DecisionMap Wealth Management

GREAT FALLS, VAfiles as DecisionMap Wealth Management, LLC

$179m in 145 US stocks at the end of 30 June 2026. The top 10 are 39.3% of the money. It changed about 7.2% of the portfolio this quarter.

Value

$179m

Stocks

145

Top 10 share

39.3%

Turnover

7.2%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.3% of the fund
Intuitive SurgicalISRG
0.3% of the fund
Honeywell InternationalHON
0.3% of the fund
Honeywell AerospaceHONA
0.3% of the fund
ExxonMobil HoldingsXOM
0.2% of the fund
Lam ResearchLRCX
0.2% of the fund
IntelINTC
0.2% of the fund
Cisco SystemsCSCO
0.2% of the fund
AmphenolAPH
0.2% of the fund
Ishares TRIDGT
0.2% of the fund
Bank of AmericaBAC
0.2% of the fund
UnitedHealth GroupUNH
0.2% of the fund
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund
KLAKLAC
0.1% of the fund
General ElectricGE
0.1% of the fund
Vaneck ETF TrustSMH
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund
Vanguard Index FDSVUG
0.1% of the fund
Ishares TRARTY
0.1% of the fund
ETF SER SolutionsQTUM
0.1% of the fund
Ishares TRIWF
0.1% of the fund
QualcommQCOM
0.1% of the fund
GE VernovaGEV
0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
9.0% of the fund
+3%
Spdr Series TrustSPYG
6.1% of the fund
+3%
Ishares TRIEFA
4.2% of the fund
+5%
NvidiaNVDA
3.1% of the fund
+8%
IsharesIEMG
3.1% of the fund
+2%
Spdr Series TrustSPYV
3.0% of the fund
+5%
Ishares TRHEFA
3.0% of the fund
+4%
Dimensional ETF TrustDFCF
2.8% of the fund
+24%
Fidelity Merrimack STR TRFBND
2.4% of the fund
+11%
Blackrock ETF Trust IIBINC
2.3% of the fund
+10%
Fidelity Wise Origin BitcoinFBTC
1.9% of the fund
+7%
MicrosoftMSFT
1.7% of the fund
+6%
Ishares TRAGG
1.5% of the fund
+5%
Ishares TRMBB
1.4% of the fund
+6%
TCW ETF TrustPWRD
1.3% of the fund
+7%
Fidelity Covington TrustFESM
1.1% of the fund
+5%
Ishares TRDGRO
1.0% of the fund
+10%
Amazon.comAMZN
1.0% of the fund
+5%
Ishares TRIJH
1.0% of the fund
+7%
BroadcomAVGO
0.9% of the fund
+23%
Select Sector Spdr TRXLF
0.9% of the fund
+5%
AlphabetGOOG
0.9% of the fund
+12%
Dimensional ETF TrustDFSD
0.8% of the fund
+6%
Blackrock ETF TrustBAI
0.7% of the fund
+2%
Meta PlatformsMETA
0.7% of the fund
+3%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
2.2% of the fund
-3%
AlphabetGOOGL
1.3% of the fund
-4%
Procter & GamblePG
0.7% of the fund
-3%
Eli LillyLLY
0.6% of the fund
-11%
VisaV
0.6% of the fund
-4%
Johnson & JohnsonJNJ
0.6% of the fund
-9%
Ishares TRIXUS
0.5% of the fund
-9%
Abacus FCF ETF TRABFL
0.5% of the fund
-10%
Home DepotHD
0.5% of the fund
-5%
ASML Holding NVASML
0.4% of the fund
-30%
General DynamicsGD
0.3% of the fund
-4%
StarbucksSBUX
0.3% of the fund
-15%
Spdr Series TrustJNK
0.3% of the fund
-52%
Colgate-PalmoliveCL
0.3% of the fund
-14%
Ishares TRGOVT
0.3% of the fund
-11%
C. H. Robinson WorldwideCHRW
0.3% of the fund
-16%
Ishares TRUSMV
0.2% of the fund
-12%
MastercardMA
0.2% of the fund
-9%
Palantir TechnologiesPLTR
0.2% of the fund
-2%
Ishares TRIXN
0.2% of the fund
-19%
Vanguard MUN BD FDSVTEB
0.2% of the fund
-10%
Vanguard Index FDSVNQ
0.2% of the fund
-5%
Ishares TRSGOV
0.2% of the fund
-23%
IsharesEMGF
0.1% of the fund
-5%
Vanguard Scottsdale FDSVONV
0.1% of the fund
-5%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
PepsiCoPEP
-100%
ExxonMobil HoldingsXOM
-100%
McDonald'sMCD
-100%
Ishares TRTLT
-100%
Ishares TRIUSB
-100%
Ishares TRIWV
-100%

