Deane Retirement Strategies, Inc. ETF holdings
New Orleans, LA
Reported $91.9M in 18 ETFs in its Form 13F for June 30, 2026.
ETF value
$91.9M
ETFs held
18
Change from prior quarter
-44.5%
With price moves
ETFs as a share of its 13F
38.9%
of $236.2M
Top 10 of 18 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $24.9M | 495,958 | +112,884 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $19.5M | 190,880 | −7,196 shares |
| CTA | Simplify Managed Futures Strategy ETF | $15.5M | 597,723 | +198,385 shares |
| PTLC | Pacer Trendpilot US Large Cap ETF | $12.7M | 218,676 | −3,657 shares |
| IAU | iShares Gold Trust | $9.3M | 123,603 | +33,075 shares |
| GLD | SPDR Gold Shares | $8.9M | 24,163 | +3,404 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $415K | 4,723 | −501 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $173K | 1,717 | −21,930 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $119K | 561 | New position |
| GLDM | SPDR Gold MiniShares | $104K | 1,309 | −58 shares |
8 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001659346. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Deane Retirement Strategies, Inc. own?
Deane Retirement Strategies, Inc. reported 18 ETF positions worth $91.9M in its Form 13F for June 30, 2026. The largest was VTIP, at $24.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.