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Decker Wealth Management LLC

SEC CIK
0002129751
Latest filing
Jul 30, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
106
+2 vs. Q1 2026
Portfolio value
$470.6M
+$30.2M (+6.9%) vs. Q1 2026
Filed
Jul 30, 2026
SEC
Holdings of Decker Wealth Management LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF352,395$30.4M6.4%+5,325+1.5%AddedConverted for a 6-for-1 split–
First Tr Exchange Traded FD33741X102SMID RISNG ETF650,826$28.1M6.0%+22,141+3.5%Added–
Global X FDS37954Y293GLB X MLP ENRG I371,036$27.3M5.8%−3,586−1.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF149,254$23.6M5.0%−1,778−1.2%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF360,738$22.4M4.8%−6,614−1.8%Reduced–
LLYEli Lilly & CoStock16,793$20.1M4.3%−446−2.6%ReducedHistory
First Tr Exchng Traded FD VI33740U406FT VEST U.S.386,400$18.3M3.9%+6,479+1.7%Added–
iShares Tr464287549EXPND TEC SC ETF100,285$16.4M3.5%−3,585−3.5%Reduced–
AAPLApple Inc.Stock54,982$15.9M3.4%+1,848+3.5%AddedHistory
GOOGAlphabet Inc.Stock32,915$11.6M2.5%−942−2.8%ReducedHistory
Global X FDS37960A529DEFENSE TECH ETF193,358$11.5M2.5%−4,896−2.5%Reduced–
AVGOBroadcom Inc.Stock28,517$10.8M2.3%−512−1.8%ReducedHistory
Ssga Active Tr78470P846ST STR BLACK ETF375,667$10.5M2.2%−43,796−10.4%Reduced–
BlackRock ETF Trust09290C863ISHARES US LARG306,848$10.4M2.2%+306,848New–
Global X FDS37954Y632ARTIFICIAL ETF140,915$9.25M2.0%−21,243−13.1%Reduced–
MSFTMicrosoft CorpStock23,878$8.91M1.9%+835+3.6%AddedHistory
First Tr Exchng Traded FD VI33740F615FT VEST US EQT190,477$8.52M1.8%−6,237−3.2%Reduced–
First Tr Exchng Traded FD VI33740F698FT VEST US EQT163,972$8.22M1.7%−39,379−19.4%Reduced–
AMZNAmazon Com IncStock33,945$8.09M1.7%+871+2.6%AddedHistory
PANWPalo Alto Networks IncStock22,833$7.79M1.7%+22,833NewHistory
TJXTJX Companies IncStock50,000$7.58M1.6%+140+0.3%AddedHistory
Vanguard Morningstar Value ETF922908744ETF33,449$7.29M1.5%+887+2.7%Added–
WMTWalmart Inc.Stock62,537$7.08M1.5%−9,445−13.1%ReducedHistory
NUENucor CorpCOM30,862$6.87M1.5%−8,996−22.6%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock8,988$6.86M1.5%+8,988NewHistory
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP409,510$6.71M1.4%−76,225−15.7%Reduced–
NVDANVIDIA CorpStock31,895$6.38M1.4%−538−1.7%ReducedHistory
VVisa Inc.Stock18,051$6.19M1.3%−1,740−8.8%ReducedHistory
RRyder System IncCOM23,384$6.17M1.3%−4,375−15.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029331,204$6.15M1.3%−64,300−16.3%Reduced–
HCAHCA Healthcare, Inc.COM15,358$5.99M1.3%+1,099+7.7%AddedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28291,745$5.94M1.3%−37,242−11.3%Reduced–
AMGNAmgen IncStock16,384$5.93M1.3%+544+3.4%AddedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP355,540$5.92M1.3%−74,644−17.4%Reduced–
WMWaste Management IncStock25,725$5.73M1.2%−2,579−9.1%ReducedHistory
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 2032277,896$5.70M1.2%−87,004−23.8%Reduced–
Schwab US Dividend Equity ETF808524797ETF126,229$4.00M0.9%+600+0.5%Added–
iShares S&P 500 Growth ETF464287309ETF26,444$3.64M0.8%00.0%Unchanged–
MDTMedtronic plcStock43,076$3.37M0.7%−15,538−26.5%ReducedHistory
iShares Core S&P 500 ETF464287200ETF3,897$2.92M0.6%00.0%Unchanged–
First Tr Exchng Traded FD VI33740F730FT VEST US EQT47,889$2.26M0.5%+1,383+3.0%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF6,307$2.16M0.5%+55+0.9%Added–
SPDR Series Trust78464A805ST STR PR SP150022,934$2.08M0.4%+1,959+9.3%Added–
JNJJohnson & JohnsonStock7,676$1.95M0.4%−125−1.6%ReducedHistory
BACBank of America CorpStock32,142$1.83M0.4%−6,783−17.4%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF7,636$1.81M0.4%00.0%Unchanged–
iShares Tr464287622RUS 1000 ETF3,463$1.42M0.3%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock11,934$1.40M0.3%00.0%UnchangedHistory
CSXCSX CorpStock27,576$1.31M0.3%−14,810−34.9%ReducedHistory
