2026 Q2 Portfolio Activity
In 2026 Q2, DecisionMap Wealth Management, LLC maintained a portfolio of 152 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 0.33% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 13.3%. The fund also reduced its exposure to SPDR SER TR by 51.7%.
Position History
hover any row below to update
Loading…
Total Positions
152
Quarter
2026 Q2
Top Holding
IVV (9.0%)
Top 10 Concentration
39.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 152
DecisionMap Wealth Management, LLC Full Holdings List — 2026 Q2
| 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 | 9.04% | 8.85% |
#1
Prev: #1
|
6.1 |
—
|
625 | 3.0% |
P
S
|
21,569 | $16,152,456 |
$603.64
+23.0%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
SPYG
SPDR SER TR
|
Unknown | 6.13% | 5.67% |
#2
Prev: #2
|
4.5 |
—
|
2,534 | 2.8% |
P
S
|
92,024 | $10,949,891 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEFA
ISHARES TR
|
ETF | 4.16% | 4.31% |
#3
Prev: #3
|
3.2 |
—
|
3,373 | 4.6% |
P
S
|
76,882 | $7,425,290 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.11% | 2.91% |
#4
2
Prev: #6
|
3.7 |
—
|
2,006 | 7.8% |
P
S
|
27,759 | $5,554,219 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEMG
ISHARES INC
|
ETF | 3.06% | 2.91% |
#5
2
Prev: #7
|
2.2 |
—
|
1,587 | 2.5% |
P
S
|
65,957 | $5,463,875 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPYV
SPDR SER TR
|
Unknown | 3.01% | 3.09% |
#6
2
Prev: #4
|
1.7 |
—
|
4,060 | 4.8% |
P
S
|
88,440 | $5,376,287 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
HEFA
ISHARES TR
|
ETF | 2.99% | 3.02% |
#7
2
Prev: #5
|
1.7 |
—
|
4,117 | 3.7% |
P
S
|
114,012 | $5,350,014 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.82% | 2.62% |
#8
1
Prev: #9
|
3.6 |
—
|
23,314 | 24.3% |
P
S
|
119,240 | $5,033,120 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
APPLE INC
|
Technology | 2.64% | 2.64% |
#9
1
Prev: #8
|
1.6 |
—
|
220 | 1.4% |
P
S
|
16,287 | $4,712,797 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 2.38% | 2.48% |
#10
Prev: #10
|
3.0 |
—
|
9,542 | 11.4% |
P
S
|
93,406 | $4,249,039 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.33% | 2.43% |
#11
Prev: #11
|
2.9 |
—
|
7,354 | 10.2% |
P
S
|
79,589 | $4,165,699 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.25% | 2.32% |
#12
1
Prev: #13
|
1.4 |
—
|
-150 | -2.5% |
P
S
|
5,850 | $4,018,150 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 1.87% | 2.33% |
#13
1
Prev: #12
|
2.7 |
—
|
4,481 | 7.4% |
P
S
|
65,390 | $3,338,151 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.69% | 1.82% |
#14
Prev: #14
|
2.7 |
—
|
490 | 6.4% |
P
S
|
8,105 | $3,023,146 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.61% | 1.73% |
#15
Prev: #15
|
1.1 |
—
|
161 | 0.5% |
P
S
|
35,343 | $2,872,326 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AGG
ISHARES TR
|
ETF | 1.52% | 1.68% |
#16
Prev: #16
|
1.1 |
—
|
1,277 | 4.9% |
P
S
|
27,485 | $2,720,499 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MBB
ISHARES TR
|
ETF | 1.38% | 1.51% |
#17
Prev: #17
|
2.6 |
—
|
1,378 | 5.6% |
P
S
|
26,011 | $2,458,538 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PWRD
TCW ETF TRUST
|
ETF | 1.35% | 1.16% |
#18
3
Prev: #21
|
2.5 |
—
|
1,276 | 7.0% |
P
S
|
19,584 | $2,408,049 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.30% | 1.26% |
#19
1
Prev: #18
|
1.0 |
—
|
-237 | -3.5% |
P
S
|
6,510 | $2,326,334 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.24% | 1.24% |
#20
1
Prev: #19
|
1.0 |
—
|
8 | 0.1% |
P
S
|
5,980 | $2,212,850 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FESM
FIDELITY COVING...
