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Portfolio (Quarterly) Guide ↗

DecisionMap Wealth Management, LLC

· CIK 0002001526
13F Portfolio $179M AUM 145 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 60 Added 56 Reduced 15 Exited
Page 3 of 3  ·  60 positions
# 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
Page 3 of 3  ·  60 positions

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%