Deane Retirement Strategies, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 7, 2026), Deane Retirement Strategies, Inc. reported 57 stock positions worth $248.6 million. Its top holding was iShares Tips Bond ETF (TIP) at 9.5% of the portfolio, followed by iShares 0-5 Year Tips Bond E (STIP, 8.2%) and Vanguard Short-Term Tips (VTIP, 7.7%). Compared with Q4 2025, it opened 14 new positions, sold out of 28, added to 12 and reduced 31. The biggest buy was iShares Tips Bond ETF (TIP, shares +278383%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0001659346
- Portfolio Value
- $248.6M (Q1 2026)
- SEC Filing
- 0001659346-26-000003 ↗ filed Apr 7, 2026
Holdings Value
Holdings 57 stocks · $248.6M
| TIP iShares Tips Bond ETF | 9.52% | 214,432 | $23.7M | Add +278383.1% |
| STIP iShares 0-5 Year Tips Bond E | 8.24% | 198,076 | $20.5M | Add +206229.2% |
| VTIP Vanguard Short-Term Tips | 7.70% | 383,074 | $19.1M | Add +0.2% |
| XOP SS SPDR S&P Og Exp & Prod | 5.85% | 79,861 | $14.5M | Add +113.1% |
| SH Proshares Short S&P500 | 5.22% | 342,365 | $13.0M | New |
| CTA Simplify Managed Futures St | 4.86% | 399,338 | $12.1M | Add +105.3% |
| PTLC Pacer Trendpilot US Large Ca | 4.69% | 222,333 | $11.7M | Reduce -0.4% |
| PSQ Proshares Short QQQ | 3.83% | 295,660 | $9.5M | New |
| GLD SPDR Gold Shares | 3.59% | 20,759 | $8.9M | Add +2.7% |
| IAU iShares Gold Trust | 3.21% | 90,528 | $8.0M | Add +14.7% |
| ITA iShares U.S. Aerospace & Def | 2.98% | 33,876 | $7.4M | New |
| ADBE Adobe Inc. | 2.71% | 27,712 | $6.7M | Add +34.5% |
| CF CF Industries Holdings Inc. | 2.55% | 48,802 | $6.3M | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 2.46% | 147,075 | $6.1M | Reduce -25.8% |
| LMT Lockheed Martin Corp. | 2.38% | 9,785 | $5.9M | Reduce -0.3% |
| HII Huntington Ingalls Industrie | 2.36% | 15,488 | $5.9M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 2.25% | 32,885 | $5.6M | Reduce -20.6% |
| VLO Valero Energy Corp. | 2.21% | 22,216 | $5.5M | New |
| OIH Vaneck Oil Services ETF | 2.19% | 13,475 | $5.4M | New |
| LIN Linde PLC | 2.19% | 10,965 | $5.4M | Add +2.3% |
| TXN Texas Instruments Inc. | 2.09% | 26,793 | $5.2M | Reduce -0.5% |
| EOG EOG Resources Inc. | 2.07% | 35,631 | $5.2M | New |
| PAVE Global X US Infrastructure | 2.03% | 99,448 | $5.0M | New |
| CAT Caterpillar Inc. | 2.01% | 7,078 | $5.0M | Reduce -0.6% |
| CRM Salesforce Inc. | 1.96% | 26,075 | $4.9M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.92% | 16,636 | $4.8M | Reduce -0.3% |
| INTC Intel Corp. | 1.88% | 106,157 | $4.7M | New |
| NOW ServiceNow Inc. | 1.86% | 44,308 | $4.6M | New |
| GRID First TRST Nasd Class Edg Sgiif | 1.39% | 21,203 | $3.5M | New |
| SGOV iShares 0-3 Month Treasury B | 0.96% | 23,647 | $2.4M | New |
| PCT Purecycle Technologies Inc. | 0.47% | 227,378 | $1.2M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 5,224 | $400K | Reduce -55.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.05% | 1,464 | $134K | Add +121.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,612 | $133K | Add +0.1% |
| GLDM SPDR Gold Minishares Trust | 0.05% | 1,367 | $127K | Add +314.2% |
| VGLT Vanguard Long-Term Treasury | 0.00% | 197 | $11K | Reduce -99.9% |
| VEA Vanguard Ftse Developed ETF | 0.00% | 168 | $11K | Reduce -99.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 113 | $10K | Reduce -99.9% |
| GOVT iShares US Treasury Bond ETF | 0.00% | 412 | $9K | Reduce -99.9% |
| EDV Vanguard Extended Dur Treas | 0.00% | 138 | $9K | Reduce -99.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 42 | $7K | Reduce -99.9% |
| XLV SS Health Care Select Sector | 0.00% | 42 | $6K | Reduce -99.9% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.00% | 173 | $5K | Reduce -99.9% |
| AMZN Amazon.com Inc. | 0.00% | 25 | $5K | Reduce -99.9% |
| WMT Walmart Inc. | 0.00% | 37 | $5K | Reduce -99.9% |
| PCAR Paccar Inc. | 0.00% | 36 | $4K | Reduce -99.9% |
| ORLY O'reilly Automotive Inc. | 0.00% | 45 | $4K | Reduce -99.9% |
| MA Mastercard Inc. Class A | 0.00% | 8 | $4K | Reduce -99.9% |
| CTAP Simplify US Eq Plus MGD Fut | 0.00% | 149 | $4K | New |
| NEM Newmont Corp. | 0.00% | 36 | $4K | Reduce -99.9% |
