Deane Retirement Strategies, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Deane Retirement Strategies, Inc. reported 71 stock positions worth $209.8 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 10.6% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 7.2%) and Vanguard Short-Term Tips (VTIP, 6.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 7, added to 38 and reduced 13. The biggest buy was a new position in Vanguard Extended Dur Treas (EDV) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0001659346
- Portfolio Value
- $209.8M (Q1 2025)
- SEC Filing
- 0001659346-25-000003 ↗ filed Apr 14, 2025
Holdings Value
Holdings 71 stocks · $209.8M
| TLT iShares 20+ Year Treasury BD | 10.59% | 244,245 | $22.2M | Add +3.0% |
| IEF iShares 7-10 Year Treasury B | 7.17% | 157,879 | $15.1M | Add +55.4% |
| VTIP Vanguard Short-Term Tips | 6.28% | 264,132 | $13.2M | Add +3.2% |
| EDV Vanguard Extended Dur Treas | 6.04% | 178,253 | $12.7M | New |
| VEU Vanguard Ftse All-World Ex-U | 5.35% | 184,958 | $11.2M | New |
| VGSH Vanguard Short-Term Treasury | 5.16% | 184,433 | $10.8M | Add +2.9% |
| VONV Vanguard Russell 1000 Value | 4.88% | 124,102 | $10.2M | Add +5.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.73% | 131,256 | $9.9M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 4.19% | 111,481 | $8.8M | New |
| NEM Newmont Corp. | 3.03% | 131,735 | $6.4M | Add +1.8% |
| IAU iShares Gold Trust | 2.80% | 99,722 | $5.9M | Add +2.8% |
| GLD SPDR Gold Shares | 2.71% | 19,777 | $5.7M | Add +2.8% |
| ORLY O'reilly Automotive Inc. | 2.53% | 3,715 | $5.3M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.29% | 9,023 | $4.8M | Add +2.9% |
| XOM Exxon Mobil Corp. | 2.26% | 39,930 | $4.7M | Add +5.2% |
| AMZN Amazon.com Inc. | 2.24% | 24,649 | $4.7M | Add +56.6% |
| SGOV iShares 0-3 Month Treasury B | 2.21% | 46,065 | $4.6M | Reduce -51.7% |
| DOW Dow Inc. | 2.17% | 130,270 | $4.5M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 2.14% | 29,005 | $4.5M | Add +62.9% |
| VMC Vulcan Materials Co. | 1.97% | 17,674 | $4.1M | Add +2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.84% | 31,694 | $3.9M | Add +2.3% |
| CVX Chevron Corp. | 1.75% | 21,960 | $3.7M | Add +2.1% |
| NFLX Netflix Inc. | 1.52% | 3,431 | $3.2M | Reduce -33.2% |
| USB US Bancorp | 1.45% | 72,169 | $3.0M | Add +2.0% |
| AXP American Express Co. | 1.44% | 11,229 | $3.0M | Add +2.2% |
| CMCSA Comcast Corp. Class A | 1.41% | 79,974 | $3.0M | Add +4.0% |
| MA Mastercard Inc. Class A | 1.39% | 5,326 | $2.9M | Add +2.0% |
| TXN Texas Instruments Inc. | 1.38% | 16,107 | $2.9M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 1.19% | 10,151 | $2.5M | Add +3.7% |
| GDXJ Vaneck Junior Gold Miners | 1.17% | 43,023 | $2.5M | New |
| WMT Walmart Inc. | 1.11% | 26,578 | $2.3M | Add +1.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.90% | 34,523 | $1.9M | Add +4.6% |
| IBIT iShares Bitcoin Trust ETF | 0.48% | 21,720 | $1.0M | Add +19826.6% |
| LIN Linde PLC | 0.40% | 1,822 | $848K | Reduce -18.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.37% | 11,703 | $770K | Reduce -11.0% |
| SRTA Strata Critical Medical Inc. filed as BLADE AIR MOBILITY INC | 0.33% | 256,237 | $700K | Add +2.5% |
| PCT Purecycle Technologies Inc. | 0.23% | 71,119 | $492K | Add +4.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 4,343 | $398K | Add +539.6% |
