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 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

TOTAL AUM$145.81M123 positions
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 316.2%4โ€“1020.0%11โ€“2524.5%Rest39.3%TOP 1036.2%0%100%
Top 3$23.59M16.2%
4โ€“10$29.17M20.0%
11โ€“25$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

SOLE
CORE S&P500 ETF
Shares16.71K
TypeSH
Market value$10.38M
7.12%
Sole
0.00
Shared
0.00
None
16.71K

SPDR SER TR

SOLE
PRTFLO S&P500 GW
Shares82.48K
TypeSH
Market value$7.86M
5.39%
Sole
0.00
Shared
0.00
None
82.48K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares64.09K
TypeSH
Market value$5.35M
3.67%
Sole
0.00
Shared
0.00
None
64.09K

SPDR SER TR

SOLE
PRTFLO S&P500 VL
Shares99.43K
TypeSH
Market value$5.20M
3.57%
Sole
0.00
Shared
0.00
None
99.43K

ABACUS FCF ETF TR

SOLE
ABACUS FCF LEADE
Shares65.02K
TypeSH
Market value$4.60M
3.16%
Sole
0.00
Shared
0.00
None
65.02K

ISHARES TR

SOLE
HDG MSCI EAFE
Shares116.28K
TypeSH
Market value$4.41M
3.03%
Sole
0.00
Shared
0.00
None
116.28K

MICROSOFT CORP

SOLE
COM
Shares7.89K
TypeSH
Market value$3.93M
2.69%
Sole
0.00
Shared
0.00
None
7.89K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares62.89K
TypeSH
Market value$3.78M
2.59%
Sole
0.00
Shared
0.00
None
62.89K

DIMENSIONAL ETF TRUST

SOLE
CORE FIXED INCOM
Shares87.30K
TypeSH
Market value$3.69M
2.53%
Sole
0.00
Shared
0.00
None
87.30K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares6.27K
TypeSH
Market value$3.56M
2.44%
Sole
0.00
Shared
0.00
None
6.27K

NVIDIA CORPORATION

SOLE
COM
Shares22.09K
TypeSH
Market value$3.49M
2.39%
Sole
0.00
Shared
0.00
None
22.09K

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares36.30K
TypeSH
Market value$3.41M
2.34%
Sole
0.00
Shared
0.00
None
36.30K

APPLE INC

SOLE
COM
Shares14.65K
TypeSH
Market value$3.01M
2.06%
Sole
0.00
Shared
0.00
None
14.65K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares29.90K
TypeSH
Market value$2.97M
2.03%
Sole
0.00
Shared
0.00
None
29.90K

COCA COLA CO

SOLE
COM
Shares38.47K
TypeSH
Market value$2.72M
1.87%
Sole
0.00
Shared
0.00
None
38.47K

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares48.36K
TypeSH
Market value$2.56M
1.75%
Sole
0.00
Shared
0.00
None
48.36K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares23.26K
TypeSH
Market value$2.54M
1.74%
Sole
0.00
Shared
0.00
None
23.26K

ISHARES TR

SOLE
MSCI USA MIN VOL
Shares24.52K
TypeSH
Market value$2.30M
1.58%
Sole
0.00
Shared
0.00
None
24.52K

ISHARES TR

SOLE
MBS ETF
Shares24.15K
TypeSH
Market value$2.27M
1.56%
Sole
0.00
Shared
0.00
None
24.15K

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares46.21K
TypeSH
Market value$2.11M
1.45%
Sole
0.00
Shared
0.00
None
46.21K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares6.32K
TypeSH
Market value$1.92M
1.32%
Sole
0.00
Shared
0.00
None
6.32K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares3.85K
TypeSH
Market value$1.87M
1.28%
Sole
0.00
Shared
0.00
None
3.85K

AMAZON COM INC

SOLE
COM
Shares7.35K
TypeSH
Market value$1.61M
1.11%
Sole
0.00
Shared
0.00
None
7.35K

META PLATFORMS INC

SOLE
CL A
Shares2.02K
TypeSH
Market value$1.49M
1.02%
Sole
0.00
Shared
0.00
None
2.02K

ISHARES TR

SOLE
U.S. TECH ETF
Shares8.52K
TypeSH
Market value$1.48M
1.01%
Sole
0.00
Shared
0.00
None
8.52K
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DECISIONMAP WEALTH MANAGEMENT, LLC 13F Holdings โ€” 123 Positions | Finecho