Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $231 Million
  • Q3 2025

Deane Retirement Strategies, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $231 Million distributed in 70 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 $19.4M, Ishares Barclays 0 5 Year Tips with a value of $17.4M, Vanguard Ftse Developed Market with a value of $12.4M, Pacer Fds Tr Trendpilot Us Lar with a value of $12.2M, and Ishares Tr with a value of $11.5M.

Examining the 13F form we can see an increase of $9.15M in the current position value, from $222M to 231M.

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

Portfolio value $231 Million
ETFs: $130 Million
Technology: $24.5 Million
Consumer Cyclical: $16.3 Million
Communication Services: $12.1 Million
Industrials: $11.7 Million
Basic Materials: $11.2 Million
Financial Services: $10.9 Million
Consumer Defensive: $8.87 Million
Other: $4.84 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.4 Million 8.39% of portfolio
382,264
Q3 2025 Reduced 0.91%
$0
$17.4 Million 7.53% of portfolio
167,996
Q3 2025 Added 39.42%
$0
$12.4 Million 5.37% of portfolio
206,806
Q3 2025 Reduced 1.29%
$0
$12.2 Million 5.29% of portfolio
222,804
Q3 2025 Reduced 1.09%
$0
$11.5 Million 4.98% of portfolio
131,608
Q3 2025 Reduced 1.42%
$0
$10.9 Million 4.74% of portfolio
185,967
Q3 2025 Reduced 1.18%
$0
$9.25 Million 4.01% of portfolio
194,181
Q3 2025 New
$134B
$7.1 Million 3.08% of portfolio
19,973
Q3 2025 Added 48.56%
$0
$5.89 Million 2.55% of portfolio
215,508
Q3 2025 Reduced 0.98%
$67.3B
$5.58 Million 2.42% of portfolio
76,747
Q3 2025 Added 14.24%
$0
$5.42 Million 2.35% of portfolio
193,766
Q3 2025 Reduced 0.96%
$0
$4.29 Million 1.86% of portfolio
43,292
Q3 2025 Reduced 0.87%
$0
$3.4 Million 1.47% of portfolio
52,121
Q3 2025 New
$0
$3.18 Million 1.38% of portfolio
26,794
Q3 2025 New
$0
$923,000 0.4% of portfolio
11,793
Q3 2025 Added 1.41%
$0
$474,000 0.21% of portfolio
5,168
Q3 2025 Added 77.53%
$0
$128,000 0.06% of portfolio
5,577
Q3 2025 Added 0.23%
$0
$133,000 0.06% of portfolio
864
Q3 2025 New
$0
$117,000 0.05% of portfolio
192
Q2 2025 Added 84.62%
$2.53B
$94,000 0.04% of portfolio
2,442
Q3 2025 Added 17.86%
$0
$68,000 0.03% of portfolio
285
Q3 2025 New
$0
$67,000 0.03% of portfolio
591
Q3 2025 New
$0
$21,000 0.01% of portfolio
272
Q1 2025 Added 53.67%
$12.2B
$25,000 0.01% of portfolio
335
Q3 2025 Added 126.35%
$0
$23,000 0.01% of portfolio
50
Q4 2019 Reduced 58.33%
$0
$22,000 0.01% of portfolio
328
Q2 2025 New
$0
$22,000 0.01% of portfolio
120
Q3 2025 Added 15.38%
$0
$11,000 0.0% of portfolio
201
Q3 2025 New
$0
$10,000 0.0% of portfolio
337
Q3 2025 Reduced 25.44%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $231 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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