DOSSIER · 13F-HR · Q3 2026

Deane Retirement Strategies, Inc.

$244M in tracked AUM across 53 positions as of Q3 2026.

DR
CIK 0001659346 · last filed Sep 30, 2026
Total AUM
$244M
as of Q3 2026
Holdings
53
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Deane Retirement Strategies, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$24M489K9.9%
02
TLT
ISHARES 20 YR TREASURY ETF
$12M159K5.1%
03
GOVT
ISHARES U.S. TREASURY BOND ETF
$12M567K5.1%
04
PTLC
PACER TRENDPILOT US LARGE CAP ETF
$12M204K5.0%
05
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
$10M311K4.1%
06
IAU
ISHARES GOLD TRUST
$10M122K3.9%
07
GLD
SPDR GOLD SHARES
$9M24K3.7%
08
CVX
CHEVRON CORPORATION COM
$8M40K3.4%
09
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$8M48K3.2%
10
GOOGL
GOOGLE INC
$7M20K2.9%

Filing history

2026Q3Sep 30
$244M▲ 3.3%
53 positionsView →
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 positionsLocked
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
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