Q3 2026 13F · SEC CIK 1975700
Decker Retirement Planning Inc.
Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $301.8M
- Reported positions
- 359
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $359.9M
Decker Retirement Planning Inc. is a wealth manager that reported 359 positions worth $301.8M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Palo Alto Networks Inc (PANW, 6.4%), Vanguard Instl Index Fd (VBIL, 5.3%), Micron Technology Inc (MU, 5.0%).
Decker Retirement Planning Inc. holdings largest 50 of 359 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Decker Retirement Planning Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- MU Micron Technology Inc+821.4% shares
- MRVL Marvell Technology Inc+125.4% shares
- JEPI J P Morgan Exchange Traded F+19.0% shares
- EDV Vanguard World Fd+15.7% shares
- BND Vanguard Bd Index Fds+15.5% shares
- VTI Vanguard Index Fds+8.5% shares
- USHY iShares Broad USD High Yield Corporate B+8.1% shares
- VIG Vanguard Specialized Funds+6.7% shares
Reduced
- SGOV Ishares Tr-92.7% shares
- MSFT Microsoft Corp-24.5% shares
- XLE Select Sector Spdr Tr-17.8% shares
- SCHD Schwab Strategic Tr-8.5% shares
- AAPL Apple Inc-7.6% shares
- VYMI Vanguard Whitehall Fds-5.3% shares
- IWY Ishares Tr-5.1% shares
Left the top 50
- TAN Invesco Solar ETFwas 4.3%
- ESGU Ishares Trwas 3.3%
- USXF Ishares Trwas 2.3%
- ARM Arm Holdings PLCwas 2.3%
- SMH Vaneck ETF Trustwas 2.2%
- CEVA Ceva Incwas 2.0%
- STX Seagate Technology Hldngs Plwas 1.9%
- ESGD iShares ESG Aware MSCI EAFE ETFwas 1.7%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +35.6% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $301.8M | 359 |
| Q2 2026 | $293.7M | 441 |
| Q1 2026 | $220.7M | 284 |
| Q4 2025 | $201.1M | 231 |
| Q3 2025 | $181.8M | 218 |
| Q2 2025 | $172.6M | 304 |
| Q1 2025 | $160.6M | 214 |
| Q4 2024 | $172.3M | 597 |
Questions about Decker Retirement Planning Inc.'s portfolio
What stocks does Decker Retirement Planning Inc. own?
Decker Retirement Planning Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 359 positions worth $301.8M. The largest are Palo Alto Networks Inc (PANW) at 6.4%, Vanguard Instl Index Fd (VBIL) at 5.3%, Micron Technology Inc (MU) at 5.0%, Marvell Technology Inc (MRVL) at 4.6% and J P Morgan Exchange Traded F (JEPI) at 4.3%.
What did Decker Retirement Planning Inc. buy last quarter?
In Q3 2026, Decker Retirement Planning Inc. added Micron Technology Inc (MU) (+821.4% shares), Marvell Technology Inc (MRVL) (+125.4% shares) and J P Morgan Exchange Traded F (JEPI) (+19.0% shares), compared with its Q2 2026 filing.
What did Decker Retirement Planning Inc. sell last quarter?
In Q3 2026, Decker Retirement Planning Inc. cut from its top 50 Invesco Solar ETF (TAN), cut from its top 50 Ishares Tr (ESGU), cut from its top 50 Ishares Tr (USXF), cut from its top 50 Arm Holdings PLC (ARM), cut from its top 50 Vaneck ETF Trust (SMH), Ishares Tr (SGOV) (-92.7% shares), Microsoft Corp (MSFT) (-24.5% shares) and Select Sector Spdr Tr (XLE) (-17.8% shares), compared with its Q2 2026 filing.
When is Decker Retirement Planning Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Decker Retirement Planning Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Decker Retirement Planning Inc. manage?
Decker Retirement Planning Inc. reported $359.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $301.8M.