Deane Retirement Strategies
Deane Retirement Strategies reported 53 stocks worth $244M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VTIP (9.8%), TLT (5.1%) and GOVT (5.1%). Compared with Q2 2026, the fund opened new positions in TLT, GOVT and DBMF, added to CVX, AMZN and TIP, trimmed VTIP, PTLC and IAU and sold out of CTA, HCA and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTIP Vanguard Shrt Inf Prot | $24.1M | 9.8% | 489K | −7,227 (−1%) | 8 of 8 | |
| 2 |  TLT Ishares TR | $12.4M | 5.1% | 159K | New position | 3 of 8 | |
| 3 |  GOVT Ishares US Treasury Bond | $12.4M | 5.1% | 567K | New position | 7 of 8 | |
| 4 |  PTLC Pacer Trendpilot US Large Cap ETF | $12.1M | 5.0% | 204K | −15K (−7%) | 8 of 8 | |
| 5 |  DBMF Litman Gregory Fds TR | $10.1M | 4.2% | 311K | New position | 7 of 8 | |
| 6 |  IAU Ishares Gold TR | $9.5M | 3.9% | 122K | −1,694 (−1%) | 8 of 8 | |
| 7 |  GLD Spdr Gold TR | $9.1M | 3.7% | 24K | −381 (−2%) | 8 of 8 | |
| 8 |  CVX Chevron Corp New | $8.2M | 3.4% | 40K | +551 (+1%) | 7 of 8 | |
| 9 |  XOM Exxon Mobil Corp | $7.7M | 3.2% | 48K | −423 (−1%) | 2 of 8 | |
| 10 |  GOOGL Alphabet Inc | $7M | 2.9% | 20K | −87 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTA Simplify Exchange Traded Fun | $15.5M | 598K |
 HCA Hca Healthcare Inc | $4.8M | 12K |
 AVGO Broadcom Inc | $4.8M | 13K |
 TTD The Trade Desk Inc | $2.1M | 116K |
 NFLX Netflix Inc | $2.1M | 29K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Deane Retirement Strategies 13F FAQ
What does Deane Retirement Strategies own?
Deane Retirement Strategies reported 53 stocks worth $244M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VTIP (9.8%), TLT (5.1%) and GOVT (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Deane Retirement Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 6 added to, 32 trimmed and 11 sold out. New positions include TLT, GOVT and DBMF. It sold all of CTA, HCA and AVGO.
When will Deane Retirement Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Deane Retirement Strategies's portfolio worth?
The Q3 2026 filing reports $244M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.