Decker Wealth Management LLC
Sector Allocation
- Other51.1%$251.8M
- Technology17.5%$86.1M
- Financials9.3%$46.1M
- Healthcare8.8%$43.4M
- Consumer Discretionary4.4%$21.5M
- Energy3.1%$15.2M
- Consumer Staples1.9%$9.3M
- Materials1.7%$8.3M
- Utilities1.3%$6.6M
- Industrials0.7%$3.6M
AUM History
13fpro.ai/research/fund/decker-wealth-management-llc-2129751
Conviction and streaks
Diversifying · top 10 = 42.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$26.5M
- FIRST$25.9M
- PACER$24.2M
- VANGUARD$23.4M
- GLOBAL$20.6M
LLY
$19.6MAAPL
$19.5M- FIRST$18.8M
- ISHARES$15.9M
MSFT
$13.1MGOOG
$11.6M- GLOBAL$11.6M
- BLACKROCK$10.4M
AVGO
$10.4M- SSGA$9.9M
CRWD
$9.5M- GLOBAL$9.3M
PANW
$8.9M- FIRST$8.8M
AMZN
$8.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/decker-wealth-management-llc-2129751
Decker Wealth Management LLC 13F holdings — Q3 2026
$492.7M portfolio (+4.6% QoQ) · 122 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
Includes $355K of put/call options ($0 puts, $355K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $492.4M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$26.5M
5.4% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$25.9M
5.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
PACER FDS TR - US CASH COWS 100
$24.2M
4.9% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$23.4M
4.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
GLOBAL X FDS - GLB X MLP ENRG I
$20.6M
4.2% of stocks
-20%This quarter—Since filed—HeldAIQuality—Est. buy— $19.6M
4.0% of stocks
+0.7%This quarter+8.5%Since filed4+ qtrsHeld$19.5M
4.0% of stocks
+6%This quarter+2.2%Since filed4+ qtrsHeld- 8
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.
$18.8M
3.8% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - EXPND TEC SC ETF
$15.9M
3.2% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $13.1M
2.7% of stocks
+7%This quarter-0.5%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $26.5M | 5.4% | -17% | — | — | — | — | |
| 2 | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $25.9M | 5.3% | -2% | — | — | — | — | |
| 3 | PACER FDS TR - US CASH COWS 100 | $24.2M | 4.9% | +0.6% | — | — | — | — | |
| 4 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $23.4M | 4.8% | +1% | — | — | — | — | |
| 5 | GLOBAL X FDS - GLB X MLP ENRG I | $20.6M | 4.2% | -20% | — | — | — | — | |
| 6 | $19.6M | 4.0% | +0.7% | +8.5% | 4+ qtrs | 85.6#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $19.5M | 4.0% | +6% | +2.2% | 4+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $18.8M | 3.8% | +0.2% | — | — | — | — | |
| 9 | ISHARES TR - EXPND TEC SC ETF | $15.9M | 3.2% | -6% | — | — | — | — | |
| 10 | $13.1M | 2.7% | +7% | -0.5% | 4+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Decker Wealth Management LLC (Q3 2026)
122 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $11.6M | 2.4% | 34K | +3% | 4+ qtrs | 77.7 | 13F | |
| 12 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $11.6M | 2.4% | 193K | -0.2% | — | — | 13F |
| 13 | — | BLACKROCK ETF TRUST - ISHARES US LARGetf/fund | — | $10.4M | 2.1% | 303K | -1% | — | — | 13F |
| 14 | Broadcom Inc. | Technology | $10.4M | 2.1% | 30K | +4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SSGA ACTIVE TR - ST STR BLACK ETFetf/fund | — | $9.9M | 2.0% | 360K | -4% | — | — | 13F |
| 16 | CrowdStrike Holdings, Inc. | Technology | $9.5M | 1.9% | 36K | +301% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | GLOBAL X FDS - ARTIFICIAL ETFetf/fund | — | $9.3M | 1.9% | 142K | +0.8% | — | — | 13F |
