Filed: 7/30/2025ACC: 0002001526-25-000008
๐ What this filing means
DECISIONMAP WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 123 equity positions with a total reported market value of $145.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$145.81M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
COM$35.31M24.2%
CORE S&P500 ETF$10.38M7.1%
PRTFLO S&P500 GW$7.86M5.4%
CORE MSCI EAFE$5.35M3.7%
PRTFLO S&P500 VL$5.20M3.6%
ABACUS FCF LEADE$4.60M3.2%
HDG MSCI EAFE$4.41M3.0%
Portfolio Concentration
Top 3$23.59M16.2%
4โ10$29.17M20.0%
11โ25$35.74M24.5%
Rest$57.31M39.3%
Top 3 weight
16.2%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 1.79M
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
1.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings123
Rows:
ISHARES TR
SOLEShares16.71K
TypeSH
Market value$10.38M
7.12%
Sole
0.00
Shared
0.00
None
16.71K
SPDR SER TR
SOLEShares82.48K
TypeSH
Market value$7.86M
5.39%
Sole
0.00
Shared
0.00
None
82.48K
ISHARES TR
SOLEShares64.09K
TypeSH
Market value$5.35M
3.67%
Sole
0.00
Shared
0.00
None
64.09K
SPDR SER TR
SOLEShares99.43K
TypeSH
Market value$5.20M
3.57%
Sole
0.00
Shared
0.00
None
99.43K
ABACUS FCF ETF TR
SOLEShares65.02K
TypeSH
Market value$4.60M
3.16%
Sole
0.00
Shared
0.00
None
65.02K
ISHARES TR
SOLEShares116.28K
TypeSH
Market value$4.41M
3.03%
Sole
0.00
Shared
0.00
None
116.28K
MICROSOFT CORP
SOLEShares7.89K
TypeSH
Market value$3.93M
2.69%
Sole
0.00
Shared
0.00
None
7.89K
ISHARES INC
SOLEShares62.89K
TypeSH
Market value$3.78M
2.59%
Sole
0.00
Shared
0.00
None
62.89K
DIMENSIONAL ETF TRUST
SOLEShares87.30K
TypeSH
Market value$3.69M
2.53%
Sole
0.00
Shared
0.00
None
87.30K
VANGUARD INDEX FDS
SOLEShares6.27K
TypeSH
Market value$3.56M
2.44%
Sole
0.00
Shared
0.00
None
6.27K
NVIDIA CORPORATION
SOLEShares22.09K
TypeSH
Market value$3.49M
2.39%
Sole
0.00
Shared
0.00
None
22.09K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares36.30K
TypeSH
Market value$3.41M
2.34%
Sole
0.00
Shared
0.00
None
36.30K
APPLE INC
SOLEShares14.65K
TypeSH
Market value$3.01M
2.06%
Sole
0.00
Shared
0.00
None
14.65K
ISHARES TR
SOLEShares29.90K
TypeSH
Market value$2.97M
2.03%
Sole
0.00
Shared
0.00
None
29.90K
COCA COLA CO
SOLEShares38.47K
TypeSH
Market value$2.72M
1.87%
Sole
0.00
Shared
0.00
None
38.47K
BLACKROCK ETF TRUST II
SOLEShares48.36K
TypeSH
Market value$2.56M
1.75%
Sole
0.00
Shared
0.00
None
48.36K
ISHARES TR
SOLEShares23.26K
TypeSH
Market value$2.54M
1.74%
Sole
0.00
Shared
0.00
None
23.26K
ISHARES TR
SOLEShares24.52K
TypeSH
Market value$2.30M
1.58%
Sole
0.00
Shared
0.00
None
24.52K
ISHARES TR
SOLEShares24.15K
TypeSH
Market value$2.27M
1.56%
Sole
0.00
Shared
0.00
None
24.15K
FIDELITY MERRIMACK STR TR
SOLEShares46.21K
TypeSH
Market value$2.11M
1.45%
Sole
0.00
Shared
0.00
None
46.21K
VANGUARD INDEX FDS
SOLEShares6.32K
TypeSH
