DecisionMap Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Great Falls, VA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$154,540
Net value change ($000)
-7,675 (-4.7%)
New positions
8
Sold out positions
12
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DGRO 1,558 NEW
IJH 1,124 425.8%
BINC 986 35.7%
BND 984 NEW
FBND 727 23.5%
PEP 605 NEW
CL 562 NEW
PWRD 431 31.7%
DFCF 426 11.8%
IEFA 314 5.0%
Top Reduces (Value $000, Stocks/ETFs)
ABFL -2,392 -74.5%
USMV -1,269 -73.7%
IGSB -1,018 -100.0%
MSFT -970 -25.6%
SPYG -745 -7.8%
ORCL -702 -100.0%
FBTC -689 -16.1%
AGG -684 -20.8%
STIP -561 -37.1%
IVV -511 -3.6%
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