StockDriftsStockDriftsTop 50 Deane Retirement Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 10.55% | 496.0K | $24.9M | +29.47%(+112.88K) | $48.87(+1.71%) | 2026-06-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 8.26% | 190.9K | $19.5M | -3.63%(-7.20K) | $102.96(-2.16%) | 2026-06-30 | |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 6.56% | 597.7K | $15.5M | +49.68%(+198.38K) | $28.37(-3.04%) | 2026-06-30 | |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 5.39% | 218.7K | $12.7M | -1.64%(-3.66K) | $51.02(+18.61%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 3.95% | 123.6K | $9.3M | +36.54%(+33.08K) | $56.50(+46.90%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES | 3.77% | 24.2K | $8.9M | +16.40%(+3.40K) | $260.22(+55.33%) | 2026-06-30 | |
| GOOGL | GOOGLE INC | 3.09% | 20.4K | $7.3M | +22.64%(+3.77K) | $184.75(+86.59%) | 2026-06-30 | |
| CF | CF INDUSTRIES HOLD COM | 2.84% | 62.0K | $6.7M | +27.09%(+13.22K) | $107.71(+9.83%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION COM | 2.78% | 39.5K | $6.6M | new | $187.46(+7.41%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.69% | 26.6K | $6.4M | +106472.00%(+26.62K) | $219.63(+19.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.11% | +12.83% | +1.32% | +6.78% |
| Top 20 Holdings Unweighted | +6.29% | +20.07% | +2.79% | +14.76% |
Deane Retirement Strategies, Inc. reports $236.20M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (10.6%), STIP (8.3%) and CTA (6.6%). The top 20 holdings account for 72.23% of reported assets. Its disclosed equity book has returned +12.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Deane Retirement Strategies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1659346). View Deane Retirement Strategies, Inc.’s 13F filings on SEC