DECISIONMAP WEALTH MANAGEMENT, LLC

PrivateCIK: 2001526
Location

GREAT FALLS, VA

๐Ÿ“‹ What this filing means

DECISIONMAP WEALTH MANAGEMENT, LLC filed this quarterly 13Fโ€‘HR report disclosing 118 equity positions with a total reported market value of $131.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

118
Positions
$131.47M
Total AUM (reported)
1.72M
Total Shares

Allocation by class

TOTAL AUM$131.47M118 positions
COM$31.80M24.2%
CORE S&P500 ETF$9.08M6.9%
PRTFLO S&P500 GW$6.44M4.9%
PRTFLO S&P500 VL$4.93M3.7%
CORE MSCI EAFE$4.90M3.7%
HDG MSCI EAFE$4.16M3.2%
ABACUS FCF LEADE$3.99M3.0%

Portfolio Concentration

Top 315.5%4โ€“1020.4%11โ€“2525.0%Rest39.0%TOP 1036.0%0%100%
Top 3$20.44M15.5%
4โ€“10$26.88M20.4%
11โ€“25$32.86M25.0%
Rest$51.29M39.0%

Top 3 weight

15.5%

Top 10 weight

36.0%

Voting Authority Distribution

Total shares with voting rights: 1.72M

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

1.72M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole118
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings118
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares16.16K
TypeSH
Market value$9.08M
6.90%
Sole
0.00
Shared
0.00
None
16.16K

SPDR SER TR

SOLE
PRTFLO S&P500 GW
Shares80.09K
TypeSH
Market value$6.44M
4.90%
Sole
0.00
Shared
0.00
None
80.09K

SPDR SER TR

SOLE
PRTFLO S&P500 VL
Shares96.47K
TypeSH
Market value$4.93M
3.75%
Sole
0.00
Shared
0.00
None
96.47K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares64.76K
TypeSH
Market value$4.90M
3.73%
Sole
0.00
Shared
0.00
None
64.76K

ISHARES TR

SOLE
HDG MSCI EAFE
Shares114.58K
TypeSH
Market value$4.16M
3.16%
Sole
0.00
Shared
0.00
None
114.58K

ABACUS FCF ETF TR

SOLE
ABACUS FCF LEADE
Shares62.36K
TypeSH
Market value$3.99M
3.03%
Sole
0.00
Shared
0.00
None
62.36K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares91.23K
TypeSH
Market value$3.84M
2.92%
Sole
0.00
Shared
0.00
None
91.23K

APPLE INC

SOLE
COM
Shares15.30K
TypeSH
Market value$3.40M
2.58%
Sole
0.00
Shared
0.00
None
15.30K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares6.51K
TypeSH
Market value$3.34M
2.54%
Sole
0.00
Shared
0.00
None
6.51K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares60.32K
TypeSH
Market value$3.26M
2.48%
Sole
0.00
Shared
0.00
None
60.32K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares30.33K
TypeSH
Market value$3.00M
2.28%
Sole
0.00
Shared
0.00
None
30.33K

MICROSOFT CORP

SOLE
COM
Shares7.75K
TypeSH
Market value$2.91M
2.21%
Sole
0.00
Shared
0.00
None
7.75K

COCA COLA CO

SOLE
COM
Shares38.34K
TypeSH
Market value$2.75M
2.09%
Sole
0.00
Shared
0.00
None
38.34K

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares48.18K
TypeSH
Market value$2.52M
1.92%
Sole
0.00
Shared
0.00
None
48.18K

NVIDIA CORPORATION

SOLE
COM
Shares21.72K
TypeSH
Market value$2.35M
1.79%
Sole
0.00
Shared
0.00
None
21.72K

ISHARES TR

SOLE
MBS ETF
Shares24.39K
TypeSH
Market value$2.29M
1.74%
Sole
0.00
Shared
0.00
None
24.39K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares21.86K
TypeSH
Market value$2.29M
1.74%
Sole
0.00
Shared
0.00
None
21.86K

ISHARES TR

SOLE
MSCI USA MIN VOL
Shares23.72K
TypeSH
Market value$2.22M
1.69%
Sole
0.00
Shared
0.00
None
23.72K

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares30.21K
TypeSH
Market value$2.17M
1.65%
Sole
0.00
Shared
0.00
None
30.21K

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares46.80K
TypeSH
Market value$2.14M
1.63%
Sole
0.00
Shared
0.00
None
46.80K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares3.90K
TypeSH
Market value$2.08M
1.58%
Sole
0.00
Shared
0.00
None
3.90K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares6.68K
TypeSH
Market value$1.84M
1.40%
Sole
0.00
Shared
0.00
None
6.68K

DIMENSIONAL ETF TRUST

SOLE
SHORT DURATION F
Shares31.43K
TypeSH
Market value$1.49M
1.14%
Sole
0.00
Shared
0.00
None
31.43K

AMAZON COM INC

SOLE
COM
Shares7.75K
TypeSH
Market value$1.47M
1.12%
Sole
0.00
Shared
0.00
None
7.75K

ISHARES TR

SOLE
0-5 YR TIPS ETF
Shares12.96K
TypeSH
Market value$1.34M
1.02%
Sole
0.00
Shared
0.00
None
12.96K
Page 1 of 5
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DECISIONMAP WEALTH MANAGEMENT, LLC 13F Holdings โ€” 118 Positions | Finecho