFT
-2.80%MICROSOFT CORP
Shares7.6K
Event2026-03-31
Filed2026-04-15
KO
-5.64%COCA COLA CO
Shares35.2K
Event2026-03-31
Filed2026-04-15
AGG
-20.34%ISHARES TR
Shares26.2K
Event2026-03-31
Filed2026-04-15
MBB
8.89%ISHARES TR
Shares24.6K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
-3.60%ALPHABET INC
Shares6.7K
Event2026-03-31
Filed2026-04-15
VTI
-5.83%VANGUARD INDEX FDS
Shares6.0K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
-2.14%BERKSHIRE HATHAWAY INC DEL
Shares3.8K
Event2026-03-31
Filed2026-04-15
PWRD
29.53%TCW ETF TRUST
Shares18.3K
Event2026-03-31
Filed2026-04-15
DGRO
NewISHARES TR
Shares22.2K
Event2026-03-31
Filed2026-04-15
AMZN
-2.09%AMAZON COM INC
Shares7.3K
Event2026-03-31
Filed2026-04-15
IJR
-9.57%ISHARES TR
Shares11.4K
Event2026-03-31
Filed2026-04-15
XLF
6.11%SELECT SECTOR SPDR TR
Shares28.8K
Event2026-03-31
Filed2026-04-15
FESM
0.86%FIDELITY COVINGTON TRUST
Shares37.3K
Event2026-03-31
Filed2026-04-15
DFSD
6.25%DIMENSIONAL ETF TRUST
Shares29.2K
Event2026-03-31
Filed2026-04-15
IJH
414.05%ISHARES TR
Shares20.6K
Event2026-03-31
Filed2026-04-15
META
3.99%META PLATFORMS INC
Shares2.1K
Event2026-03-31
Filed2026-04-15
PG
-5.34%PROCTER AND GAMBLE CO
Shares8.4K
Event2026-03-31
Filed2026-04-15
JNJ
-6.01%JOHNSON & JOHNSON
Shares4.8K
Event2026-03-31
Filed2026-04-15
PCAR
0.19%PACCAR INC
Shares10.0K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
11.42%ALPHABET INC
Shares4.0K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
-4.33%BROADCOM INC
Shares3.6K
Event2026-03-31
Filed2026-04-15
SPDR SER TR
1.63%SPDR SER TR
Shares11.4K
Event2026-03-31
Filed2026-04-15
V
1.44%VISA INC
Shares3.4K
Event2026-03-31
Filed2026-04-15
SCHG
-4.43%SCHWAB STRATEGIC TR
Shares34.9K
Event2026-03-31
Filed2026-04-15
ROL
0.38%ROLLINS INC
Shares18.9K
Event2026-03-31
Filed2026-04-15
BND
NewVANGUARD BD INDEX FDS
Shares13.4K
Event2026-03-31
Filed2026-04-15
TLH
2.22%ISHARES TR
Shares9.8K
Event2026-03-31
Filed2026-04-15
LLY
-7.91%ELI LILLY & CO
Shares1.1K
Event2026-03-31
Filed2026-04-15
JPM
7.37%JPMORGAN CHASE & CO
Shares3.3K
Event2026-03-31
Filed2026-04-15
TSLA
-1.35%TESLA INC
Shares2.6K
Event2026-03-31
Filed2026-04-15
STIP
-37.70%ISHARES TR
Shares9.2K
Event2026-03-31
Filed2026-04-15
IXUS
1.43%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-04-15
MUB
-2.08%ISHARES TR
Shares8.5K
Event2026-03-31
Filed2026-04-15
SPY
-24.79%SPDR S&P 500 ETF TR
Shares1.4K
Event2026-03-31
Filed2026-04-15
SCHB
-1.20%SCHWAB STRATEGIC TR
Shares34.4K
Event2026-03-31
Filed2026-04-15
ABFL
-74.45%TRIMTABS ETF TR
Shares11.5K
Event2026-03-31
Filed2026-04-15
HD
-1.84%HOME DEPOT INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
BAI
3.96%BLACKROCK ETF TRUST
Shares23.3K
Event2026-03-31
Filed2026-04-15
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares19.6K