Holdings

Ishares TRIVV
Share
9.0%
Value
$16m
Shares
21,569
+3%
Spdr Series TrustSPYG
Share
6.1%
Value
$11m
Shares
92,024
+3%
Ishares TRIEFA
Share
4.2%
Value
$7m
Shares
76,882
+5%
NvidiaNVDA
Share
3.1%
Value
$6m
Shares
27,759
+8%
IsharesIEMG
Share
3.1%
Value
$5m
Shares
65,957
+2%
Spdr Series TrustSPYV
Share
3.0%
Value
$5m
Shares
88,440
+5%
Ishares TRHEFA
Share
3.0%
Value
$5m
Shares
114,012
+4%
Dimensional ETF TrustDFCF
Share
2.8%
Value
$5m
Shares
119,240
+24%
AppleAAPL
Share
2.6%
Value
$5m
Shares
16,287
Held
Fidelity Merrimack STR TRFBND
Share
2.4%
Value
$4m
Shares
93,406
+11%
Blackrock ETF Trust IIBINC
Share
2.3%
Value
$4m
Shares
79,589
+10%
Vanguard Index FDSVOO
Share
2.2%
Value
$4m
Shares
5,850
-3%
Fidelity Wise Origin BitcoinFBTC
Share
1.9%
Value
$3m
Shares
65,390
+7%
MicrosoftMSFT
Share
1.7%
Value
$3m
Shares
8,105
+6%
Coca-ColaKO
Share
1.6%
Value
$3m
Shares
35,343
Held
Ishares TRAGG
Share
1.5%
Value
$3m
Shares
27,485
+5%
Ishares TRMBB
Share
1.4%
Value
$2m
Shares
26,011
+6%
TCW ETF TrustPWRD
Share
1.3%
Value
$2m
Shares
19,584
+7%
AlphabetGOOGL
Share
1.3%
Value
$2m
Shares
6,510
-4%
Vanguard Index FDSVTI
Share
1.2%
Value
$2m
Shares
5,980
Held
Fidelity Covington TrustFESM
Share
1.1%
Value
$2m
Shares
39,016
+5%
Berkshire HathawayBRK-B
Share
1.1%
Value
$2m
Shares
3,754
Held
Ishares TRDGRO
Share
1.0%
Value
$2m
Shares
24,390
+10%
Amazon.comAMZN
Share
1.0%
Value
$2m
Shares
7,620
+5%
Ishares TRIJH
Share
1.0%
Value
$2m
Shares
22,058
+7%
BroadcomAVGO
Share
0.9%
Value
$2m
Shares
4,463
+23%
Ishares TRIJR
Share
0.9%
Value
$2m
Shares
11,274
Held
Select Sector Spdr TRXLF
Share
0.9%
Value
$2m
Shares
30,343
+5%
AlphabetGOOG
Share
0.9%
Value
$2m
Shares
4,425
+12%
Dimensional ETF TrustDFSD
Share
0.8%
Value
$1m
Shares
30,866
+6%
Blackrock ETF TrustBAI
Share
0.7%
Value
$1m
Shares
23,811
+2%
Meta PlatformsMETA
Share
0.7%
Value
$1m
Shares
2,195
+3%
PaccarPCAR
Share
0.7%
Value
$1m
Shares
10,037
Held
JPMorgan ChaseJPM
Share
0.7%
Value
$1m
Shares
3,665
+12%
Procter & GamblePG
Share
0.7%
Value
$1m
Shares
8,142
-3%
Schwab Strategic TRSCHG
Share
0.7%
Value
$1m
Shares
34,326
Held
Eli LillyLLY
Share
0.6%
Value
$1m
Shares
942
-11%
Ishares TRTLH
Share
0.6%
Value
$1m
Shares
11,171
+14%
Vanguard BD Index FDSBND
Share
0.6%
Value
$1m
Shares
15,211
+14%
VisaV
Share
0.6%
Value
$1m
Shares
3,248
-4%
Johnson & JohnsonJNJ
Share
0.6%
Value
$1m
Shares
4,364
-9%
TeslaTSLA
Share
0.6%
Value
$1m
Shares
2,622
+2%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$1m
Shares
1,372
Held
Schwab Strategic TRSCHB
Share
0.6%
Value
$986,378
Shares
34,060
Held
Ishares TRSTIP
Share
0.5%
Value
$972,368
Shares
9,518
+3%
Ishares TRMUB
Share
