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 63.77% of FinDec Wealth Services's stock portfolio.
  • Added to shares of these 2 stocks: AAPL, NVDA.
  • Reduced shares in these 10 stocks: DFLV, CGCP, DFAU, DFAI, DFCF, VB, VO, SCHG, MSFT, DFAE.
  • Sold out of its positions in MSFT, VCIT.
  • FinDec Wealth Services was a net seller of stock by $-9.7M.
  • FinDec Wealth Services has $82M in assets under management (AUM), dropping by -12.29%.
  • Central Index Key (CIK): 0001916066

Tip: Access up to 7 years of quarterly data

Positions held by FinDec Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for FinDec Wealth Services

FinDec Wealth Services holds 30 positions in its portfolio as reported in the March 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) 17.6 $14M -9% 645k 22.34
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.2 $11M -4% 369k 29.13
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 12.4 $10M -17% 285k 35.71
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.8 $9.7M -12% 215k 45.12
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $7.1M -13% 183k 38.96
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $4.5M -13% 108k 42.22
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $4.2M -11% 15k 287.18
 View chart
Vanguard Index Fds Small Cp Etf (VB) 4.8 $3.9M -13% 15k 261.91
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $2.4M -3% 7.4k 320.81
 View chart
Apple (AAPL) 2.6 $2.1M +4% 8.3k 253.79
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $2.1M -13% 62k 33.86
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $1.8M 72k 24.75
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $1.4M 2.00 718140.00
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.2M -2% 16k 77.18
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $956k 29k 32.95
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $602k -6% 1.0k 597.56
 View chart
Pepsi (PEP) 0.7 $560k 3.6k 155.29
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $510k 12k 42.54
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $497k -7% 9.3k 53.35
 View chart
NVIDIA Corporation (NVDA) 0.6 $482k +3% 2.8k 174.38
 View chart
Tesla Motors (TSLA) 0.4 $335k 901.00 371.75
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $321k 5.1k 62.45
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $308k -5% 12k 25.64
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $289k 5.5k 52.78
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $238k 5.9k 40.19
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $232k 4.8k 47.88
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $211k 3.0k 71.13
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $210k 6.3k 33.37
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $209k 5.4k 38.42
 View chart
Cardiff Oncology (CRDF) 0.0 $26k 16k 1.62
 View chart

Past Filings by FinDec Wealth Services

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