Decker Retirement Planning Inc.

CIK 0001975700 · LEVI, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Decker Retirement Planning Inc. reported 441 positions worth $293.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SGOV (26.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.7M
2026 Q2
Positions
441
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.7%
Est. Net Flow (Q)
2026 Q2
10 / 441 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SGOVISHARES TRSH$76.5M26.04%759,734
2TANINVESCO EXCH TRADED FD TR IISH$12.6M4.29%212,823
3XLESELECT SECTOR SPDR TRSH$12.2M4.14%228,903
4JEPIJ P MORGAN EXCHANGE TRADED FSH$10.9M3.71%193,043
5ESGUISHARES TRSH$9.6M3.27%58,583
6VTIVANGUARD INDEX FDSSH$8.9M3.04%24,150
7MRVLMARVELL TECHNOLOGY INCSH$7.0M2.38%23,459
8USXFISHARES TRSH$6.9M2.34%99,061
9ARMARM HOLDINGS PLCSH$6.7M2.29%18,952
10SMHVANECK ETF TRUSTSH$6.3M2.16%9,672

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

Frequently Asked Questions

What stocks does Decker Retirement Planning Inc. hold as of Q2 2026?

Decker Retirement Planning Inc. reported 441 positions worth $293.7M in its Q2 2026 13F filing. Largest positions: SGOV (26.0%), TAN (4.3%), XLE (4.1%), JEPI (3.7%) and ESGU (3.3%).

What did Decker Retirement Planning Inc. buy in Q2 2026?

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

What did Decker Retirement Planning 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.