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:
22.83%
Gain -0.61%
Monthly
1.03%
Yearly
13.12%
Drawdown
14.52%
$181.49M
Equity
Holdings
$181.49M
Investment
$155.28M
$28.5M
Profit -$945,028.36
Realized
$2.29M
Unrealized
$26.21M
Dividends
$4.8M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$945,028.36
Win %
56%
This Week
Compared To Last Week
Gain
0.32%
Profit
$579,380.06
Win %
56%
This Month
Compared to last month
Gain
-0.52%
Profit
-$945,028.36
Win %
56%
This Year
Compared to last year
Gain
1.64%
Profit
$2.93M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$274,929.52 
GOOG Alphabet Inc
+6.88%
+$101,642.25 
GOOGL Alphabet Inc
+6.73%
+$146,279.7 
META Meta Platforms Inc Class A
+3.28%
+$38,807.58 
MSFT Microsoft Corp.
+3.02%
+$110,390.02 
NVDA NVIDIA Corporation
+2.93%
+$158,504.08 
CVX Chevron Corporation
+2.35%
+$9,302.16 
CSCO Cisco Systems, Inc.
+2.14%
+$6,220.8 
ACN Accenture plc Class A
+1.61%
+$4,371.08 
LMT Lockheed Martin Corporation
+1.5%
+$7,473.58 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$153,680.08 
GE General Electric Company
+1.42%
+$3,405.31 
KLAC KLA Corporation
+1.38%
+$2,104.06 
PWRD TCW Transform Systems ETF
+1.38%
+$28,788.48 
WFC Wells Fargo & Company
+1.19%
+$4,499.22 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,737.82 
AMAT Applied Materials, Inc.
+1.18%
+$2,029.61 
ITW Illinois Tool Works Inc.
+1.15%
+$2,970.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$13,043.88 
VUG Vanguard Growth ETF
+1.1%
+$2,494.26 
OEF iShares S&P 100 ETF
+0.95%
+$3,266.23 
UNP Union Pacific Corporation
+0.92%
+$3,868.84 
IBM International Business Machines Corporation
+0.86%
+$1,749.54 
GEV GE Vernova Inc.
+0.85%
+$1,429.32 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$1,868.73 
TSLA Tesla, Inc.
+0.76%
+$6,187.87 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,602 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$36,935.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,326.52 
VOO Vanguard S&P 500 ETF
+0.71%
+$28,431.23 
CAT Caterpillar Inc.
+0.7%
+$4,450.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$110,433.28 
QTUM Defiance Quantum ETF
+0.67%
+$1,292.5 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.66%
+$1,803.37 
PLTR Palantir Technologies Inc.
+0.65%
+$2,332.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,513.04 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$6,190.81 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,206.8 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$5,790.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,628.51 
APH Amphenol Corporation
+0.55%
+$1,477.5 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,128.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,601.2 
IYW iShares U.S. Technology ETF
+0.46%
+$1,568.14 
RTX RTX Corporation
+0.39%
+$3,145.8 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$894.18 
AVGO Broadcom Inc.
+0.37%
+$6,426.72 
PG Procter & Gamble Co
+0.37%
+$4,315.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,982.44 
BAC Bank of America Corporation
+0.36%
+$1,094.28 
GD General Dynamics Corporation
+0.32%
+$2,045.94 
MRK Merck & Co., Inc.
+0.32%
+$682.26 
SMH VanEck Semiconductor ETF
+0.3%
+$622.66 
JPM JPMorgan Chase & Co.
+0.27%
+$3,445.1 
JNJ Johnson & Johnson
+0.21%
+$2,312.92 
ISRG Intuitive Surgical, Inc.
+0.1%
+$515.15 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$384.21 
WMT Walmart Inc.
+0.09%
+$398.51 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$324.96 
DIS The Walt Disney Company
+0.03%
+$185.97 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$110.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$55.24 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$63.99 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$48.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
ABFL Abacus FCF Leaders ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$50,514.01 
AAPL Apple Inc.
-7.35%
-$399,357.24 
SYK Stryker Corporation
-6.42%
-$14,342.28 
LIN Linde plc
-5.95%
-$16,945.61 
MU Micron Technology, Inc.
-5.9%
-$37,793.12 
MSTR Strategy Inc.
-4.56%
-$12,541.52 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$107,893.5 
IBIT iShares Bitcoin Trust
-2.89%
-$21,109.9 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$15,387.78 
QCOM QUALCOMM Incorporated
-2.63%
-$4,740.13 
ABBV AbbVie Inc.
-2.51%
-$7,569.9 
NFLX Netflix, Inc.
-2%
-$4,397.52 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,286.22 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,659.14 
LRCX Lam Research Corporation
-1.58%
-$4,197.11 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,113.46 
TJX The TJX Companies, Inc.
-1.21%
-$3,791.98 
DEO Diageo plc Sponsored ADR
-1.12%
-$5,514 
INTC Intel Corporation
-1.02%
-$2,035.77 
KO The Coca-Cola Company
-1.02%
-$31,808.7 
ROL Rollins, Inc.
-0.99%
-$7,145.9 
XOM Exxon Mobil Corporation
-0.97%
-$4,365.09 
PCAR PACCAR Inc.
