BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

DecisionMap Wealth Management, LLC

· CIK 0002001526
13F Portfolio $162M AUM 134 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 65 Added 42 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FESM FIDELITY COVINGTON TRUST 37,002.0 $1.4M 0.86% NEW $37.78 +18.6%
2 PWRD TCW ETF TRUST 14,134.0 $1.4M 0.84% NEW $96.16 +16.2%
3 TLH ISHARES TR 9,548.0 $971K 0.60% NEW $101.67 -2.9%
4 BAI BLACKROCK ETF TRUST 22,404.0 $746K 0.46% NEW $33.30 +43.6%
5 UNILEVER PLC 8,220.0 $538K 0.33% NEW $65.40
6 SGOV ISHARES TR 3,574.0 $359K 0.22% NEW $100.38 +0.2%
7 QQQ INVESCO QQQ TR Financial Services 448.0 $275K 0.17% NEW $614.31 +16.8%
8 IXN ISHARES TR 2,522.0 $265K 0.16% NEW $105.00 +28.9%
9 BSV VANGUARD BD INDEX FDS 3,311.0 $261K 0.16% NEW $78.81 -1.2%
10 UNH UNITEDHEALTH GROUP INC Healthcare 719.0 $237K 0.15% NEW $330.11 +17.7%
11 JMST J P MORGAN EXCHANGE TRADED F 4,033.0 $205K 0.13% NEW $50.94 -0.1%

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 30.7%
Financial Services 18.8%
Consumer Cyclical 10.7%
Communication Services 10.2%
Consumer Defensive 10.0%
Industrials 8.8%
Healthcare 7.5%
Real Estate 1.6%
Energy 1.2%
Basic Materials 0.4%