Deane Retirement Strategies, Inc.

CIK 0001659346 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Deane Retirement Strategies, Inc. reported 52 positions worth $236.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VTIP (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$236.2M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.0%
Est. Net Flow (Q)
2026 Q2
10 / 52 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSH$24.9M10.55%495,958
2STIPISHARES 0-5 YEAR TIPS BOND ETFSH$19.5M8.26%190,880
3CTASIMPLIFY MANAGED FUTURES STRATEGY ETFSH$15.5M6.56%597,723
4PTLCPACER TRENDPILOT US LARGE CAP ETFSH$12.7M5.39%218,676
5IAUISHARES GOLD TRUSTSH$9.3M3.95%123,603
6GLDSPDR GOLD SHARESSH$8.9M3.77%24,163
7GOOGLGOOGLE INCSH$7.3M3.09%20,402
8CFCF INDUSTRIES HOLD COMSH$6.7M2.84%62,022
9XOMEXXONMOBIL HOLDINGS CORP COM SHSSH$6.6M2.78%47,958
10CVXCHEVRON CORPORATION COMSH$6.6M2.78%39,525

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Deane Retirement Strategies, Inc. hold as of Q2 2026?

Deane Retirement Strategies, Inc. reported 52 positions worth $236.2M in its Q2 2026 13F filing. Largest positions: VTIP (10.5%), STIP (8.3%), CTA (6.6%), PTLC (5.4%) and IAU (4.0%).

What did Deane Retirement Strategies, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Deane Retirement Strategies, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.