Deane Retirement Strategies, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Deane Retirement Strategies, Inc. reported 71 stock positions worth $241.7 million. Its top holding was Vanguard Short-Term Tips (VTIP) at 7.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.3%) and iShares US Treasury Bond ETF (GOVT, 5.2%). Compared with Q3 2025, it opened 13 new positions, sold out of 12, added to 23 and reduced 15. The biggest buy was a new position in Vanguard Long-Term Treasury (VGLT) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0001659346
- Portfolio Value
- $241.7M (Q4 2025)
- SEC Filing
- 0001659346-26-000002 ↗ filed Jan 28, 2026
Holdings Value
Holdings 71 stocks · $241.7M
| VTIP Vanguard Short-Term Tips | 7.82% | 382,212 | $18.9M | Reduce -0.0% |
| VEA Vanguard Ftse Developed ETF | 5.33% | 206,269 | $12.9M | Reduce -0.3% |
| GOVT iShares US Treasury Bond ETF | 5.17% | 545,907 | $12.5M | Add +9688.5% |
| VGLT Vanguard Long-Term Treasury | 5.14% | 223,976 | $12.4M | New |
| PTLC Pacer Trendpilot US Large Ca | 5.13% | 223,200 | $12.4M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.88% | 131,809 | $11.8M | Add +0.1% |
| EDV Vanguard Extended Dur Treas | 4.61% | 172,424 | $11.1M | New |
| XLV SS Health Care Select Sector | 3.37% | 52,459 | $8.1M | New |
| GLD SPDR Gold Shares | 3.31% | 20,210 | $8.0M | Add +1.2% |
| AMZN Amazon.com Inc. | 2.99% | 31,323 | $7.2M | Add +26.2% |
| ADBE Adobe Inc. | 2.98% | 20,602 | $7.2M | Add +57.5% |
| CRM Salesforce Inc. | 2.87% | 26,266 | $6.9M | Add +34.6% |
| IAU iShares Gold Trust | 2.65% | 78,897 | $6.4M | Add +2.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.51% | 216,508 | $6.1M | Add +0.5% |
| AAPL Apple Inc. | 2.46% | 21,906 | $6.0M | Add +0.2% |
| MA Mastercard Inc. Class A | 2.43% | 10,284 | $5.9M | Add +0.1% |
| CTA Simplify Managed Futures St | 2.19% | 194,542 | $5.3M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.17% | 16,680 | $5.2M | Reduce -42.9% |
| HII Huntington Ingalls Industrie | 2.17% | 15,494 | $5.2M | New |
| ORLY O'reilly Automotive Inc. | 2.11% | 56,021 | $5.1M | Reduce -0.3% |
| WMT Walmart Inc. | 2.11% | 45,710 | $5.1M | Add +0.3% |
| VMC Vulcan Materials Co. | 2.07% | 17,547 | $5.0M | Reduce -1.1% |
| PCAR Paccar Inc. | 2.06% | 45,828 | $5.0M | New |
| XOM Exxon Mobil Corp. | 2.06% | 41,440 | $5.0M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.03% | 31,995 | $4.9M | Add +0.3% |
| LMT Lockheed Martin Corp. | 1.96% | 9,816 | $4.7M | Add +0.1% |
| XOP SS SPDR S&P Og Exp & Prod | 1.96% | 37,469 | $4.7M | New |
| LOW Lowe's Cos Inc. | 1.94% | 19,491 | $4.7M | New |
| TXN Texas Instruments Inc. | 1.93% | 26,931 | $4.7M | Add +0.4% |
| DOW Dow Inc. | 1.91% | 198,169 | $4.6M | New |
| LIN Linde PLC | 1.88% | 10,716 | $4.5M | New |
| CAT Caterpillar Inc. | 1.69% | 7,123 | $4.1M | Reduce -50.1% |
| NEM Newmont Corp. | 1.67% | 40,500 | $4.0M | Reduce -40.9% |
| GDXJ Vaneck Junior Gold Miners | 1.09% | 23,081 | $2.6M | Reduce -46.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.39% | 11,669 | $936K | Reduce -1.1% |
| NFLX Netflix Inc. | 0.17% | 3,812 | $405K | Reduce -90.7% |
| RJF Raymond James Financial Inc. | 0.17% | 2,509 | $403K | No change |
| IAUM iShares Gold Trust Micro | 0.06% | 3,509 | $151K | Add +43.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 1,611 | $133K | Add +1.1% |
| CVX Chevron Corp. | 0.05% | 853 | $130K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.05% | 451 | $126K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.04% | 96 | $107K | Reduce -99.9% |
| IGV iShares Expanded Tech-Softwa | 0.04% | 919 | $97K | Add +55.5% |
| VGSH Vanguard Short-Term Treasury | 0.04% | 426 | $88K | Reduce -99.8% |
| XLY SS Consumer Disc Select Sect | 0.03% | 570 | $68K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 536 | $61K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 662 | $60K | Reduce -87.2% |
| MRK Merck & Co. Inc. | 0.02% | 415 | $44K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 2,797 | $37K | No change |
| AMGN Amgen Inc. | 0.01% | 100 | $33K | No change |
| IEMG iShares Core MSCI Emerging | 0.01% | 430 | $29K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1 | $29K | Reduce -100.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 344 | $28K | Add +26.5% |
| GLDM SPDR Gold Minishares Trust | 0.01% | 330 | $28K | Reduce -1.5% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 138 | $26K | Add +15.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 50 | $24K | No change |
| DUK Duke Energy Corp. | 0.01% | 197 | $23K | No change |
