Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FinDec Wealth Services, Inc. (CIK 1916066) reported $81.8M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGCP ($14.4M, 17.61%), SCHG ($10.8M, 13.15%), DFLV ($10.2M, 12.45%), DFAU ($9.7M, 11.84%), DFAI ($7.1M, 8.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $14.4M | 17.61% | 644,522 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $10.8M | 13.15% | 369,294 | Trimmed |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $10.2M | 12.45% | 285,027 | Trimmed |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $9.7M | 11.84% | 214,662 | Trimmed |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $7.1M | 8.73% | 183,163 | Trimmed |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $4.5M | 5.56% | 107,748 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $4.2M | 5.08% | 14,476 | Trimmed |
| 8 | VB | VANGUARD INDEX FDS | $3.9M | 4.80% | 14,994 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $2.4M | 2.90% | 7,404 | Trimmed |
| 10 | AAPL | APPLE INC | $2.1M | 2.59% | 8,335 | Added |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 2.56% | 61,833 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $1.8M | 2.17% | 71,548 | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.76% | 2 | Hold |
| 14 | BIV | VANGUARD BD INDEX FDS | $1.2M | 1.48% | 15,732 | Trimmed |
| 15 | SCHE | SCHWAB STRATEGIC TR | $956,118 | 1.17% | 29,017 | Hold |
| 16 | VOO | VANGUARD INDEX FDS | $602,345 | 0.74% | 1,008 | Trimmed |
| 17 | PEP | PEPSICO INC | $560,287 | 0.69% | 3,608 | Hold |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $510,281 | 0.62% | 11,995 | Trimmed |
| 19 | IHI | ISHARES TR | $496,786 | 0.61% | 9,312 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $482,337 | 0.59% | 2,766 | Added |
| 21 | TSLA | TESLA INC | $334,947 | 0.41% | 901 | Hold |
| 22 | DFAT | DIMENSIONAL ETF TRUST | $321,197 | 0.39% | 5,143 | Trimmed |
| 23 | SCHX | SCHWAB STRATEGIC TR | $308,445 | 0.38% | 12,030 | Trimmed |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $289,111 | 0.35% | 5,478 | Hold |
| 25 | CGGR | CAPITAL GROUP GROWTH ETF | $238,370 | 0.29% | 5,931 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31