Decker Retirement Planning Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1975700
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$293.7M

Holdings

441

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Decker Retirement Planning Inc. disclosed 441 positions worth $293.7M in its Form 13F-HR for Q2 2026, followed by $IVZ. During the quarter the fund opened 206 new positions and exited 49 — including a new stake in $MRVL and a full exit from $AGRO. The portfolio is most concentrated in Other (70.8% of disclosed assets). All figures are sourced directly from Decker Retirement Planning Inc.’s Form 13F-HR filing with the SEC under CIK 1975700.

Sector Allocation

OtherTechnologyFinancialsHealthcareConsumer StaplesMaterials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • ISHARES TR - 0-3 MTH TREASURY

    Quality

    $76.5M759,734 sh
  • $12.6M212,823 sh
  • SELECT SECTOR SPDR TR - ST STR ENERG ETF

    Quality

    $12.2M228,903 sh
  • J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM

    Quality

    $10.9M193,043 sh
  • ISHARES TR - ESG AWR MSCI USA

    Quality

    $9.6M58,583 sh
  • VANGUARD INDEX FDS - TOTAL STK MKT

    Quality

    $8.9M24,150 sh
  • $7.0M23,459 sh
  • ISHARES TR - ESG MSCI USA ETF

    Quality

    $6.9M99,061 sh
  • $6.7M18,952 sh
  • VANECK ETF TRUST - SEMICONDUCTR ETF

    Quality

    $6.3M9,672 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Decker Retirement Planning Inc.'s 441 positions.

Showing top 10 of 441 holdings.

Sector Allocation

Other

$208.1M

Technology

$48.2M

Financials

$20.4M

Healthcare

$6.8M

Consumer Staples

$4.2M

Materials

$3.9M

Consumer Discretionary

$1.1M

Industrials

$858,423

Top HoldingsDecker Retirement Planning Inc. (Q2 2026)

