Filed: 7/9/2026ACC: 0001659346-26-000004
📋 What this filing means
DEANE RETIREMENT STRATEGIES, INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $236.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$236.20M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
STOCK$144.30M61.1%
ETF$91.90M38.9%
Portfolio Concentration
Top 3$59.92M25.4%
4–10$58.08M24.6%
11–25$78.29M33.1%
Rest$39.91M16.9%
Top 3 weight
25.4%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares495.96K
TypeSH
Market value$24.91M
10.55%
Sole
0.00
Shared
0.00
None
495.96K
ISHARES 0-5 YEAR TIPS BOND ETF
SOLEShares190.88K
TypeSH
Market value$19.50M
8.26%
Sole
0.00
Shared
0.00
None
190.88K
SIMPLIFY MANAGED FUTURES STRATEGY ETF
SOLEShares597.72K
TypeSH
Market value$15.51M
6.56%
Sole
0.00
Shared
0.00
None
597.72K
PACER TRENDPILOT US LARGE CAP ETF
SOLEShares218.68K
TypeSH
Market value$12.74M
5.39%
Sole
0.00
Shared
0.00
None
218.68K
ISHARES GOLD TRUST
SOLEShares123.60K
TypeSH
Market value$9.33M
3.95%
Sole
0.00
Shared
0.00
None
123.60K
SPDR GOLD SHARES
SOLEShares24.16K
TypeSH
Market value$8.90M
3.77%
Sole
0.00
Shared
0.00
None
24.16K
GOOGLE INC
SOLEShares20.40K
TypeSH
Market value$7.29M
3.09%
Sole
0.00
Shared
0.00
None
20.40K
CF INDUSTRIES HOLD COM
SOLEShares62.02K
TypeSH
Market value$6.71M
2.84%
Sole
0.00
Shared
0.00
None
62.02K
EXXONMOBIL HOLDINGS CORP COM SHS
SOLEShares47.96K
TypeSH
Market value$6.56M
2.78%
Sole
0.00
Shared
0.00
None
47.96K
CHEVRON CORPORATION COM
SOLEShares39.52K
TypeSH
Market value$6.56M
2.78%
Sole
0.00
Shared
0.00
None
39.52K
AMAZON.COM INC
SOLEShares26.64K
TypeSH
Market value$6.35M
2.69%
Sole
0.00
Shared
0.00
None
26.64K
VALERO ENERGY CORP
SOLEShares21.66K
TypeSH
Market value$5.64M
2.39%
Sole
0.00
Shared
0.00
None
21.66K
LINDE PLC SHS
SOLEShares10.81K
TypeSH
Market value$5.61M
2.37%
Sole
0.00
Shared
0.00
None
10.81K
JOHNSON & JOHNSON COM
SOLEShares22.02K
TypeSH
Market value$5.59M
2.37%
Sole
0.00
Shared
0.00
None
22.02K
DOW HLDGS INC COM
SOLEShares200.67K
TypeSH
Market value$5.49M
2.33%
Sole
0.00
Shared
0.00
None
200.67K
VISA INC
SOLEShares15.72K
TypeSH
Market value$5.39M
2.28%
Sole
0.00
Shared
0.00
None
15.72K
UNION PAC CORP COM
SOLEShares19.02K
TypeSH
Market value$5.17M
2.19%
Sole
0.00
Shared
0.00
None
19.02K
PROCTER & GAMBLE CO COM
SOLEShares35.24K
TypeSH
Market value$5.17M
2.19%
Sole
0.00
Shared
0.00
None
35.24K
MCKESSON CORP COM
SOLEShares6.73K
TypeSH
Market value$5.09M
2.15%
Sole
0.00
Shared
0.00
None
6.73K
SERVICENOW INC COM
SOLEShares48.76K
TypeSH
Market value$4.84M
2.05%
Sole
0.00
Shared
0.00
None
48.76K
SALESFORCE INC COM
SOLEShares30.62K
TypeSH
Market value$4.80M
2.03%
Sole
0.00
Shared
0.00
None
30.62K
