Decker Wealth Management LLC
Filing Date
Global Rank
#4,889
/ 8,603
▲ 40
· as of Mar 2026
Top Industry
Drug Manufacturers - General
16.7%
3Y Alpha vs SPY
-6.1%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.8%
SPY
+9.6%
Annualised alpha
-2.4%
Max drawdown
−8.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.9%
−1.6 pts
Top 5
38.3%
−1.9 pts
Top 10
62.1%
−0.4 pts
HHI
523
Diversified−30
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.5% | $42,993,535 |
| Healthcare | 26.1% | $38,019,408 |
| Industrials | 11.2% | $16,274,683 |
| Consumer Cyclical | 10.8% | $15,701,712 |
| Financial Services | 7.2% | $10,451,833 |
| Consumer Defensive | 6.7% | $9,731,802 |
| Basic Materials | 5.5% | $7,976,319 |
| Energy | 1.4% | $2,112,689 |
| Unclassified | 0.8% | $1,140,828 |
| Communication Services | 0.5% | $757,436 |
| Utilities | 0.5% | $717,027 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDT | Medtronic plc | +55,873 | 58,614 | $5,078,903 | |
| AMZN | Amazon Com Inc | +6,418 | 33,074 | $6,888,321 | |
| MSFT | Microsoft Corp | +4,491 | 23,043 | $8,529,827 | |
| IBM | International Business Machines Corp | +2,661 | 20,436 | $4,953,482 | |
| V | Visa Inc. | +1,652 | 19,791 | $5,981,631 | |
| WM | Waste Management Inc | +655 | 28,304 | $6,503,976 | |
| NVDA | Nvidia Corp | +395 | 32,433 | $5,656,315 | |
| RVT | Royce Small-Cap Trust, Inc. | +216 | 19,547 | $324,480 | |
| HCA | HCA Healthcare, Inc. | +105 | 14,259 | $6,747,929 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −3,958 | 14,786 | $1,518,078 | |
| WMT | Walmart Inc. | −1,979 | 71,982 | $8,945,922 | |
| R | Ryder System Inc | −1,419 | 27,759 | $5,682,544 | |
| TJX | Tjx Companies Inc /De/ | −1,372 | 49,860 | $7,962,642 | |
| AAPL | Apple Inc. | −1,026 | 53,134 | $13,484,877 | |
| NUE | Nucor Corp | −908 | 39,858 | $6,739,987 | |
| AMGN | Amgen Inc | −902 | 15,840 | $5,573,304 | |
| AVGO | Broadcom Inc. | −700 | 29,029 | $8,984,765 | |
| PG | PROCTER & GAMBLE Co | −400 | 2,723 | $393,310 | |
| LLY | ELI LILLY & Co | −387 | 17,239 | $15,855,915 | |
| GILD | Gilead Sciences, Inc. | −300 | 2,825 | $393,720 | |
| RTX | RTX Corp | −200 | 2,102 | $405,475 | |
| VZ | Verizon Communications Inc | −200 | 9,847 | $494,319 | |
| JNJ | Johnson & Johnson | −125 | 7,801 | $1,906,876 | |
| GOOGL | Alphabet Inc. | −100 | 915 | $263,117 | |
| LMT | Lockheed Martin Corp | −40 | 1,779 | $1,075,209 | |
| SYK | Stryker Corp | −40 | 1,570 | $515,886 | |
| HD | Home Depot, Inc. | −25 | 1,236 | $406,508 | |
| JPM | Jpmorgan Chase & Co | −13 | 2,241 | $659,212 | |
| No positions match the current search. | |||||
53 positions ·
$145,877,272 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 17,239 | $15,855,915 | 10.87% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,134 | $13,484,877 | 9.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 29,029 | $8,984,765 | 6.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 71,982 | $8,945,922 | 6.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,043 | $8,529,827 | 5.85% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 49,860 | $7,962,642 | 5.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 33,074 | $6,888,321 | 4.72% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 14,259 | $6,747,929 | 4.63% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 39,858 | $6,739,987 | 4.62% | |
| WM |
Waste Management Inc
Industrials
|
Added | 28,304 | $6,503,976 | 4.46% | |
| V |
Visa Inc.
Financial Services
|
Added | 19,791 | $5,981,631 | 4.10% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 27,759 | $5,682,544 | 3.90% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 32,433 | $5,656,315 | 3.88% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 15,840 | $5,573,304 | 3.82% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 58,614 | $5,078,903 | 3.48% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 20,436 | $4,953,482 | 3.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,801 | $1,906,876 | 1.31% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 38,925 | $1,897,593 | 1.30% | |
| CSX |
Csx Corp
Industrials
|
Held | 42,386 | $1,739,945 | 1.19% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,786 | $1,518,078 | 1.04% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,779 | $1,075,209 | 0.74% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 8,614 | $932,465 | 0.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 11,934 | $925,959 | 0.63% | |
| ENB |
Enbridge Inc
Energy
|
Held | 16,795 | $909,281 | 0.62% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 32,387 | $737,128 | 0.51% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 5,476 | $717,027 | 0.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,241 | $659,212 | 0.45% | |
| TTE |
TotalEnergies SE
Energy
|
Held | 6,730 | $612,295 | 0.42% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,857 | $591,113 | 0.41% | |
| GLDM |
World Gold Trust
|
Held | 6,335 | $587,191 | 0.40% | |
| SLV |
iShares Silver Trust
|
Held | 8,125 | $553,637 | 0.38% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,570 | $515,886 | 0.35% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 9,847 | $494,319 | 0.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,195 | $444,241 | 0.30% | |
| PAYX |
Paychex Inc
Technology
|
Held | 4,421 | $407,262 | 0.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,236 | $406,508 | 0.28% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,102 | $405,475 | 0.28% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 2,825 | $393,720 | 0.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,723 | $393,310 | 0.27% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 5,162 | $392,570 | 0.27% | |
| CMI |
Cummins Inc
Industrials
|
Held | 621 | $334,110 | 0.23% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Added | 19,547 | $324,480 | 0.22% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 2,940 | $322,547 | 0.22% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 3,630 | $303,867 | 0.21% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 1,300 | $269,542 | 0.18% | |
| MMM |
3M Co
Industrials
|
Held | 1,845 | $267,949 | 0.18% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 925 | $265,475 | 0.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 915 | $263,117 | 0.18% | |
| FBK |
FB Financial Corp
Financial Services
|
NEW | 5,000 | $259,700 | 0.18% | |
| GSK |
GSK plc
Healthcare
|
NEW | 3,920 | $216,344 | 0.15% |