| 18 | Palo Alto Networks Inc | Technology | $8.9M | 1.8% | 22K | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $8.8M | 1.8% | 172K | +5% | — | — | 13F |
| 20 | AMAZON COM INC | Consumer Discretionary | $8.7M | 1.8% | 35K | +3% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NVIDIA CORP | Technology | $7.8M | 1.6% | 34K | +6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $7.6M | 1.5% | 166K | -13% | — | — | 13F |
| 23 | HCA Healthcare, Inc. | Healthcare | $7.5M | 1.5% | 17K | +14% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $7.4M | 1.5% | 21K | +14% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Walmart Inc. | Consumer Staples | $7.4M | 1.5% | 71K | +14% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NUE | NUCOR CORP | Materials | $7.3M | 1.5% | 31K | +1% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $7.3M | 1.5% | 34K | +0.8% | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $7.0M | 1.4% | 17K | +1% | |||
| 29 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.8M | 1.4% | 52K | +3% | |||
| 30 | $DVN | DEVON ENERGY CORP/DE | Energy | $6.8M | 1.4% | 147K | New | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $6.3M | 1.3% | 397K | -3% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $6.1M | 1.2% | 336K | +2% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $6.0M | 1.2% | 299K | +2% | |||
| 34 | $WM | WASTE MANAGEMENT INC | Utilities | $6.0M | 1.2% | 29K | +15% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $5.7M | 1.2% | 356K | -0.0% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $5.5M | 1.1% | 280K | +0.7% | |||
| 37 | $R | RYDER SYSTEM INC | Consumer Discretionary | $5.3M | 1.1% | 23K | -1% | |||
| 38 | $VLO | VALERO ENERGY CORP/TX | Energy | $5.2M | 1.1% | 13K | New | |||
| 39 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.0M | 0.8% | 124K | -2% | |||
| 40 | $MDT | Medtronic plc | Healthcare | $3.8M | 0.8% | 44K | +3% | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.8M | 0.8% | 26K | — | |||
| 42 | — | ISHARES TR - CORE S&P500 ETF | — | $3.0M | 0.6% | 3,897 | — | |||
| 43 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $2.3M | 0.5% | 48K | -0.6% | |||
| 44 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.2M | 0.5% | 8,492 | +11% | |||
| 45 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $2.2M | 0.4% | 24K | +3% | |||
| 46 | — | ISHARES TR - MSCI USA MMENTM | — | $2.0M | 0.4% | 6,307 | — | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.9M | 0.4% | 34K | +7% | |||
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.8M | 0.4% | 7,636 | — | |||
| 49 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.4M | 0.3% | 15K | +2% | |||
| 50 | — | ISHARES TR - RUS 1000 ETF | — | $1.4M | 0.3% | 3,463 | — | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.3% | 12K | +4% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.3% | 66K | +1% | |||
| 53 | $CSX | CSX CORP | Industrials | $1.3M | 0.3% | 28K | — | |||
| 54 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.2M | 0.2% | 5,168 | — | |||
| 55 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.1M | 0.2% | 3,381 | — | |||
| 56 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.2% | 3,144 | +40% | |||
| 57 | $NEM | NEWMONT Corp /DE/ | Materials | $994K | 0.2% | 8,614 | — | |||
| 58 | $LMT | LOCKHEED MARTIN CORP | Industrials | $950K | 0.2% | 1,866 | +6% | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $905K | 0.2% | 13K | — | |||
| 60 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $901K | 0.2% | 18K | +3% | |||
