Filed: 2/10/2025ACC: 0002001526-25-000003
📋 What this filing means
DECISIONMAP WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $126.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$126.19M
Total AUM (reported)
1.56M
Total Shares
Allocation by class
COM$32.72M25.9%
CORE S&P500 ETF$9.42M7.5%
PRTFLO S&P500 GW$6.36M5.0%
CORE MSCI EAFE$4.48M3.5%
HDG MSCI EAFE$3.99M3.2%
ABACUS FCF LEADE$3.85M3.1%
CORE US AGGBD ET$3.68M2.9%
Portfolio Concentration
Top 3$20.26M16.1%
4–10$25.97M20.6%
11–25$32.24M25.5%
Rest$47.71M37.8%
Top 3 weight
16.1%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:
ISHARES TR
SOLEShares16.01K
TypeSH
Market value$9.42M
7.47%
Sole
0.00
Shared
0.00
None
16.01K
SPDR SER TR
SOLEShares72.33K
TypeSH
Market value$6.36M
5.04%
Sole
0.00
Shared
0.00
None
72.33K
ISHARES TR
SOLEShares63.73K
TypeSH
Market value$4.48M
3.55%
Sole
0.00
Shared
0.00
None
63.73K
ISHARES TR
SOLEShares114.73K
TypeSH
Market value$3.99M
3.16%
Sole
0.00
Shared
0.00
None
114.73K
TRIMTABS ETF TR
SOLEShares57.99K
TypeSH
Market value$3.85M
3.05%
Sole
0.00
Shared
0.00
None
57.99K
APPLE INC
SOLEShares14.92K
TypeSH
Market value$3.74M
2.96%
Sole
0.00
Shared
0.00
None
14.92K
ISHARES TR
SOLEShares37.94K
TypeSH
Market value$3.68M
2.91%
Sole
0.00
Shared
0.00
None
37.94K
DIMENSIONAL ETF TRUST
SOLEShares89.07K
TypeSH
Market value$3.68M
2.91%
Sole
0.00
Shared
0.00
None
89.07K
VANGUARD INDEX FDS
SOLEShares6.55K
TypeSH
Market value$3.53M
2.80%
Sole
0.00
Shared
0.00
None
6.55K
SPDR SER TR
SOLEShares68.73K
TypeSH
Market value$3.51M
2.79%
Sole
0.00
Shared
0.00
None
68.73K
MICROSOFT CORP
SOLEShares7.65K
TypeSH
Market value$3.22M
2.56%
Sole
0.00
Shared
0.00
None
7.65K
NVIDIA CORPORATION
SOLEShares22.14K
TypeSH
Market value$2.97M
2.36%
Sole
0.00
Shared
0.00
None
22.14K
ISHARES TR
SOLEShares30.48K
TypeSH
Market value$2.79M
2.21%
Sole
0.00
Shared
0.00
None
30.48K
BLACKROCK ETF TRUST II
SOLEShares52.27K
TypeSH
Market value$2.72M
2.15%
Sole
0.00
Shared
0.00
None
52.27K
ISHARES INC
SOLEShares50.77K
TypeSH
Market value$2.65M
2.10%
Sole
0.00
Shared
0.00
None
50.77K
COCA COLA CO
SOLEShares41.50K
TypeSH
Market value$2.58M
2.05%
Sole
0.00
Shared
0.00
None
41.50K
ISHARES TR
SOLEShares17.21K
TypeSH
Market value$1.98M
1.57%
Sole
0.00
Shared
0.00
None
17.21K
ISHARES TR
SOLEShares21.93K
TypeSH
Market value$1.95M
1.54%
Sole
0.00
Shared
0.00
None
21.93K
VANGUARD INDEX FDS
SOLEShares6.38K
TypeSH
Market value$1.85M
1.46%
Sole
0.00
Shared
0.00
None
6.38K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.88K
TypeSH
Market value$1.76M
1.39%
Sole
0.00
Shared
0.00
None
3.88K
DIMENSIONAL ETF TRUST
SOLEShares34.52K
TypeSH
Market value$1.62M
1.28%
Sole
0.00
Shared
0.00
None
34.52K
ALPHABET INC