Event2026-03-31
Filed2026-04-15
BNL
-22.53%BROADSTONE NET LEASE INC
Shares41.1K
Event2026-03-31
Filed2026-04-15
VTV
-10.00%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-04-15
IBDS
2.38%ISHARES TR
Shares29.8K
Event2026-03-31
Filed2026-04-15
IBDT
1.62%ISHARES TR
Shares28.5K
Event2026-03-31
Filed2026-04-15
RTX
-7.45%RAYTHEON TECHNOLOGIES CORP
Shares3.7K
Event2026-03-31
Filed2026-04-15
IBDU
3.31%ISHARES TR
Shares30.5K
Event2026-03-31
Filed2026-04-15
IBDV
3.70%ISHARES TR
Shares32.4K
Event2026-03-31
Filed2026-04-15
HYMB
-23.77%SPDR SER TR
Shares28.4K
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND
41.46%ACCENTURE PLC IRELAND
Shares3.5K
Event2026-03-31
Filed2026-04-15
IBDR
-2.07%ISHARES TR
Shares27.6K
Event2026-03-31
Filed2026-04-15
TIP
-2.12%ISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-04-15
SCHF
-4.51%SCHWAB STRATEGIC TR
Shares26.6K
Event2026-03-31
Filed2026-04-15
IBDW
0.10%ISHARES TR
Shares30.4K
Event2026-03-31
Filed2026-04-15
IBDX
92.28%ISHARES TR
Shares25.2K
Event2026-03-31
Filed2026-04-15
HON
-8.23%HONEYWELL INTL INC
Shares2.8K
Event2026-03-31
Filed2026-04-15
VO
-6.39%VANGUARD INDEX FDS
Shares2.2K
Event2026-03-31
Filed2026-04-15
PEP
NewPEPSICO INC
Shares3.9K
Event2026-03-31
Filed2026-04-15
ASML
-17.93%ASML HOLDING N V
Shares453
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP
-8.75%GENERAL DYNAMICS CORP
Shares1.7K
Event2026-03-31
Filed2026-04-15
SBUX
-8.74%STARBUCKS CORP
Shares6.7K
Event2026-03-31
Filed2026-04-15
GOVT
15.27%ISHARES TR
Shares24.6K
Event2026-03-31
Filed2026-04-15
CAT
-0.87%CATERPILLAR INC
Shares796
Event2026-03-31
Filed2026-04-15
CL
NewCOLGATE PALMOLIVE CO
Shares6.6K
Event2026-03-31
Filed2026-04-15
DIS
-6.57%DISNEY WALT CO
Shares5.8K
Event2026-03-31
Filed2026-04-15
LMT
25.83%LOCKHEED MARTIN CORP
Shares872
Event2026-03-31
Filed2026-04-15
CHRW
-7.43%C H ROBINSON WORLDWIDE INC
Shares3.1K
Event2026-03-31
Filed2026-04-15
WMT
-50.42%WALMART INC
Shares4.0K
Event2026-03-31
Filed2026-04-15
XOM
1.41%EXXON MOBIL CORP
Shares2.9K
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC
-7.65%MEDTRONIC PLC
Shares5.4K
Event2026-03-31
Filed2026-04-15
UNILEVER PLC
-0.85%UNILEVER PLC
Shares8.2K
Event2026-03-31
Filed2026-04-15
USMV
-73.32%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-15
PLTR
14.09%PALANTIR TECHNOLOGIES INC
Shares3.0K
Event2026-03-31
Filed2026-04-15
COST
3.92%COSTCO WHSL CORP NEW
Shares424
Event2026-03-31
Filed2026-04-15
CVX
-6.69%CHEVRON CORP NEW
Shares2.0K
Event2026-03-31
Filed2026-04-15
DEO
0.46%DIAGEO PLC
Shares5.5K
Event2026-03-31
Filed2026-04-15
MA
12.43%MASTERCARD INCORPORATED
Shares787
Event2026-03-31
Filed2026-04-15
ITOT
11.99%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-15
NVO
-13.49%NOVO-NORDISK A S
Shares9.8K
Event2026-03-31
Filed2026-04-15
SGOV
