Filed: 4/21/2025ACC: 0002001526-25-000005
๐ What this filing means
DECISIONMAP WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR 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
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 3$20.44M15.5%
4โ10$26.88M20.4%
11โ25$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
SOLEShares16.16K
TypeSH
Market value$9.08M
6.90%
Sole
0.00
Shared
0.00
None
16.16K
SPDR SER TR
SOLEShares80.09K
TypeSH
Market value$6.44M
4.90%
Sole
0.00
Shared
0.00
None
80.09K
SPDR SER TR
SOLEShares96.47K
TypeSH
Market value$4.93M
3.75%
Sole
0.00
Shared
0.00
None
96.47K
ISHARES TR
SOLEShares64.76K
TypeSH
Market value$4.90M
3.73%
Sole
0.00
Shared
0.00
None
64.76K
ISHARES TR
SOLEShares114.58K
TypeSH
Market value$4.16M
3.16%
Sole
0.00
Shared
0.00
None
114.58K
ABACUS FCF ETF TR
SOLEShares62.36K
TypeSH
Market value$3.99M
3.03%
Sole
0.00
Shared
0.00
None
62.36K
DIMENSIONAL ETF TRUST
SOLEShares91.23K
TypeSH
Market value$3.84M
2.92%
Sole
0.00
Shared
0.00
None
91.23K
APPLE INC
SOLEShares15.30K
TypeSH
Market value$3.40M
2.58%
Sole
0.00
Shared
0.00
None
15.30K
VANGUARD INDEX FDS
SOLEShares6.51K
TypeSH
Market value$3.34M
2.54%
Sole
0.00
Shared
0.00
None
6.51K
ISHARES INC
SOLEShares60.32K
TypeSH
Market value$3.26M
2.48%
Sole
0.00
Shared
0.00
None
60.32K
ISHARES TR
SOLEShares30.33K
TypeSH
Market value$3.00M
2.28%
Sole
0.00
Shared
0.00
None
30.33K
MICROSOFT CORP
SOLEShares7.75K
TypeSH
Market value$2.91M
2.21%
Sole
0.00
Shared
0.00
None
7.75K
COCA COLA CO
SOLEShares38.34K
TypeSH
Market value$2.75M
2.09%
Sole
0.00
Shared
0.00
None
38.34K
BLACKROCK ETF TRUST II
SOLEShares48.18K
TypeSH
Market value$2.52M
1.92%
Sole
0.00
Shared
0.00
None
48.18K
NVIDIA CORPORATION
SOLEShares21.72K
TypeSH
Market value$2.35M
1.79%
Sole
0.00
Shared
0.00
None
21.72K
ISHARES TR
SOLEShares24.39K
TypeSH
Market value$2.29M
1.74%
Sole
0.00
Shared
0.00
None
24.39K
ISHARES TR
SOLEShares21.86K
TypeSH
Market value$2.29M
1.74%
Sole
0.00
Shared
0.00
None
21.86K
ISHARES TR
SOLEShares23.72K
TypeSH
Market value$2.22M
1.69%
Sole
0.00
Shared
0.00
None
23.72K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares30.21K
TypeSH
Market value$2.17M
1.65%
Sole
0.00
Shared
0.00
None
30.21K
FIDELITY MERRIMACK STR TR
SOLEShares46.80K
TypeSH
Market value$2.14M
1.63%
Sole
0.00
Shared
0.00
None
46.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.90K
TypeSH
Market value$2.08M
1.58%
Sole
0.00
Shared
0.00
None
3.90K
VANGUARD INDEX FDS
SOLEShares6.68K
TypeSH
Market value$1.84M
1.40%
Sole
0.00
Shared
0.00
None
6.68K
DIMENSIONAL ETF TRUST
SOLEShares31.43K
TypeSH
Market value$1.49M
1.14%
Sole
0.00
Shared
0.00
None
31.43K
AMAZON COM INC
SOLEShares7.75K
TypeSH
Market value$1.47M
1.12%
Sole
0.00
Shared
0.00
None
7.75K
ISHARES TR
SOLEShares12.96K
TypeSH
Market value$1.34M
1.02%
Sole
0.00
Shared
0.00
None
12.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 16.16K | SH | $9.08M 6.90% | 0.00 | 0.00 | 16.16K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 80.09K | SH | $6.44M 4.90% | 0.00 | 0.00 | 80.09K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 96.47K | SH | $4.93M 3.75% | 0.00 | 0.00 | 96.47K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.76K | SH | $4.90M 3.73% | 0.00 | 0.00 | 64.76K |
ISHARES TRSOLE | HDG MSCI EAFE | 114.58K | SH | $4.16M 3.16% | 0.00 | 0.00 | 114.58K |
ABACUS FCF ETF TRSOLE | ABACUS FCF LEADE | 62.36K | SH | $3.99M 3.03% | 0.00 | 0.00 | 62.36K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 91.23K | SH | $3.84M 2.92% | 0.00 | 0.00 | 91.23K |
APPLE INCSOLE | COM | 15.30K | SH | $3.40M 2.58% | 0.00 | 0.00 | 15.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.51K | SH | $3.34M 2.54% | 0.00 | 0.00 | 6.51K |
ISHARES INCSOLE | CORE MSCI EMKT | 60.32K | SH | $3.26M 2.48% | 0.00 | 0.00 | 60.32K |
ISHARES TRSOLE | CORE US AGGBD ET | 30.33K | SH | $3.00M 2.28% | 0.00 | 0.00 | 30.33K |
MICROSOFT CORPSOLE | COM | 7.75K | SH | $2.91M 2.21% | 0.00 | 0.00 | 7.75K |
COCA COLA COSOLE | COM | 38.34K | SH | $2.75M 2.09% | 0.00 | 0.00 | 38.34K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 48.18K | SH | $2.52M 1.92% | 0.00 | 0.00 | 48.18K |
NVIDIA CORPORATIONSOLE | COM | 21.72K | SH | $2.35M 1.79% | 0.00 | 0.00 | 21.72K |
ISHARES TRSOLE | MBS ETF | 24.39K | SH | $2.29M 1.74% | 0.00 | 0.00 | 24.39K |
ISHARES TRSOLE | CORE S&P SCP ETF | 21.86K | SH | $2.29M 1.74% | 0.00 | 0.00 | 21.86K |
ISHARES TRSOLE | MSCI USA MIN VOL | 23.72K | SH | $2.22M 1.69% | 0.00 | 0.00 | 23.72K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 30.21K | SH | $2.17M 1.65% | 0.00 | 0.00 | 30.21K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 46.80K | SH | $2.14M 1.63% | 0.00 | 0.00 | 46.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.90K | SH | $2.08M 1.58% | 0.00 | 0.00 | 3.90K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.68K | SH | $1.84M 1.40% | 0.00 | 0.00 | 6.68K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 31.43K | SH | $1.49M 1.14% | 0.00 | 0.00 | 31.43K |
AMAZON COM INCSOLE | COM | 7.75K | SH | $1.47M 1.12% | 0.00 | 0.00 | 7.75K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 12.96K | SH | $1.34M 1.02% | 0.00 | 0.00 | 12.96K |
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