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Decisionmap Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002001526
Great Falls 746 Walker Road Suite 16
Zip Code: 22066
Latest Portfolio Value
$178.68 M
+15.62%
Total Holdings
145
16
Latest Report Date
Q2 2026
Top 10 Concentration
39.33%

Decisionmap Wealth Management, LLC — Portfolio Overview & Company Profile

Decisionmap Wealth Management, LLC (CIK: 0002001526) is a financial institution headquartered at 746 Walker Road, Suite 16, Great Falls, Virginia 22066. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $178.68 M, comprising 145 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 39.3%. Quarterly turnover: 2.5%. ▲ 21 new, +73 added, −48 reduced, ×5 exited.

Portfolio Summary (Q2 2026)

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+15.62%
$178.68 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
21,569 $16.15 M 9.04% ▲ 625 Add 3.0%
92,024 $10.95 M 6.13% ▲ 2,534 Add 2.8%
76,882 $7.43 M 4.16% ▲ 3,373 Add 4.6%
27,759 $5.55 M 3.11% ▲ 2,006 Add 7.8%
65,957 $5.46 M 3.06% ▲ 1,587 Add 2.5%
88,440 $5.38 M 3.01% ▲ 4,060 Add 4.8%
114,012 $5.35 M 2.99% ▲ 4,117 Add 3.8%
119,240 $5.03 M 2.82% ▲ 23,314 Add 24.3%
16,287 $4.71 M 2.64% ▲ 220 Add 1.4%
93,406 $4.25 M 2.38% ▲ 9,542 Add 11.4%

Historical Portfolio Charts