ABTAbbott LaboratoriesStock14,355$1.30M0.3%−431−2.9%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB65,299$1.28M0.3%−2,469−3.6%Reduced–
iShares S&P 500 Value ETF464287408ETF5,168$1.17M0.2%00.0%Unchanged–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF3,381$1.13M0.2%−390−10.3%Reduced–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL12,828$960.8K0.2%00.0%Unchanged–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,539$928.5K0.2%00.0%Unchanged–
ENBEnbridge IncStock16,795$910.5K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock1,768$900.7K0.2%−11−0.6%ReducedHistory
IBMInternational Business Machines CorpStock3,160$888.6K0.2%−17,276−84.5%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF17,410$880.4K0.2%+2,814+19.3%Added–
NEMNEWMONT CorpStock8,614$804.5K0.2%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF5,452$798.2K0.2%00.0%Unchanged–
JPMJPMorgan Chase & CoStock2,241$733.5K0.2%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM27,187$697.1K0.1%−5,200−16.1%ReducedHistory
DUKDuke Energy CORPStock5,476$693.2K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF3,470$661.1K0.1%00.0%Unchanged–
WisdomTree Tr97717W406US AI ENHANCED4,766$625.0K0.1%−115−2.4%Reduced–
KLACKLA CorpCOM NEW2,000$603.4K0.1%00.0%UnchangedConverted for a 10-for-1 splitHistory
iShares Core S&P Small Cap ETF464287804ETF3,956$586.7K0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF3,221$575.3K0.1%00.0%Unchanged–
First Trust Dow Jones Internet Index Fund33733E302ETF2,096$554.9K0.1%00.0%Unchanged–
TTETotalEnergies SEACT6,730$523.3K0.1%00.0%UnchangedHistory
GLDMWorld Gold TrustSPDR GLD MINIS6,335$503.1K0.1%00.0%UnchangedHistory
SYKStryker CorpStock1,570$494.3K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,857$473.6K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock10,847$459.3K0.1%+1,000+10.2%AddedHistory
iShares MSCI Eafe ETF464287465ETF4,386$455.6K0.1%00.0%Unchanged–
CMICummins IncStock621$442.9K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,236$435.8K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock4,421$434.7K0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF8,125$434.4K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock5,162$419.5K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock2,723$399.3K0.1%00.0%UnchangedHistory
RTXRTX CorpStock2,102$398.8K0.1%00.0%UnchangedHistory
iShares Tr464287788U.S. FINLS ETF3,076$392.2K0.1%00.0%Unchanged–
RVTRoyce Small-Cap Trust, Inc.COM19,752$364.8K0.1%+205+1.0%AddedHistory
XOMExxonMobil Holdings CorpCOM2,650$362.3K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock2,825$356.9K0.1%00.0%UnchangedHistory
AFLAflac IncStock2,940$344.7K0.1%00.0%UnchangedHistory
iShares Tr46436E858IBONDS 26 TRM TS14,070$322.1K0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock893$319.1K0.1%−22−2.4%ReducedHistory
COSTCostco Wholesale CorpStock331$309.7K0.1%+331NewHistory
ALLAllstate CorpStock1,300$309.3K0.1%00.0%UnchangedHistory
CTVACorteva, Inc.Stock3,630$307.4K0.1%00.0%UnchangedHistory
MMM3M CoStock1,845$298.7K0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock925$291.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF419$287.8K0.1%+15+3.7%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,720$254.1K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF681$252.0K0.1%00.0%Unchanged–
Schwab U.S. Broad Market ETF808524102ETF8,700$252.0K0.1%00.0%Unchanged–
iShares Tr46436E841IBONDS 27 TRM TS11,174$250.0K0.1%00.0%Unchanged–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Decker Wealth Management LLC in Q2 2026
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$420.6K

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Decker Wealth Management LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM127,740$7.24M1.6%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF32,778$1.82M0.4%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF5,932$238.1K0.1%–
PFEPfizer IncStock7,566$212.5K<0.1%History