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%
Stock Holdings
IVV
ISHARES TR
1.08%
Shares20.9K
Event2026-03-31
Filed2026-04-15
SPYG
SPDR SER TR
0.44%
Shares89.5K
Event2026-03-31
Filed2026-04-15
IEFA
ISHARES TR
3.71%
Shares73.5K
Event2026-03-31
Filed2026-04-15
SPYV
SPDR SER TR
-0.27%
Shares84.4K
Event2026-03-31
Filed2026-04-15
HEFA
ISHARES TR
-2.98%
Shares109.9K
Event2026-03-31
Filed2026-04-15
NVDA
NVIDIA CORPORATION
0.93%
Shares25.8K
Event2026-03-31
Filed2026-04-15
IEMG
ISHARES INC
-4.55%
Shares64.4K
Event2026-03-31
Filed2026-04-15
AAPL
APPLE INC
9.17%
Shares16.1K
Event2026-03-31
Filed2026-04-15
DFCF
DIMENSIONAL ETF TRUST
12.65%
Shares95.9K
Event2026-03-31
Filed2026-04-15
FBND
FIDELITY MERRIMACK STR TR
24.58%
Shares83.9K
Event2026-03-31
Filed2026-04-15
BINC
BLACKROCK ETF TRUST II
37.86%
Shares72.2K
Event2026-03-31
Filed2026-04-15
FBTC
FIDELITY WISE ORIGIN BITCOIN
8.38%
Shares60.9K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-4.35%
Shares6.0K
Event2026-03-31
Filed2026-04-15
MSFT
MICROSOFT CORP
-2.80%
Shares7.6K
Event2026-03-31
Filed2026-04-15
KO
COCA COLA CO
-5.64%
Shares35.2K
Event2026-03-31
Filed2026-04-15
AGG
ISHARES TR
-20.34%
Shares26.2K
Event2026-03-31
Filed2026-04-15
MBB
ISHARES TR
8.89%
Shares24.6K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
-3.60%
Shares6.7K
Event2026-03-31
Filed2026-04-15
VTI
VANGUARD INDEX FDS
-5.83%
Shares6.0K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.14%
Shares3.8K
Event2026-03-31
Filed2026-04-15
PWRD
TCW ETF TRUST
29.53%
Shares18.3K
Event2026-03-31
Filed2026-04-15
DGRO
ISHARES TR
New
Shares22.2K
Event2026-03-31
Filed2026-04-15
AMZN
AMAZON COM INC
-2.09%
Shares7.3K
Event2026-03-31
Filed2026-04-15
IJR
ISHARES TR
-9.57%
Shares11.4K
Event2026-03-31
Filed2026-04-15
XLF
SELECT SECTOR SPDR TR
6.11%
Shares28.8K
Event2026-03-31
Filed2026-04-15
FESM
FIDELITY COVINGTON TRUST
0.86%
Shares37.3K
Event2026-03-31
Filed2026-04-15
DFSD
DIMENSIONAL ETF TRUST
6.25%
Shares29.2K
Event2026-03-31
Filed2026-04-15
IJH
ISHARES TR
414.05%
Shares20.6K
Event2026-03-31
Filed2026-04-15
META
META PLATFORMS INC
3.99%
Shares2.1K
Event2026-03-31
Filed2026-04-15
PG
PROCTER AND GAMBLE CO
-5.34%
Shares8.4K
Event2026-03-31
Filed2026-04-15
JNJ
JOHNSON & JOHNSON
-6.01%
Shares4.8K
Event2026-03-31
Filed2026-04-15
PCAR
PACCAR INC
0.19%
Shares10.0K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
11.42%
Shares4.0K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
BROADCOM INC
-4.33%
Shares3.6K
Event2026-03-31
Filed2026-04-15
SPDR SER TR
SPDR SER TR
1.63%
Shares11.4K
Event2026-03-31
Filed2026-04-15
V
VISA INC
1.44%
Shares3.4K
Event2026-03-31
Filed2026-04-15
SCHG
SCHWAB STRATEGIC TR
-4.43%
Shares34.9K
Event2026-03-31
Filed2026-04-15
ROL
ROLLINS INC
0.38%
Shares18.9K
Event2026-03-31
Filed2026-04-15
BND
VANGUARD BD INDEX FDS
New
Shares13.4K
Event2026-03-31
Filed2026-04-15
TLH
ISHARES TR
2.22%
Shares9.8K
Event2026-03-31
Filed2026-04-15
LLY
ELI LILLY & CO
-7.91%
Shares1.1K
Event2026-03-31
Filed2026-04-15
JPM
JPMORGAN CHASE & CO
7.37%
Shares3.3K
Event2026-03-31
Filed2026-04-15
TSLA
TESLA INC
-1.35%
Shares2.6K
Event2026-03-31
Filed2026-04-15
