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:
1.53%
Gain
Monthly
0.08%
Yearly
0.99%
Drawdown
16.95%
$169.66M
Equity
Holdings
$169.66M
Investment
$145.24M
$26.35M
Profit -$432,787.38
Realized
$1.94M
Unrealized
$24.42M
Dividends
$4.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$432,787.38
Win %
61%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$228,920.87
Win %
61%
This Month
Compared to last month
Gain
0.76%
Profit
$1.29M
Win %
61%
This Year
Compared to last year
Gain
9.78%
Profit
$15.11M
Win %
64%
ACN Accenture plc Class A
+4.52%
+$21,689.76 
SYK Stryker Corporation
+4%
+$8,494.86 
ROL Rollins, Inc.
+3.92%
+$32,413.52 
CHRW C.H. Robinson Worldwide, Inc.
+3.65%
+$22,528.8 
DEO Diageo plc Sponsored ADR
+3.6%
+$16,300.72 
MDT Medtronic plc
+3.5%
+$15,253.38 
BNL Broadstone Net Lease Inc.
+3.48%
+$31,216.24 
UNP Union Pacific Corporation
+3.45%
+$12,387.75 
ITW Illinois Tool Works Inc.
+3.44%
+$7,454.67 
MRK Merck & Co., Inc.
+3.42%
+$7,216.3 
SBUX Starbucks Corporation
+3.34%
+$23,345.01 
ABBV AbbVie Inc.
+3.1%
+$8,781.2 
CL Colgate-Palmolive Company
+2.93%
+$17,688 
MCD McDonald's Corporation
+2.83%
+$5,430.25 
TJX The TJX Companies, Inc.
+2.68%
+$7,946.68 
PEP PepsiCo, Inc.
+2.64%
+$13,936.94 
IBM International Business Machines Corporation
+2.51%
+$4,874.59 
COST Costco Wholesale Corporation
+2.48%
+$9,658.72 
KO The Coca-Cola Company
+2.4%
+$69,660.36 
MA Mastercard Incorporated
+2.21%
+$9,325.95 
WMT Walmart Inc.
+2.18%
+$9,910.25 
UL Unilever PLC Sponsored American Depositary Receipt
+1.89%
+$9,454 
NVO Novo Nordisk A/S Sponsored ADR
+1.85%
+$9,182.64 
V Visa Inc. Class A
+1.84%
+$21,991.96 
DIS The Walt Disney Company
+1.81%
+$10,234.4 
VNQ Vanguard Real Estate ETF
+1.78%
+$5,453.12 
HD The Home Depot, Inc.
+1.78%
+$14,604.14 
PCAR PACCAR Inc.
+1.77%
+$21,895.92 
PG Procter & Gamble Co
+1.77%
+$21,869.16 
MSFT Microsoft Corp.
+1.59%
+$47,931.93 
LLY Eli Lilly and Company
+1.27%
+$15,529 
CVX Chevron Corporation
+1.26%
+$4,548.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$3,607.2 
XOM Exxon Mobil Corporation
+1.02%
+$4,263.88 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$16,543.47 
JNJ Johnson & Johnson
+0.96%
+$11,423.4 
AAPL Apple Inc.
+0.9%
+$47,076.31 
WFC Wells Fargo & Company
+0.82%
+$2,754.89 
USMV iShares MSCI USA Min Vol Factor ETF
+0.79%
+$3,707.3 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$12,570.8 
VONV Vanguard Russell 1000 Value Index Fund
+0.66%
+$1,610.18 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$34,173.9 
NFLX Netflix, Inc.
+0.47%
+$1,099 
LIN Linde plc
+0.41%
+$1,162.72 
LMT Lockheed Martin Corporation
+0.34%
+$1,543.44 
AMZN Amazon.com Inc
+0.33%
+$6,110.16 
AXP American Express Company
+0.32%
+$844.49 
VTV Vanguard Value ETF
+0.32%
+$2,600.5 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$3,905.83 
HON Honeywell International Inc.
