Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $233 Million
  • Q4 2025

Deane Retirement Strategies, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $233 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $19.1M, Vanguard Long Term Treasury Et with a value of $12.7M, Vanguard Ftse Developed Market with a value of $12.6M, Ishares U.S. Treasury Bond ETF with a value of $12.6M, and Pacer Fds Tr Trendpilot Us Lar with a value of $12.3M.

Examining the 13F form we can see an increase of $1.93M in the current position value, from $231M to 233M.

Below you can find more details about Deane Retirement Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
ETFs: $135 Million
Technology: $24 Million
Consumer Cyclical: $22.1 Million
Industrials: $17.8 Million
Basic Materials: $13 Million
Financial Services: $5.93 Million
Communication Services: $5.12 Million
Energy: $5.02 Million
Other: $4.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Million 8.22% of portfolio
382,212
Q4 2025 Reduced 0.01%
$0
$12.7 Million 5.45% of portfolio
223,976
Q4 2025 New
$0
$12.6 Million 5.44% of portfolio
206,269
Q4 2025 Reduced 0.26%
$0
$12.6 Million 5.42% of portfolio
545,907
Q4 2025 Added 9,688.54%
$0
$12.3 Million 5.3% of portfolio
223,200
Q4 2025 Added 0.18%
$0
$11.7 Million 5.03% of portfolio
131,809
Q4 2025 Added 0.15%
$0
$11.7 Million 5.01% of portfolio
172,424
Q4 2025 New
$0
$7.96 Million 3.42% of portfolio
52,459
Q4 2025 New
$130B
$7.6 Million 3.27% of portfolio
20,210
Q4 2025 Added 1.19%
$0
$6.15 Million 2.64% of portfolio
216,508
Q4 2025 Added 0.46%
$65.3B
$6.07 Million 2.61% of portfolio
78,897
Q4 2025 Added 2.8%
$0
$5.31 Million 2.28% of portfolio
194,542
Q4 2025 Added 0.4%
$0
$5.02 Million 2.16% of portfolio
37,469
Q4 2025 New
$0
$2.25 Million 0.97% of portfolio
23,081
Q4 2025 Reduced 46.69%
$0
$922,000 0.4% of portfolio
11,669
Q4 2025 Reduced 1.05%
$0
$133,000 0.06% of portfolio
1,611
Q4 2025 Added 1.07%
$2.46B
$142,000 0.06% of portfolio
3,509
Q4 2025 Added 43.69%
$0
$98,000 0.04% of portfolio
919
Q4 2025 Added 55.5%
$0
$60,000 0.03% of portfolio
662
Q4 2025 Reduced 87.19%
$0
$27,000 0.01% of portfolio
344
Q4 2025 Added 26.47%
$0
$12,000 0.01% of portfolio
279
Q4 2025 New
$0
$25,000 0.01% of portfolio
426
Q4 2025 Reduced 99.77%
$0
$12,000 0.01% of portfolio
226
Q4 2025 Added 12.44%
$0
$23,000 0.01% of portfolio
430
Q4 2025 New
$0
$25,000 0.01% of portfolio
138
Q4 2025 Added 15.0%
$11.9B
$26,000 0.01% of portfolio
330
Q4 2025 Reduced 1.49%
$0
$23,000 0.01% of portfolio
50
Q4 2019 Reduced 58.33%
$0
$9,000 0.0% of portfolio
96
Q4 2025 Reduced 99.94%
$0
$8,000 0.0% of portfolio
326
Q4 2025 New
$0
$0 0.0% of portfolio
1
Q4 2025 Reduced 100.0%
$0
$8,000 0.0% of portfolio
77
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $233 Million
  • Prior Value $231 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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