DOSSIER · 13F-HR · Q3 2026

Decker Retirement Planning Inc.

$302M in tracked AUM across 359 positions as of Q3 2026.

DR
CIK 0001975700 · last filed Sep 30, 2026
Total AUM
$302M
as of Q3 2026
Holdings
359
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Decker Retirement Planning 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
PANW
PALO ALTO NETWORKS INC
$19M48K6.4%
02
VBIL
VANGUARD INSTL INDEX FD
$16M210K5.3%
03
MU
MICRON TECHNOLOGY INC
$15M14K5.0%
04
MRVL
MARVELL TECHNOLOGY INC
$14M53K4.6%
05
JEPI
J P MORGAN EXCHANGE TRADED F
$13M230K4.3%
06
IBB
ISHARES TR
$12M56K3.9%
07
XLK
SELECT SECTOR SPDR TR
$12M60K3.9%
08
XLE
SELECT SECTOR SPDR TR
$12M188K3.8%
09
INTC
INTEL CORP
$12M96K3.8%
10
VTI
VANGUARD INDEX FDS
$10M26K3.2%

Filing history

2026Q3Sep 30
$302M▲ 2.8%
359 positionsView →
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 positionsLocked
2025Q2Jun 30
$173M▲ 7.5%
304 positionsLocked
2025Q1Mar 31
$161M▼ 6.8%
214 positionsLocked
2024Q4Dec 31
$172M—
597 positionsLocked