Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LMT | LOCKHEED MARTIN CORP | Industrials | 866.0 | $441K | 0.25% | +173.0 | +25.0% | $509.46 | +10.7% |
| 42 | — | ISHARES TR | — | 20,302.0 | $440K | 0.25% | +4K | +28.3% | $21.65 | — |
| 43 | — | ISHARES TR | — | 22,488.0 | $439K | 0.25% | +5K | +28.5% | $19.54 | — |
| 44 | — | ISHARES TR | — | 21,577.0 | $436K | 0.24% | +5K | +29.0% | $20.19 | — |
| 45 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 452.0 | $423K | 0.24% | +44.0 | +10.8% | $935.47 | +1.1% |
| 46 | QQQ | INVESCO QQQ TR | Financial Services | 566.0 | $417K | 0.23% | +118.0 | +26.3% | $736.83 | -2.8% |
| 47 | VB | VANGUARD INDEX FDS | — | 1,324.0 | $401K | 0.23% | +79.0 | +6.3% | $303.17 | -0.8% |
| 48 | UNP | UNION PAC CORP | Industrials | 1,449.0 | $394K | 0.22% | +188.0 | +14.9% | $272.00 | +13.0% |
| 49 | MA | MASTERCARD INCORPORATED | Financial Services | 719.0 | $369K | 0.21% | +19.0 | +2.7% | $513.60 | +15.9% |
| 50 | WFC | WELLS FARGO CO NEW | Financial Services | 4,411.0 | $365K | 0.20% | +523.0 | +13.4% | $82.64 | +4.9% |
| 51 | — | ISHARES TR | — | 16,111.0 | $360K | 0.20% | +4K | +36.5% | $22.37 | — |
| 52 | — | ISHARES TR | — | 16,249.0 | $360K | 0.20% | +4K | +35.6% | $22.14 | — |
| 53 | OEF | ISHARES TR | — | 944.0 | $345K | 0.19% | +68.0 | +7.8% | $365.87 | +4.1% |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,916.0 | $340K | 0.19% | +304.0 | +11.6% | $116.67 | +59.7% |
| 55 | VNQ | VANGUARD INDEX FDS | — | 2,966.0 | $286K | 0.16% | +390.0 | +15.1% | $96.42 | +0.9% |
| 56 | BAC | BANK OF AMER CORP | Financial Services | 4,974.0 | $283K | 0.16% | +913.0 | +22.5% | $56.98 | +9.4% |
| 57 | MUNI | INTER MUN BD ACT | — | 4,829.0 | $254K | 0.14% | +379.0 | +8.5% | $52.60 | -1.8% |
| 58 | MSTR | MICROSTRATEGY INC | Technology | 2,812.0 | $244K | 0.14% | +27.0 | +1.0% | $86.93 | +46.5% |
| 59 | VUG | VANGUARD INDEX FDS | — | 2,682.0 | $231K | 0.13% | +2K | +403.2% | $86.14 | +2.8% |
| 60 | — | ISHARES TR | — | 9,593.0 | $220K | 0.12% | +323.0 | +3.5% | $22.89 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.7%
Financial Services
16.5%
Consumer Defensive
10.4%
Consumer Cyclical
9.4%
Industrials
9.1%
Healthcare
8.4%
Communication Services
7.7%
Real Estate
1.5%
Energy
0.6%
Basic Materials
0.5%