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CIK: 0001975700
Total reported value
$301.8M
$301.8M
441 檔
40.3%
In Q2 2026, Decker Retirement Planning Inc.'s U.S. equity holdings reached a combined market value of $301.8M, distributed across 441 disclosed stock positions.
In Q2 2026, Decker Retirement Planning Inc. displayed an active expansion posture, initiating 80 new positions and adding to 68 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 441 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 26.04% | -24.20% | +98.08% | |
| 2 | TAN | Invesco Solar ETF | ETF-Other | 4.29% | -4.29% | +21.66% | |
| 3 | XLE | Ss Energy Select Sector | ETF-Other | 4.14% | -0.31% | +40.29% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.71% | +0.57% | +36.41% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.27% | -3.26% | +15.44% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.04% | +0.21% | +12.86% | |
| 7 | MRVL | Marvell Technology Inc | Stock-Tech | 2.38% | +2.25% | — | |
| 8 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 2.34% | -2.33% | +6.05% | |
| 9 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.29% | -2.29% | EXIT | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.16% | -2.16% | +12796.00% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.00% | -0.17% | +16.30% | |
| 12 | CEVA | Ceva Inc | Stock-Other | 1.98% | -1.98% | EXIT | |
| 13 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.89% | -1.88% | -71.01% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.65% | -1.65% | +20.34% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.56% | -0.08% | +20.34% | |
| 16 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.55% | -1.55% | EXIT | |
| 17 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.53% | -1.53% | +23.87% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.45% | -1.45% | +13.17% | |
| 19 | VSTS | Vestis CORP | Stock-Other | 1.42% | -1.42% | EXIT | |
| 20 | BAND | Bandwidth Inc-class A | Stock-Other | 1.41% | -1.41% | EXIT | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.40% | +0.02% | +12.82% | |
| 22 | MRVI | Maravai Lifesciences Hldgs-a | Stock-Other | 1.31% | -1.31% | EXIT | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.30% | -0.06% | +19.07% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.29% | -0.06% | +15.30% | |
| 25 | GLW | Corning Inc | Stock-Tech | 1.26% | -1.26% | +36117.50% | |
| 26 | COHR | Coherent CORP | Stock-Tech | 1.25% | -1.25% | EXIT | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.14% | -1.14% | +15.12% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.05% | +17.41% | |
| 29 | APPS | Digital Turbine Inc | Stock-Other | 0.93% | -0.93% | EXIT | |
| 30 | ABCL | Abcellera Biologics Inc | Stock-Other | 0.90% | -0.90% | EXIT | |
| 31 | WDC | Western Digital CORP | Stock-Tech | 0.88% | -0.87% | -48.07% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.70% | -0.05% | -3.41% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | -0.02% | +18.42% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.01% | +17.65% | |
| 35 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.63% | -0.02% | +23.31% | |
| 36 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | +17.39% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.63% | -0.02% | +28.94% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.63% | -0.01% | +457.65% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.62% | +0.01% | +21.59% | |
| 40 | IDLV | Invesco S&p International De | ETF-Other | 0.62% | -0.01% | +24.47% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.02% | +8.44% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.61% | +4.42% | -94.74% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.56% | -0.55% | +35.69% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | -37.24% | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | — | +26.55% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.48% | -0.48% | +12.84% | |
| 47 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.47% | -0.47% | +28.19% | |
