Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Decker Retirement Planning Inc. (CIK 1975700) reported $293.7M across 440 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($76.5M, 26.04%), TAN ($12.6M, 4.29%), XLE ($12.2M, 4.14%), JEPI ($10.9M, 3.71%), ESGU ($9.6M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $76.5M | 26.04% | 759,734 | Added |
| 2 | TAN | INVESCO EXCH TRADED FD TR II | $12.6M | 4.29% | 212,823 | Added |
| 3 | XLE | SELECT SECTOR SPDR TR | $12.2M | 4.14% | 228,903 | Added |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.9M | 3.71% | 193,043 | Added |
| 5 | ESGU | ISHARES TR | $9.6M | 3.27% | 58,583 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $8.9M | 3.04% | 24,150 | Added |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $7.0M | 2.38% | 23,459 | New |
| 8 | USXF | ISHARES TR | $6.9M | 2.34% | 99,061 | Added |
| 9 | ARM | ARM HOLDINGS PLC | $6.7M | 2.29% | 18,952 | New |
| 10 | SMH | VANECK ETF TRUST | $6.3M | 2.16% | 9,672 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 2.00% | 185,246 | Added |
| 12 | CEVA | CEVA INC | $5.8M | 1.98% | 123,393 | New |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.5M | 1.89% | 5,744 | Trimmed |
| 14 | ESGD | ISHARES TR | $4.9M | 1.65% | 47,245 | Added |
| 15 | SCHP | SCHWAB STRATEGIC TR | $4.6M | 1.56% | 172,963 | Added |
| 16 | LITE | LUMENTUM HLDGS INC | $4.5M | 1.55% | 5,289 | New |
| 17 | EUSB | ISHARES TR | $4.5M | 1.53% | 103,122 | Added |
| 18 | ESML | ISHARES TR | $4.3M | 1.45% | 76,149 | Added |
| 19 | VSTS | VESTIS CORPORATION | $4.2M | 1.42% | 286,744 | New |
| 20 | BAND | BANDWIDTH INC | $4.1M | 1.41% | 65,193 | New |
| 21 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 1.40% | 45,063 | Added |
| 22 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $3.8M | 1.31% | 616,881 | New |
| 23 | VYMI | VANGUARD WHITEHALL FDS | $3.8M | 1.30% | 39,017 | Added |
| 24 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.29% | 39,378 | Added |
| 25 | GLW | CORNING INC | $3.7M | 1.26% | 14,487 | Added |
Source: SEC Form 13F filings · as of 2026-06-30