AI Portfolio Summary
In 2026 Q1, DecisionMap Wealth Management, LLC maintained a portfolio of 142 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 1.01% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 1.1%. The fund also reduced its exposure to TRIMTABS ETF TR by 74.5%.
Total Positions
142
Quarter
2026 Q1
Top Holding
IVV (8.9%)
Top 10 Concentration
38.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 142
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 8.85% | 8.75% |
#1
Prev: #1
|
6.0 | 223 | 1.1% |
P
S
|
20,944 | $13,681,152 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPYG
SPDR SER TR
|
Unknown | 5.67% | 5.86% |
#2
Prev: #2
|
4.3 | 391 | 0.4% |
P
S
|
89,490 | $8,762,003 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEFA
ISHARES TR
|
ETF | 4.31% | 3.91% |
#3
Prev: #3
|
3.2 | 2,631 | 3.7% |
P
S
|
73,509 | $6,654,797 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPYV
SPDR SER TR
|
Unknown | 3.09% | 2.96% |
#4
Prev: #4
|
2.2 | -226 | -0.3% |
P
S
|
84,380 | $4,774,206 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HEFA
ISHARES TR
|
ETF | 3.02% | 2.89% |
#5
1
Prev: #6
|
2.2 | -3,379 | -3.0% |
P
S
|
109,895 | $4,669,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.91% | 2.93% |
#6
1
Prev: #5
|
1.7 | 238 | 0.9% |
P
S
|
25,753 | $4,491,397 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEMG
ISHARES INC
|
ETF | 2.91% | 2.79% |
#7
Prev: #7
|
1.7 | -3,067 | -4.5% |
P
S
|
64,370 | $4,489,834 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 2.64% | 2.47% |
#8
1
Prev: #9
|
3.1 | 1,349 | 9.2% |
P
S
|
16,067 | $4,077,613 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.62% | 2.23% |
#9
3
Prev: #12
|
3.0 | 10,772 | 12.7% |
P
S
|
95,926 | $4,049,996 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 2.48% | 1.91% |
#10
5
Prev: #15
|
3.5 | 16,544 | 24.6% |
P
S
|
83,864 | $3,825,860 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.43% | 1.70% |
#11
5
Prev: #16
|
3.5 | 19,839 | 37.9% |
P
S
|
72,235 | $3,751,144 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 2.33% | 2.64% |
#12
4
Prev: #8
|
2.9 | 4,709 | 8.4% |
P
S
|
60,909 | $3,595,434 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.32% | 2.43% |
#13
3
Prev: #10
|
1.4 | -273 | -4.4% |
P
S
|
6,000 | $3,585,571 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.82% | 2.34% |
#14
3
Prev: #11
|
1.2 | -219 | -2.8% |
P
S
|
7,615 | $2,818,983 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.73% | 1.61% |
#15
2
Prev: #17
|
1.2 | -2,104 | -5.6% |
P
S
|
35,182 | $2,675,591 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AGG
ISHARES TR
|
ETF | 1.68% | 2.03% |
#16
3
Prev: #13
|
0.7 | -6,693 | -20.3% |
P
S
|
26,208 | $2,601,622 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MBB
ISHARES TR
|
ETF | 1.51% | 1.33% |
#17
2
Prev: #19
|
2.6 | 2,011 | 8.9% |
P
S
|
24,633 | $2,338,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.26% | 1.35% |
#18
Prev: #18
|
1.0 | -252 | -3.6% |
P
S
|
6,747 | $1,940,038 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.24% | 1.31% |
#19
1
Prev: #20
|
1.0 | -370 | -5.8% |
P
S
|
5,972 | $1,915,782 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.18% | 1.20% |
#20
1
Prev: #21
|
1.0 | -83 | -2.1% |
P
S
|
3,800 | $1,820,720 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PWRD
TCW ETF TRUST
|
ETF | 1.16% | 0.84% |
#21
7
Prev: #28
|
3.0 | 4,174 | 29.5% |
P
S
|
18,308 | $1,789,900 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.01% | — |
#22
Prev: #—
|
3.9 | 22,206 | no change |
NEW
|
22,206 | $1,558,417 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.98% | 1.06% |
#23
Prev: #23
|
0.9 | -155 | -2.1% |
P
S
|
7,274 | $1,515,024 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJR
ISHARES TR
|
ETF | 0.92% | 0.94% |
#24
Prev: #24
|
0.9 | -1,209 | -9.6% |
P
S
|
11,428 | $1,420,616 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.92% | 0.92% |
#25
1
Prev: #26
|
2.4 | 1,657 | 6.1% |
P
S
|
28,769 | $1,420,344 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FESM
FIDELITY COVING...
