DOSSIER · 13F-HR · Q2 2026

Deane Retirement Strategies, Inc.

$236M in tracked AUM across 52 positions as of Q2 2026.

DR
CIK 0001659346 · last filed Jun 30, 2026
Total AUM
$236M
as of Q2 2026
Holdings
52
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Deane Retirement Strategies, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$25M496K10.5%
02
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$20M191K8.3%
03
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
$16M598K6.6%
04
PTLC
PACER TRENDPILOT US LARGE CAP ETF
$13M219K5.4%
05
IAU
ISHARES GOLD TRUST
$9M124K4.0%
06
GLD
SPDR GOLD SHARES
$9M24K3.8%
07
GOOGL
GOOGLE INC
$7M20K3.1%
08
CF
CF INDUSTRIES HOLD COM
$7M62K2.8%
09
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$7M48K2.8%
10
CVX
CHEVRON CORPORATION COM
$7M40K2.8%

Filing history

2026Q2Jun 30
$236M 5.0%
52 positionsView →
2026Q1Mar 31
$249M 2.9%
57 positionsView →
2025Q4Dec 31
$242M 79.5%
71 positionsView →
2025Q3Sep 30
$135M 39.7%
41 positionsView →
2025Q2Jun 30
$223M 6.4%
63 positionsLocked
2025Q1Mar 31
$210M 5.5%
71 positionsLocked
2024Q4Dec 31
$199M 3.1%
71 positionsLocked
2024Q3Sep 30
$205M 5.3%
73 positionsLocked
2024Q2Jun 30
$195M 1.0%
77 positionsLocked
2024Q1Mar 31
$197M 7.4%
75 positionsLocked
2023Q4Dec 31
$183M 2.3%
60 positionsLocked
2023Q3Sep 30
$179M 1.8%
56 positionsLocked
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