DecisionMap Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Great Falls, VA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$162,215
Net value change ($000)
+6,255 (4.0%)
New positions
10
Sold out positions
6
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,924 25.9%
FESM 1,398 NEW
PWRD 1,359 NEW
TLH 971 NEW
SPYG 922 10.7%
FBND 856 38.2%
IEFA 772 13.9%
BAI 746 NEW
WMT 558 159.0%
NVDA 554 13.2%
Top Reduces (Value $000, Stocks/ETFs)
ABFL -1,559 -32.7%
IYW -1,373 -82.3%
IJR -1,315 -46.4%
SPYV -896 -15.7%
TLT -841 -78.5%
USMV -667 -27.9%
ZTS -592 -100.0%
Unilever PLC -533 -100.0%
CL -532 -100.0%
MSTR -488 -53.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type