Institutional Fund
Decisionmap Wealth Management, LLC
Great Falls, VACIK 20015265 filings on record
Portfolio Value
$154.54M
Q1 2026
Holdings
129
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-4.7%
from $162.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.9%
- Spdr Series Trust5.7%
- Ishares Tr4.3%
- Spdr Series Trust3.1%
- Ishares Tr3.0%
- Nvidia Corporation2.9%
- Other72.2%
Portfolio Holdings
129 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 20.9K | $13.68M | 8.9% | +223 | Added |
| 2 | Spdr Series Trust | 89.5K | $8.76M | 5.7% | +391 | Added |
| 3 | Ishares Tr | 73.5K | $6.65M | 4.3% | +2.6K | Added |
| 4 | Spdr Series Trust | 84.4K | $4.77M | 3.1% | −226 | Reduced |
| 5 | Ishares Tr | 109.9K | $4.67M | 3.0% | −3.4K | Reduced |
| 6 | Nvidia Corporation | 25.8K | $4.49M | 2.9% | +238 | Added |
| 7 | Ishares Inc | 64.4K | $4.49M | 2.9% | −3.1K | Reduced |
| 8 | Apple Inc | 16.1K | $4.08M | 2.6% | +1.3K | Added |
| 9 | Dimensional ETF Trust | 95.9K | $4.05M | 2.6% | +10.8K | Added |
| 10 | Fidelity Merrimack Str Tr | 83.9K | $3.83M | 2.5% | +16.5K | Added |
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