§ 13F · FUND PROFILE
Decker Retirement Planning Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $182M (13F)Positions · 218Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 384K | $39M | 17.5% | +37% |
| 2 | XLE | SELECT SECTOR SPDR TR | 163K | $10M | 4.5% | NEW |
| 3 | MU | MICRON TECHNOLOGY INC | 29K | $10M | 4.5% | +62% |
| 4 | TAN | INVESCO EXCH TRADED FD TR II | 175K | $10M | 4.4% | NEW |
| 5 | LRCX | LAM RESEARCH CORP | 41K | $9M | 3.9% | +50% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 142K | $8M | 3.6% | +70% |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 20K | $8M | 3.5% | −3% |
| 8 | ESGU | ISHARES TR | 51K | $7M | 3.3% | +13% |
| 9 | VTI | VANGUARD INDEX FDS | 21K | $7M | 3.1% | +15% |
| 10 | USXF | ISHARES TR | 93K | $5M | 2.3% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DECKER SIGNAL
AC read
Decker Retirement Planning Inc. is a Income / Defensive fund managing $182 million in assets. The fund runs a broad portfolio of 218 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed