DecisionMap Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0002001526
13F-HR · 63 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
65.3%
DecisionMap Wealth Management, LLC — $95M AUM allocation strategy
DecisionMap Wealth Management, LLC files SEC Form 13F and reports $95M of long US equity value across 63 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.2%, followed by Financials 9.9% and Communication Services 4.5%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DecisionMap Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$95M
total across 63 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +33.7K sh · +$1.76M+$BLK +19.8K sh · +$986K+$XLF +1.66K sh · −$64.6K
Biggest trims (shares)
−$WMT −4.11K sh · −$406K−$SCHW −3.99K sh · −$247K−$KO −2.1K sh · +$68.9K
Exited to nil (held last quarter, gone now)
$ORCL ($702K last qtr)$UNH ($237K last qtr)$INTU ($234K last qtr)$GE ($229K last qtr)$BAC ($223K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.9%—
- Interactive Media & Services4.5%—
- Technology Hardware, Storage & Peripherals4.3%—
- Asset Management & Custody Banks3.9%—
- Investment Banking & Brokerage3.0%—
- Systems Software3.0%—
- Soft Drinks & Non-alcoholic Beverages2.8%—
- Multi-Sector Holdings1.9%—
- Other holdings70.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 25.8K | $4.49M | +238 | 4.7% |
| $AAPL | Apple Inc | 16.1K | $4.08M | +1.35K | 4.3% |
| $BLK | BlackRock Inc | 72.2K | $3.75M | +19.8K | 4.0% |
| $SCHW | Charles Schwab Corporation | 107K | $2.87M | -3.99K | 3.0% |
| $MSFT | Microsoft Corporation | 7.62K | $2.82M | -219 | 3.0% |
| $KO | Coca-Cola Company | 35.2K | $2.68M | -2.1K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 6.75K | $1.94M | -252 | 2.0% |
…and 56 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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