13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002129751
Total reported value
$471.1M
$471.1M
104 檔
26.3%
In Q4 2025, Decker Wealth Management LLC's U.S. equity holdings reached a combined market value of $471.1M, distributed across 104 disclosed stock positions.
During Q4 2025, Decker Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.28% | +0.71% | — | |
| 2 | SDVY | First Trust Smid Cap Rising | ETF-Other | 5.31% | +0.34% | — | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.09% | -0.45% | — | |
| 4 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 4.90% | -0.48% | — | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.63% | -0.06% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.15% | +0.68% | — | |
| 7 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 3.64% | +0.07% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.32% | — | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.06% | +0.69% | — | |
| 10 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 3.05% | — | — | |
| 11 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 2.66% | -0.42% | — | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.45% | -0.74% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.43% | +0.27% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | +0.25% | — | |
| 15 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 2.19% | -0.41% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.05% | — | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.93% | -1.64% | EXIT | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.81% | -0.53% | — | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.73% | -0.20% | — | |
| 20 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.71% | -0.39% | — | |
| 21 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 1.62% | -0.08% | — | |
| 22 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.62% | -0.36% | — | |
| 23 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.60% | -0.49% | — | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.57% | -0.26% | — | |
| 25 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.51% | -0.37% | — | |
| 26 | NUE | Nucor CORP | Stock-Materials | 1.46% | -0.07% | — | |
| 27 | VICI | Vici Properties Inc | Stock-Real Estate | 1.46% | — | — | |
| 28 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.45% | -0.26% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.05% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | +0.10% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.16% | — | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 1.33% | -0.26% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.07% | — | |
| 34 | R | Ryder System Inc | Stock-Industrials | 1.22% | +0.02% | — | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | — | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | -0.93% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.02% | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.09% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | — | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.06% | — | |
| 41 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.48% | +0.01% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.04% | — | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.40% | -0.41% | EXIT | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | +0.06% | — | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | +0.01% | — | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.36% | +0.12% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.02% | — | |
| 48 | CSX | Csx CORP | Stock-Industrials | 0.34% | -0.11% | — | |
| 49 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.29% | -0.03% | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.28% | +0.02% | — |
According to official SEC Form 13F filings, Decker Wealth Management LLC reported a total U.S. public equity portfolio value of $471.1M across 104 disclosed positions in Q4 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 VUG, SDVY, COWZ) accounted for 26.3% of total reported equity market value during Q4 2025.
During Q4 2025, Decker Wealth Management LLC's top holdings by market value included VUG (7.3%)、SDVY (5.3%)、COWZ (5.1%). The largest single position, VUG, represented 7.3% of total portfolio value.
In Q4 2025, Decker Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.