DecisionMap Wealth Management, LLC

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CIK 2001526

13F portfolio (2026-Q1)

$155M

Positions

129

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

129

Top 5

24.9%

Top 10

38.5%

Effective N

41.4

HHI

0.024

This quarter

8 new · 0 exit →

By sector

Unclassified68.8%

Information Technology8.7%

Consumer Discretionary4.2%

Industrials4.1%

Financials3.5%

Communication Services3.3%

Consumer Staples2.4%

Health Care2.4%

Other2.7%

By market cap

Unknown70.0%

Mega (>$200B)23.4%

Large ($10–200B)6.2%

Mid ($2–10B)0.5%

By region

Other68.8%

North America30.3%

Europe1.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	69.95%	73
Semiconductors & Semiconductor Equipment	3.77%	3
Technology Hardware & Equipment	2.78%	2
Software & IT Services	2.78%	3
Beverages	2.39%	3
Specialty Retail	2.29%	5
Software	2.11%	2
Commercial Services & Supplies	2.02%	4
Pharmaceuticals & Biotechnology	1.92%	5
Chemicals	1.63%	4
Aerospace & Defense	1.60%	4
Automobiles & Components	1.37%	2
Banks	1.19%	4
Machinery	0.89%	3
Oil, Gas & Consumable Fuels	0.58%	2
Hotels, Restaurants & Leisure	0.53%	2
Equity Real Estate Investment Trusts (REITs)	0.49%	1
Health Care Equipment & Supplies	0.45%	2
Entertainment	0.36%	1
Transportation Infrastructure	0.34%	1
Road & Rail	0.20%	1
Media & Entertainment	0.20%	1
Capital Markets	0.19%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	8.85%
2	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	5.67%
3	IEFA	ISHARES TR	Unclassified	4.31%
4	SPYV	SPDR SERIES TRUST	Unclassified	3.09%
5	HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	Unclassified	3.02%
6	NVDA	NVIDIA CORP	Information Technology	2.91%
7	IEMG	ISHARES INC	Unclassified	2.91%
8	AAPL	Apple Inc.	Information Technology	2.64%
9	DFCF	DIMENSIONAL ETF TRUST	Unclassified	2.62%
10	FBND	FIDELITY TOTAL BOND ETF	Unclassified	2.48%

57/129 names classified · sector 31.2% of weight · industry 30.0% · mkt cap 30.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, ORCL · other

Consumer DiscretionaryAMZN, PCAR, TSLA, HD, WMT · other

FinancialsBRK.B, V, JPM, MSTR, MA · other

IndustrialsROL, ACN, RTX, GD, ASML · other

Communication ServicesGOOGL, META, GOOG, DIS, NFLX

Health CareJNJ, LLY, MDT, NVO, ZTS · other

Consumer StaplesKO, DEO, PEP

MaterialsPG, CL, LIN, NKE, UL

Real Estate

EnergyXOM, CVX

UnclassifiedIVV, SPYG, IEFA, SPYV, HEFA · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 31.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 29% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (51 classified)DecisionMap Wealth Management, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareConsumer StaplesFinancialsMaterialsEnergyReal Estate

Style box summary for DecisionMap Wealth Management, LLC: centroid Large Core. Heaviest cells: Large Growth 15.0%, Large Core 7.3%, Large Value 4.2%.