-0.81%
-$10,839.96 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$39,904.2 
MA Mastercard Incorporated
-0.74%
-$3,055.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,746.98 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$48,435.66 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,268 
SCHF Schwab International Equity ETF
-0.58%
-$4,299.2 
SBUX Starbucks Corporation
-0.57%
-$3,379.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$6,144.01 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,601.64 
LLY Eli Lilly and Company
-0.53%
-$5,774.46 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$7,803.2 
BNL Broadstone Net Lease Inc.
-0.42%
-$3,696.66 
HD The Home Depot, Inc.
-0.42%
-$3,181.76 
MBB iShares MBS ETF
-0.4%
-$9,624.07 
AXP American Express Company
-0.38%
-$958.84 
MDT Medtronic plc
-0.37%
-$1,816.32 
CL Colgate-Palmolive Company
-0.33%
-$1,707.9 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$14,308.8 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$5,365.75 
FBND Fidelity Total Bond ETF
-0.27%
-$11,208.72 
VTV Vanguard Value ETF
-0.27%
-$2,183.55 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,321.56 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$965.88 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,890.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,871.25 
COST Costco Wholesale Corporation
-0.24%
-$1,030.55 
VB Vanguard Small-Cap ETF
-0.22%
-$873.81 
IXN iShares Global Tech ETF
-0.21%
-$635.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$641.28 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$815.61 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$996.12 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$8,843.91 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,137.92 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$674.64 
IXUS iShares Core International Stock ETF
-0.15%
-$1,373.26 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$964.14 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$751.95 
MUB iShares National Muni Bond ETF
-0.11%
-$1,062.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,764.64 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,820.58 
TIP iShares TIPS Bond ETF
-0.1%
-$742.17 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$300.85 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$406.04 
BINC iShares Flexible Income Active ETF
-0.08%
-$3,183.48 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$925.98 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$475.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$343.68 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$162.51 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$302.53 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$321.83 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$330.44 
V Visa Inc. Class A
-0.04%
-$454.69 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$450.85 Events
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Dividends
Dividend Analysis
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| Trades 854 | Longs Won 533/854 62% | Profit Factor 6.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,932.21 |
| Average Win $63,584.35 | Best Trade (Aug 14) $3.09M | Sharpe Ratio -9.82 |
| Average Loss -$16,790.34 | Worst Trade (Aug 19) -$536,506.14 | Z-Score -0.89 (62.62%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $33,373.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,287 | $4.08M | $5.03M | - | $949,735.53 | 23.27% | -7.354% |
| ABBV AbbVie Inc. | 1,170 | $249,555.3 | $293,599.8 | - | $44,044.5 | 17.65% | -2.513% |
| ABFL Abacus FCF Leaders ETF | 10,341 | $694,378.99 | $840,826.71 | - | $146,447.72 | 21.09% | 0.0 |
| ACN Accenture plc Class A | 1,662 | $377,885.8 | $275,759.04 | - | -$102,126.76 | -27.03% | +1.611% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,485 | $2.68M | $2.68M | - | $1,048.83 | 0.04% | -0.256% |
| AMAT Applied Materials, Inc. | 344 | $248,712 | $174,638.48 | - | -$74,073.52 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,005 | $583,815 | $478,530.74 | - | -$105,284.26 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 7,620 | $1.67M | $2.07M | - | $403,252.94 | 24.2% | +15.321% |
| APH Amphenol Corporation | 3,358 | $296,041.28 | $269,815.3 | - | -$26,225.98 | -8.86% | +0.551% |
| ARTY iShares Future AI & Tech ETF | 3,017 | $229,740 | $201,083.05 | - | -$28,656.95 | -12.47% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 317 | $219,046.35 | $516,393 | - | $297,346.65 | 135.75% | -1.359% |
| AVGO Broadcom Inc. | 4,463 | $1.19M | $1.74M | - | $542,479.48 | 45.4% | +0.371% |
| AXP American Express Company | 755 | $242,067.4 | $253,868.75 | - | $11,801.35 | 4.88% | -0.376% |
| BAC Bank of America Corporation | 4,974 | $283,419 | $308,139.3 | - | $24,720.3 | 8.72% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 23,811 | $802,694.04 | $984,346.74 | - | $181,652.7 | 22.63% | +0.633% |
| BINC iShares Flexible Income Active ETF | 79,589 | $4.14M | $4.14M | - | -$6,640.07 | -0.16% | -0.077% |
| BND Vanguard Total Bond Market Index Fund | 15,211 | $1.12M | $1.1M | - | -$21,023.57 | -1.88% | -0.262% |
| BNL Broadstone Net Lease Inc. | 41,074 | $654,725.63 | $879,394.34 | - | $224,668.71 | 34.31% | -0.419% |
| BRK-B Berkshire Hathaway Inc. | 3,754 | $1.71M | $1.92M | - | $214,683.16 | 12.59% | +0.365% |
| CAT Caterpillar Inc. | 785 | $286,574.84 | $639,625.85 | - | $353,051.01 | 123.2% | +0.701% |
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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 - $314,722.41, iShares Currency Hedged MSCI EAFE ETF - $298,626.08, and iShares U.S. Technology ETF - $286,028.8. 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 - $414,294.37, 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 $4.8M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $320,117.69, iShares Flexible Income Active ETF - $262,104.66, Dimensional Core Fixed Income ETF - $253,052.09, iShares Currency Hedged MSCI EAFE ETF - $241,293, and iShares Core S&P 500 ETF - $211,140.67. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
