Institutional Fund
Deane Retirement Strategies, Inc.
New Orleans, LACIK 16593465 filings on record
Portfolio Value
$248.59M
Q1 2026
Holdings
57
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+2.9%
from $241.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.5%
- Ishares Tr8.2%
- Vanguard Malvern Fds7.7%
- Spdr Series Trust5.8%
- Proshares Tr5.2%
- Simplify Exchange Traded Fun4.9%
- Other58.6%
Portfolio Holdings
57 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 214.4K | $23.66M | 9.5% | +214.4K | Added |
| 2 | Ishares Tr | 198.1K | $20.49M | 8.2% | +198.0K | Added |
| 3 | Vanguard Malvern Fds | 383.1K | $19.13M | 7.7% | +862 | Added |
| 4 | Spdr Series Trust | 79.9K | $14.53M | 5.8% | +42.4K | Added |
| 5 | Proshares Tr | 342.4K | $12.99M | 5.2% | +342.4K | New |
| 6 | Simplify Exchange Traded Fun | 399.3K | $12.07M | 4.9% | +204.8K | Added |
| 7 | Pacer Fds Tr | 222.3K | $11.66M | 4.7% | −867 | Reduced |
| 8 | Proshares Tr | 295.7K | $9.52M | 3.8% | +295.7K | New |
| 9 | Spdr Gold Tr | 20.8K | $8.92M | 3.6% | +549 | Added |
| 10 | Ishares Gold Tr | 90.5K | $7.97M | 3.2% | +11.6K | Added |
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