DecisionMap Wealth Management, LLC
Long book
$154.5M
Q1 2026
Positions
129
Top-10 weight
38%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsDecisionMap Wealth Management, LLC is a wealth-management firm allocating client money, running a $154.5M US long book across 129 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, SS SPDR P S&P 500 GROWTH ETF, ISHARES CORE MSCI EAFE ETF, SS SPDR P S&P 500 VALUE ETF, ISHA CURR HEDGED MSCI EAFE.
Over the last 6 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.9%
Q1 2025
+8.7%
Q2 2025
+6.1%
Q3 2025
+1.2%
Q4 2025
-3.4%
Q1 2026
+9.9%
Sector allocation
Technology 38%
Industrials 15%
Consumer discretionary 9%
Services media 9%
Financials 9%
Healthcare 7%
Consumer staples 7%
Other 4%
Long book by quarter
What does DecisionMap Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 25.8K | $4.5M | 2.9% | +0.9% |
| AAPL APPLE INC | Technology | 16.1K | $4.1M | 2.6% | +9.2% |
| MSFT MICROSOFT CORP | Technology | 7.6K | $2.8M | 1.8% | -2.8% |
| KO COCA-COLA CO/THE | Consumer staples | 35.2K | $2.7M | 1.7% | -5.6% |
| GOOGL ALPHABET INC-CL A | Technology | 6.7K | $1.9M | 1.3% | -3.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.8K | $1.8M | 1.2% | -2.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 7.3K | $1.5M | 1.0% | -2.1% |
| META META PLATFORMS INC-CLASS A | Technology | 2.1K | $1.2M | 0.8% | +4.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 8.4K | $1.2M | 0.8% | -5.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.8K | $1.2M | 0.8% | -6.0% |
| PCAR PACCAR INC | Industrials | 10.0K | $1.2M | 0.8% | +0.2% |
| GOOG ALPHABET INC-CL C | Technology | 4.0K | $1.1M | 0.7% | +11.4% |
| AVGO BROADCOM INC | Technology | 3.6K | $1.1M | 0.7% | -4.3% |
| V VISA INC-CLASS A SHARES | Services media | 3.4K | $1.0M | 0.7% | +1.4% |
| ROL ROLLINS INC | Services media | 18.9K | $1.0M | 0.7% | +0.4% |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $975K | 0.6% | -7.9% |
| JPM JPMORGAN CHASE & CO | Financials | 3.3K | $965K | 0.6% | +7.4% |
| TSLA TESLA INC | Industrials | 2.6K | $953K | 0.6% | -1.3% |
| HD HOME DEPOT INC | Consumer discretionary | 2.4K | $790K | 0.5% | -1.8% |
| RTX RTX CORP | Industrials | 3.7K | $714K | 0.5% | -7.5% |
| ACN ACCENTURE PLC-CL A | Services media | 3.5K | $695K | 0.4% | +41.5% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.8K | $630K | 0.4% | -8.2% |
| PEP PEPSICO INC | Consumer staples | 3.9K | $605K | 0.4% | New |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 453 | $598K | 0.4% | -17.9% |
| GD GENERAL DYNAMICS CORP | Industrials | 1.7K | $598K | 0.4% | -8.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 6.7K | $596K | 0.4% | -8.7% |
| CAT CATERPILLAR INC | Industrials | 796 | $564K | 0.4% | -0.9% |
| CL COLGATE-PALMOLIVE CO | Other | 6.6K | $562K | 0.4% | New |
| DIS WALT DISNEY CO/THE | Services media | 5.8K | $560K | 0.4% | -6.6% |
| LMT LOCKHEED MARTIN CORP | Industrials | 872 | $527K | 0.3% | +25.8% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 3.1K | $520K | 0.3% | -7.4% |
| WMT WALMART INC | Consumer discretionary | 4.0K | $503K | 0.3% | -50.4% |
| XOM EXXON MOBIL CORP | Energy | 2.9K | $489K | 0.3% | +1.4% |
| MDT MEDTRONIC PLC | Healthcare | 5.4K | $469K | 0.3% | -7.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.0K | $436K | 0.3% | +14.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 424 | $422K | 0.3% | +3.9% |
| CVX CHEVRON CORP | Energy | 2.0K | $413K | 0.3% | -6.7% |
| MA MASTERCARD INC - A | Services media | 787 | $393K | 0.3% | +12.4% |
| MSTR STRATEGY INC | Financials | 2.7K | $343K | 0.2% | -1.3% |
| TJX TJX COMPANIES INC | Consumer discretionary | 2.0K | $314K | 0.2% | -2.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 129 | $154.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 134 | $162.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 16, 2025 | 129 | $156.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 123 | $145.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 118 | $131.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 111 | $126.2M | canonical | SEC ↗ |