| T AT&T Inc. | 0.01% | 830 | $21K | No change |
| C Citigroup Inc. | 0.01% | 161 | $19K | No change |
| SBUX Starbucks Corp. | 0.01% | 206 | $17K | No change |
| EPD Enterprise Products Partners | 0.01% | 524 | $17K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 226 | $13K | Add +12.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 279 | $13K | New |
| TIP iShares Tips Bond ETF | 0.00% | 77 | $8K | New |
| SPIP SS SPDR P Tips ETF | 0.00% | 326 | $8K | New |
| GM General Motors Co. | 0.00% | 100 | $8K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 50 | $7K | No change |
| VZ Verizon Communications Inc. | 0.00% | 148 | $6K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 14 | $4K | No change |
| GEV GE Vernova Inc. | 0.00% | 2 | $1K | No change |
| GEHC GE Healthcare Technology | 0.00% | 4 | $328 | No change |
Portfolio Sells Q3 2025 → Q4 2025
| STIP iShares 0-5 Year Tips Bond E | Reduce -99.9% | 0.04% | −7.42 |
| VGSH Vanguard Short-Term Treasury | Reduce -99.8% | 0.04% | −4.67 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −3.98 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.00 |
| NFLX Netflix Inc. | Reduce -90.7% | 0.17% | −1.95 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.94 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −1.79 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −1.46 |
| IJR iShares Core S&P Small-Cap E | Reduce -100.0% | 0.01% | −1.36 |
| CAT Caterpillar Inc. | Reduce -50.1% | 1.69% | −1.24 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.90 |
| GOOGL Alphabet Inc. Class A | Reduce -42.9% | 2.17% | −0.88 |
| NEM Newmont Corp. | Reduce -40.9% | 1.67% | −0.81 |
| GDXJ Vaneck Junior Gold Miners | Reduce -46.7% | 1.09% | −0.76 |
| VTIP Vanguard Short-Term Tips | Reduce -0.0% | 7.82% | −0.50 |
| ORLY O'reilly Automotive Inc. | Reduce -0.3% | 2.11% | −0.49 |
| VMC Vulcan Materials Co. | Reduce -1.1% | 2.07% | −0.27 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -87.2% | 0.03% | −0.18 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.06 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.1% | 0.39% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.01 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.00 |
| PTIN Pacer Trendpilot Intl ETF | Sold out | 0.00% | −0.00 |
| LAES Sealsq Corp. | Sold out | 0.00% | −0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.5% | 0.01% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 5.33% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VGLT Vanguard Long-Term Treasury | New | 5.14% | +5.14 |
| GOVT iShares US Treasury Bond ETF | Add +9688.5% | 5.17% | +5.11 |
| EDV Vanguard Extended Dur Treas | New | 4.61% | +4.61 |
| XLV SS Health Care Select Sector | New | 3.37% | +3.37 |
| HII Huntington Ingalls Industrie | New | 2.17% | +2.17 |
| PCAR Paccar Inc. | New | 2.06% | +2.06 |
| XOP SS SPDR S&P Og Exp & Prod | New | 1.96% | +1.96 |
| LOW Lowe's Cos Inc. | New | 1.94% | +1.94 |
| DOW Dow Inc. | New | 1.91% | +1.91 |
| LIN Linde PLC | New | 1.88% | +1.88 |
| ADBE Adobe Inc. | Add +57.5% | 2.98% | +0.99 |
| CRM Salesforce Inc. | Add +34.6% | 2.87% | +0.88 |
| AMZN Amazon.com Inc. | Add +26.2% | 2.99% | +0.64 |
| GLD SPDR Gold Shares | Add +1.2% | 3.31% | +0.26 |
| IAU iShares Gold Trust | Add +2.8% | 2.65% | +0.25 |
| WMT Walmart Inc. | Add +0.3% | 2.11% | +0.09 |
| XOM Exxon Mobil Corp. | Add +1.5% | 2.06% | +0.08 |
| AAPL Apple Inc. | Add +0.2% | 2.46% | +0.07 |
| TJX TJX Companies Inc. | Add +0.3% | 2.03% | +0.05 |
| IAUM iShares Gold Trust Micro | Add +43.7% | 0.06% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +55.5% | 0.04% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.01% | +0.01 |
| TIP iShares Tips Bond ETF | New | 0.00% | +0.00 |
| SPIP SS SPDR P Tips ETF | New | 0.00% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | Add +26.5% | 0.01% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +15.0% | 0.01% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +12.4% | 0.01% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.1% | 0.06% | −0.00 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +0.5% | 2.51% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 4.88% | −0.06 |
| MA Mastercard Inc. Class A | Add +0.1% | 2.43% | −0.09 |
| PTLC Pacer Trendpilot US Large Ca | Add +0.2% | 5.13% | −0.11 |
| CTA Simplify Managed Futures St | Add +0.4% | 2.19% | −0.14 |
| LMT Lockheed Martin Corp. | Add +0.1% | 1.96% | −0.14 |
| TXN Texas Instruments Inc. | Add +0.4% | 1.93% | −0.19 |
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 |