StockDriftsStockDriftsTop 32 FinDec Wealth Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 17.82% | 676.7K | $15.1M | +4.99%(+32.19K) | $22.25(-1.21%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 13.37% | 334.5K | $11.3M | -9.41%(-34.76K) | $22.84(+55.97%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 12.92% | 276.5K | $10.9M | -2.98%(-8.49K) | $26.29(+60.25%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 12.36% | 202.4K | $10.5M | -5.72%(-12.27K) | $28.29(+89.86%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.46% | 173.6K | $7.2M | -5.22%(-9.56K) | $27.63(+56.89%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.3% | 126.4K | $5.3M | +17.29%(+18.63K) | $41.67(-0.55%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.29% | 55.5K | $4.5M | -4.10%(-2.37K) | $52.66(+60.14%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.09% | 14.2K | $4.3M | -5.26%(-789) | $209.58(+47.18%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.02% | 6.9K | $2.6M | -6.74%(-499) | $282.32(+35.79%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.52% | 53.0K | $2.1M | -14.28%(-8.83K) | $21.72(+81.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.63% | +42.86% | — | — | +52.96% |
| Top 20 Holdings Unweighted | +13.23% | +45.16% | — | — | +57.17% |
FinDec Wealth Services, Inc. reports $84.65M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are CGCP (17.8%), SCHG (13.4%) and DFLV (12.9%). The top 20 holdings account for 96.56% of reported assets. Its disclosed equity book has returned +42.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FinDec Wealth Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1916066). View FinDec Wealth Services, Inc.’s 13F filings on SEC