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CIK: 0001975700
Total reported value
$293.7M
$293.7M
218 檔
17.7%
As reported in its official Q3 2025 Form 13F filing, Decker Retirement Planning Inc.'s tracked investment portfolio stood at $293.7M with 218 total positions.
In Q3 2025, Decker Retirement Planning Inc. displayed an active expansion posture, initiating 15 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.69% | +8.55% | -39.64% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.15% | -0.09% | +778.72% | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 4.79% | — | +52626.09% | |
| 4 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.45% | — | — | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.45% | +0.02% | -7.04% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.76% | -0.07% | +27.94% | |
| 7 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 2.45% | — | -7.21% | |
| 8 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 2.45% | — | -61.54% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.41% | +2.15% | -53.91% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.34% | +0.01% | +24980.95% | |
| 11 | PRIM | Primoris Services CORP | Stock-Industrials | 2.13% | — | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | +0.15% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | -0.21% | -5.60% | |
| 14 | GPGI | Gpgi Inc | Stock-Other | 2.01% | — | — | |
| 15 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 1.86% | — | +76862.50% | |
| 16 | WDC | Western Digital CORP | Stock-Tech | 1.80% | -0.07% | — | |
| 17 | WLDN | Willdan Group Inc | Stock-Other | 1.79% | — | — | |
| 18 | NRG | Nrg Energy Inc | Stock-Utilities | 1.79% | -0.01% | -8.07% | |
| 19 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.75% | — | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.74% | -0.05% | -5.94% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.72% | -3.89% | — | |
| 22 | DG | Dollar General CORP | Stock-Consumer Staples | 1.71% | — | — | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.67% | — | +11640.48% | |
| 24 | TTMI | Ttm Technologies | Stock-Tech | 1.63% | — | — | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.63% | -0.17% | -4.75% | |
| 26 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.58% | -0.11% | -5.38% | |
| 27 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.53% | +0.02% | -7.32% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.40% | -0.10% | -6.14% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | -0.08% | -5.70% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.18% | -0.03% | -5.16% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.06% | -6.44% | |
| 32 | HL | Hecla Mining Co | Stock-Materials | 1.11% | — | — | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.05% | -0.06% | +34.51% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.97% | -0.12% | +15.59% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.05% | +687.04% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.79% | +0.08% | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.01% | -7.34% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.71% | -0.11% | -6.35% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.70% | -0.02% | -6.23% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.69% | -0.01% | -5.79% | |
| 41 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.68% | -0.05% | -5.37% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.68% | -0.05% | -6.00% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.68% | -0.02% | -86.94% | |
| 44 | IDLV | Invesco S&p International De | ETF-Other | 0.67% | -0.04% | -5.64% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.67% | -0.03% | -4.75% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.60% | +90.21% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | -0.10% | +3.58% | |
| 48 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.55% | -0.08% | +21.47% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.53% | — | -5.17% | |
| 50 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.53% | -0.02% | -5.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +5.1% | +778.72% | Add |
| 2 | COIN | Coinbase Global Inc -class A | +3.4% | — | Add |
| 3 | ESGU | Ishares Esg Aware Msci USA | +3.4% | -7.04% | Add |
| 4 | USXF | Ishares Esg Advance Msci USA | +2.4% | -7.21% | Add |
| 5 | AVGO | Broadcom Inc | +2.1% | — | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +2% | -5.60% | Add |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | +1.7% | -5.94% | Add |
| 8 | GEV | GE Vernova Inc | +1.7% | +11640.48% | Add |
| 9 | SCHP | Schwab U.s. Tips ETF | +1.6% | -4.75% | Add |
| 10 | EUSB | Ishr Esg Advn Universal Bd-$ | +1.6% | -5.38% | Add |
| 11 | ESML | Ishares Esg Aware Msci USA S | +1.5% | -7.32% | Add |
| 12 | VYMI | Vanguard Int High Dvd Yld In | +1.4% | -6.14% | Add |
| 13 | VNQ | Vanguard Real Estate ETF | +1.3% | -5.70% | Add |
| 14 | DMXF | Ishares Esg Advanc Msci Eafe | +1.2% | -5.16% | Add |
| 15 | VYM | Vanguard High Dvd Yield ETF | +1.1% | -6.44% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +27.94% | Add |
| 17 | ANIP | Ani Pharmaceuticals Inc | +0.7% | +76862.50% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.7% | -7.34% | Add |
| 19 | AAPL | Apple Inc | +0.7% | +687.04% | Add |
| 20 | HDV | Ishares Core High Dividend E | +0.7% | -6.35% | Add |
| 21 | DGRO | Ishares Core Dividend Growth | +0.7% | -6.23% | Add |
| 22 | UAL | United Airlines Holdings Inc | -1.1% | -85.71% | Trim |
| 23 | VST | Vistra CORP | -1.1% | -83.33% | Trim |
| 24 | AGO | Assured Guaranty Ltd. | -1.6% | -84.62% | Trim |
| 25 | SNEX | Stonex Group Inc | -1.6% | -84.13% | Trim |
| 26 | AXON | Axon Enterprise Inc | -2% | -81.82% | Trim |
| 27 | ACIW | Aci Worldwide Inc | -2% | -84.11% | Trim |
| 28 | TSLA | Tesla Inc | -2% | -12.00% | Trim |
| 29 | TPR | Tapestry Inc | -2.1% | +50.70% | Trim |
| 30 | GILD | Gilead Sciences Inc | -3% | -84.81% | Trim |
| 31 | GDX | Vaneck Gold Miners ETF | -4.5% | -86.94% | Trim |
| 32 | XLF | Ss Financial Select Sector | -5.1% | -34.59% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -7.3% | -96.14% | Trim |
| 34 | SGOV | Ishares 0-3 Month Treasury B | -39.9% | -39.64% | Trim |
| 35 | APP | Applovin Corp-class A | — | NEW | New buy |
| 36 | XME | Ss Spdr S&p Metals Mining | — | NEW | New buy |
| 37 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 38 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 39 | PRIM | Primoris Services CORP | — | NEW | New buy |
| 40 | GPGI | Gpgi Inc | — | NEW | New buy |
| 41 | WDC | Western Digital CORP | — | NEW | New buy |
| 42 | WLDN | Willdan Group Inc | — | NEW | New buy |
| 43 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 44 | MOD | Modine Manufacturing Co | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | DG | Dollar General CORP | — | NEW | New buy |
| 47 | TTMI | Ttm Technologies | — | NEW | New buy |
| 48 | TPL | Texas Pacific Land CORP | — | EXIT | Sold out |
| 49 | HL | Hecla Mining Co | — | NEW | New buy |
| 50 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
According to official SEC Form 13F filings, Decker Retirement Planning Inc. reported a total U.S. public equity portfolio value of $293.7M across 218 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, PLTR, APP) accounted for 17.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
APP
市值: $8.7M
Top Position Liquidated / Trimmed
TPL
前期市值: $2.7M
During Q3 2025, Decker Retirement Planning Inc.'s top holdings by market value included SGOV (10.7%)、PLTR (6.2%)、APP (4.8%). The largest single position, SGOV, represented 10.7% of total portfolio value.
In Q3 2025, Decker Retirement Planning Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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