Market value$1.92M
1.32%
Sole
0.00
Shared
0.00
None
6.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.85K
TypeSH
Market value$1.87M
1.28%
Sole
0.00
Shared
0.00
None
3.85K
AMAZON COM INC
SOLEShares7.35K
TypeSH
Market value$1.61M
1.11%
Sole
0.00
Shared
0.00
None
7.35K
META PLATFORMS INC
SOLEShares2.02K
TypeSH
Market value$1.49M
1.02%
Sole
0.00
Shared
0.00
None
2.02K
ISHARES TR
SOLEShares8.52K
TypeSH
Market value$1.48M
1.01%
Sole
0.00
Shared
0.00
None
8.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 16.71K | SH | $10.38M 7.12% | 0.00 | 0.00 | 16.71K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 82.48K | SH | $7.86M 5.39% | 0.00 | 0.00 | 82.48K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.09K | SH | $5.35M 3.67% | 0.00 | 0.00 | 64.09K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 99.43K | SH | $5.20M 3.57% | 0.00 | 0.00 | 99.43K |
ABACUS FCF ETF TRSOLE | ABACUS FCF LEADE | 65.02K | SH | $4.60M 3.16% | 0.00 | 0.00 | 65.02K |
ISHARES TRSOLE | HDG MSCI EAFE | 116.28K | SH | $4.41M 3.03% | 0.00 | 0.00 | 116.28K |
MICROSOFT CORPSOLE | COM | 7.89K | SH | $3.93M 2.69% | 0.00 | 0.00 | 7.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 62.89K | SH | $3.78M 2.59% | 0.00 | 0.00 | 62.89K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 87.30K | SH | $3.69M 2.53% | 0.00 | 0.00 | 87.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.27K | SH | $3.56M 2.44% | 0.00 | 0.00 | 6.27K |
NVIDIA CORPORATIONSOLE | COM | 22.09K | SH | $3.49M 2.39% | 0.00 | 0.00 | 22.09K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 36.30K | SH | $3.41M 2.34% | 0.00 | 0.00 | 36.30K |
APPLE INCSOLE | COM | 14.65K | SH | $3.01M 2.06% | 0.00 | 0.00 | 14.65K |
ISHARES TRSOLE | CORE US AGGBD ET | 29.90K | SH | $2.97M 2.03% | 0.00 | 0.00 | 29.90K |
COCA COLA COSOLE | COM | 38.47K | SH | $2.72M 1.87% | 0.00 | 0.00 | 38.47K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 48.36K | SH | $2.56M 1.75% | 0.00 | 0.00 | 48.36K |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.26K | SH | $2.54M 1.74% | 0.00 | 0.00 | 23.26K |
ISHARES TRSOLE | MSCI USA MIN VOL | 24.52K | SH | $2.30M 1.58% | 0.00 | 0.00 | 24.52K |
ISHARES TRSOLE | MBS ETF | 24.15K | SH | $2.27M 1.56% | 0.00 | 0.00 | 24.15K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 46.21K | SH | $2.11M 1.45% | 0.00 | 0.00 | 46.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.32K | SH | $1.92M 1.32% | 0.00 | 0.00 | 6.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.85K | SH | $1.87M 1.28% | 0.00 | 0.00 | 3.85K |
AMAZON COM INCSOLE | COM | 7.35K | SH | $1.61M 1.11% | 0.00 | 0.00 | 7.35K |
META PLATFORMS INCSOLE | CL A | 2.02K | SH | $1.49M 1.02% | 0.00 | 0.00 | 2.02K |
ISHARES TRSOLE | U.S. TECH ETF | 8.52K | SH | $1.48M 1.01% | 0.00 | 0.00 | 8.52K |
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