Decker Retirement Planning Inc.

Q4 2025 13F-HR Holdings

Location
Levi, UT
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$201,146
Net value change ($000)
+19,324 (10.6%)
New positions
54
Sold out positions
41
Turnover %
39.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTC 8,748 NEW
SGOV 8,747 45.0%
WBD 6,949 NEW
STX 5,598 25445.5%
GDX 5,537 450.2%
XME 4,877 109.5%
LRCX 4,645 NEW
LTH 3,811 NEW
COCO 3,804 NEW
ATGE 3,770 NEW
Top Reduces (Value $000, Stocks/ETFs)
APP -8,714 -100.0%
PLTR -7,474 -66.8%
COIN -6,261 -99.9%
SMH -4,353 -99.4%
AMD -4,238 -99.5%
PRIM -3,864 -100.0%
AVGO -3,829 -100.0%
GPGI -3,647 -100.0%
ANIP -3,383 -100.0%
WLDN -3,256 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type