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 | 9.85% | 488.7K | $24.1M | -1.46%(-7.23K) | $48.87(-0.47%) | 2026-09-30 | |
| TLT | ISHARES 20 YR TREASURY ETF | 5.08% | 159.1K | $12.4M | new | $92.61(-14.20%) | 2026-09-30 | |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 5.08% | 566.8K | $12.4M | new | $22.58(-2.51%) | 2026-09-30 | |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 4.97% | 204.0K | $12.1M | -6.72%(-14.70K) | $51.02(+17.31%) | 2026-09-30 | |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 4.15% | 311.2K | $10.1M | new | $31.57(+4.45%) | 2026-09-30 | |
| IAU | ISHARES GOLD TRUST | 3.9% | 121.9K | $9.5M | -1.37%(-1.69K) | $56.50(+37.80%) | 2026-09-30 | |
| GLD | SPDR GOLD SHARES | 3.71% | 23.8K | $9.1M | -1.58%(-381) | $260.22(+45.91%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION COM | 3.35% | 40.1K | $8.2M | +1.39%(+551) | $187.42(+19.71%) | 2026-09-30 | |
| GOOGL | GOOGLE INC | 2.86% | 20.3K | $7.0M | -0.43%(-87) | $184.75(+86.30%) | 2026-09-30 | |
| CRM | SALESFORCE INC COM | 2.85% | 30.4K | $7.0M | -0.86%(-264) | $241.53(+0.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.56% | +24.45% | +2.64% | +13.94% |
| Top 20 Holdings Unweighted | +11.78% | +39.67% | +4.78% | +26.27% |
Deane Retirement Strategies INC reports $244.10M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (9.8%), TLT (5.1%) and GOVT (5.1%). The top 20 holdings account for 70.46% of reported assets. Its disclosed equity book has returned +24.45% on a three-year cumulative basis. Figures reflect the Q3 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