Classified: 28.6% of book weight (51/129 names) · unclassified 71.4%: IVV, SPYG, IEFA, SPYV, HEFA, IEMG, DFCF, FBND, BINC, FBTC +68 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 129 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	20,944	$14M	8.9%	HOLD
2	SPYGSPDR SERIES TRUST STATE STREET SPD	89,490	$9M	5.7%	HOLD
3	IEFAISHARES TR	73,509	$7M	4.3%	ADD 4%
4	SPYVSPDR SERIES TRUST	84,380	$5M	3.1%	HOLD
5	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	109,895	$5M	3.0%	TRIM −3%
6	NVDANVIDIA CORPORATION	25,753	$4M	2.9%	HOLD
7	IEMGISHARES INC	64,370	$4M	2.9%	TRIM −5%
8	AAPLAPPLE INC	16,067	$4M	2.6%	ADD 9%
9	DFCFDIMENSIONAL ETF TRUST	95,926	$4M	2.6%	ADD 13%
10	FBNDFIDELITY TOTAL BOND ETF	83,864	$4M	2.5%	ADD 25%
11	BINCBLACKROCK ETF TRUST II	72,235	$4M	2.4%	ADD 38%
12	FBTCFIDELITY WISE ORIGIN BITCOIN	60,909	$4M	2.3%	ADD 8%
13	VOOVANGUARD INDEX FDS	6,000	$4M	2.3%	TRIM −4%
14	MSFTMICROSOFT CORP	7,615	$3M	1.8%	TRIM −3%
15	KOCOCA COLA CO	35,182	$3M	1.7%	TRIM −6%
16	AGGISHARES TR	26,208	$3M	1.7%	TRIM −20%
17	MBBISHARES TR	24,633	$2M	1.5%	ADD 9%
18	GOOGLALPHABET INC	6,747	$2M	1.3%	TRIM −4%
19	VTIVANGUARD INDEX FDS	5,972	$2M	1.2%	TRIM −6%
20	BRK.BBERKSHIRE HATHAWAY INC DEL	3,800	$2M	1.2%	TRIM −2%
21	PWRDTCW ETF TRUST	18,308	$2M	1.2%	ADD 30%
22	DGROISHARES CORE DIVIDEND GROWTH ETF	22,206	$2M	1.0%	NEW
23	AMZNAMAZON COM INC	7,274	$2M	1.0%	TRIM −2%
24	IJRISHARES TR	11,428	$1M	0.9%	TRIM −10%
25	XLFSELECT SECTOR SPDR TR	28,769	$1M	0.9%	ADD 6%
26	FESMFIDELITY COVINGTON TRUST	37,319	$1M	0.9%	HOLD
27	DFSDDIMENSIONAL ETF TRUST	29,215	$1M	0.9%	ADD 6%
28	IJHISHARES TR	20,557	$1M	0.9%	ADD 414%
29	METAMETA PLATFORMS INC	2,135	$1M	0.8%	ADD 4%
30	PGPROCTER AND GAMBLE CO	8,363	$1M	0.8%	TRIM −5%
31	JNJJOHNSON & JOHNSON	4,820	$1M	0.8%	TRIM −6%
32	PCARPACCAR INC	10,044	$1M	0.8%	HOLD
33	GOOGALPHABET INC	3,951	$1M	0.7%	ADD 11%
34	AVGOBROADCOM INC	3,620	$1M	0.7%	TRIM −4%
35	JNKSPDR SER TR	11,388	$1M	0.7%	HOLD
36	VVISA INC	3,373	$1M	0.7%	HOLD
37	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	34,905	$1M	0.7%	TRIM −4%
38	ROLROLLINS INC	18,889	$1M	0.7%	HOLD
39	BNDVANGUARD BD INDEX FDS	13,367	$984,346	0.6%	NEW
40	TLHISHARES TR	9,760	$983,027	0.6%	ADD 2%
41	LLYELI LILLY & CO	1,060	$975,097	0.6%	TRIM −8%
42	JPMJPMORGAN CHASE & CO	3,279	$964,551	0.6%	ADD 7%
43	TSLATESLA INC	2,564	$953,167	0.6%	HOLD
44	STIPISHARES TR	9,209	$952,533	0.6%	TRIM −38%
45	IXUSISHARES TR	10,787	$934,616	0.6%	HOLD
46	MUBISHARES TR	8,518	$904,186	0.6%	TRIM −2%
47	SPYSTATE STR SPDR S&P 500 ETF T	1,371	$891,865	0.6%	TRIM −25%