Top 150 of 441 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
ISHARES TR - 0-3 MTH TREASURY$76.5M
IVZ$IVZInvesco Ltd.$12.6M
SELECT SECTOR SPDR TR - ST STR ENERG ETF$12.2M
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$10.9M
ISHARES TR - ESG AWR MSCI USA$9.6M
VANGUARD INDEX FDS - TOTAL STK MKT$8.9M
MRVL$MRVLMarvell Technology, Inc.$7.0M
ISHARES TR - ESG MSCI USA ETF$6.9M
ARM$ARMARM HOLDINGS PLC /UK$6.7M
VANECK ETF TRUST - SEMICONDUCTR ETF$6.3M
SCHWAB STRATEGIC TR - US DIVIDEND EQ$5.9M
CEVA$CEVACEVA INC$5.8M
STX$STXSeagate Technology Holdings plc$5.5M
ISHARES TR - ESG AW MSCI EAFE$4.9M
SCHWAB STRATEGIC TR - US TIPS ETF$4.6M
LITE$LITELumentum Holdings Inc.$4.5M
ISHARES TR - ESG ADVAN ETF$4.5M
ISHARES TR - ESG AWARE MSCI$4.3M
VSTS$VSTSVestis Corp$4.2M
BAND$BANDBandwidth Inc.$4.1M
AMERICAN CENTY ETF TR - US LARGE CAP VLU$4.1M
MRVI$MRVIMARAVAI LIFESCIENCES HOLDINGS, INC.$3.8M
VANGUARD WHITEHALL FDS - INTL HIGH ETF$3.8M
VANGUARD INDEX FDS - REAL ESTATE ETF$3.8M
GLW$GLWCORNING INC /NY$3.7M
COHR$COHRCOHERENT CORP.$3.7M
ISHARES TR - ESG EAFE ETF$3.3M
VANGUARD WHITEHALL FDS - HIGH DIV YLD$3.1M
APPS$APPSDigital Turbine, Inc.$2.7M
ABCL$ABCLAbCellera Biologics Inc.$2.6M
WDC$WDCWESTERN DIGITAL CORP$2.6M
ISHARES TR - RUS TP200 GR ETF$2.0M
ISHARES TR - CORE DIV GRWTH$1.9M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$1.9M
VANGUARD WORLD FD - EXTENDED DUR$1.9M
SPDR SERIES TRUST - ST STR SP500DIV$1.9M
VANGUARD INTL EQUITY INDEX F - GLB EX US ETF$1.8M
ISHARES TR - CORE HIGH DV ETF$1.8M
VANGUARD WHITEHALL FDS - INTL DVD ETF$1.8M
IVZ$IVZInvesco Ltd.$1.8M
AAPL$AAPLApple Inc.$1.8M
MU$MUMICRON TECHNOLOGY INC$1.8M
SGOL$SGOLabrdn Gold ETF Trust$1.6M
MSFT$MSFTMICROSOFT CORP$1.6M
ISHARES TR - BROAD USD HIGH$1.4M
ISHARES TR - ESG MSCI KLD ETF$1.4M
ISHARES TR - ESG AWRE 1 5 YR$1.4M
ISHARES TR - RUS TP200 VL ETF$1.3M
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$1.1M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$1.1M
AMZN$AMZNAMAZON COM INC$1.0M
AMERICAN CENTY ETF TR - INTL EQT ETF$901,431
CAPITOL SER TR - STERL CAP BD ETF$817,092
ISHARES TR - EAFE VALUE ETF$747,388
ISHARES TR - RUS MDCP VAL ETF$647,139
ISHARES TR - EAFE GRWTH ETF$639,303
ISHARES INC - CORE MSCI EMKT$596,792
AMERICAN CENTY ETF TR - US SML CP VALU$547,743
PIMCO ETF TR - ACTIVE BD ETF$530,361
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$512,432
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$505,484
META$METAMeta Platforms, Inc.$501,120
AVGO$AVGOBroadcom Inc.$437,306
ORCL$ORCLORACLE CORP$399,510
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX$374,936
PLTR$PLTRPalantir Technologies Inc.$365,177
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC$363,512
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES$326,420
NVDA$NVDANVIDIA CORP$285,813
SPDR SERIES TRUST - ST STR BLO 1 ETF$276,753
SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME$266,899
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF$265,912
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF$254,100
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$212,960
ISHARES TR - RUS MD CP GR ETF$209,093
ISHARES TR - CORE S&P500 ETF$203,723
SPDR SERIES TRUST - ST LONG BD ETF$202,526
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM$191,858
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$179,244
ELEVATION SERIES TRUST - TRUE SE BUFF ETF$169,347
ISHARES TR - CORE S&P TTL STK$157,535
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$157,394
ROK$ROKROCKWELL AUTOMATION, INC$148,524
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS$148,107
RGTI$RGTIRigetti Computing, Inc.$135,259
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$122,842
GOOG$GOOGAlphabet Inc.$113,115
ELEVATION SERIES TRUST - S&P AU DE IN ETF$107,941
PIMCO ETF TR - ULTR SH GO AC FD$101,132
SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING$92,075
TSLA$TSLATesla, Inc.$90,858
GE$GEGENERAL ELECTRIC CO$89,416
AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC$86,536
SPDR SERIES TRUST - ST STR P400MID$82,964
STERLING CAP FDS - NATIONAL MUNI BD$81,577
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$80,299
ISHARES TR - S&P 500 GRWT ETF$74,541
AHR$AHRAmerican Healthcare REIT, Inc.$73,479
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$72,976
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$72,708
ISHARES TR - S&P 500 VAL ETF$71,524
AMD$AMDADVANCED MICRO DEVICES INC$69,709
IAU$IAUISHARES GOLD TRUST$67,959
BLACKROCK ETF TRUST - ISHARES US EQUIT$65,018
LLY$LLYELI LILLY & Co$64,769
DNN$DNNDENISON MINES CORP.$61,200
JPM$JPMJPMORGAN CHASE & CO$60,095
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$59,694
SPDR SERIES TRUST - ST STR CORPO ETF$59,445
JNJ$JNJJOHNSON & JOHNSON$58,413
QUBT$QUBTQuantum Computing Inc.$58,210
ISHARES TR - MSCI USA QLT FCT$57,491
GOOGL$GOOGLAlphabet Inc.$57,147
ISHARES TR - CORE LT USDB ETF$55,801
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF$55,089
ELEVATION SERIES TRUST - TRUE ST SEPT ETF$52,167
GEV$GEVGE Vernova Inc.$51,576
FLEXSHARES TR - HIG YLD VL ETF$49,560
D$DDOMINION ENERGY, INC$49,442
AMPLIFY ETF TR - CWP INTL ENHANCE$49,140
SLV$SLViShares Silver Trust$48,551
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA$48,101
NIO$NIONIO Inc.$45,788
BLACKROCK ETF TRUST - ISHA I IN TE ETF$43,810
FIDELITY COVINGTON TRUST - MSCI INDL INDX$43,231
ISHARES TR - US TREAS BD ETF$42,849
FIDELITY COVINGTON TRUST - ENHANCED INTL$41,769
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$41,532
FIDELITY COVINGTON TRUST - MSCI MATLS INDEX$40,313
FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC$39,812
ISHARES TR - MSCI USA MMENTM$39,425
FIDELITY COVINGTON TRUST - MSCI CONSM DIS$37,434
EMR$EMREMERSON ELECTRIC CO$36,790
FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF$35,924
BMY$BMYBRISTOL MYERS SQUIBB CO$34,572
INNOVATOR ETFS TRUST - INDE AUT INC ETF$34,383
FIRST TR EXCHANGE-TRADED ALP - COM SHS$33,989
BLACKROCK ETF TRUST - ISHA US THEM ETF$33,065
FIDELITY COVINGTON TRUST - MSCI FINLS IDX$32,385
NFLX$NFLXNETFLIX INC$32,130
SPDR SERIES TRUST - ST STR SP METAL$32,079
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$31,720
GLD$GLDSPDR GOLD TRUST$31,681
WT$WTWisdomTree, Inc.$31,384
VANECK ETF TRUST - GOLD MINERS ETF$31,325
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY$31,190
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$30,316
GEVO$GEVOGevo, Inc.$30,023
ELEVATION SERIES TRUST - TRUE QU BEAR ETF$29,536
VANECK ETF TRUST - MRNGSTR WDE MOAT$29,421

