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Deane Retirement Strategies, Inc.

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13F filer, CIK 1659346, NEW ORLEANS, LA

Deane Retirement Strategies, Inc. reported $236,204,453 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 49.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001659346-26-000004

Period
2026-06-30
Reported value
$236M
Holdings
52
Top 10 weight
49.96%
New
21
Sold out
26

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+47,958$6.56M
CVXnew+39,525$6.56M
AMZNadded+26,618$6.35M
VTIPadded+112,884$5.67M
JNJnew+22,015$5.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TIPreduced-213,880-$23.4M
XOPexited-79,861-$14.5M
SHexited-342,365-$13M
PSQexited-295,660-$9.52M
ITAexited-33,876-$7.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001659346-26-000004, largest first. % of portfolio is the value over $236,204,453, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 256,023 shares; 2025Q1: 264,132 shares; 2025Q2: 385,767 shares; 2025Q3: 382,264 shares; 2025Q4: 382,212 shares; 2026Q1: 383,074 shares; 2026Q2: 495,958 shares 495,958$24.9M10.55%+112,884Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,498 shares; 2025Q3: 167,996 shares; 2025Q4: 96 shares; 2026Q1: 198,076 shares; 2026Q2: 190,880 shares 190,880$19.5M8.26%-7,196Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 640 shares; 2025Q2: 195,651 shares; 2025Q3: 193,766 shares; 2025Q4: 194,542 shares; 2026Q1: 399,338 shares; 2026Q2: 597,723 shares 597,723$15.5M6.56%+198,385Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 229 shares; 2025Q2: 225,249 shares; 2025Q3: 222,804 shares; 2025Q4: 223,200 shares; 2026Q1: 222,333 shares; 2026Q2: 218,676 shares 218,676$12.7M5.39%-3,657Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,050 shares; 2025Q1: 99,722 shares; 2025Q2: 67,180 shares; 2025Q3: 76,747 shares; 2025Q4: 78,897 shares; 2026Q1: 90,528 shares; 2026Q2: 123,603 shares 123,603$9.33M3.95%+33,075Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,234 shares; 2025Q1: 19,777 shares; 2025Q2: 13,444 shares; 2025Q3: 19,973 shares; 2025Q4: 20,210 shares; 2026Q1: 20,759 shares; 2026Q2: 24,163 shares 24,163$8.9M3.77%+3,404Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,804 shares; 2025Q1: 29,005 shares; 2025Q2: 29,512 shares; 2025Q3: 29,197 shares; 2025Q4: 16,680 shares; 2026Q1: 16,636 shares; 2026Q2: 20,402 shares 20,402$7.29M3.09%+3,766Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,802 shares; 2026Q2: 62,022 shares 62,022$6.71M2.84%+13,220Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,958 shares 47,958$6.56M2.78%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,513 shares; 2025Q1: 21,960 shares; 2025Q2: 26,040 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: not reported; 2026Q2: 39,525 shares 39,525$6.56M2.78%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,736 shares; 2025Q1: 24,649 shares; 2025Q2: 25,044 shares; 2025Q3: 24,816 shares; 2025Q4: 31,323 shares; 2026Q1: 25 shares; 2026Q2: 26,643 shares 26,643$6.35M2.69%+26,618Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,216 shares; 2026Q2: 21,657 shares 21,657$5.64M2.39%-559Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,224 shares; 2025Q1: 1,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,716 shares; 2026Q1: 10,965 shares; 2026Q2: 10,808 shares 10,808$5.61M2.37%-157Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,015 shares 22,015$5.59M2.37%newTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126,932 shares; 2025Q1: 130,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,169 shares; 2026Q1: 147,075 shares; 2026Q2: 200,666 shares 200,666$5.49M2.33%+53,591Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,716 shares 15,716$5.39M2.28%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,019 shares 19,019$5.17M2.19%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,240 shares 35,240$5.17M2.19%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,734 shares 6,734$5.09M2.15%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,890 shares; 2025Q4: not reported; 2026Q1: 44,308 shares; 2026Q2: 48,758 shares 48,758$4.84M2.05%+4,450Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,518 shares; 2025Q4: 26,266 shares; 2026Q1: 26,075 shares; 2026Q2: 30,620 shares 30,620$4.8M2.03%+4,545Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,298 shares 12,298$4.8M2.03%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,078 shares; 2025Q4: 20,602 shares; 2026Q1: 27,712 shares; 2026Q2: 23,361 shares 23,361$4.79M2.03%-4,351Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,580 shares 82,580$4.78M2.03%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,790 shares 12,790$4.77M2.02%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,590 shares 12,590$4.76M2.01%newTimeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,631 shares; 2026Q2: 34,982 shares 34,982$4.54M1.92%-649Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,516 shares 