HCA HEALTHCARE INC COM
SOLEShares12.30K
TypeSH
Market value$4.80M
2.03%
Sole
0.00
Shared
0.00
None
12.30K
ADOBE SYS INC
SOLEShares23.36K
TypeSH
Market value$4.79M
2.03%
Sole
0.00
Shared
0.00
None
23.36K
MONDELEZ INTL INC CL A
SOLEShares82.58K
TypeSH
Market value$4.78M
2.03%
Sole
0.00
Shared
0.00
None
82.58K
MICROSOFT
SOLEShares12.79K
TypeSH
Market value$4.77M
2.02%
Sole
0.00
Shared
0.00
None
12.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 495.96K | SH | $24.91M 10.55% | 0.00 | 0.00 | 495.96K |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 190.88K | SH | $19.50M 8.26% | 0.00 | 0.00 | 190.88K |
SIMPLIFY MANAGED FUTURES STRATEGY ETFSOLE | ETF | 597.72K | SH | $15.51M 6.56% | 0.00 | 0.00 | 597.72K |
PACER TRENDPILOT US LARGE CAP ETFSOLE | ETF | 218.68K | SH | $12.74M 5.39% | 0.00 | 0.00 | 218.68K |
ISHARES GOLD TRUSTSOLE | ETF | 123.60K | SH | $9.33M 3.95% | 0.00 | 0.00 | 123.60K |
SPDR GOLD SHARESSOLE | ETF | 24.16K | SH | $8.90M 3.77% | 0.00 | 0.00 | 24.16K |
GOOGLE INCSOLE | Stock | 20.40K | SH | $7.29M 3.09% | 0.00 | 0.00 | 20.40K |
CF INDUSTRIES HOLD COMSOLE | Stock | 62.02K | SH | $6.71M 2.84% | 0.00 | 0.00 | 62.02K |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 47.96K | SH | $6.56M 2.78% | 0.00 | 0.00 | 47.96K |
CHEVRON CORPORATION COMSOLE | Stock | 39.52K | SH | $6.56M 2.78% | 0.00 | 0.00 | 39.52K |
AMAZON.COM INCSOLE | Stock | 26.64K | SH | $6.35M 2.69% | 0.00 | 0.00 | 26.64K |
VALERO ENERGY CORPSOLE | Stock | 21.66K | SH | $5.64M 2.39% | 0.00 | 0.00 | 21.66K |
LINDE PLC SHSSOLE | Stock | 10.81K | SH | $5.61M 2.37% | 0.00 | 0.00 | 10.81K |
JOHNSON & JOHNSON COMSOLE | Stock | 22.02K | SH | $5.59M 2.37% | 0.00 | 0.00 | 22.02K |
DOW HLDGS INC COMSOLE | Stock | 200.67K | SH | $5.49M 2.33% | 0.00 | 0.00 | 200.67K |
VISA INCSOLE | Stock | 15.72K | SH | $5.39M 2.28% | 0.00 | 0.00 | 15.72K |
UNION PAC CORP COMSOLE | Stock | 19.02K | SH | $5.17M 2.19% | 0.00 | 0.00 | 19.02K |
PROCTER & GAMBLE CO COMSOLE | Stock | 35.24K | SH | $5.17M 2.19% | 0.00 | 0.00 | 35.24K |
MCKESSON CORP COMSOLE | Stock | 6.73K | SH | $5.09M 2.15% | 0.00 | 0.00 | 6.73K |
SERVICENOW INC COMSOLE | Stock | 48.76K | SH | $4.84M 2.05% | 0.00 | 0.00 | 48.76K |
SALESFORCE INC COMSOLE | Stock | 30.62K | SH | $4.80M 2.03% | 0.00 | 0.00 | 30.62K |
HCA HEALTHCARE INC COMSOLE | Stock | 12.30K | SH | $4.80M 2.03% | 0.00 | 0.00 | 12.30K |
ADOBE SYS INCSOLE | Stock | 23.36K | SH | $4.79M 2.03% | 0.00 | 0.00 | 23.36K |
MONDELEZ INTL INC CL ASOLE | Stock | 82.58K | SH | $4.78M 2.03% | 0.00 | 0.00 | 82.58K |
MICROSOFTSOLE | Stock | 12.79K | SH | $4.77M 2.02% | 0.00 | 0.00 | 12.79K |
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