Mark Weber Portfolio
Invests via DecisionMap Wealth Management, LLC | Managed by Mark Weber, Paul Bennett
Invests via DecisionMap Wealth Management, LLC
Managed by Mark Weber, Paul Bennett
Automatically Tracked
Mark Weber Profile
Seasoned investor and operator with a background in growth-stage technology and industrial portfolio management. Mark Weber is known for leading strategy, M&A and value-creation initiatives across software, infrastructure and manufacturing exposures; experience spans treasury, capital raising and operational turnarounds. Works with PE and VC sponsors to drive EBITDA expansion and strategic exits, often serving on boards and steering commercial go-to-market transformations.
Seasoned investor and operator with a background in growth-stage technology and industrial portfolio management. Mark Weber is known for leading strategy, M&A and value-creation initiatives across software, infrastructure and manufacturing exposures; experience spans treasury, capital raising and operational turnarounds. Works with PE and VC sponsors to drive EBITDA expansion and strategic exits, often serving on boards and steering commercial go-to-market transformations.
Investment Philosophy & Strategy
Applies a value-oriented, operationally focused growth-investing approach that prioritizes EBITDA expansion through strategic M&A, go-to-market transformation, and hands-on portfolio management. Deploys capital into growth-stage software, infrastructure and industrial technology companies where operational fixes, treasury and capital-structure optimization unlock value over a 3–7 year horizon. Emphasizes rigorous due diligence, clear KPIs, board-level engagement and sponsor-aligned incentives to manage execution risk and accelerate scalable revenue and margin improvement toward disciplined exit timing.
Applies a value-oriented, operationally focused growth-investing approach that prioritizes EBITDA expansion through strategic M&A, go-to-market transformation, and hands-on portfolio management. Deploys capital into growth-stage software, infrastructure and industrial technology companies where operational fixes, treasury and capital-structure optimization unlock value over a 3–7 year horizon. Emphasizes rigorous due diligence, clear KPIs, board-level engagement and sponsor-aligned incentives to manage execution risk and accelerate scalable revenue and margin improvement toward disciplined exit timing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.33%
Gain +0.09%
Monthly
0.98%
Yearly
12.41%
Drawdown
14.52%
$182.12M
Equity
Holdings
$182.12M
Investment
$155.28M
$29.13M
Profit +$108,429.31
Realized
$2.29M
Unrealized
$26.84M
Dividends
$5.21M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$108,429.31
Win %
54%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$689,734.69
Win %
54%
This Month
Compared to last month
Gain
0.95%
Profit
$1.72M
Win %
54%
This Year
Compared to last year
Gain
1.99%
Profit
$3.56M
Win %
59%
HONA Honeywell Aerospace Inc.
+3.17%
+$12,246.22 
GE General Electric Company
+2.31%
+$4,874.4 
LMT Lockheed Martin Corporation
+2.24%
+$10,348.69 
RTX RTX Corporation
+2.11%
+$14,755.3 
GD General Dynamics Corporation
+2.06%
+$11,638.38 
DEO Diageo plc Sponsored ADR
+2.01%
+$10,283.61 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$10,175.79 
JPM JPMorgan Chase & Co.
+1.8%
+$22,118.28 
TSLA Tesla, Inc.
+1.68%
+$15,967.98 
KO The Coca-Cola Company
+1.47%
+$47,889.76 
PG Procter & Gamble Co
+1.47%
+$18,808 
WFC Wells Fargo & Company
+1.44%
+$5,249.09 
ASML ASML Holding N.V. New York Registry Shares
+1.34%
+$7,059.61 
AXP American Express Company
+1.34%
+$3,174.78 
JNJ Johnson & Johnson
+1.33%
+$14,750.32 
LIN Linde plc
+1.26%
+$3,488.8 
CVX Chevron Corporation
+1.26%
+$5,680.06 
TJX The TJX Companies, Inc.