48	SCHBSCHWAB STRATEGIC TR	34,414	$863,791	0.6%	HOLD
49	ABFLABACUS FCF ETF TR	11,486	$817,128	0.5%	TRIM −74%
50	HDHOME DEPOT INC	2,402	$790,051	0.5%	HOLD
51	BAIBLACKROCK ETF TRUST	23,291	$767,438	0.5%	ADD 4%
52	IBITISHARES BITCOIN TRUST ETF	19,552	$751,201	0.5%	HOLD
53	BNLBROADSTONE NET LEASE INC	41,074	$750,422	0.5%	TRIM −23%
54	VTVVANGUARD INDEX FDS	3,715	$728,883	0.5%	TRIM −10%
55	IBDSISHARES TR	29,808	$722,549	0.5%	ADD 2%
56	IBDTISHARES TR	28,478	$721,349	0.5%	HOLD
57	RTXRTX CORPORATION	3,700	$713,653	0.5%	TRIM −7%
58	IBDUISHARES TR	30,543	$710,430	0.5%	ADD 3%
59	IBDVISHARES TR	32,447	$710,265	0.5%	ADD 4%
60	HYMBSPDR SERIES TRUST	28,448	$705,510	0.5%	TRIM −24%
61	ACNACCENTURE PLC IRELAND	3,504	$694,868	0.4%	ADD 41%
62	IBDRISHARES TR	27,645	$670,111	0.4%	TRIM −2%
63	TIPISHARES TR	6,058	$668,581	0.4%	TRIM −2%
64	SCHFSCHWAB STRATEGIC TR	26,608	$658,548	0.4%	TRIM −5%
65	IBDWISHARES TR	30,401	$636,293	0.4%	HOLD
66	IBDXISHARES TR	25,171	$636,071	0.4%	ADD 92%
67	HONHONEYWELL INTL INC	2,788	$630,265	0.4%	TRIM −8%
68	VOVANGUARD INDEX FDS	2,167	$622,417	0.4%	TRIM −6%
69	PEPPEPSICO INC	3,893	$604,551	0.4%	NEW
70	ASMLASML HOLDING N V	453	$598,031	0.4%	TRIM −18%
71	GDGENERAL DYNAMICS CORP	1,742	$597,985	0.4%	TRIM −9%
72	SBUXSTARBUCKS CORP	6,651	$595,838	0.4%	TRIM −9%
73	GOVTISHARES TR	24,609	$563,792	0.4%	ADD 15%
74	CATCATERPILLAR INC	796	$563,660	0.4%	HOLD
75	CLCOLGATE PALMOLIVE CO	6,600	$562,481	0.4%	NEW
76	DISDISNEY WALT CO	5,815	$560,416	0.4%	TRIM −7%
77	LMTLOCKHEED MARTIN CORP	872	$527,028	0.3%	ADD 26%
78	CHRWC H ROBINSON WORLDWIDE INC	3,129	$519,642	0.3%	TRIM −7%
79	WMTWALMART INC	4,045	$502,671	0.3%	TRIM −50%
80	XOMEXXON MOBIL CORP	2,881	$488,790	0.3%	HOLD
81	MDTMEDTRONIC PLC	5,409	$468,720	0.3%	TRIM −8%
82	ULUNILEVER PLC	8,150	$464,306	0.3%	HOLD
83	USMVISHARES TR	4,878	$452,407	0.3%	TRIM −73%
84	PLTRPALANTIR TECHNOLOGIES INC	2,980	$435,914	0.3%	ADD 14%
85	COSTCOSTCO WHSL CORP NEW	424	$422,486	0.3%	ADD 4%
86	CVXCHEVRON CORP NEW	1,995	$412,766	0.3%	TRIM −7%
87	DEODIAGEO PLC	5,507	$410,023	0.3%	HOLD
88	MAMASTERCARD INCORPORATED	787	$393,232	0.3%	ADD 12%
89	ITOTISHARES TR	2,736	$389,752	0.3%	ADD 12%
90	NVONOVO-NORDISK A S	9,821	$360,939	0.2%	TRIM −13%
91	SGOVISHARES TR	3,574	$359,759	0.2%	HOLD
92	IBTJISHARES TR	15,827	$345,709	0.2%	HOLD
93	IBTKISHARES TR	17,502	$345,139	0.2%	HOLD
94	VBVANGUARD INDEX FDS	1,315	$344,484	0.2%	ADD 6%
95	MSTRSTRATEGY INC	2,748	$342,950	0.2%	HOLD
96	IBTLISHARES TR	16,721	$341,090	0.2%	HOLD
97	VTEBVANGUARD MUN BD FDS	6,704	$334,463	0.2%	TRIM −11%
