Decker Retirement Planning Inc.
•CIK: 1975700•Filing: Q4 2025
**Decker Retirement Planning Inc.** manages $201M across a diversified portfolio of 230 positions. The fund exhibits a significant allocation to short-term treasuries, notably holding $28.2M in SGOV. Further diversification is evident through technology and cyclical plays, with top holdings including XME ($9.3M), INTC ($8.7M), and WBD ($6.9M). This structure suggests a defensive tilt combined with targeted exposure to specific market sectors.
Total AUM
$201.1M
QoQ Performance
+10.6%
Positions
132
Top 10 Concentration
44.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
SGOV14.0%
XME4.6%
INTC4.3%
WBD3.5%
GDX3.4%
ESGU3.3%
VTI3.1%
STX2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.6%
Technology10.6%
Consumer0.5%
ETF0.1%
Financial0.0%
Industrial0.0%
Healthcare0.0%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+60 more exited positions
Changes from Q3 2025
NEW48 new positions
↑56 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024