Q3 2026 13F · SEC CIK 2111652

Decision Investments, Inc

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $108.6M
Reported positions: 145
Holdings vs S&P 500, 3 yrs: —
Assets under management: $154.9M

Decision Investments, Inc is a wealth manager that reported 145 positions worth $108.6M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Nvidia Corporation (NVDA, 21.5%), Lam Research Corp (LRCX, 7.4%), Apple Inc (AAPL, 4.5%).

Decision Investments, Inc holdings largest 50 of 145 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Decision Investments, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	21.5%	18.7%	102,367	-0.3%	$23.4M
LRCXLam Research Corp	7.4%	9.6%	24,400	+0.1%	$8.0M
AAPLApple Inc	4.5%	3.9%	14,704	+0.2%	$4.9M
IXNIshares Tr	4.1%	4.0%	30,168	-0.4%	$4.5M
SNDKSandisk Corp	2.9%	4.3%	1,832	-11.5%	$3.2M
AMZNAmazon Com Inc	2.3%	2.0%	9,988	+6.2%	$2.5M
IWFIshares Tr	1.8%	1.7%	15,220	+0.0%	$1.9M
VLOValero Energy Corp	1.7%	1.1%	4,794	-0.1%	$1.9M
IWOIshares Tr	1.7%	1.9%	5,194	-0.9%	$1.9M
COSTCostco Wholesale Corporation	1.6%	1.7%	1,957	-0.1%	$1.8M
JPMJpmorgan Chase & Co	1.5%	1.5%	4,991	+1.0%	$1.7M
ABBVAbbvie Inc	1.4%	1.3%	5,868	-0.3%	$1.5M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.3%	3,049	+8.2%	$1.5M
IXGIshares Global Financials ETF	1.4%	1.3%	11,839	-0.5%	$1.5M
GOOGLAlphabet Inc	1.3%	1.4%	4,215	-0.1%	$1.5M
IXJIshares Tr	1.3%	1.2%	13,463	-0.7%	$1.4M
IWMIshares Tr	1.2%	1.3%	4,671	+0.0%	$1.3M
DKNGDraftkings Inc	1.1%	1.5%	64,450	+0.1%	$1.2M
GOOGAlphabet Inc	1.1%	1.1%	3,543	-0.1%	$1.2M
MSFTMicrosoft Corp	1.1%	0.8%	2,334	+0.0%	$1.2M
JNJJohnson & Johnson	1.1%	1.0%	4,467	-0.0%	$1.2M
LLYEli Lilly & Co	1.0%	1.0%	955	+0.1%	$1.1M
AMGNAmgen Inc	1.0%	0.9%	2,619	-0.4%	$1.1M
EFAIshares Tr	1.0%	1.0%	10,099	-1.0%	$1.0M
IBBIshares Tr	0.9%	0.8%	4,518	-0.3%	$951K
AMDAdvanced Micro Devices Inc	0.8%	0.9%	1,504	-11.7%	$920K
EEMIshares Tr	0.8%	0.8%	13,432	-1.1%	$897K
EXIIshares Tr	0.8%	0.8%	4,556	+0.0%	$862K
XOMExxonmobil Holdings Corp	0.7%	—	4,893	—	$796K
ISRGIntuitive Surgical Inc	0.7%	0.7%	1,890	+2.9%	$769K
SDYSpdr Ser Tr	0.7%	0.7%	4,967	-1.6%	$728K
CSCOCisco Sys Inc	0.6%	0.7%	6,287	+0.0%	$677K
SNOWSnowflake Inc	0.6%	0.5%	1,946	+0.0%	$661K
IWDIshares Tr	0.6%	0.6%	2,556	+0.0%	$634K
SPXXNuveen S&p 500 Dynamic Overw	0.6%	0.6%	32,547	+0.0%	$602K
VUGVanguard Index Fds	0.5%	0.5%	6,498	+0.0%	$586K
PYLDPimco ETF Tr	0.5%	0.5%	22,640	+0.0%	$575K
DVADavita Inc	0.5%	0.6%	2,996	-0.1%	$524K
CVXChevron Corporation	0.5%	0.4%	2,534	+0.0%	$517K
CATCaterpillar Inc	0.5%	0.5%	612	+17.9%	$496K
MUMicron Technology Inc	0.5%	0.6%	462	-15.4%	$492K
METAMeta Platforms Inc	0.4%	—	632	—	$458K
RXIIshares Tr	0.4%	0.4%	2,469	-0.6%	$456K
INCYIncyte Corp	0.4%	0.4%	3,691	+0.0%	$448K
CCitigroup Inc	0.4%	0.4%	3,165	+0.0%	$410K
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	529	-0.4%	$403K
55273C107Aberdeen Inter Income Fd	0.4%	0.4%	171,900	-0.6%	$399K
LPGDorian Lpg Ltd	0.4%	—	7,120	—	$392K
STXSeagate Technology Hldngs Pl	0.4%	0.4%	425	+0.0%	$392K
SOFISofi Technologies Inc	0.4%	0.4%	24,240	+0.0%	$381K

What Decision Investments, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$108.6M	145
Q2 2026	$109.8M	149
Q1 2026	$87.9M	140
Q4 2025	$91.4M	135

Questions about Decision Investments, Inc's portfolio

What stocks does Decision Investments, Inc own?

Decision Investments, Inc's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 145 positions worth $108.6M. The largest are Nvidia Corporation (NVDA) at 21.5%, Lam Research Corp (LRCX) at 7.4%, Apple Inc (AAPL) at 4.5%, Ishares Tr (IXN) at 4.1% and Sandisk Corp (SNDK) at 2.9%.

What did Decision Investments, Inc buy last quarter?

In Q3 2026, Decision Investments, Inc added Caterpillar Inc (CAT) (+17.9% shares), Berkshire Hathaway Inc Del (BRK-B) (+8.2% shares) and Amazon Com Inc (AMZN) (+6.2% shares), compared with its Q2 2026 filing.

What did Decision Investments, Inc sell last quarter?

In Q3 2026, Decision Investments, Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Boeing Co (BA), cut from its top 50 Virtus Artificial Intelligen (AIO), Micron Technology Inc (MU) (-15.4% shares), Advanced Micro Devices Inc (AMD) (-11.7% shares) and Sandisk Corp (SNDK) (-11.5% shares), compared with its Q2 2026 filing.

When is Decision Investments, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Decision Investments, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Decision Investments, Inc manage?

Decision Investments, Inc reported $154.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $108.6M.