0.5%
Value
$953,190
Shares
8,857
+4%
Ishares TRIXUS
Share
0.5%
Value
$936,210
Shares
9,809
-9%
Abacus FCF ETF TRABFL
Share
0.5%
Value
$887,912
Shares
10,341
-10%
Broadstone Net LeaseBNL
Share
0.5%
Value
$849,000
Shares
41,074
Held
Micron TechnologyMU
Share
0.5%
Value
$844,940
Shares
732
+13%
CaterpillarCAT
Share
0.5%
Value
$835,535
Shares
785
Held
Ishares TRIBDT
Share
0.5%
Value
$834,362
Shares
33,044
+16%
Home DepotHD
Share
0.5%
Value
$807,179
Shares
2,289
-5%
Vanguard Index FDSVTV
Share
0.5%
Value
$806,559
Shares
3,701
Held
Ishares TRIBDS
Share
0.4%
Value
$787,056
Shares
32,496
+9%
RollinsROL
Share
0.4%
Value
$784,921
Shares
18,805
Held
Ishares TRIBDR
Share
0.4%
Value
$779,790
Shares
32,183
+16%
Schwab Strategic TRSCHF
Share
0.4%
Value
$744,295
Shares
26,870
Held
Ishares TRTIP
Share
0.4%
Value
$738,373
Shares
6,747
+11%
Spdr Series TrustHYMB
Share
0.4%
Value
$723,717
Shares
28,448
Held
RTXRTX
Share
0.4%
Value
$710,569
Shares
3,745
Held
Ishares TRIBDU
Share
0.4%
Value
$700,659
Shares
30,253
Held
Ishares TRIBDV
Share
0.4%
Value
$700,608
Shares
32,138
Held
Vanguard Index FDSVO
Share
0.4%
Value
$692,285
Shares
8,592
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.4%
Value
$662,981
Shares
19,915
Held
ASML Holding NVASML
Share
0.4%
Value
$630,259
Shares
317
-30%
Ishares TRIBDX
Share
0.4%
Value
$627,307
Shares
24,903
Held
Ishares TRIBDW
Share
0.4%
Value
$626,826
Shares
30,078
Held
Walt DisneyDIS
Share
0.3%
Value
$596,620
Shares
6,199
+7%
General DynamicsGD
Share
0.3%
Value
$593,926
Shares
1,677
-4%
Advanced Micro DevicesAMD
Share
0.3%
Value
$583,815
Shares
1,005
New
StarbucksSBUX
Share
0.3%
Value
$575,671
Shares
5,633
-15%
Intuitive SurgicalISRG
Share
0.3%
Value
$569,080
Shares
1,431
New
Novo Nordisk A SNVO
Share
0.3%
Value
$534,595
Shares
11,151
+14%
Spdr Series TrustJNK
Share
0.3%
Value
$530,131
Shares
5,501
-52%
Honeywell InternationalHON
Share
0.3%
Value
$529,300
Shares
2,364
New
Honeywell AerospaceHONA
Share
0.3%
Value
$524,181
Shares
2,371
New
Colgate-PalmoliveCL
Share
0.3%
Value
$521,972
Shares
5,693
-14%
Ishares TRGOVT
Share
0.3%
Value
$501,752
Shares
22,026
-11%
UnileverUL
Share
0.3%
Value
$497,365
Shares
8,273
Held
C. H. Robinson WorldwideCHRW
Share
0.3%
Value
$494,895
Shares
2,628
-16%
WalmartWMT
Share
0.3%
Value
$451,304
Shares
3,985
Held
Ishares TRITOT
Share
0.3%
Value
$449,697
Shares
2,738
Held
MedtronicMDT
Share
0.2%
Value
$444,001
Shares
5,676
+5%
DiageoDEO
Share
0.2%
Value
$443,230
Shares
5,514
Held
Lockheed MartinLMT
Share
0.2%
Value
$441,192
Shares
866
Held
Ishares TRIBTJ
Share
0.2%
Value
$439,538
Shares
20,302
+28%
Ishares TRIBTK
Share
0.2%
Value
$439,416
Shares
22,488
