DecisionMap Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Great Falls, VA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$182,581
Net value change ($000)
+3,901 (2.2%)
New positions
2
Sold out positions
8
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
FBTC 1,551 46.5%
SPYV 1,538 28.6%
MSFT 1,084 35.9%
IVV 985 6.1%
TLH 779 69.5%
STIP 754 77.6%
AAPL 585 12.4%
SPYG 568 5.2%
IEFA 482 6.5%
NVDA 462 8.3%
Top Reduces (Value $000, Stocks/ETFs)
XLF -872 -53.6%
BINC -725 -17.4%
MBB -676 -27.5%
APH -296 -100.0%
SGOV -278 -100.0%
UNH -274 -100.0%
KLAC -255 -100.0%
DFCF -253 -5.0%
AMAT -249 -100.0%
ITW -247 -100.0%
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