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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 65.26% of FinDec Wealth Services's stock portfolio.
Added to shares of these 9 stocks: QQQ, MSFT, DFCF, VOO, DFAE, SCHG, BIV, DFAI, VB.
Started 1 new stock position in MSFT.
Reduced shares in these 10 stocks: CGCP, DFLV, Dimensional Etf Trust, GOOG, SCHF, SOUN, SCHE, IHI, VO, VTI.
Sold out of its positions in GOOG, Dimensional Etf Trust, SOUN.
FinDec Wealth Services was a net seller of stock by $-693k.
FinDec Wealth Services has $84M in assets under management (AUM), dropping by -1.30%.
Central Index Key (CIK): 0001916066

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Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 30 positions in its portfolio as reported in the September 2026 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)	16.7	$14M	-2%	659k	21.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	14.4	$12M		335k	35.93	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	12.8	$11M	-3%	267k	40.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	12.7	$11M		202k	52.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.6	$7.2M		174k	41.43	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	6.3	$5.2M	+3%	130k	40.12	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	5.2	$4.3M		55k	78.42	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	4.8	$4.0M		14k	284.48	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	3.1	$2.6M		6.8k	374.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.6	$2.2M	+5%	56k	39.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$1.8M	-7%	66k	27.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$1.3M		17k	72.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.2	$963k	-4%	26k	36.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$837k	+22%	1.2k	700.72	View chart
Apple (AAPL)	0.9	$717k	-2%	2.2k	333.09	View chart
NVIDIA Corporation (NVDA)	0.7	$564k	-3%	2.5k	228.39	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$511k	-3%	11k	48.85	View chart
Pepsi (PEP)	0.5	$457k		3.6k	126.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$443k	+107%	599.00	739.85	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.5	$431k	-7%	8.4k	51.15	View chart
Dimensional Etf Trust Us Targeted Vlu	0.4	$338k		5.1k	66.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$332k		11k	30.00	View chart
Tesla Motors (TSLA)	0.4	$328k		924.00	354.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$294k	-3%	5.3k	55.85	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$268k		5.6k	47.43	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$240k		5.4k	44.50	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$237k		6.0k	39.78	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$224k		4.8k	46.47	View chart
Microsoft Corporation (MSFT)	0.3	$220k	NEW	430.00	512.61	View chart
Public Storage (PSA)	0.2	$206k		729.00	282.84	View chart

Past Filings by FinDec Wealth Services

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

FinDec Wealth Services 2026 Q3 filed Oct. 30, 2026
FinDec Wealth Services 2026 Q2 filed Aug. 6, 2026
FinDec Wealth Services 2026 Q1 filed May 5, 2026
FinDec Wealth Services 2025 Q4 filed Feb. 9, 2026
FinDec Wealth Services 2025 Q3 filed Oct. 23, 2025
FinDec Wealth Services 2025 Q2 filed July 24, 2025
FinDec Wealth Services 2025 Q1 filed May 15, 2025
FinDec Wealth Services 2024 Q4 filed Feb. 14, 2025
FinDec Wealth Services 2024 Q3 filed Nov. 14, 2024
FinDec Wealth Services 2024 Q2 filed July 17, 2024
FinDec Wealth Services 2024 Q1 filed May 13, 2024
FinDec Wealth Services 2023 Q4 filed Feb. 7, 2024
FinDec Wealth Services 2023 Q3 filed Oct. 19, 2023
FinDec Wealth Services 2023 Q2 filed July 19, 2023
FinDec Wealth Services 2023 Q1 filed May 10, 2023
FinDec Wealth Services 2022 Q4 filed Jan. 25, 2023

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