Deane Retirement Strategies, Inc.
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 248,588
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 57 | 248,588 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q4 2025 | 1/28/2026 | 71 | 241,692 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q3 2025 | 10/14/2025 | 70 | 232,503 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q2 2025 | 7/11/2025 | 63 | 223,217 | 13F-HR | Deane Retirement Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.04 K | 33.4% | 0 | 23.48 K | -23.48 K |
| ETFs | 165.5 K | 66.6% | 30.37 K | 0 | 30.37 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
248,588
Holdings
57
QoQ value change ($000)
6,896
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.