FinDec Wealth Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, FinDec Wealth Services, Inc. held in its portfolio 32 assets valued at $93,244,512 (i.e. $93.25M).
The most valuable assets in the portfolio included: CAPITAL GRP FIXED INCM ETF T ($16.11M), SCHWAB STRATEGIC TR ($12.60M), and DIMENSIONAL ETF TRUST ($11.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FinDec Wealth Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 711642 | 16111565 | CORE PLUS INCM |
| SCHWAB STRATEGIC TR | 386112 | 12594981 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 344721 | 11792896 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 246170 | 11520757 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 212312 | 8091214 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 124953 | 5317989 | CORE FIXED INCOM |
| VANGUARD INDEX FDS | 16355 | 4746447 | MID CAP ETF |
| VANGUARD INDEX FDS | 17260 | 4452178 | SMALL CP ETF |
| VANGUARD INDEX FDS | 7665 | 2569845 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 71216 | 2319496 | EMGR CRE EQT MNG |
| APPLE INC | 7939 | 2158307 | COM |
| SCHWAB STRATEGIC TR | 71698 | 1723624 | INTL EQTY ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD BD INDEX FDS | 16071 | 1251610 | INTERMED TERM |
| SCHWAB STRATEGIC TR | 29017 | 950315 | EMRG MKTEQ ETF |
| VANGUARD INDEX FDS | 1076 | 674763 | S&P 500 ETF SHS |
| ISHARES TR | 10120 | 628989 | U.S. MED DVC ETF |
| CAPITAL GROUP DIVIDEND VALUE | 12035 | 525221 | SHS CREATION UNI |
| PEPSICO INC | 3608 | 517821 | COM |
| NVIDIA CORPORATION | 2685 | 500695 | COM |
| MICROSOFT CORP | 971 | 469365 | COM |
| TESLA INC | 901 | 405198 | COM |
| SCHWAB STRATEGIC TR | 12797 | 344363 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 5177 | 308219 | US TARGETED VLU |
| VANGUARD SCOTTSDALE FDS | 3584 | 300160 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 5478 | 273336 | INTERNATNAL VAL |
| CAPITAL GROUP GROWTH ETF | 5935 | 263933 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 4836 | 231872 | SHORT DURATION F |
| CAPITAL GROUP CORE EQUITY ET | 5451 | 219298 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 6281 | 217626 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 2984 | 207869 | US SMALL CAP ETF |
| CARDIFF ONCOLOGY INC | 16000 | 44960 | COM |
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