New Positions (206)

MRVL$MRVL Marvell Technology, Inc.$7.0M
ARM$ARM ARM HOLDINGS PLC /UK$6.7M
CEVA$CEVA CEVA INC$5.8M
LITE$LITE Lumentum Holdings Inc.$4.5M
VSTS$VSTS Vestis Corp$4.2M
BAND$BAND Bandwidth Inc.$4.1M
MRVI$MRVI MARAVAI LIFESCIENCES HOLDINGS, INC.$3.8M
COHR$COHR COHERENT CORP.$3.7M
APPS$APPS Digital Turbine, Inc.$2.7M
ABCL$ABCL AbCellera Biologics Inc.$2.6M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$179,244
ISHARES TR - CORE S&P TTL STK$157,535
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$157,394
ROK$ROK ROCKWELL AUTOMATION, INC$148,524
RGTI$RGTI Rigetti Computing, Inc.$135,259

Exited Positions (49)

AGRO$AGRO Adecoagro S.A.
ASML$ASML ASML HOLDING NV
PLAB$PLAB PHOTRONICS INC
VIAV$VIAV VIAVI SOLUTIONS INC.
IPGP$IPGP IPG PHOTONICS CORP
FORM$FORM FORMFACTOR INC
ET$ET Energy Transfer LP
PFE$PFE PFIZER INC
AIM ETF PRODUCTS TRUST
NBIS$NBIS Nebius Group N.V.
XOM.R34088$XOM.R34088 EXXON MOBIL CORP
EBAY$EBAY EBAY INC
FIRST TR EXCHNG TRADED FD VI
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Decker Retirement Planning Inc. including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Decker Retirement Planning Inc.'s Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Decker Retirement Planning Inc. and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Decker Retirement Planning Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Decker Retirement Planning Inc. (SEC CIK: 1975700), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Decker Retirement Planning Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.