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Decker Retirement Planning Inc.
Decker Retirement Planning Inc. is a registered investment adviser headquartered in Lehi, Utah. The firm specializes in retirement planning and investment management, providing clients with a math-based, principle-driven approach. Founded by Brian Decker, the firm emphasizes strategic income distribution, principal-protected accounts, tax minimization, and risk management. Decker Retirement Planning serves pre-retirees and retirees, with a team of dedicated fiduciary planners. The firm is registered with the SEC and has offices in Utah, Washington, and California. Employee count information is not publicly provided.
Investment Strategy
Decker Retirement Planning Inc. employs a math-based and principle-driven approach focused on providing clients with secure, strategic retirement income. The firm emphasizes principal protection, dynamic risk reduction, tax minimization, and adaptive allocation strategies. Unlike typical buy-and-hold philosophies, their method centers on tailored plans to ensure optimal income distribution adjusted to market conditions and client-specific retirement goals. Their fiduciary planners work closely with clients to mitigate risk and maximize retirement portfolio efficiency while maintaining transparent, client-aligned fee structures.
Latest 13F Filing Activity
Decker Retirement Planning Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 292 equity positions with a total 13F market value of $173M. The fund increased holdings in SPDR Series Trust, Vaneck Etf Trust, Ishares TR among other positions. Decker Retirement Planning Inc. reduced exposure to Ishares TR, Select Sector SPDR TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (292)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 18.65% | $32.2M | 319,800 | $100.67 | $100.69 | -$49.0M |
X XME | SPDR SERIES TRUST | 4.84% | $8.4M | 124,256 | $67.22 | $67.22 | +$8.4M |
S SMH | VANECK ETF TRUST | 4.70% | $8.1M | 29,116 | $278.88 | $278.88 | +$8.1M |
I IWM | ISHARES TR | 3.86% | $6.7M | 30,897 | $215.79 | $215.79 | +$6.7M |
G GDX | VANECK ETF TRUST | 3.72% | $6.4M | 123,270 | $45.94 | $52.06 | -$1.9M |
Industry Allocation
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