| 61 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $885K | 0.2% | 5,438 | +105% | |||
| 62 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $858K | 0.2% | 2,539 | — | |||
| 63 | $ENB | ENBRIDGE INC | Energy | $781K | 0.2% | 17K | — | |||
| 64 | — | ISHARES TR - RUS MD CP GR ETF | — | $751K | 0.1% | 5,452 | — | |||
| 65 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $709K | 0.1% | 3,224 | +2% | |||
| 66 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $679K | 0.1% | 3,470 | — | |||
| 67 | $TTE | TotalEnergies SE | Energy | $630K | 0.1% | 7,371 | +10% | |||
| 68 | $FHN | FIRST HORIZON CORP | Financials | $626K | 0.1% | 27K | — | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $605K | 0.1% | 2,096 | — | |||
| 70 | $DUK | Duke Energy CORP | Utilities | $602K | 0.1% | 5,276 | -4% | |||
| 71 | $WT | WisdomTree, Inc. | Financials | $578K | 0.1% | 4,516 | -5% | |||
| 72 | $CVX | CHEVRON CORP | Energy | $577K | 0.1% | 2,825 | -1% | |||
| 73 | $KLAC | KLA CORP | Technology | $569K | 0.1% | 2,922 | +46% | |||
| 74 | $KO | COCA COLA CO | Consumer Staples | $569K | 0.1% | 6,608 | +28% | |||
| 75 | — | ISHARES TR - RUS 1000 VAL ETF | — | $555K | 0.1% | 2,240 | New | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $543K | 0.1% | 3,741 | +37% | |||
| 77 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $539K | 0.1% | 12K | +8% | |||
| 78 | — | ISHARES TR - CORE S&P SCP ETF | — | $538K | 0.1% | 3,956 | — | |||
| 79 | $GLDM | World Gold Trust | Financials | $521K | 0.1% | 6,335 | — | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $520K | 0.1% | 572 | +73% | |||
| 81 | — | ISHARES TR - S&P SML 600 GWT | — | $516K | 0.1% | 3,221 | — | |||
| 82 | $PAYX | PAYCHEX INC | Technology | $476K | 0.1% | 4,828 | +9% | |||
| 83 | $GOOGL | Alphabet Inc. | Technology | $473K | 0.1% | 1,375 | +54% | |||
| 84 | $SYK | STRYKER CORP | Healthcare | $465K | 0.1% | 1,687 | +7% | |||
| 85 | $RTX | RTX Corp | Industrials | $457K | 0.1% | 2,464 | +17% | |||
| 86 | — | ISHARES TR - MSCI EAFE ETF | — | $456K | 0.1% | 4,386 | — | |||
| 87 | — | ISHARES TR - RUS 1000 GRW ETF | — | $447K | 0.1% | 3,568 | New | |||
| 88 | $SLV | iShares Silver Trust | Financials | $443K | 0.1% | 8,125 | — | |||
| 89 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $433K | 0.1% | 1,523 | +23% | |||
| 90 | $APH | AMPHENOL CORP /DE/ | Technology | $417K | 0.1% | 4,944 | New | |||
| 91 | $AFL | AFLAC INC | Financials | $398K | 0.1% | 3,557 | +21% | |||
| 92 | $ATO | ATMOS ENERGY CORP | Energy | $389K | 0.1% | 2,488 | New | |||
| 93 | — | ISHARES TR - U.S. FINLS ETF | — | $387K | 0.1% | 3,076 | — | |||
| 94 | $MRK | Merck & Co., Inc. | Healthcare | $379K | 0.1% | 2,611 | New | |||
| 95 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $368K | 0.1% | 2,467 | -13% | |||
| 96 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $355K | — | 1,000 | — | |||
| 97 | $PFE | PFIZER INC | Healthcare | $348K | 0.1% | 12K | New | |||
| 98 | $RVT | ROYCE SMALL-CAP TRUST, INC. | — | $342K | 0.1% | 20K | +1% | |||
| 99 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $332K | 0.1% | 4,147 | New | |||
| 100 | — | ISHARES TR - IBONDS 26 TRM TS | — | $322K | 0.1% | 14K | — | |||
| 101 | $CMI | CUMMINS INC | Industrials | $321K | 0.1% | 621 | — | |||
| 102 | $META | Meta Platforms, Inc. | Technology | $319K | 0.1% | 439 | New | |||
| 103 | $MMM | 3M CO | Healthcare | $303K | 0.1% | 1,845 | — | |||
| 104 | $CTVA | Corteva, Inc. | Consumer Staples | $302K | 0.1% | 3,895 | +7% | |||
