Decker Retirement Planning Inc.

Q1 2026 13F-HR Holdings

Location
Levi, UT
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
284
Total value ($000)
$220,724
Net value change ($000)
+19,578 (9.7%)
New positions
87
Sold out positions
34
Turnover %
25.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 10,420 37.0%
XLE 9,995 NEW
TAN 9,745 NEW
AUGO 4,814 NEW
MU 4,735 91.2%
AGRO 4,629 NEW
ASML 4,229 NEW
LRCX 4,029 86.7%
PLAB 3,935 NEW
ALB 3,905 NEW
Top Reduces (Value $000, Stocks/ETFs)
XME -9,298 -99.7%
INTC -8,743 -99.9%
WBD -6,933 -99.8%
GDX -6,703 -99.1%
LTH -3,811 -100.0%
COCO -3,804 -100.0%
ATGE -3,770 -100.0%
PRDO -3,765 -100.0%
BOOT -3,484 -100.0%
ORCL -3,453 -89.8%
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