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CIK: 0001975700
Total reported value
$293.7M
$293.7M
284 檔
26.2%
During the Q1 2026 filing period, Decker Retirement Planning Inc. (CIK: 0001975700) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $293.7M across 284 reported positions.
In Q1 2026, Decker Retirement Planning Inc. displayed an active expansion posture, initiating 58 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 17.49% | +8.55% | +36.58% | |
| 2 | XLE | Ss Energy Select Sector | ETF-Other | 4.53% | -0.39% | — | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 4.50% | -3.89% | +61.54% | |
| 4 | TAN | Invesco Solar ETF | ETF-Other | 4.42% | -0.13% | — | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 3.93% | -3.92% | +49.61% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.63% | +0.08% | +69.93% | |
| 7 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.52% | -1.63% | -2.92% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.25% | +0.02% | +12.61% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.11% | -0.07% | +14.63% | |
| 10 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 2.34% | — | +12.23% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.21% | -0.21% | +6.47% | |
| 12 | AUGO | Aura Minerals Inc. | Stock-Other | 2.18% | -2.18% | — | |
| 13 | ✓ | Adeco Agro | Stock-Other | 2.10% | -2.10% | EXIT | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.92% | -1.92% | EXIT | |
| 15 | PLAB | Photronics Inc | Stock-Other | 1.78% | -1.78% | EXIT | |
| 16 | ALB | Albemarle CORP | Stock-Materials | 1.77% | -1.77% | — | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.73% | -0.17% | +17.34% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.70% | -0.05% | +7.86% | |
| 19 | VIAV | Viavi Solutions Inc | Stock-Tech | 1.70% | -1.70% | EXIT | |
| 20 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.69% | -1.69% | EXIT | |
| 21 | FORM | Formfactor Inc | Stock-Tech | 1.69% | -1.69% | EXIT | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.64% | -0.11% | +16.26% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.46% | -0.06% | +16.14% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.43% | +0.02% | +6.82% | |
| 25 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.40% | -0.10% | +4.46% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.37% | -0.08% | +13.25% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.17% | -0.03% | +9.91% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.60% | +196.32% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.06% | +8.44% | |
| 30 | WDC | Western Digital CORP | Stock-Tech | 0.95% | -0.07% | -60.55% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.82% | -0.12% | +4.93% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-Other | 0.74% | -0.11% | +7.25% | |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.68% | -0.05% | +3.83% | |
| 34 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.68% | -0.05% | +15.83% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.66% | -0.02% | +4.72% | |
| 36 | IDLV | Invesco S&p International De | ETF-Other | 0.66% | -0.04% | +4.29% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.05% | -4.73% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.01% | +11.44% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.65% | -0.03% | +6.61% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.64% | -0.08% | +54.02% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.64% | -0.01% | +10.27% | |
| 42 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.53% | -0.08% | +3.58% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.51% | -0.02% | +5.35% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.49% | -0.02% | +4.97% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.48% | — | +6.54% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.10% | -5.11% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.04% | +0.34% | |
| 48 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.38% | -0.02% | +4.24% | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.38% | -0.07% | -5.55% | |
| 50 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 0.36% | -0.08% | +6.13% |
According to official SEC Form 13F filings, Decker Retirement Planning Inc. reported a total U.S. public equity portfolio value of $293.7M across 284 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, XLE, MU) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $10.0M
Top Position Liquidated / Trimmed
HOOD
前期市值: $3.2M
During Q1 2026, Decker Retirement Planning Inc.'s top holdings by market value included SGOV (17.5%)、XLE (4.5%)、MU (4.5%). The largest single position, SGOV, represented 17.5% of total portfolio value.
In Q1 2026, Decker Retirement Planning Inc. made 184 total portfolio adjustments, initiating 58 new buys, adding to 59 positions, trimming 43 holdings, and fully liquidating 24 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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