Deane Retirement Strategies, Inc.
RIA/Wealth
Deane Retirement Strategies, Inc. is a RIA/Wealth based in Dublin, OH led by Keith Laborde Deane, managing $232.5M across 70 long positions as of Q3 2025 with 51% ETF concentration.
Managing PartnerKeith Laborde Deane
- Portfolio Value
- $232.5M
- Positions
- 70
- Top Holding
- VTIP at 8.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Deane Retirement Strategies, Inc.'s portfolio (49% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $19.4M | 8.32% | -$177.4K Sold | — 382.3K shares | |
ETF ETF | $17.4M | 7.47% | +$4.9M Bought | — 168.0K shares | |
ETF ETF | $12.4M | 5.33% | -$162.4K Sold | — 206.8K shares | |
ETF ETF | $12.2M | 5.25% | -$133.9K Sold | — 222.8K shares | |
ETF ETF | $11.5M | 4.94% | -$164.9K Sold | — 131.6K shares | |
ETF ETF | $10.9M | 4.71% | -$130.8K Sold | — 186.0K shares | |
ETF ETF | $9.2M | 3.98% | +$9.2M Bought | — 194.2K shares | |
Internet Content & Information Communication Services | $7.1M | 3.05% | -$76.6K Sold | 0.00% 29.2K shares | |
Unknown Unknown | $7.1M | 3.05% | +$2.3M Bought | — 20.0K shares | |
Agricultural - Machinery Industrials | $6.8M | 2.93% | -$109.2K Sold | 0.00% 14.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Deane Retirement Strategies, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Deane Retirement Strategies, Inc.
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