FinDec Wealth Services, Inc.
CIK: 0001916066SEC EDGAR →
Portfolio Value
$93.2M
Holdings
32
As of
Q4 2025
New Positions
32
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | 711,642 | $16.1M | 17.28% |
| 2 | SCHWAB STRATEGIC TR | 386,112 | $12.6M | 13.51% |
| 3 | DIMENSIONAL ETF TRUST | 344,721 | $11.8M | 12.65% |
| 4 | DIMENSIONAL ETF TRUST | 246,170 | $11.5M | 12.35% |
| 5 | DIMENSIONAL ETF TRUST | 212,312 | $8.1M | 8.68% |
| 6 | DIMENSIONAL ETF TRUST | 124,953 | $5.3M | 5.70% |
| 7 | VANGUARD INDEX FDS | 16,355 | $4.7M | 5.09% |
| 8 | VANGUARD INDEX FDS | 17,260 | $4.5M | 4.77% |
| 9 | VANGUARD INDEX FDS | 7,665 | $2.6M | 2.76% |
| 10 | DIMENSIONAL ETF TRUST | 71,216 | $2.3M | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (32)
$16.1M · 712K shares
$12.6M · 386K shares
$11.8M · 345K shares
$11.5M · 246K shares
$8.1M · 212K shares
$5.3M · 125K shares
$4.7M · 16K shares
$4.5M · 17K shares
$2.6M · 8K shares
$2.3M · 71K shares
$2.2M · 8K shares
$1.7M · 72K shares
$1.5M · 2 shares
$1.3M · 16K shares
$950K · 29K shares
$674K · 1K shares
$628K · 10K shares
$525K · 12K shares
$517K · 4K shares
$500K · 3K shares
$469K · 971 shares
$405K · 901 shares
$344K · 13K shares
$308K · 5K shares
$300K · 4K shares
$273K · 5K shares
$263K · 6K shares
$231K · 5K shares
$219K · 5K shares
$217K · 6K shares
$207K · 3K shares
$44K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $87.6M | 94.0% |
| Technology | 3 | $3.1M | 3.4% |
| Unknown | 1 | $1.5M | 1.6% |
| Consumer Defensive | 1 | $517K | 0.6% |
| Consumer Cyclical | 1 | $405K | 0.4% |
| Healthcare | 1 | $44K | 0.0% |