98	SCHVSCHWAB STRATEGIC TR	10,873	$331,627	0.2%	TRIM −6%
99	SMMUPIMCO ETF TR	6,426	$324,192	0.2%	TRIM −14%
100	TJXTJX COS INC NEW	1,967	$314,130	0.2%	TRIM −3%
101	WFCWELLS FARGO CO NEW	3,853	$306,733	0.2%	HOLD
102	UNPUNION PAC CORP	1,245	$302,062	0.2%	HOLD
103	NFLXNETFLIX INC	3,140	$301,911	0.2%	TRIM −13%
104	VBRVANGUARD INDEX FDS	1,336	$290,246	0.2%	TRIM −3%
105	GSGOLDMAN SACHS GROUP INC	339	$286,791	0.2%	TRIM −6%
106	QQQINVESCO QQQ TR	490	$282,818	0.2%	ADD 9%
107	IXNISHARES TR	2,792	$279,116	0.2%	ADD 11%
108	VNQVANGUARD INDEX FDS	3,125	$277,148	0.2%	ADD 21%
109	LINLINDE PLC	559	$277,130	0.2%	TRIM −3%
110	OEFISHARES TR	867	$275,767	0.2%	HOLD
111	IBTIISHARES TR	11,981	$266,973	0.2%	HOLD
112	IBTHISHARES TR	11,799	$264,652	0.2%	HOLD
113	IYWISHARES TR	1,455	$263,967	0.2%	HOLD
114	ABBVABBVIE INC	1,160	$252,288	0.2%	TRIM −13%
115	MUNIPIMCO Intermediate Muni Bd Actv - ETF	4,320	$225,461	0.1%	TRIM −3%
116	MCDMCDONALDS CORP	725	$225,323	0.1%	TRIM −7%
117	VEAVANGUARD TAX-MANAGED FDS	3,505	$224,600	0.1%	NEW
118	IBMINTERNATIONAL BUSINESS MACHS	918	$222,514	0.1%	TRIM −3%
119	SYKSTRYKER CORPORATION	671	$220,484	0.1%	TRIM −6%
120	AXPAMERICAN EXPRESS CO	728	$220,205	0.1%	TRIM −6%
121	MUMICRON TECHNOLOGY INC	646	$218,245	0.1%	NEW
122	TLTISHARES TR	2,456	$212,949	0.1%	TRIM −7%
123	IBTGISHARES TR	9,270	$212,422	0.1%	HOLD
124	EMGFISHARES INC	3,506	$211,868	0.1%	TRIM −20%
125	VONVVANGUARD SCOTTSDALE FDS	2,252	$211,102	0.1%	TRIM −2%
126	IUSBISHARES TR	4,516	$208,594	0.1%	TRIM −12%
127	ITWILLINOIS TOOL WKS INC	799	$207,972	0.1%	NEW
128	IWVISHARES TR	558	$206,885	0.1%	HOLD
129	MRKMERCK & CO INC	1,708	$205,455	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

16K

17K

21K

$14M

SPYGSPDR SERIES TRUST STATE STREET SPD

72K

80K

82K

89K

$9M

IEFAISHARES TR

64K

65K

64K

71K

74K

$7M

SPYVSPDR SERIES TRUST

69K

96K

99K

103K

85K

84K

$5M

HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF

115K

116K

118K

113K

110K

$5M

NVDANVIDIA CORPORATION

22K

23K

26K

$4M

IEMGISHARES INC

51K

60K

63K

64K

67K

64K

$4M

AAPLAPPLE INC

15K

16K

$4M

DFCFDIMENSIONAL ETF TRUST

89K

91K

87K

85K

96K

$4M

FBNDFIDELITY TOTAL BOND ETF

15K

47K

46K

49K

67K

84K

$4M

BINCBLACKROCK ETF TRUST II

52K

48K

49K

52K

72K

$4M

FBTCFIDELITY WISE ORIGIN BITCOIN

19K

30K

36K

40K

56K

61K

$4M

VOOVANGUARD INDEX FDS

$4M

MSFTMICROSOFT CORP

$3M

KOCOCA COLA CO

41K

38K

37K

35K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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