|
Unknown | 1.05% | 0.92% |
#21
5
Prev: #26
|
0.9 |
—
|
1,697 | 4.5% |
P
S
|
39,016 | $1,884,083 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.05% | 1.18% |
#22
2
Prev: #20
|
0.9 |
—
|
-46 | -1.2% |
P
S
|
3,754 | $1,878,214 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.03% | 1.01% |
#23
1
Prev: #22
|
2.4 |
—
|
2,184 | 9.8% |
P
S
|
24,390 | $1,848,518 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.02% | 0.98% |
#24
1
Prev: #23
|
0.9 |
—
|
346 | 4.8% |
P
S
|
7,620 | $1,816,228 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IJH
ISHARES TR
|
ETF | 0.95% | 0.90% |
#25
3
Prev: #28
|
2.4 |
—
|
1,501 | 7.3% |
P
S
|
22,058 | $1,700,892 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.94% | 0.72% |
#26
8
Prev: #34
|
2.9 |
—
|
843 | 23.3% |
P
S
|
4,463 | $1,685,791 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IJR
ISHARES TR
|
ETF | 0.94% | 0.92% |
#27
3
Prev: #24
|
0.9 |
—
|
-154 | -1.3% |
P
S
|
11,274 | $1,672,069 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.91% | 0.92% |
#28
3
Prev: #25
|
2.4 |
—
|
1,574 | 5.5% |
P
S
|
30,343 | $1,626,715 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.88% | 0.73% |
#29
4
Prev: #33
|
2.4 |
—
|
474 | 12.0% |
P
S
|
4,425 | $1,563,485 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.82% | 0.91% |
#30
3
Prev: #27
|
2.3 |
—
|
1,651 | 5.7% |
P
S
|
30,866 | $1,473,852 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.70% | 0.50% |
#31
20
Prev: #51
|
0.8 |
—
|
520 | 2.2% |
P
S
|
23,811 | $1,255,316 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.69% | 0.79% |
#32
3
Prev: #29
|
0.8 |
—
|
60 | 2.8% |
P
S
|
2,195 | $1,236,422 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.67% | 0.75% |
#33
1
Prev: #32
|
0.8 |
—
|
-7 | -0.1% |
P
S
|
10,037 | $1,205,644 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.67% | 0.62% |
#34
8
Prev: #42
|
2.3 |
—
|
386 | 11.8% |
P
S
|
3,665 | $1,199,664 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.67% | 0.78% |
#35
5
Prev: #30
|
0.8 |
—
|
-221 | -2.6% |
P
S
|
8,142 | $1,193,885 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.65% | 0.66% |
#36
1
Prev: #37
|
0.8 |
—
|
-579 | -1.7% |
P
S
|
34,326 | $1,161,592 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.63% | 0.63% |
#37
4
Prev: #41
|
0.8 |
—
|
-118 | -11.1% |
P
S
|
942 | $1,130,099 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TLH
ISHARES TR
|
ETF | 0.63% | 0.64% |
#38
2
Prev: #40
|
2.3 |
—
|
1,411 | 14.5% |
P
S
|
11,171 | $1,121,010 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.62% | 0.64% |
#39
Prev: #39
|
2.2 |
—
|
1,844 | 13.8% |
P
S
|
15,211 | $1,116,640 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
V
VISA INC
|
Financial Services | 0.62% | 0.66% |
#40
4
Prev: #36
|
0.7 |
—
|
-125 | -3.7% |
P
S
|
3,248 | $1,114,268 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.62% | 0.76% |
#41
10
Prev: #31
|
0.7 |
—
|
-456 | -9.5% |
P
S
|
4,364 | $1,108,374 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.62% | 0.62% |
#42
1
Prev: #43
|
0.7 |
—
|
58 | 2.3% |
P
S
|
2,622 | $1,102,813 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.57% | 0.58% |
#43
4
Prev: #47
|
0.7 |
—
|
1 | 0.1% |
P
S
|
1,372 | $1,024,297 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.55% | 0.56% |
#44
4
Prev: #48
|
0.7 |
—
|
-354 | -1.0% |
P
S
|
34,060 | $986,378 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
STIP
ISHARES TR
|
ETF | 0.54% | 0.62% |
#45
1
Prev: #44
|
0.7 |
—
|
309 | 3.4% |
P
S
|
9,518 | $972,368 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MUB
ISHARES TR
|
ETF | 0.53% | 0.59% |
#46
Prev: #46
|
0.7 |
—
|
339 | 4.0% |
P
S
|
8,857 | $953,190 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IXUS
ISHARES TR
|
ETF | 0.52% | 0.60% |
#47
2
Prev: #45
|
0.7 |
—
|
-978 | -9.1% |
P
S
|
9,809 | $936,210 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABFL
TRIMTABS ETF TR
|
ETF | 0.50% | 0.53% |
#48
1
Prev: #49
|
0.7 |
—
|
-1,145 | -10.0% |
P
S
|
10,341 | $887,912 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BNL
BROADSTONE NET ...
|
Real Estate | 0.48% | 0.49% |
#49
4
Prev: #53
|
1.2 |
—
|
no change | no change |
P
S
|
41,074 | $849,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.47% | 0.14% |
#50
71
Prev: #121
|
2.2 |
—
|
86 | 13.3% |
P
S
|
732 | $844,940 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-50 of 152 holdings