Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $30.4M | 6.4% | +1.5% |
| SDVYFirst Tr Exchange Traded Fd | $28.1M | 6.0% | +3.5% |
| MLPXGlobal X Fds | $27.3M | 5.8% | |
| VYMVanguard Whitehall Fds | $23.6M | 5.0% | −1.2% |
| COWZPacer Fds Tr | $22.4M | 4.8% | −1.8% |
| LLYEli Lilly & Co | $20.1M | 4.3% | −2.6% |
| DDECFirst Tr Exchng Traded Fd Vi | $18.3M | 3.9% | +1.7% |
| IGMIshares Tr | $16.4M | 3.5% | −3.5% |
| AAPLApple Inc | $15.9M | 3.4% | +3.5% |
| GOOGAlphabet Inc | $11.6M | 2.5% | −2.8% |
| SHLDGlobal X Fds | $11.5M | 2.5% | −2.5% |
| AVGOBroadcom Inc | $10.8M | 2.3% | −1.8% |
| HYBLSsga Active Tr | $10.5M | 2.2% | −10.4% |
| BALIBlackrock Etf Trust | $10.4M | 2.2% | New |
| AIQGlobal X Fds | $9.2M | 2.0% | −13.1% |
| MSFTMicrosoft Corp | $8.9M | 1.9% | +3.6% |
| DMARFirst Tr Exchng Traded Fd Vi | $8.5M | 1.8% | −3.2% |
| DJULFirst Tr Exchng Traded Fd Vi | $8.2M | 1.7% | −19.4% |
| AMZNAmazon Com Inc | $8.1M | 1.7% | +2.6% |
| PANWPalo Alto Networks Inc | $7.8M | 1.7% | New |
| TJXTjx Cos Inc New | $7.6M | 1.6% | |
| VTVVanguard Index Fds | $7.3M | 1.5% | +2.7% |
| WMTWalmart Inc | $7.1M | 1.5% | −13.1% |
| NUENucor Corp | $6.9M | 1.5% | −22.6% |
| CRWDCrowdstrike Hldgs Inc | $6.9M | 1.5% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AIQGlobal X Fds | March 31, 2026 | +40.6% | $9.2M |
| RRyder Sys Inc | December 31, 2025 | +37.8% | $6.2M |
| NUENucor Corp | December 31, 2025 | +36.6% | $6.9M |
| IGMIshares Tr | December 31, 2025 | +26.6% | $16.4M |
| MLPXGlobal X Fds | December 31, 2025 | +21.7% | $27.3M |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $4.0M |
| VTVVanguard Index Fds | December 31, 2025 | +14.1% | $7.3M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $11.6M |
| SDVYFirst Tr Exchange Traded Fd | December 31, 2025 | +12.6% | $28.1M |
| LLYEli Lilly & Co | December 31, 2025 | +11.6% | $20.1M |
Sold off last quarter
- JEPIJ P Morgan Exchange Traded F was $7.2M
- JEPQJ P Morgan Exchange Traded F was $1.8M
- SRLNSsga Active Etf Tr was $238K
- PFEPfizer Inc was $212K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Decker Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2129751&type=13F-HR&dateb=&owner=include&count=40CIK 2129751
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2129751/000212975126000005/Filed July 30, 2026 · accession 0002129751-26-000005