13F-HR filed by Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 52 holding rows worth $236,204,453.
- Accession
- 0001659346-26-000004
- Filer
- CIK 1659346
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 52 entries on the cover page, a total value of $236,204,453 stated on the cover page (in dollars after the unit check, H1), rows summing to $236,204,453 with VALUE read as dollars as filed, 13F file number 028-17065. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANGUARD MALVERN FDS | 922020805 | SHS | 495,958 | $24,912,954 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 190,880 | $19,500,647 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 597,723 | $15,505,804 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 218,676 | $12,736,556 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 123,603 | $9,333,350 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 24,163 | $8,901,344 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,402 | $7,288,269 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 62,022 | $6,707,921 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 47,958 | $6,555,648 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 39,525 | $6,555,596 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 26,643 | $6,352,085 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 21,657 | $5,644,965 | dollars as filed | |
| Linde plc | G54950103 | COM | 10,808 | $5,605,559 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 22,015 | $5,594,818 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 200,666 | $5,494,311 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,716 | $5,391,172 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 19,019 | $5,173,656 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 35,240 | $5,169,921 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 6,734 | $5,086,193 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 48,758 | $4,841,935 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 30,620 | $4,798,371 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 12,298 | $4,795,977 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 23,361 | $4,790,689 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 82,580 | $4,783,383 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,790 | $4,770,926 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 12,590 | $4,755,873 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 34,982 | $4,540,993 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 11,516 | $3,925,051 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 16,335 | $3,760,463 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 34,272 | $2,833,329 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,637 | $2,804,843 | dollars as filed | |
| American Express Company | 025816109 | COM | 8,075 | $2,732,155 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 8,280 | $2,710,925 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 8,713 | $2,593,017 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 31,245 | $2,246,864 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 116,051 | $2,100,615 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 28,948 | $2,069,410 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 225,634 | $1,826,006 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,723 | $415,057 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 1,717 | $172,803 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 561 | $119,364 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 1,309 | $103,961 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 675 | $61,857 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 751 | $61,665 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 552 | $60,405 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N210 | DBI CTA MANAGED | 176 | $4,511 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N228 | US EQUI PLUS ETF | 149 | $3,935 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 16 | $2,424 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 27 | $2,237 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 25 | $2,225 | dollars as filed | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 51 | $2,041 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 4 | $374 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001659346-26-000004 | this filing | 2026-07-09 | acceptance time not in the bulk data set |