STIP
ISHARES TR
-37.70%
Shares9.2K
Event2026-03-31
Filed2026-04-15
IXUS
ISHARES TR
1.43%
Shares10.8K
Event2026-03-31
Filed2026-04-15
MUB
ISHARES TR
-2.08%
Shares8.5K
Event2026-03-31
Filed2026-04-15
SPY
SPDR S&P 500 ETF TR
-24.79%
Shares1.4K
Event2026-03-31
Filed2026-04-15
SCHB
SCHWAB STRATEGIC TR
-1.20%
Shares34.4K
Event2026-03-31
Filed2026-04-15
ABFL
TRIMTABS ETF TR
-74.45%
Shares11.5K
Event2026-03-31
Filed2026-04-15
HD
HOME DEPOT INC
-1.84%
Shares2.4K
Event2026-03-31
Filed2026-04-15
BAI
BLACKROCK ETF TRUST
3.96%
Shares23.3K
Event2026-03-31
Filed2026-04-15
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares19.6K
Event2026-03-31
Filed2026-04-15
BNL
BROADSTONE NET LEASE INC
-22.53%
Shares41.1K
Event2026-03-31
Filed2026-04-15
VTV
VANGUARD INDEX FDS
-10.00%
Shares3.7K
Event2026-03-31
Filed2026-04-15
IBDS
ISHARES TR
2.38%
Shares29.8K
Event2026-03-31
Filed2026-04-15
IBDT
ISHARES TR
1.62%
Shares28.5K
Event2026-03-31
Filed2026-04-15
RTX
RAYTHEON TECHNOLOGIES CORP
-7.45%
Shares3.7K
Event2026-03-31
Filed2026-04-15
IBDU
ISHARES TR
3.31%
Shares30.5K
Event2026-03-31
Filed2026-04-15
IBDV
ISHARES TR
3.70%
Shares32.4K
Event2026-03-31
Filed2026-04-15
HYMB
SPDR SER TR
-23.77%
Shares28.4K
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
41.46%
Shares3.5K
Event2026-03-31
Filed2026-04-15
IBDR
ISHARES TR
-2.07%
Shares27.6K
Event2026-03-31
Filed2026-04-15
TIP
ISHARES TR
-2.12%
Shares6.1K
Event2026-03-31
Filed2026-04-15
SCHF
SCHWAB STRATEGIC TR
-4.51%
Shares26.6K
Event2026-03-31
Filed2026-04-15
IBDW
ISHARES TR
0.10%
Shares30.4K
Event2026-03-31
Filed2026-04-15
IBDX
ISHARES TR
92.28%
Shares25.2K
Event2026-03-31
Filed2026-04-15
HON
HONEYWELL INTL INC
-8.23%
Shares2.8K
Event2026-03-31
Filed2026-04-15
VO
VANGUARD INDEX FDS
-6.39%
Shares2.2K
Event2026-03-31
Filed2026-04-15
PEP
PEPSICO INC
New
Shares3.9K
Event2026-03-31
Filed2026-04-15
ASML
ASML HOLDING N V
-17.93%
Shares453
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-8.75%
Shares1.7K
Event2026-03-31
Filed2026-04-15
SBUX
STARBUCKS CORP
-8.74%
Shares6.7K
Event2026-03-31
Filed2026-04-15
GOVT
ISHARES TR
15.27%
Shares24.6K
Event2026-03-31
Filed2026-04-15
CAT
CATERPILLAR INC
-0.87%
Shares796
Event2026-03-31
Filed2026-04-15
CL
COLGATE PALMOLIVE CO
New
Shares6.6K
Event2026-03-31
Filed2026-04-15
DIS
DISNEY WALT CO
-6.57%
Shares5.8K
Event2026-03-31
Filed2026-04-15
LMT
LOCKHEED MARTIN CORP
25.83%
Shares872
Event2026-03-31
Filed2026-04-15
CHRW
C H ROBINSON WORLDWIDE INC
-7.43%
Shares3.1K
Event2026-03-31
Filed2026-04-15
WMT
WALMART INC
-50.42%
Shares4.0K
Event2026-03-31
Filed2026-04-15
XOM
EXXON MOBIL CORP
1.41%
Shares2.9K
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC
MEDTRONIC PLC
-7.65%
Shares5.4K
Event2026-03-31
Filed2026-04-15
UNILEVER PLC
UNILEVER PLC
-0.85%
Shares8.2K
Event2026-03-31
Filed2026-04-15
USMV
ISHARES TR
-73.32%
Shares4.9K
Event2026-03-31
Filed2026-04-15
PLTR
PALANTIR TECHNOLOGIES INC
14.09%
Shares3.0K
Event2026-03-31
Filed2026-04-15
COST
COSTCO WHSL CORP NEW
3.92%
Shares424
Event2026-03-31
Filed2026-04-15
CVX
CHEVRON CORP NEW
-6.69%
Shares2.0K
Event2026-03-31
Filed2026-04-15
DEO
DIAGEO PLC
