FinDec Wealth Services

Latest statistics and disclosures from FinDec Wealth Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CGCP, SCHG, DFLV, DFAU, DFAI, and represent 64.47% of FinDec Wealth Services's stock portfolio.
  • Added to shares of these 6 stocks: VCIT, VOO, TSLA, NVDA, DFCF, BIV.
  • Started 1 new stock position in VCIT.
  • Reduced shares in these 10 stocks: SCHG, DFAU, DFAI, DFLV, CGCP, CATH, VB, DFAE, PSA, AMZN.
  • Sold out of its positions in AMZN, CATH, PSA.
  • FinDec Wealth Services was a net seller of stock by $-5.1M.
  • FinDec Wealth Services has $93M in assets under management (AUM), dropping by -3.45%.
  • Central Index Key (CIK): 0001916066

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Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 17.3 $16M -4% 712k 22.64
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.5 $13M -6% 386k 32.62
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Dimensional Etf Trust Us Large Cap Val (DFLV) 12.6 $12M -6% 345k 34.21
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 12.4 $12M -6% 246k 46.80
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $8.1M -9% 212k 38.11
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Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $5.3M 125k 42.56
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Vanguard Index Fds Mid Cap Etf (VO) 5.1 $4.7M -3% 16k 290.21
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Vanguard Index Fds Small Cp Etf (VB) 4.8 $4.5M -5% 17k 257.95
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Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $2.6M -5% 7.7k 335.27
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $2.3M -8% 71k 32.57
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Apple (AAPL) 2.3 $2.2M 7.9k 271.86
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $1.7M 72k 24.04
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $1.5M 2.00 754800.00
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Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.3M 16k 77.88
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $950k 29k 32.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $675k +33% 1.1k 627.10
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $629k -10% 10k 62.15
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $525k 12k 43.64
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Pepsi (PEP) 0.6 $518k 3.6k 143.52
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NVIDIA Corporation (NVDA) 0.5 $501k +6% 2.7k 186.48
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Microsoft Corporation (MSFT) 0.5 $469k 971.00 483.38
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Tesla Motors (TSLA) 0.4 $405k +12% 901.00 449.72
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $344k 13k 26.91
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $308k 5.2k 59.54
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $300k NEW 3.6k 83.75
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Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $273k -2% 5.5k 49.90
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $264k -2% 5.9k 44.47
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $232k -5% 4.8k 47.95
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $219k -2% 5.5k 40.23
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $218k -4% 6.3k 34.65
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $208k 3.0k 69.66
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Cardiff Oncology (CRDF) 0.0 $45k 16k 2.81
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Past Filings by FinDec Wealth Services

SEC 13F filings are viewable for FinDec Wealth Services going back to 2022