| 48 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.45% | +0.02% | -1.37% | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.36% | -0.36% | +6.44% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | +0.02% | +3.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +8.6% | +98.08% | Add |
| 2 | MRVL | Marvell Technology Inc | +2.4% | NEW | New buy |
| 3 | ARM | Arm Holdings Plc-adr | +2.3% | NEW | New buy |
| 4 | SMH | Vaneck Semiconductor ETF | +2.2% | +12796.00% | Add |
| 5 | CEVA | Ceva Inc | +2% | NEW | New buy |
| 6 | LITE | Lumentum Holdings Inc | +1.6% | NEW | New buy |
| 7 | VSTS | Vestis CORP | +1.4% | NEW | New buy |
| 8 | BAND | Bandwidth Inc-class A | +1.4% | NEW | New buy |
| 9 | MRVI | Maravai Lifesciences Hldgs-a | +1.3% | NEW | New buy |
| 10 | GLW | Corning Inc | +1.3% | +36117.50% | Add |
| 11 | COHR | Coherent CORP | +1.3% | NEW | New buy |
| 12 | APPS | Digital Turbine Inc | +0.9% | NEW | New buy |
| 13 | ABCL | Abcellera Biologics Inc | +0.9% | NEW | New buy |
| 14 | AVGO | Broadcom Inc | +0.2% | +11480.00% | Add |
| 15 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +36.41% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +13500.00% | Add |
| 17 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.1% | NEW | New buy |
| 18 | ITOT | Ishares Core S&p Total U.s. | +0.1% | NEW | New buy |
| 19 | MAYT | All US Equ Buf10 May Etf-usd | +0.1% | NEW | New buy |
| 20 | ONEZ | Trueshr Seasonality La B ETF | +0.1% | +775.61% | Add |
| 21 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 22 | RGTI | Rigetti Computing Inc | +0.1% | NEW | New buy |
| 23 | MAYW | Alianzim US Eq Bfr20 May-usd | 0% | NEW | New buy |
| 24 | PAYM | Ts S&p Autocal Dfns Inc ETF | 0% | +2726.97% | Add |
| 25 | BILZ | Pimco Ultra Shrt Govt Active | 0% | +977.42% | Add |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | NEW | New buy |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | NEW | New buy |
| 28 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 29 | ESGU | Ishares Esg Aware Msci USA | 0% | +15.44% | Add |
| 30 | ESML | Ishares Esg Aware Msci USA S | 0% | +13.17% | Add |
| 31 | JUNW | Alianzim US Eq Bfr20 Jun-usd | 0% | NEW | New buy |
| 32 | JUNT | Allianzim US Eq Bffr10 Jn-us | 0% | NEW | New buy |
| 33 | IVE | Ishares S&p 500 Value ETF | 0% | NEW | New buy |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | NEW | New buy |
| 35 | DECT | Allianzim US Eq Bffr10 Dc-us | 0% | +242.77% | Add |
| 36 | DNN | Denison Mines CORP | 0% | NEW | New buy |
| 37 | FEBT | Allianzim US Eq Bffr10 Fb-us | 0% | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 39 | QUBT | Quantum Computing Inc | 0% | NEW | New buy |
| 40 | TUA | Sim St Treas Fut Strat ETF | 0% | NEW | New buy |
| 41 | NIO | Nio Inc - Adr | 0% | NEW | New buy |
| 42 | SEPZ | Trueshares Struc Out Sep ETF | 0% | +346.69% | Add |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | +21.18% | Add |
| 44 | NVDA | Nvidia CORP | 0% | +32.34% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | +60.91% | Add |
| 46 | AMD | Advanced Micro Devices | 0% | +11.11% | Add |
| 47 | BAI | Ishrs Ai In And Tech Act ETF | 0% | NEW | New buy |
| 48 | MTUM | Ishares Msci USA Momentum Fa | 0% | NEW | New buy |
| 49 | GE | General Electric | 0% | +32.04% | Add |
| 50 | ✓ | 0% | NEW | New buy |
According to official SEC Form 13F filings, Decker Retirement Planning Inc. reported a total U.S. public equity portfolio value of $301.8M across 441 disclosed positions in Q2 2026.
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, TAN, XLE) accounted for 40.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $7.0M
Top Position Liquidated / Trimmed
Adeco Agro
前期市值: $4.6M
During Q2 2026, Decker Retirement Planning Inc.'s top holdings by market value included SGOV (26.0%)、TAN (4.3%)、XLE (4.1%). The largest single position, SGOV, represented 26.0% of total portfolio value.
In Q2 2026, Decker Retirement Planning Inc. made 199 total portfolio adjustments, initiating 80 new buys, adding to 68 positions, trimming 27 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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