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DECKER RETIREMENT PLANNING INC. 13F portfolio summary

DECKER RETIREMENT PLANNING INC. of DECKER RETIREMENT PLANNING INC. has 440 current stock holdings with a reported portfolio value of $293.7M. The portfolio 1 year return is +41.79%. Top holdings include SGOV (26.04%), TAN (4.29%), XLE (4.14%), JEPI (3.71%), ESGU (3.27%).

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DECKER RETIREMENT PLANNING INC.

DECKER RETIREMENT PLANNING INC.
Latest filing: 2026-06-30

DECKER RETIREMENT PLANNING INC. runs DECKER RETIREMENT PLANNING INC. and currently holds 440 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $293.66M. Their top holdings are SGOV, TAN, XLE, JEPI, ESGU. The top five represent 41.4% of reported portfolio weight. DECKER RETIREMENT PLANNING INC. ranks #696 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DECKER RETIREMENT PLANNING INC. initiated 19 new positions. They added to 66 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
SGOV26.0%
TAN4.3%
XLE4.1%
JEPI3.7%
ESGU3.3%
Top 5: 41.4%
Portfolio Returns
1 Year
+41.79%
#209/1000
3 Year
+43.69%
#721/1000
5 Year
+43.69%
#718/1000

Portfolio Value

$293.66M

Alpha Score

41.3

#696 of 1000

Holdings

440

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440 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SGOV
ISHARES TR
26.04%$100.64$100.63-0.01%
Added
+98.08%
TAN
INVESCO EXCH TRADED FD TR II
4.29%$56.32$49.34-12.39%
Added
+21.66%
XLE
SELECT SECTOR SPDR TR
4.14%$58.92$63.62+7.98%
Added
+40.29%
JEPI
J P MORGAN EXCHANGE TRADED F
3.71%$56.85$57.91+1.86%
Added
+36.41%
ESGU
ISHARES TR
3.27%$140.15$167.74+19.69%
Added
+15.44%
VTI
VANGUARD INDEX FDS
3.04%$314.23$378.25+20.37%
Added
+12.86%
MRVL
MARVELL TECHNOLOGY INC
2.38%$297.89$237.04-20.43%
New Buy
USXF
ISHARES TR
2.34%$55.14$68.30+23.86%
Added
+6.05%
ARM
ARM HOLDINGS PLC
2.29%$354.57$243.32-31.38%
New Buy
SMH
VANECK ETF TRUST
2.16%$652.97$560.42-14.17%
Added
+12796.00%

Showing 1-10 of 440