| 105 | $UNP | UNION PACIFIC CORP | Industrials | $297K | 0.1% | 1,090 | New | |||
| 106 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $294K | 0.1% | 419 | — | |||
| 107 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $290K | 0.1% | 937 | +1% | |||
| 108 | $ALL | ALLSTATE CORP | Financials | $288K | 0.1% | 1,300 | — | |||
| 109 | $MSBT | Morgan Stanley Bitcoin Trust | Financials | $287K | 0.1% | 12K | New | |||
| 110 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $285K | 0.1% | 466 | New | |||
| 111 | $TSLA | Tesla, Inc. | Consumer Discretionary | $257K | 0.1% | 723 | +271% | |||
| 112 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $255K | 0.1% | 8,700 | — | |||
| 113 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $255K | 0.1% | 681 | — | |||
| 114 | — | ISHARES TR - IBONDS 27 TRM TS | — | $249K | 0.1% | 11K | — | |||
| 115 | — | ISHARES TR - S&P MC 400VL ETF | — | $237K | 0.1% | 1,720 | — | |||
| 116 | $FBK | FB Financial Corp | Financials | $233K | 0.1% | 4,500 | — | |||
| 117 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $232K | 0.1% | 898 | New | |||
| 118 | $MA | Mastercard Inc | Financials | $228K | 0.1% | 414 | New | |||
| 119 | $TXN | TEXAS INSTRUMENTS INC | Technology | $225K | 0.1% | 802 | New | |||
| 120 | $INTC | INTEL CORP | Technology | $209K | 0.0% | 1,737 | — | |||
| 121 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $204K | 0.0% | 580 | New | |||
| 122 | $CRNT | CERAGON NETWORKS LTD | Technology | $21K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 17 new, 52 added to, 18 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$DVNDEVON ENERGY CORP/DE$6.8M
first bought this quarter
$VLOVALERO ENERGY CORP/TX$5.2M
first bought this quarter
- ISHARES TR - RUS 1000 VAL ETF$555K
first bought this quarter
- ISHARES TR - RUS 1000 GRW ETF$447K
first bought this quarter
$APHAMPHENOL CORP /DE/$417K
first bought this quarter
$ATOATMOS ENERGY CORP$389K
first bought this quarter
+11 more in the Excel export
Added to (52)
now $9.5M · held 2 qtrs
now $19.5M · held 4+ qtrs, 2 adds in a row
$VVISA INC.+14%
now $7.4M · held 4+ qtrs
$WMTWalmart Inc.+14%
now $7.4M · held 4+ qtrs
$HCAHCA Healthcare, Inc.+14%
now $7.5M · held 4+ qtrs, 2 adds in a row
now $13.1M · held 4+ qtrs, 3 adds in a row
+46 more in the Excel export
Trimmed (18)
- GLOBAL X FDS - GLB X MLP ENRG I-20%
now $20.6M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF-17%
now $26.5M
- ISHARES TR - EXPND TEC SC ETF-6%
now $15.9M
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF-2%
now $25.9M
- SSGA ACTIVE TR - ST STR BLACK ETF-4%
now $9.9M
$IVZInvesco Ltd.-3%
now $6.3M · held 4+ qtrs
+12 more in the Excel export
Sold out (2)
$GSKGSK plcwas $205K
held 2 qtrs
- SPDR SERIES TRUST - SP KENSHO NEWECwas $205K
Holdings by quarter
Every 13F Decker Wealth Management LLC has filed, 3 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Decker Wealth Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Decker Wealth Management LLC disclosed 122 positions worth $492.7M in its Form 13F-HR for Q3 2026 — $492.4M in common stock plus $354,810 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 17 new positions and exited 2 — including a new stake in $DVN and a full exit from $GSK. The portfolio is most concentrated in Other (51.1% of disclosed assets). All figures are sourced directly from Decker Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2129751.
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