0.46%
Shares5.5K
Event2026-03-31
Filed2026-04-15
MA
MASTERCARD INCORPORATED
12.43%
Shares787
Event2026-03-31
Filed2026-04-15
ITOT
ISHARES TR
11.99%
Shares2.7K
Event2026-03-31
Filed2026-04-15
NVO
NOVO-NORDISK A S
-13.49%
Shares9.8K
Event2026-03-31
Filed2026-04-15
SGOV
ISHARES TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-15
IBTJ
ISHARES TR
0.00%
Shares15.8K
Event2026-03-31
Filed2026-04-15
IBTK
ISHARES TR
0.00%
Shares17.5K
Event2026-03-31
Filed2026-04-15
VB
VANGUARD INDEX FDS
5.62%
Shares1.3K
Event2026-03-31
Filed2026-04-15
MSTR
MICROSTRATEGY INC
-1.33%
Shares2.7K
Event2026-03-31
Filed2026-04-15
IBTL
ISHARES TR
0.00%
Shares16.7K
Event2026-03-31
Filed2026-04-15
VTEB
VANGUARD MUN BD FDS
-11.26%
Shares6.7K
Event2026-03-31
Filed2026-04-15
SCHV
SCHWAB STRATEGIC TR
-6.03%
Shares10.9K
Event2026-03-31
Filed2026-04-15
SMMU
PIMCO ETF TR
-14.14%
Shares6.4K
Event2026-03-31
Filed2026-04-15
TJX
TJX COS INC NEW
-2.86%
Shares2.0K
Event2026-03-31
Filed2026-04-15
WFC
WELLS FARGO CO NEW
-0.90%
Shares3.9K
Event2026-03-31
Filed2026-04-15
UNP
UNION PAC CORP
-1.27%
Shares1.2K
Event2026-03-31
Filed2026-04-15
NFLX
NETFLIX INC
-13.02%
Shares3.1K
Event2026-03-31
Filed2026-04-15
VBR
VANGUARD INDEX FDS
-2.55%
Shares1.3K
Event2026-03-31
Filed2026-04-15
GS
GOLDMAN SACHS GROUP INC
-6.35%
Shares339
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
INVESCO QQQ TR
9.38%
Shares490
Event2026-03-31
Filed2026-04-15
IXN
ISHARES TR
10.71%
Shares2.8K
Event2026-03-31
Filed2026-04-15
VNQ
VANGUARD INDEX FDS
21.31%
Shares3.1K
Event2026-03-31
Filed2026-04-15
LINDE PLC
LINDE PLC
-2.78%
Shares559
Event2026-03-31
Filed2026-04-15
OEF
ISHARES TR
-1.03%
Shares867
Event2026-03-31
Filed2026-04-15
IBTI
ISHARES TR
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-15
IBTH
ISHARES TR
0.00%
Shares11.8K
Event2026-03-31
Filed2026-04-15
IYW
ISHARES TR
-1.76%
Shares1.5K
Event2026-03-31
Filed2026-04-15
ABBV
ABBVIE INC
-12.52%
Shares1.2K
Event2026-03-31
Filed2026-04-15
MUNI
INTER MUN BD ACT
-2.92%
Shares4.3K
Event2026-03-31
Filed2026-04-15
MCD
MCDONALDS CORP
-6.69%
Shares725
Event2026-03-31
Filed2026-04-15
VEA
VANGUARD TAX-MANAGED FDS
New
Shares3.5K
Event2026-03-31
Filed2026-04-15
IBM
INTERNATIONAL BUSINESS MACHS
-2.75%
Shares918
Event2026-03-31
Filed2026-04-15
SYK
STRYKER CORPORATION
-5.89%
Shares671
Event2026-03-31
Filed2026-04-15
AXP
AMERICAN EXPRESS CO
-6.31%
Shares728
Event2026-03-31
Filed2026-04-15
MU
MICRON TECHNOLOGY INC
New
Shares646
Event2026-03-31
Filed2026-04-15
TLT
ISHARES TR
-7.18%
Shares2.5K
Event2026-03-31
Filed2026-04-15
IBTG
ISHARES TR
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-15
EMGF
ISHARES INC
-19.79%
Shares3.5K
Event2026-03-31
Filed2026-04-15
VONV
VANGUARD SCOTTSDALE FDS
-2.21%
Shares2.3K
Event2026-03-31
Filed2026-04-15
IUSB
ISHARES TR
-11.81%
Shares4.5K
Event2026-03-31
Filed2026-04-15
ITW
ILLINOIS TOOL WKS INC
New
Shares799
Event2026-03-31
Filed2026-04-15
IWV
ISHARES TR
-0.18%
Shares558
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
MERCK & CO INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
DecisionMap Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo