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 Wealth Management LLC (CIK 2129751) reported $471.1M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($30.4M, 6.44%), SDVY ($28.1M, 5.96%), MLPX ($27.3M, 5.80%), VYM ($23.6M, 5.01%), COWZ ($22.4M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $30.4M | 6.44% | 352,395 | Added |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | $28.1M | 5.96% | 650,826 | Added |
| 3 | MLPX | GLOBAL X FDS | $27.3M | 5.80% | 371,036 | Trimmed |
| 4 | VYM | VANGUARD WHITEHALL FDS | $23.6M | 5.01% | 149,254 | Trimmed |
| 5 | COWZ | PACER FDS TR | $22.4M | 4.76% | 360,738 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $20.1M | 4.28% | 16,793 | Trimmed |
| 7 | DDEC | FIRST TR EXCHNG TRADED FD VI | $18.3M | 3.89% | 386,400 | Added |
| 8 | IGM | ISHARES TR | $16.4M | 3.48% | 100,285 | Trimmed |
| 9 | AAPL | APPLE INC | $15.9M | 3.38% | 54,982 | Added |
| 10 | GOOG | ALPHABET INC | $11.6M | 2.47% | 32,915 | Trimmed |
| 11 | SHLD | GLOBAL X FDS | $11.5M | 2.45% | 193,358 | Trimmed |
| 12 | AVGO | BROADCOM INC | $10.8M | 2.29% | 28,517 | Trimmed |
| 13 | HYBL | SSGA ACTIVE TR | $10.5M | 2.23% | 375,667 | Trimmed |
| 14 | BALI | BLACKROCK ETF TRUST | $10.4M | 2.20% | 306,848 | New |
| 15 | AIQ | GLOBAL X FDS | $9.2M | 1.96% | 140,915 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $8.9M | 1.89% | 23,878 | Added |
| 17 | DMAR | FIRST TR EXCHNG TRADED FD VI | $8.5M | 1.81% | 190,477 | Trimmed |
| 18 | DJUL | FIRST TR EXCHNG TRADED FD VI | $8.2M | 1.75% | 163,972 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $8.1M | 1.72% | 33,945 | Added |
| 20 | PANW | PALO ALTO NETWORKS INC | $7.8M | 1.65% | 22,833 | New |
| 21 | TJX | TJX COS INC NEW | $7.6M | 1.61% | 50,000 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $7.3M | 1.55% | 33,449 | Added |
| 23 | WMT | WALMART INC | $7.1M | 1.50% | 62,537 | Trimmed |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $6.9M | 1.46% | 8,988 | New |
| 25 | NUE | NUCOR CORP | $6.9M | 1.46% | 30,862 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30