|
Unknown | 0.92% | 0.86% |
#26
1
Prev: #27
|
0.9 | 317 | 0.9% |
P
S
|
37,319 | $1,418,122 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.91% | 0.81% |
#27
3
Prev: #30
|
2.4 | 1,719 | 6.3% |
P
S
|
29,215 | $1,398,814 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJH
ISHARES TR
|
ETF | 0.90% | 0.16% |
#28
85
Prev: #113
|
3.4 | 16,558 | 414.1% |
P
S
|
20,557 | $1,388,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.79% | 0.84% |
#29
Prev: #29
|
0.8 | 82 | 4.0% |
P
S
|
2,135 | $1,221,498 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.78% | 0.78% |
#30
2
Prev: #32
|
0.8 | -472 | -5.3% |
P
S
|
8,363 | $1,207,986 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.76% | 0.65% |
#31
11
Prev: #42
|
0.8 | -308 | -6.0% |
P
S
|
4,820 | $1,178,089 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.75% | 0.68% |
#32
8
Prev: #40
|
0.8 | 19 | 0.2% |
P
S
|
10,044 | $1,160,082 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.73% | 0.69% |
#33
6
Prev: #39
|
2.3 | 405 | 11.4% |
P
S
|
3,951 | $1,133,384 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.72% | 0.81% |
#34
3
Prev: #31
|
0.8 | -164 | -4.3% |
P
S
|
3,620 | $1,120,338 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNK
SPDR SER TR
|
ETF | 0.71% | 0.67% |
#35
6
Prev: #41
|
0.8 | 183 | 1.6% |
P
S
|
11,388 | $1,090,059 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
V
VISA INC
|
Financial Services | 0.66% | 0.72% |
#36
1
Prev: #37
|
0.8 | 48 | 1.4% |
P
S
|
3,373 | $1,019,326 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.66% | 0.73% |
#37
2
Prev: #35
|
0.8 | -1,617 | -4.4% |
P
S
|
34,905 | $1,016,783 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ROL
ROLLINS INC
|
Consumer Cyclical | 0.65% | 0.70% |
#38
Prev: #38
|
0.8 | 72 | 0.4% |
P
S
|
18,889 | $1,008,861 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.64% | — |
#39
Prev: #—
|
3.8 | 13,367 | no change |
NEW
|
13,367 | $984,346 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TLH
ISHARES TR
|
ETF | 0.64% | 0.60% |
#40
6
Prev: #46
|
0.8 | 212 | 2.2% |
P
S
|
9,760 | $983,027 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.63% | 0.76% |
#41
7
Prev: #34
|
0.8 | -91 | -7.9% |
P
S
|
1,060 | $975,097 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.62% | 0.61% |
#42
2
Prev: #44
|
2.2 | 225 | 7.4% |
P
S
|
3,279 | $964,551 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.62% | 0.72% |
#43
7
Prev: #36
|
0.7 | -35 | -1.3% |
P
S
|
2,564 | $953,167 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
STIP
ISHARES TR
|
ETF | 0.62% | 0.93% |
#44
19
Prev: #25
|
0.2 | -5,573 | -37.7% |
P
S
|
9,209 | $952,533 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IXUS
ISHARES TR
|
ETF | 0.60% | 0.55% |
#45
7
Prev: #52
|
0.7 | 152 | 1.4% |
P
S
|
10,787 | $934,616 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MUB
ISHARES TR
|
ETF | 0.59% | 0.57% |
#46
1
Prev: #47
|
0.7 | -181 | -2.1% |
P
S
|
8,518 | $904,186 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.58% | 0.77% |
#47
14
Prev: #33
|
0.2 | -452 | -24.8% |
P
S
|
1,371 | $891,865 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.56% | 0.56% |
#48
2
Prev: #50
|
0.7 | -419 | -1.2% |
P
S
|
34,414 | $863,791 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ABFL
TRIMTABS ETF TR
|
ETF | 0.53% | 1.98% |
#49
35
Prev: #14
|
0.2 | -33,477 | -74.5% |
P
S
|
11,486 | $817,128 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.51% | 0.52% |
#50
3
Prev: #53
|
0.7 | -45 | -1.8% |
P
S
|
2,402 | $790,051 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 142 holdings