+0.19%
+$599.42 
GD General Dynamics Corporation
+0.15%
+$975.52 
VB Vanguard Small-Cap ETF
+0.15%
+$591.75 
GOOG Alphabet Inc
+0.12%
+$1,817.5 
GOOGL Alphabet Inc
+0.11%
+$2,766.2 
XLF Financial Select Sector SPDR Fund
+0.11%
+$1,726.14 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$139.05 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$1,102 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$58.99 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$138.22 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$170.82 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$0.36 
MU Micron Technology, Inc.
-6.22%
-$36,356.88 
BAI iShares A.I. Innovation and Tech Active ETF
-4.84%
-$51,240.2 
GS The Goldman Sachs Group, Inc.
-4.57%
-$17,858.52 
CAT Caterpillar Inc.
-3.77%
-$27,458.03 
MSTR Strategy Inc.
-3.73%
-$10,002.72 
AVGO Broadcom Inc.
-3.59%
-$51,295.4 
PWRD TCW Transform Systems ETF
-3.08%
-$63,986.46 
IXN iShares Global Tech ETF
-2.5%
-$9,618.44 
NVDA NVIDIA Corporation
-2.5%
-$136,748.43 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.16%
-$5,293.71 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$103,635.7 
META Meta Platforms Inc Class A
-1.87%
-$27,242.6 
IYW iShares U.S. Technology ETF
-1.87%
-$6,765.75 
TSLA Tesla, Inc.
-1.57%
-$15,845.52 
RTX RTX Corporation
-1.48%
-$10,730.04 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$4,833.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$128,865.6 
IXUS iShares Core International Stock ETF
-1.14%
-$11,703.9 
SCHF Schwab International Equity ETF
-1.13%
-$8,248.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$2,628.75 
IBIT iShares Bitcoin Trust
-1.02%
-$7,332 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.01%
-$34,718.13 
ABFL Abacus FCF Leaders ETF
-0.97%
-$9,246.23 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$55,131.75 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$4,652.31 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.53%
-$26,924.28 
JPM JPMorgan Chase & Co.
-0.51%
-$5,803.8 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$5,759.32 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.42%
-$2,987.04 
OEF iShares S&P 100 ETF
-0.4%
-$1,283.16 
IVV iShares Core S&P 500 ETF
-0.38%
-$60,737.81 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$3,893.64 
VOO Vanguard S&P 500 ETF
-0.37%
-$15,539.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$1,682.64 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$3,613.47 
IWV ISHARES RUSSELL 3000 ETF
-0.36%
-$856.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$7,703.88 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$601.72 
PLTR Palantir Technologies Inc.
-0.25%
-$1,013.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.25%
-$2,440 
VO Vanguard Mid-Cap ETF
-0.17%
-$1,170.18 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$883.46 
MUB iShares National Muni Bond ETF
-0.15%
-$1,362.88 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$494.94 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$302.4 
FBND Fidelity Total Bond ETF
-0.12%
-$4,612.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$402.24 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$350.04 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$629.27 
TIP iShares TIPS Bond ETF
-0.1%
-$636.09 
MBB iShares MBS ETF
-0.1%
-$2,219.43 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$326.19 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$803.36 
DFCF Dimensional Core Fixed Income ETF
-0.08%
-$3,357.41 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$456.01 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$486.7 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$237.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$1,703.52 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$112.9 
FESM Fidelity Enhanced Small Cap ETF
-0.05%
-$932.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$160.65 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,805.87 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.03%
-$229.07 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$400.25 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.03%
-$202.69 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$230.22 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$59.91 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
-$19.93 Events
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Dividends
Dividend Analysis
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| Trades 712 | Longs Won 459/712 64% | Profit Factor 6.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,614.08 |
| Average Win $68,278.61 | Best Trade (Jul 15) $2.72M | Sharpe Ratio -9.73 |
| Average Loss -$19,704.2 | Worst Trade (Jul 13) -$539,146.48 | Z-Score 3.05 (99.77%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $37,015.06 |
| 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 | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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