Decker Retirement Planning Inc.
All 13F Filings
- Location
- Levi, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 293,664
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 441 | 293,664 | 13F-HR | Decker Retirement Planning Inc. |
| Q1 2026 | 4/20/2026 | 284 | 220,724 | 13F-HR | Decker Retirement Planning Inc. |
| 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 | 70.57 K | 24.0% | 0 | 2.042 K | -2.042 K |
| ETFs | 223.1 K | 76.0% | 75.22 K | 0 | 75.22 K |
| Debt | 4 | 0.0% | 0 | 244 | -244 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
293,664
Holdings
441
QoQ value change ($000)
72,940
(33.0%)
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.