SOLEShares8.54K
TypeSH
Market value$1.62M
1.28%
Sole
0.00
Shared
0.00
None
8.54K
AMAZON COM INC
SOLEShares7.33K
TypeSH
Market value$1.61M
1.27%
Sole
0.00
Shared
0.00
None
7.33K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares19.36K
TypeSH
Market value$1.58M
1.25%
Sole
0.00
Shared
0.00
None
19.36K
SPDR SER TR
SOLEShares13.99K
TypeSH
Market value$1.34M
1.06%
Sole
0.00
Shared
0.00
None
13.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 16.01K | SH | $9.42M 7.47% | 0.00 | 0.00 | 16.01K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 72.33K | SH | $6.36M 5.04% | 0.00 | 0.00 | 72.33K |
ISHARES TRSOLE | CORE MSCI EAFE | 63.73K | SH | $4.48M 3.55% | 0.00 | 0.00 | 63.73K |
ISHARES TRSOLE | HDG MSCI EAFE | 114.73K | SH | $3.99M 3.16% | 0.00 | 0.00 | 114.73K |
TRIMTABS ETF TRSOLE | ABACUS FCF LEADE | 57.99K | SH | $3.85M 3.05% | 0.00 | 0.00 | 57.99K |
APPLE INCSOLE | COM | 14.92K | SH | $3.74M 2.96% | 0.00 | 0.00 | 14.92K |
ISHARES TRSOLE | CORE US AGGBD ET | 37.94K | SH | $3.68M 2.91% | 0.00 | 0.00 | 37.94K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 89.07K | SH | $3.68M 2.91% | 0.00 | 0.00 | 89.07K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.55K | SH | $3.53M 2.80% | 0.00 | 0.00 | 6.55K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 68.73K | SH | $3.51M 2.79% | 0.00 | 0.00 | 68.73K |
MICROSOFT CORPSOLE | COM | 7.65K | SH | $3.22M 2.56% | 0.00 | 0.00 | 7.65K |
NVIDIA CORPORATIONSOLE | COM | 22.14K | SH | $2.97M 2.36% | 0.00 | 0.00 | 22.14K |
ISHARES TRSOLE | MBS ETF | 30.48K | SH | $2.79M 2.21% | 0.00 | 0.00 | 30.48K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 52.27K | SH | $2.72M 2.15% | 0.00 | 0.00 | 52.27K |
ISHARES INCSOLE | CORE MSCI EMKT | 50.77K | SH | $2.65M 2.10% | 0.00 | 0.00 | 50.77K |
COCA COLA COSOLE | COM | 41.50K | SH | $2.58M 2.05% | 0.00 | 0.00 | 41.50K |
ISHARES TRSOLE | CORE S&P SCP ETF | 17.21K | SH | $1.98M 1.57% | 0.00 | 0.00 | 17.21K |
ISHARES TRSOLE | MSCI USA MIN VOL | 21.93K | SH | $1.95M 1.54% | 0.00 | 0.00 | 21.93K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.38K | SH | $1.85M 1.46% | 0.00 | 0.00 | 6.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.88K | SH | $1.76M 1.39% | 0.00 | 0.00 | 3.88K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 34.52K | SH | $1.62M 1.28% | 0.00 | 0.00 | 34.52K |
ALPHABET INCSOLE | CAP STK CL A | 8.54K | SH | $1.62M 1.28% | 0.00 | 0.00 | 8.54K |
AMAZON COM INCSOLE | COM | 7.33K | SH | $1.61M 1.27% | 0.00 | 0.00 | 7.33K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 19.36K | SH | $1.58M 1.25% | 0.00 | 0.00 | 19.36K |
SPDR SER TRSOLE | BLOOMBERG HIGH Y | 13.99K | SH | $1.34M 1.06% | 0.00 | 0.00 | 13.99K |
Page 1 of 5
…