+28%
Ishares TRIBTL
Share
0.2%
Value
$435,640
Shares
21,577
+29%
Costco WholesaleCOST
Share
0.2%
Value
$422,832
Shares
452
+7%
Invesco QQQ TRQQQ
Share
0.2%
Value
$417,044
Shares
566
+16%
Ishares TRUSMV
Share
0.2%
Value
$411,819
Shares
4,269
-12%
Vanguard Index FDSVB
Share
0.2%
Value
$401,399
Shares
1,324
Held
Union PacificUNP
Share
0.2%
Value
$394,128
Shares
1,449
+16%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$390,062
Shares
2,853
New
Lam ResearchLRCX
Share
0.2%
Value
$386,964
Shares
893
New
Schwab Strategic TRSCHV
Share
0.2%
Value
$373,581
Shares
10,732
Held
MastercardMA
Share
0.2%
Value
$369,278
Shares
719
-9%
Ishares TRIYW
Share
0.2%
Value
$366,240
Shares
1,452
Held
Wells Fargo & CompanyWFC
Share
0.2%
Value
$364,521
Shares
4,411
+14%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	9.0%	$16m	21,569	+3%
Spdr Series TrustSPYG	6.1%	$11m	92,024	+3%
Ishares TRIEFA	4.2%	$7m	76,882	+5%
NvidiaNVDA	3.1%	$6m	27,759	+8%
IsharesIEMG	3.1%	$5m	65,957	+2%
Spdr Series TrustSPYV	3.0%	$5m	88,440	+5%
Ishares TRHEFA	3.0%	$5m	114,012	+4%
Dimensional ETF TrustDFCF	2.8%	$5m	119,240	+24%
AppleAAPL	2.6%	$5m	16,287	Held
Fidelity Merrimack STR TRFBND	2.4%	$4m	93,406	+11%
Blackrock ETF Trust IIBINC	2.3%	$4m	79,589	+10%
Vanguard Index FDSVOO	2.2%	$4m	5,850	-3%
Fidelity Wise Origin BitcoinFBTC	1.9%	$3m	65,390	+7%
MicrosoftMSFT	1.7%	$3m	8,105	+6%
Coca-ColaKO	1.6%	$3m	35,343	Held
Ishares TRAGG	1.5%	$3m	27,485	+5%
Ishares TRMBB	1.4%	$2m	26,011	+6%
TCW ETF TrustPWRD	1.3%	$2m	19,584	+7%
AlphabetGOOGL	1.3%	$2m	6,510	-4%
Vanguard Index FDSVTI	1.2%	$2m	5,980	Held
Fidelity Covington TrustFESM	1.1%	$2m	39,016	+5%
Berkshire HathawayBRK-B	1.1%	$2m	3,754	Held
Ishares TRDGRO	1.0%	$2m	24,390	+10%
Amazon.comAMZN	1.0%	$2m	7,620	+5%
Ishares TRIJH	1.0%	$2m	22,058	+7%
BroadcomAVGO	0.9%	$2m	4,463	+23%
Ishares TRIJR	0.9%	$2m	11,274	Held
Select Sector Spdr TRXLF	0.9%	$2m	30,343	+5%
AlphabetGOOG	0.9%	$2m	4,425	+12%
Dimensional ETF TrustDFSD	0.8%	$1m	30,866	+6%
Blackrock ETF TrustBAI	0.7%	$1m	23,811	+2%
Meta PlatformsMETA	0.7%	$1m	2,195	+3%
PaccarPCAR	0.7%	$1m	10,037	Held
JPMorgan ChaseJPM	0.7%	$1m	3,665	+12%
Procter & GamblePG	0.7%	$1m	8,142	-3%
Schwab Strategic TRSCHG	0.7%	$1m	34,326	Held
Eli LillyLLY	0.6%	$1m	942	-11%
Ishares TRTLH	0.6%	$1m	11,171	+14%
Vanguard BD Index FDSBND	0.6%	$1m	15,211	+14%
VisaV	0.6%	$1m	3,248	-4%
Johnson & JohnsonJNJ	0.6%	$1m	4,364	-9%
TeslaTSLA	0.6%	$1m	2,622	+2%
State STR Spdr S&P 500 ETF TSPY	0.6%	$1m	1,372	Held
Schwab Strategic TRSCHB	0.6%	$986,378	34,060	Held
Ishares TRSTIP	0.5%	$972,368	9,518	+3%
Ishares TRMUB	0.5%	$953,190	8,857	+4%
Ishares TRIXUS	0.5%	$936,210	9,809	-9%
