Decker Retirement Planning Inc.
All 13F Filings
- Location
- Levi, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 201,146
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 231 | 201,146 | 13F-HR | Decker Retirement Planning Inc. |
| Q3 2025 | 10/27/2025 | 218 | 181,822 | 13F-HR | Decker Retirement Planning Inc. |
| Q2 2025 | 8/6/2025 | 304 | 172,629 | 13F-HR | Decker Retirement Planning Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.2 K | 81.6% | 19.23 K | 0 | 19.23 K |
| ETFs | 35.6 K | 17.7% | 2.866 K | 0 | 2.866 K |
| Debt | 269 | 0.1% | 0 | 58 | -58 |
| Other | 1.111 K | 0.6% | 0 | 2.717 K | -2.717 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
201,146
Holdings
231
QoQ value change ($000)
19,324
(10.6%)
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.