Institutional Fund
Decker Retirement Planning Inc.
Levi, UTCIK 19757005 filings on record
Portfolio Value
$220.72M
Q1 2026
Holdings
283
Reported positions
New Buys
87
Opened this quarter
QoQ Change
+9.7%
from $201.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.5%
- Select Sector Spdr Tr4.5%
- Micron Technology Inc4.5%
- Invesco Exch Traded Fd Tr II4.4%
- Lam Research Corp3.9%
- J P Morgan Exchange Traded F3.6%
- Other61.5%
Portfolio Holdings
283 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 383.5K | $38.61M | 17.5% | +102.7K | Added |
| 2 | Select Sector Spdr Tr | 163.2K | $10.00M | 4.5% | +163.2K | New |
| 3 | Micron Technology Inc | 29.4K | $9.93M | 4.5% | +11.2K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 174.9K | $9.75M | 4.4% | +174.9K | New |
| 5 | Lam Research Corp | 40.6K | $8.67M | 3.9% | +13.5K | Added |
| 6 | J P Morgan Exchange Traded F | 141.5K | $8.02M | 3.6% | +58.2K | Added |
| 7 | Seagate Technology Hldngs Pl | 19.8K | $7.76M | 3.5% | −595 | Reduced |
| 8 | Ishares Tr | 50.7K | $7.18M | 3.3% | +5.7K | Added |
| 9 | Vanguard Index Fds | 21.4K | $6.86M | 3.1% | +2.7K | Added |
| 10 | Ishares Tr | 93.4K | $5.16M | 2.3% | +10.2K | Added |
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