Decker Retirement Planning Inc.

Q1 2026 13F Holdings

  • Location
    levi, UT
  • Num holdings

    284

  • Value ($000)

    $220,724

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001975700
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SGOV

ISHARES TR

0-3 MNTH TREASRY
$38.61M
18 %

383,541

XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
$10M
5 %

163,165

MU

MICRON TECHNOLOGY INC

COM
$9.93M
5 %

29,385

TAN

INVESCO EXCH TRADED FD TR II

SOLAR ETF
$9.75M
4 %

174,929

---

LAM RESEARCH CORP

COM NEW
$8.67M
4 %

40,599

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$8.02M
4 %

141,514

STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
$7.76M
4 %

19,811

ESGU

ISHARES TR

ESG AWR MSCI USA
$7.18M
3 %

50,748

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$6.86M
3 %

21,399

USXF

ISHARES TR

ESG MSCI USA ETF
$5.16M
2 %

93,408

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 284