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-15
IBTJ
0.00%ISHARES TR
Shares15.8K
Event2026-03-31
Filed2026-04-15
IBTK
0.00%ISHARES TR
Shares17.5K
Event2026-03-31
Filed2026-04-15
VB
5.62%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-15
MSTR
-1.33%MICROSTRATEGY INC
Shares2.7K
Event2026-03-31
Filed2026-04-15
IBTL
0.00%ISHARES TR
Shares16.7K
Event2026-03-31
Filed2026-04-15
VTEB
-11.26%VANGUARD MUN BD FDS
Shares6.7K
Event2026-03-31
Filed2026-04-15
SCHV
-6.03%SCHWAB STRATEGIC TR
Shares10.9K
Event2026-03-31
Filed2026-04-15
SMMU
-14.14%PIMCO ETF TR
Shares6.4K
Event2026-03-31
Filed2026-04-15
TJX
-2.86%TJX COS INC NEW
Shares2.0K
Event2026-03-31
Filed2026-04-15
WFC
-0.90%WELLS FARGO CO NEW
Shares3.9K
Event2026-03-31
Filed2026-04-15
UNP
-1.27%UNION PAC CORP
Shares1.2K
Event2026-03-31
Filed2026-04-15
NFLX
-13.02%NETFLIX INC
Shares3.1K
Event2026-03-31
Filed2026-04-15
VBR
-2.55%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-15
GS
-6.35%GOLDMAN SACHS GROUP INC
Shares339
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
9.38%INVESCO QQQ TR
Shares490
Event2026-03-31
Filed2026-04-15
IXN
10.71%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-15
VNQ
21.31%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-04-15
LINDE PLC
-2.78%LINDE PLC
Shares559
Event2026-03-31
Filed2026-04-15
OEF
-1.03%ISHARES TR
Shares867
Event2026-03-31
Filed2026-04-15
IBTI
0.00%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-04-15
IBTH
0.00%ISHARES TR
Shares11.8K
Event2026-03-31
Filed2026-04-15
IYW
-1.76%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-15
ABBV
-12.52%ABBVIE INC
Shares1.2K
Event2026-03-31
Filed2026-04-15
MUNI
-2.92%INTER MUN BD ACT
Shares4.3K
Event2026-03-31
Filed2026-04-15
MCD
-6.69%MCDONALDS CORP
Shares725
Event2026-03-31
Filed2026-04-15
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.5K
Event2026-03-31
Filed2026-04-15
IBM
-2.75%INTERNATIONAL BUSINESS MACHS
Shares918
Event2026-03-31
Filed2026-04-15
SYK
-5.89%STRYKER CORPORATION
Shares671
Event2026-03-31
Filed2026-04-15
AXP
-6.31%AMERICAN EXPRESS CO
Shares728
Event2026-03-31
Filed2026-04-15
MU
NewMICRON TECHNOLOGY INC
Shares646
Event2026-03-31
Filed2026-04-15
TLT
-7.18%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-15
IBTG
0.00%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-04-15
EMGF
-19.79%ISHARES INC
Shares3.5K
Event2026-03-31
Filed2026-04-15
VONV
-2.21%VANGUARD SCOTTSDALE FDS
Shares2.3K
Event2026-03-31
Filed2026-04-15
IUSB
-11.81%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-15
ITW
NewILLINOIS TOOL WKS INC
Shares799
Event2026-03-31
Filed2026-04-15
IWV
-0.18%ISHARES TR
Shares558
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
NewMERCK & CO INC
Shares1.7K
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available