Abacus FCF ETF TRABFL	0.5%	$887,912	10,341	-10%
Broadstone Net LeaseBNL	0.5%	$849,000	41,074	Held
Micron TechnologyMU	0.5%	$844,940	732	+13%
CaterpillarCAT	0.5%	$835,535	785	Held
Ishares TRIBDT	0.5%	$834,362	33,044	+16%
Home DepotHD	0.5%	$807,179	2,289	-5%
Vanguard Index FDSVTV	0.5%	$806,559	3,701	Held
Ishares TRIBDS	0.4%	$787,056	32,496	+9%
RollinsROL	0.4%	$784,921	18,805	Held
Ishares TRIBDR	0.4%	$779,790	32,183	+16%
Schwab Strategic TRSCHF	0.4%	$744,295	26,870	Held
Ishares TRTIP	0.4%	$738,373	6,747	+11%
Spdr Series TrustHYMB	0.4%	$723,717	28,448	Held
RTXRTX	0.4%	$710,569	3,745	Held
Ishares TRIBDU	0.4%	$700,659	30,253	Held
Ishares TRIBDV	0.4%	$700,608	32,138	Held
Vanguard Index FDSVO	0.4%	$692,285	8,592	Held
Ishares Bitcoin Trust ETFIBIT	0.4%	$662,981	19,915	Held
ASML Holding NVASML	0.4%	$630,259	317	-30%
Ishares TRIBDX	0.4%	$627,307	24,903	Held
Ishares TRIBDW	0.4%	$626,826	30,078	Held
Walt DisneyDIS	0.3%	$596,620	6,199	+7%
General DynamicsGD	0.3%	$593,926	1,677	-4%
Advanced Micro DevicesAMD	0.3%	$583,815	1,005	New
StarbucksSBUX	0.3%	$575,671	5,633	-15%
Intuitive SurgicalISRG	0.3%	$569,080	1,431	New
Novo Nordisk A SNVO	0.3%	$534,595	11,151	+14%
Spdr Series TrustJNK	0.3%	$530,131	5,501	-52%
Honeywell InternationalHON	0.3%	$529,300	2,364	New
Honeywell AerospaceHONA	0.3%	$524,181	2,371	New
Colgate-PalmoliveCL	0.3%	$521,972	5,693	-14%
Ishares TRGOVT	0.3%	$501,752	22,026	-11%
UnileverUL	0.3%	$497,365	8,273	Held
C. H. Robinson WorldwideCHRW	0.3%	$494,895	2,628	-16%
WalmartWMT	0.3%	$451,304	3,985	Held
Ishares TRITOT	0.3%	$449,697	2,738	Held
MedtronicMDT	0.2%	$444,001	5,676	+5%
DiageoDEO	0.2%	$443,230	5,514	Held
Lockheed MartinLMT	0.2%	$441,192	866	Held
Ishares TRIBTJ	0.2%	$439,538	20,302	+28%
Ishares TRIBTK	0.2%	$439,416	22,488	+28%
Ishares TRIBTL	0.2%	$435,640	21,577	+29%
Costco WholesaleCOST	0.2%	$422,832	452	+7%
Invesco QQQ TRQQQ	0.2%	$417,044	566	+16%
Ishares TRUSMV	0.2%	$411,819	4,269	-12%
Vanguard Index FDSVB	0.2%	$401,399	1,324	Held
Union PacificUNP	0.2%	$394,128	1,449	+16%
ExxonMobil HoldingsXOM	0.2%	$390,062	2,853	New
Lam ResearchLRCX	0.2%	$386,964	893	New
Schwab Strategic TRSCHV	0.2%	$373,581	10,732	Held
MastercardMA	0.2%	$369,278	719	-9%
Ishares TRIYW	0.2%	$366,240	1,452	Held
Wells Fargo & CompanyWFC	0.2%	$364,521	4,411	+14%

Showing the largest 100 of 145.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.5% since 30 June 2025.

Where the money is

Technology10.9%

Industrials4.4%

Financial services3.4%

Media & telecom3.3%

Everyday goods3.3%

Health care2.7%

Retail & consumer2.6%

Real estate0.5%

Energy0.4%

Materials0.2%

Other68.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.