| VMC Vulcan Materials Co. | 0.00% | 14 | $4K | Reduce -99.9% |
| AAPL Apple Inc. | 0.00% | 15 | $4K | Reduce -99.9% |
| LOW Lowe's Cos Inc. | 0.00% | 15 | $4K | Reduce -99.9% |
| IAUM iShares Gold Trust Micro | 0.00% | 48 | $2K | Reduce -98.6% |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 18 | $2K | Reduce -99.9% |
| IEMG iShares Core MSCI Emerging | 0.00% | 30 | $2K | Reduce -93.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 25 | $2K | Reduce -92.7% |
Portfolio Sells Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Reduce -99.9% | 0.00% | −5.33 |
| GOVT iShares US Treasury Bond ETF | Reduce -99.9% | 0.00% | −5.16 |
| VGLT Vanguard Long-Term Treasury | Reduce -99.9% | 0.00% | −5.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -99.9% | 0.00% | −4.87 |
| EDV Vanguard Extended Dur Treas | Reduce -99.9% | 0.00% | −4.61 |
| XLV SS Health Care Select Sector | Reduce -99.9% | 0.00% | −3.37 |
| AMZN Amazon.com Inc. | Reduce -99.9% | 0.00% | −2.99 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -99.9% | 0.00% | −2.51 |
| AAPL Apple Inc. | Reduce -99.9% | 0.00% | −2.46 |
| MA Mastercard Inc. Class A | Reduce -99.9% | 0.00% | −2.43 |
| ORLY O'reilly Automotive Inc. | Reduce -99.9% | 0.00% | −2.11 |
| WMT Walmart Inc. | Reduce -99.9% | 0.00% | −2.11 |
| VMC Vulcan Materials Co. | Reduce -99.9% | 0.00% | −2.07 |
| PCAR Paccar Inc. | Reduce -99.9% | 0.00% | −2.06 |
| TJX TJX Companies Inc. | Reduce -99.9% | 0.00% | −2.03 |
| LOW Lowe's Cos Inc. | Reduce -99.9% | 0.00% | −1.94 |
| NEM Newmont Corp. | Reduce -99.9% | 0.00% | −1.67 |
| GDXJ Vaneck Junior Gold Miners | Reduce -99.9% | 0.00% | −1.09 |
| CRM Salesforce Inc. | Reduce -0.7% | 1.96% | −0.92 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -0.4% | 4.69% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.92% | −0.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -55.2% | 0.16% | −0.23 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.17 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.17 |
| IAUM iShares Gold Trust Micro | Reduce -98.6% | 0.00% | −0.06 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.02 |
| F Ford Motor Co. | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -93.0% | 0.00% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -92.7% | 0.00% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Sold out | 0.00% | −0.01 |
| C Citigroup Inc. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.01 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.00 |
| GM General Motors Co. | Sold out | 0.00% | −0.00 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| TIP iShares Tips Bond ETF | Add +278383.1% | 9.52% | +9.52 |
| STIP iShares 0-5 Year Tips Bond E | Add +206229.2% | 8.24% | +8.20 |
| SH Proshares Short S&P500 | New | 5.22% | +5.22 |
| XOP SS SPDR S&P Og Exp & Prod | Add +113.1% | 5.85% | +3.89 |
| PSQ Proshares Short QQQ | New | 3.83% | +3.83 |
| ITA iShares U.S. Aerospace & Def | New | 2.98% | +2.98 |
| CTA Simplify Managed Futures St | Add +105.3% | 4.86% | +2.66 |
| CF CF Industries Holdings Inc. | New | 2.55% | +2.55 |
| VLO Valero Energy Corp. | New | 2.21% | +2.21 |
| OIH Vaneck Oil Services ETF | New | 2.19% | +2.19 |
| EOG EOG Resources Inc. | New | 2.07% | +2.07 |
| PAVE Global X US Infrastructure | New | 2.03% | +2.03 |
| INTC Intel Corp. | New | 1.88% | +1.88 |
| NOW ServiceNow Inc. | New | 1.86% | +1.86 |
| GRID First TRST Nasd Class Edg Sgiif | New | 1.39% | +1.39 |
| SGOV iShares 0-3 Month Treasury B | New | 0.96% | +0.96 |
| IAU iShares Gold Trust | Add +14.7% | 3.21% | +0.56 |
| PCT Purecycle Technologies Inc. | New | 0.47% | +0.47 |
| LIN Linde PLC | Add +2.3% | 2.19% | +0.31 |
| GLD SPDR Gold Shares | Add +2.7% | 3.59% | +0.27 |
| GLDM SPDR Gold Minishares Trust | Add +314.2% | 0.05% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +121.2% | 0.05% | +0.03 |
| CTAP Simplify US Eq Plus MGD Fut | New | 0.00% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 0.05% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +0.2% | 7.70% | −0.12 |
| ADBE Adobe Inc. | Add +34.5% | 2.71% | −0.27 |
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 |