+1.22%
+$3,495.75 
MRK Merck & Co., Inc.
+1.16%
+$2,795.52 
ITW Illinois Tool Works Inc.
+1.14%
+$2,824.26 
HD The Home Depot, Inc.
+1.14%
+$8,011.52 
LLY Eli Lilly and Company
+1.12%
+$13,258.66 
BAC Bank of America Corporation
+1.1%
+$2,835.18 
PCAR PACCAR Inc.
+1.07%
+$11,944.03 
ISRG Intuitive Surgical, Inc.
+1.06%
+$6,468.13 
WMT Walmart Inc.
+0.97%
+$4,542.9 
CL Colgate-Palmolive Company
+0.94%
+$4,981.37 
AAPL Apple Inc.
+0.94%
+$52,444.14 
SYK Stryker Corporation
+0.93%
+$1,759.07 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$18,394.6 
XLF Financial Select Sector SPDR Fund
+0.86%
+$14,412.92 
GEV GE Vernova Inc.
+0.85%
+$1,355.36 
IEFA iShares Core MSCI EAFE ETF
+0.84%
+$62,658.83 
COST Costco Wholesale Corporation
+0.8%
+$3,539.16 
GS The Goldman Sachs Group, Inc.
+0.8%
+$2,488.49 
XOM Exxon Mobil Corporation
+0.73%
+$3,637.6 
ABBV AbbVie Inc.
+0.72%
+$2,398.51 
VNQ Vanguard Real Estate ETF
+0.72%
+$1,957.56 
V Visa Inc. Class A
+0.72%
+$9,338 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$1,858.5 
SCHF Schwab International Equity ETF
+0.69%
+$4,970.95 
DGRO iShares Core Dividend Growth ETF
+0.68%
+$13,048.65 
BNL Broadstone Net Lease Inc.
+0.63%
+$4,723.51 
ACN Accenture plc Class A
+0.59%
+$2,210.46 
DIS The Walt Disney Company
+0.57%
+$3,905.37 
VTV Vanguard Value ETF
+0.52%
+$4,256.15 
MA Mastercard Incorporated
+0.51%
+$2,272.04 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$1,770.78 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.48%
+$1,529.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$25,205.4 
CAT Caterpillar Inc.
+0.45%
+$2,574.79 
VONV Vanguard Russell 1000 Value Index Fund
+0.43%
+$1,021.92 
CHRW C.H. Robinson Worldwide, Inc.
+0.37%
+$1,392.81 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$19,382.04 
UNP Union Pacific Corporation
+0.33%
+$1,391.05 
IXUS iShares Core International Stock ETF
+0.32%
+$2,942.7 
TIP iShares TIPS Bond ETF
+0.25%
+$1,754.22 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$3,382.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$1,422.4 
TLH iShares 10-20 Year Treasury Bond ETF
+0.2%
+$2,066.64 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$7,750.6 
GOVT iShares U.S. Treasury Bond ETF
+0.16%
+$770.91 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.16%
+$674.64 
SBUX Starbucks Corporation
+0.15%
+$844.95 
IBTL iShares iBonds Dec 2031 Term Fund
+0.15%
+$647.31 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.15%
+$902.34 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$1,427.7 
MBB iShares MBS ETF
+0.14%
+$3,381.43 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.14%
+$609.06 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$1,499.8 
BINC iShares Flexible Income Active ETF
+0.13%
+$5,173.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$3,295.45 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.12%
+$747.09 
FBND Fidelity Total Bond ETF
+0.11%
+$4,670.3 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$826.1 
VO Vanguard Mid-Cap ETF
+0.1%
+$687.36 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$1,388.97 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.09%
+$642.76 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.09%
+$605.06 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.08%
+$193.16 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$243.74 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$241.66 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$487.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.06%
+$256.14 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$150.43 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.05%
+$159.97 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$95.93 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$321.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$110.48 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$330.89 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MSTR Strategy Inc.
