DOSSIER · 13F-HR · Q1 2026

Deane Retirement Strategies, Inc.

Deane Retirement Strategies's asset manager based in Omaha, NE $249M in tracked AUM across 57 positions as of Q1 2026.

DR
Deane Retirement Strategies·Omaha, NE·Asset Manager
CIK 0001659346 · last filed Mar 31, 2026
Total AUM
$249M
16.3%
vs prior
Holdings
57
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Health Care
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Deane Retirement Strategies, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TIP
ISHARES TIPS BOND ETF
$24M214K9.5%
02
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$20M198K8.2%
03
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$19M383K7.7%
04
XOP
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$15M80K5.8%
05
SH
PROSHARES SHORT S&P500
$13M342K5.2%
06
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
$12M399K4.9%
07
PTLC
PACER TRENDPILOT US LARGE CAP ETF
$12M222K4.7%
08
PSQ
PROSHARES SHORT QQQ
$10M296K3.8%
09
GLD
SPDR GOLD SHARES
$9M21K3.6%
10
IAU
ISHARES GOLD TRUST
$8M91K3.2%

Filing history

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