11,516$3.93M1.66%newTimeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,335 shares 16,335$3.76M1.59%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,272 shares 34,272$2.83M1.2%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,498 shares; 2025Q3: 14,269 shares; 2025Q4: 7,123 shares; 2026Q1: 7,078 shares; 2026Q2: 2,637 shares 2,637$2.8M1.19%-4,441Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,983 shares; 2025Q1: 11,229 shares; 2025Q2: 11,316 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,075 shares 8,075$2.73M1.16%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,790 shares; 2025Q1: 10,151 shares; 2025Q2: 10,346 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,280 shares 8,280$2.71M1.15%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,645 shares; 2025Q1: 16,107 shares; 2025Q2: 27,179 shares; 2025Q3: 26,832 shares; 2025Q4: 26,931 shares; 2026Q1: 26,793 shares; 2026Q2: 8,713 shares 8,713$2.59M1.1%-18,080Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,245 shares 31,245$2.25M0.95%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,015 shares; 2025Q1: 34,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,051 shares 116,051$2.1M0.89%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,136 shares; 2025Q1: 3,431 shares; 2025Q2: 3,440 shares; 2025Q3: 4,103 shares; 2025Q4: 3,812 shares; 2026Q1: not reported; 2026Q2: 28,948 shares 28,948$2.07M0.88%newTimeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,794 shares; 2025Q1: 71,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,378 shares; 2026Q2: 225,634 shares 225,634$1.83M0.77%-1,744Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,148 shares; 2025Q1: 11,703 shares; 2025Q2: 11,629 shares; 2025Q3: 11,793 shares; 2025Q4: 11,669 shares; 2026Q1: 5,224 shares; 2026Q2: 4,723 shares 4,723$415K0.18%-501Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,356 shares; 2025Q1: 46,065 shares; 2025Q2: 143,694 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,647 shares; 2026Q2: 1,717 shares 1,717$173K0.07%-21,930Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 120 shares; 2025Q4: 138 shares; 2026Q1: not reported; 2026Q2: 561 shares 561$119K0.05%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 164 shares; 2025Q2: 148 shares; 2025Q3: 335 shares; 2025Q4: 330 shares; 2026Q1: 1,367 shares; 2026Q2: 1,309 shares 1,309$104K0.04%-58Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 4,343 shares; 2025Q2: 2,911 shares; 2025Q3: 5,168 shares; 2025Q4: 662 shares; 2026Q1: 1,464 shares; 2026Q2: 675 shares 675$61.9K0.03%-789Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,535 shares; 2025Q2: 1,538 shares; 2025Q3: 1,594 shares; 2025Q4: 1,611 shares; 2026Q1: 1,612 shares; 2026Q2: 751 shares 751$61.7K0.03%-861Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 214,432 shares; 2026Q2: 552 shares 552$60.4K0.03%-213,880Timeline
SDMFSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176$4.51K<0.01%newTimeline
CTAPSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 149 shares 149$3.94K<0.01%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,993 shares; 2025Q1: 31,694 shares; 2025Q2: 32,144 shares; 2025Q3: 31,892 shares; 2025Q4: 31,995 shares; 2026Q1: 42 shares; 2026Q2: 16 shares 16$2.42K<0.01%-26Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 343 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 30 shares; 2026Q2: 27 shares 27$2.24K<0.01%-3Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 344 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25$2.23K<0.01%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,623 shares; 2025Q1: 2,754 shares; 2025Q2: 2,072 shares; 2025Q3: 2,442 shares; 2025Q4: 3,509 shares; 2026Q1: 48 shares; 2026Q2: 51 shares 51$2.04K<0.01%+3Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129,433 shares; 2025Q1: 131,735 shares; 2025Q2: 69,195 shares; 2025Q3: 68,540 shares; 2025Q4: 40,500 shares; 2026Q1: 36 shares; 2026Q2: 4 shares 4$374<0.01%-32Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOPSPDR SERIES TRUST79,861$14.5Mshares
SHPROSHARES TR342,365$13Mshares
PSQPROSHARES TR295,660$9.52Mshares
ITAISHARES TR33,876$7.4Mshares
LMTLOCKHEED MARTIN CORP9,785$5.91Mshares
HIIHUNTINGTON INGALLS INDS INC15,488$5.88Mshares
XOMEXXON MOBIL CORP32,885$5.58Mshares
OIHVANECK ETF TRUST13,475$5.45Mshares
PAVEGLOBAL X FDS99,448$5.05Mshares
INTCINTEL CORP106,157$4.67Mshares
GRIDFIRST TR EXCHANGE-TRADED FD21,203$3.46Mshares
VGLTVANGUARD SCOTTSDALE FDS197$10.9Kshares
VEAVANGUARD TAX-MANAGED FDS168$10.8Kshares
IEFAISHARES TR113$10.2Kshares
GOVTISHARES TR412$9.44Kshares
EDVVANGUARD WORLD FD138$8.96Kshares
XLVSELECT SECTOR SPDR TR42$6.16Kshares
DBMFIM GLOBAL PARTNER FUNDS173$5.22Kshares
WMTWALMART INC37$4.6Kshares
PCARPACCAR INC36$4.16Kshares
ORLYOREILLY AUTOMOTIVE INC45$4.15Kshares
MAMASTERCARD INCORPORATED8$4Kshares
VMCVULCAN MATLS CO14$3.81Kshares
AAPLAPPLE INC15$3.81Kshares
LOWLOWES COS INC15$3.54Kshares
GDXJVANECK ETF TRUST18$2.16Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001659346-26-000004 base2026-07-09acceptance time not in the bulk data set