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Valerie Wilson

Decker Wealth Management Llc

Assets Managed
$440.798M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Decker Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Decker Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 440.798M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Valerie Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MLPX
Global X Mlp & Energy Infras
Recent Activity
New Position
6.29%
$27.7M
374,622 shares@ $73.95 avg price
VUG
Vanguard Growth Etf
Recent Activity
New Position
5.74%
$25.266M
57,845 shares@ $436.8 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
New Position
5.63%
$24.789M
628,685 shares@ $39.43 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
New Position
5.22%
$22.982M
367,352 shares@ $62.56 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
New Position
5.08%
$22.368M
151,032 shares@ $148.1 avg price
DDEC
Ft Vest U.s. Equity Deep Buf
Recent Activity
New Position
3.82%
$16.823M
379,921 shares@ $44.29 avg price
LLY
Eli Lilly & Co
Recent Activity
New Position
3.6%
$15.856M
17,239 shares@ $919.76 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
New Position
3.19%
$14.044M
198,254 shares@ $70.85 avg price
AAPL
Apple Inc
Recent Activity
New Position
3.06%
$13.485M
53,134 shares@ $253.8 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
New Position
2.8%
$12.31M
103,870 shares@ $118.51 avg price

1-10 of 104