account_balance

Investment manager · 13F filer · SEC CIK 1975700

Decker Retirement Planning Inc.

Reported value$302Mas of Sep 30, 2026
Positions359 57 new, 138 sold out
Top 10 weight44.3%PANW alone is 6%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PANW Palo Alto Networks Inc 6.4% New
VBIL Vanguard Instl Index Fd 5.3% New
MU Micron Technology Inc 5.0% Added +821%MRVL Marvell Technology, Inc. 4.6% Added +125%
JEPI J P Morgan Exchange Traded F 4.3% Added +19%
IBB iShares Tr 3.9% New
XLK Select Sector SPDR Tr 3.9% New
XLE Select Sector SPDR Tr 3.8% Trimmed −18%
INTC Intel Corp 3.8% Added +58850%
VTI Vanguard Index FDS 3.2% Added +8%
NBIS Nebius Group N.V. 3.0% NewALAB Astera Labs, Inc. 3.0% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • PANW $19.2M
  • VBIL $15.9M
  • IBB $11.9M
  • XLK $11.7M
arrow_upwardAdded
arrow_downwardTrimmed
  • SGOV −93%
  • MSFT −24%
  • XLE −18%
  • EFV −11%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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