| AAPL Apple Inc. | 0.18% | 1,704 | $379K | No change |
| RJF Raymond James Financial Inc. | 0.10% | 1,507 | $209K | No change |
| GOVT iShares US Treasury Bond ETF | 0.06% | 5,546 | $127K | Reduce -4.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 1,535 | $127K | Reduce -6.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 451 | $93K | No change |
| IAUM iShares Gold Trust Micro | 0.04% | 2,754 | $86K | Add +5.0% |
| VOO Vanguard S&P 500 ETF | 0.03% | 104 | $53K | Reduce -40.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 536 | $53K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 304 | $52K | No change |
| AMGN Amgen Inc. | 0.01% | 100 | $31K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 50 | $21K | No change |
| SBUX Starbucks Corp. | 0.01% | 206 | $20K | No change |
| CTA Simplify Managed Futures St | 0.01% | 640 | $19K | Add +53.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 272 | $19K | Add +53.7% |
| IEMG iShares Core MSCI Emerging | 0.01% | 343 | $19K | New |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.01% | 696 | $18K | Add +71.4% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 174 | $16K | Reduce -99.8% |
| ISRG Intuitive Surgical Inc. | 0.01% | 31 | $15K | Reduce -99.7% |
| ANET Arista Networks Inc. | 0.01% | 169 | $13K | Reduce -99.4% |
| VAL Valaris Ltd. | 0.01% | 322 | $13K | Reduce -99.3% |
| TACK Fairlead Tactical Sector ETF | 0.01% | 457 | $12K | Add +60.9% |
| PTLC Pacer Trendpilot US Large Ca | 0.01% | 229 | $12K | Add +56.9% |
| GLDM SPDR Gold Minishares Trust | 0.00% | 164 | $10K | Add +53.3% |
| NET Cloudflare Inc. Class A | 0.00% | 85 | $10K | Reduce -99.6% |
| IVAL Alpha Archi Intl QT Vlu ETF | 0.00% | 368 | $9K | Add +54.0% |
| QVAL Alpha Arch US QNT Value ETF | 0.00% | 194 | $8K | Add +50.4% |
| NKE Nike Inc. Class B | 0.00% | 100 | $6K | Reduce -99.6% |
| GM General Motors Co. | 0.00% | 100 | $5K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 50 | $5K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 14 | $3K | No change |
| LAES Sealsq Corp. | 0.00% | 650 | $2K | New |
| GEV GE Vernova Inc. | 0.00% | 2 | $611 | No change |
| GEHC GE Healthcare Technology | 0.00% | 4 | $323 | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VONG Vanguard Russell 1000 Growth | Reduce -99.8% | 0.01% | −5.39 |
| ISRG Intuitive Surgical Inc. | Reduce -99.7% | 0.01% | −2.63 |
| SGOV iShares 0-3 Month Treasury B | Reduce -51.7% | 2.21% | −2.60 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −2.12 |
| HON Honeywell International Inc. | Sold out | 0.00% | −2.01 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.82 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.72 |
| ANET Arista Networks Inc. | Reduce -99.4% | 0.01% | −1.49 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.36 |
| NET Cloudflare Inc. Class A | Reduce -99.6% | 0.00% | −1.27 |
| NKE Nike Inc. Class B | Reduce -99.6% | 0.00% | −0.96 |
| VAL Valaris Ltd. | Reduce -99.3% | 0.01% | −0.95 |
| NFLX Netflix Inc. | Reduce -33.2% | 1.52% | −0.78 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -11.0% | 0.37% | −0.09 |
| LIN Linde PLC | Reduce -18.1% | 0.40% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -40.9% | 0.03% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.9% | 0.06% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.0% | 0.06% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| EDV Vanguard Extended Dur Treas | New | 6.04% | +6.04 |
