Deane Retirement Strategies, Inc.
CIK 0001659346 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
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
Top Holdings
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
10.5%
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
8.3%
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
6.6%
PTLC
PACER TRENDPILOT US LARGE CAP ETF
5.4%
IAU
ISHARES GOLD TRUST
4.0%
GLD
SPDR GOLD SHARES
3.8%
GOOGL
GOOGLE INC
3.1%
CF
CF INDUSTRIES HOLD COM
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.