-3.69%
-$15,719.05 
MU Micron Technology, Inc.
-3.68%
-$25,063.67 
AMD Advanced Micro Devices, Inc.
-2.98%
-$16,813.63 
BAI iShares A.I. Innovation and Tech Active ETF
-2.57%
-$26,549.26 
INTC Intel Corporation
-2.56%
-$5,341.16 
ARTY iShares Future AI & Tech ETF
-2.44%
-$5,355.18 
KLAC KLA Corporation
-2.4%
-$3,532.11 
LRCX Lam Research Corporation
-2.21%
-$5,474.08 
NFLX Netflix, Inc.
-2.16%
-$4,728.84 
PLTR Palantir Technologies Inc.
-2.16%
-$12,626.28 
UNH UnitedHealth Group Incorporated
-1.96%
-$5,245.65 
QCOM QUALCOMM Incorporated
-1.84%
-$3,896.63 
AVGO Broadcom Inc.
-1.78%
-$27,313.52 
AMAT Applied Materials, Inc.
-1.74%
-$2,566.24 
SMH VanEck Semiconductor ETF
-1.48%
-$3,159.15 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
-1.4%
-$3,801.72 
META Meta Platforms Inc Class A
-1.39%
-$22,531.61 
GOOGL Alphabet Inc
-1.31%
-$29,880.9 
CSCO Cisco Systems, Inc.
-1.24%
-$3,481.6 
GOOG Alphabet Inc
-1.18%
-$18,009.75 
QTUM Defiance Quantum ETF
-1.17%
-$2,275.62 
IYW iShares U.S. Technology ETF
-1.17%
-$4,377.78 
IXN iShares Global Tech ETF
-1.05%
-$3,359.6 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.96%
-$2,202.42 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$3,548.82 
IEMG iShares Core MSCI Emerging Markets ETF
-0.86%
-$44,190.93 
IWF iShares Russell 1000 Growth ETF
-0.72%
-$1,602 
MSFT Microsoft Corp.
-0.56%
-$24,720.25 
VUG Vanguard Growth ETF
-0.56%
-$1,354.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.55%
-$62,576.32 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$6,521.94 
AMZN Amazon.com Inc
-0.52%
-$10,172.62 
APH Amphenol Corporation
-0.52%
-$2,820.72 
PWRD TCW Transform Systems ETF
-0.4%
-$7,931.52 
NVDA NVIDIA Corporation
-0.37%
-$22,068.4 
FESM Fidelity Enhanced Small Cap ETF
-0.27%
-$4,681.92 
ABFL Abacus FCF Leaders ETF
-0.26%
-$2,171.61 
IBM International Business Machines Corporation
-0.23%
-$485.48 
ROL Rollins, Inc.