| VEU Vanguard Ftse All-World Ex-U | New | 5.35% | +5.35 |
| IEFA iShares Core MSCI Eafe ETF | New | 4.73% | +4.73 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 4.19% | +4.19 |
| IEF iShares 7-10 Year Treasury B | Add +55.4% | 7.17% | +2.45 |
| GDXJ Vaneck Junior Gold Miners | New | 1.17% | +1.17 |
| NEM Newmont Corp. | Add +1.8% | 3.03% | +0.61 |
| AMZN Amazon.com Inc. | Add +56.6% | 2.24% | +0.50 |
| IBIT iShares Bitcoin Trust ETF | Add +19826.6% | 0.48% | +0.48 |
| GOOGL Alphabet Inc. Class A | Add +62.9% | 2.14% | +0.44 |
| IAU iShares Gold Trust | Add +2.8% | 2.80% | +0.38 |
| GLD SPDR Gold Shares | Add +2.8% | 2.71% | +0.37 |
| ORLY O'reilly Automotive Inc. | Add +0.6% | 2.53% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 2.29% | +0.29 |
| XOM Exxon Mobil Corp. | Add +5.2% | 2.26% | +0.21 |
| CVX Chevron Corp. | Add +2.1% | 1.75% | +0.18 |
| TLT iShares 20+ Year Treasury BD | Add +3.0% | 10.59% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +539.6% | 0.19% | +0.16 |
| VONV Vanguard Russell 1000 Value | Add +5.1% | 4.88% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +3.2% | 6.28% | +0.05 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.0% | 1.39% | +0.01 |
| IAUM iShares Gold Trust Micro | Add +5.0% | 0.04% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 1.19% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +53.7% | 0.01% | +0.00 |
| CTA Simplify Managed Futures St | Add +53.9% | 0.01% | +0.00 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +71.4% | 0.01% | +0.00 |
| TACK Fairlead Tactical Sector ETF | Add +60.9% | 0.01% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Add +53.3% | 0.00% | +0.00 |
| PTLC Pacer Trendpilot US Large Ca | Add +56.9% | 0.01% | +0.00 |
| IVAL Alpha Archi Intl QT Vlu ETF | Add +54.0% | 0.00% | +0.00 |
| QVAL Alpha Arch US QNT Value ETF | Add +50.4% | 0.00% | +0.00 |
| LAES Sealsq Corp. | New | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +4.0% | 1.41% | −0.05 |
| TJX TJX Companies Inc. | Add +2.3% | 1.84% | −0.05 |
| WMT Walmart Inc. | Add +1.4% | 1.11% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Add +2.9% | 5.16% | −0.09 |
| TXN Texas Instruments Inc. | Add +3.0% | 1.38% | −0.10 |
| PCT Purecycle Technologies Inc. | Add +4.9% | 0.23% | −0.11 |
| SRTA Strata Critical Medical Inc. | Add +2.5% | 0.33% | −0.20 |
| AXP American Express Co. | Add +2.2% | 1.44% | −0.20 |
| USB US Bancorp | Add +2.0% | 1.45% | −0.25 |
| VMC Vulcan Materials Co. | Add +2.2% | 1.97% | −0.27 |
| DOW Dow Inc. | Add +2.6% | 2.17% | −0.40 |
| TTD Trade Desk Inc./the Class A | Add +4.6% | 0.90% | −1.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $236.2M | VTIP, STIP, CTA, PTLC, IAU |
| Q1 2026 | 57 | $248.6M | TIP, STIP, VTIP, XOP, SH |
| Q4 2025 | 71 | $241.7M | VTIP, VEA, GOVT, VGLT, PTLC |
| Q3 2025 | 70 | $232.5M | VTIP, STIP, VEA, PTLC, IEFA |
| Q2 2025 | 63 | $223.2M | VTIP, SGOV, STIP, VEA, PTLC |
| Q1 2025 | 71 | $209.8M | TLT, IEF, VTIP, EDV, VEU |
| Q4 2024 | 71 | $198.8M | TLT, VTIP, VONG, VGSH, VONV |
| Q3 2024 | 73 | $205.1M | SPTS, VGSH, VTIP, SGOV, VEU |
| Q2 2024 | 77 | $194.9M | BIL, SGOV, VTIP, USHY, AMZN |
| Q1 2024 | 73 | $196.9M | BIL, VTIP, USHY, VLUE, SGOV |