DOSSIER · 13F-HR · Q2 2026

Decker Retirement Planning Inc.

$294M in tracked AUM across 441 positions as of Q2 2026.

DR
CIK 0001975700 · last filed Jun 30, 2026
Total AUM
$294M
as of Q2 2026
Holdings
441
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Decker Retirement Planning 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
SGOV
ISHARES TR
$76M760K26.0%
02
TAN
INVESCO EXCH TRADED FD TR II
$13M213K4.3%
03
XLE
SELECT SECTOR SPDR TR
$12M229K4.1%
04
JEPI
J P MORGAN EXCHANGE TRADED F
$11M193K3.7%
05
ESGU
ISHARES TR
$10M59K3.3%
06
VTI
VANGUARD INDEX FDS
$9M24K3.0%
07
MRVL
MARVELL TECHNOLOGY INC
$7M23K2.4%
08
USXF
ISHARES TR
$7M99K2.3%
09
ARM
ARM HOLDINGS PLC
$7M19K2.3%
10
SMH
VANECK ETF TRUST
$6M10K2.2%

Filing history

2026Q2Jun 30
$294M 33.0%
441 positionsView →
2026Q1Mar 31
$221M 9.7%
284 positionsView →
2025Q4Dec 31
$201M 10.6%
231 positionsView →
2025Q3Sep 30
$182M 5.3%
218 positionsView →
2025Q2Jun 30
$173M 7.5%
304 positionsLocked
2025Q1Mar 31
$161M 6.8%
214 positionsLocked
2024Q4Dec 31
$172M
597 positionsLocked