-0.21%
-$1,316.35 
IBIT iShares Bitcoin Trust
-0.19%
-$1,792.35 
OEF iShares S&P 100 ETF
-0.17%
-$627.76 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$1,703 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.15%
-$7,192.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$684.48 
VB Vanguard Small-Cap ETF
-0.12%
-$436.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$2,163.56 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$727.16 
VOO Vanguard S&P 500 ETF
-0.07%
-$2,837.19 
IVV iShares Core S&P 500 ETF
-0.06%
-$10,783.85 
MUB iShares National Muni Bond ETF
-0.05%
-$487.13 
MDT Medtronic plc
-0.04%
-$227.04 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$192.53 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$111.51 Events
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Dividends
Dividend Analysis
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| Trades 854 | Longs Won 524/854 61% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $196,832.26 |
| Average Win $65,929.73 | Best Trade (Oct 16) $2.98M | Sharpe Ratio -10.8 |
| Average Loss -$16,413.06 | Worst Trade (Jun 30) -$418,594.25 | Z-Score 0.47 (36.3%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $34,111.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,287 | $4.08M | $5.62M | - | $1.54M | 37.76% | +0.942% |
| ABBV AbbVie Inc. | 1,170 | $249,555.3 | $333,976.5 | - | $84,421.2 | 33.83% | +0.723% |
| ABFL Abacus FCF Leaders ETF | 10,341 | $694,378.99 | $829,865.25 | - | $135,486.26 | 19.51% | -0.261% |
| ACN Accenture plc Class A | 1,662 | $377,885.8 | $376,027.5 | - | -$1,858.3 | -0.49% | +0.591% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,485 | $2.68M | $2.63M | - | -$49,526.32 | -1.85% | +0.126% |
| AMAT Applied Materials, Inc. | 344 | $248,712 | $145,357.2 | - | -$103,354.8 | -41.56% | -1.735% |
| AMD Advanced Micro Devices, Inc. | 1,005 | $583,815 | $548,227.5 | - | -$35,587.5 | -6.1% | -2.976% |
| AMZN Amazon.com Inc | 7,620 | $1.67M | $1.93M | - | $264,911.92 | 15.9% | -0.524% |
| APH Amphenol Corporation | 6,716 | $296,041.28 | $544,466.12 | - | $248,424.84 | 83.92% | -0.515% |
| ARTY iShares Future AI & Tech ETF | 3,017 | $229,740 | $214,463.44 | - | -$15,276.56 | -6.65% | -2.436% |
| ASML ASML Holding N.V. New York Registry Shares | 317 | $219,046.35 | $532,468.07 | - | $313,421.72 | 143.08% | +1.344% |
| AVGO Broadcom Inc. | 4,463 | $1.19M | $1.51M | - | $314,554.07 | 26.33% | -1.777% |
| AXP American Express Company | 755 | $242,067.4 | $240,146.62 | - | -$1,920.78 | -0.79% | +1.34% |
| BAC Bank of America Corporation | 4,974 | $283,419 | $259,990.98 | - | -$23,428.02 | -8.27% | +1.103% |
| BAI iShares A.I. Innovation and Tech Active ETF | 23,811 | $802,694.04 | $1.01M | - | $202,487.32 | 25.23% | -2.573% |
| BINC iShares Flexible Income Active ETF | 79,589 | $4.14M | $4.04M | - | -$104,932.49 | -2.53% | +0.128% |
| BND Vanguard Total Bond Market Index Fund | 15,211 | $1.12M | $1.08M | - | -$41,123.39 | -3.67% | +0.139% |
| BNL Broadstone Net Lease Inc. | 41,074 | $654,725.63 | $750,216.61 | - | $95,490.98 | 14.58% | +0.634% |
| BRK-B Berkshire Hathaway Inc. | 3,754 | $1.71M | $1.99M | - | $286,159.32 | 16.78% | +0.932% |
| CAT Caterpillar Inc. | 785 | $286,574.84 | $580,052.2 | - | $293,477.36 | 102.41% | +0.446% |
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FAQ
Which stocks have generated the highest profits for Mark Weber?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $334,171.29, Abacus FCF Leaders ETF - $319,267.87, ASML Holding N.V. New York Registry Shares - $314,804.12, iShares Currency Hedged MSCI EAFE ETF - $298,626.08, and Dimensional Core Fixed Income ETF - $297,425.7. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Accenture plc Class A - $411,452.35, Adobe Inc - $85,060.65, Nike, Inc. - Class B - $77,527.75, PepsiCo, Inc - $68,906.18, and Colgate-Palmolive Company - $64,430.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Weber's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.21M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $320,117.69, Dimensional Core Fixed Income ETF - $290,061.8, iShares Flexible Income Active ETF - $280,244.58, iShares Core S&P 500 ETF - $258,648.77, and iShares Currency Hedged MSCI EAFE ETF - $241,293. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Weber's monthly returns?
Mark Weber's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Weber's strategy be considered aggressive or moderate?
Mark Weber's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Weber's strategy?
Mark Weber's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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