Deane Retirement Strategies, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$248.6M
Q ending 2026-03-31
Prior quarter
$241.7M
Q ending 2025-12-31
Change
+2.9% QoQ · +18.5% YoY
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tips Bond Etf | TIP | Shares | $23.7M | 214K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $20.5M | 198K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $19.1M | 383K |
| State Street Spdr S&P Oil & Gas Ex | XOP | Shares | $14.5M | 80K |
| Proshares Short S&P500 | SH | Shares | $13.0M | 342K |
| Simplify Managed Futures Strategy | CTA | Shares | $12.1M | 399K |
| Pacer Trendpilot Us Large Cap Etf | PTLC | Shares | $11.7M | 222K |
| Proshares Short Qqq | PSQ | Shares | $9.5M | 296K |
| Spdr Gold Shares | GLD | Shares | $8.9M | 21K |
| Ishares Gold Trust | IAU | Shares | $8.0M | 91K |
| Ishares U.S. Aerospace & Defense E | ITA | Shares | $7.4M | 34K |
| Adobe Sys Inc | ADBE | Shares | $6.7M | 28K |
| Cf Industries Hold Com | CF | Shares | $6.3M | 49K |
| Dow Hldgs Inc Com | DOW | Shares | $6.1M | 147K |
| Lockheed Martin Corp | LMT | Shares | $5.9M | 10K |
| Huntington Ingalls Inds Inc Com | HII | Shares | $5.9M | 15K |
| Exxon Mobil Corp Com | XOM | Shares | $5.6M | 33K |
| Valero Energy Corp | VLO | Shares | $5.5M | 22K |
| Vaneck Oil Services Etf | OIH | Shares | $5.4M | 13K |
| Linde Plc Shs | Shares | $5.4M | 11K | |
| Texas Instrs Inc Com | TXN | Shares | $5.2M | 27K |
| Eog Resources Inc | EOG | Shares | $5.2M | 36K |
| Global X U.S. Infrastructure Devel | PAVE | Shares | $5.0M | 99K |
| Caterpillar Inc Com | CAT | Shares | $5.0M | 7K |
| Salesforce Inc Com | CRM | Shares | $4.9M | 26K |
| Google Inc | GOOGL | Shares | $4.8M | 17K |
| Intel Corp Com | INTC | Shares | $4.7M | 106K |
| Servicenow Inc Com | NOW | Shares | $4.6M | 44K |
| First Trust Nasdaq Clean Edge Smar | GRID | Shares | $3.5M | 21K |
| Ishares 0-3 Month Treasury Bond Et | SGOV | Shares | $2.4M | 24K |
| Purecycle Technologies Inc Com | PCT | Shares | $1.2M | 227K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $400K | 5K |
| State Street Spdr Bloomberg 1-3 Mo | BIL | Shares | $134K | 1K |
| Ishares 1-3 Year Treasury Bond Etf | SHY | Shares | $133K | 2K |
| Spdr Gold Minishares Trust Of Bene | GLDM | Shares | $127K | 1K |
| Vanguard Long-Term Treasury Etf | VGLT | Shares | $11K | 197 |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $11K | 168 |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $10K | 113 |
| Ishares U.S. Treasury Bond Etf | GOVT | Shares | $9K | 412 |
| Vanguard Extended Duration Treasur | EDV | Shares | $9K | 138 |
| Tjx Cos Inc New Com | TJX | Shares | $7K | 42 |
| State Street Health Care Select Se | XLV | Shares | $6K | 42 |
| Imgp Dbi Managed Futures Strategy | DBMF | Shares | $5K | 173 |
| Amazon.Com Inc | AMZN | Shares | $5K | 25 |
| Walmart Inc Com | WMT | Shares | $5K | 37 |
| Paccar Inc Com | PCAR | Shares | $4K | 36 |
| Oreilly Automotive Inc Com | ORLY | Shares | $4K | 45 |
| Mastercard Inc | MA | Shares | $4K | 8 |
| Simplify Us Equity Plus Managed Fu | CTAP | Shares | $4K | 149 |
| Newmont Corp Com | NEM | Shares | $4K | 36 |
| Vulcan Matls Co Com | VMC | Shares | $4K | 14 |
| Apple Inc | AAPL | Shares | $4K | 15 |
| Lowes Cos Inc Com | LOW | Shares | $4K | 15 |
| Ishares Gold Trust Micro Etf Of Be | IAUM | Shares | $2K | 48 |
| Vaneck Junior Gold Miners Etf | GDXJ | Shares | $2K | 18 |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $2K | 30 |
| Ishares Core Msci International De | IDEV | Shares | $2K | 25 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.