13F Insight
DOSSIER · 13F-HR · Q2 2026

FinDec Wealth Services, Inc.

$85M in tracked AUM across 32 positions as of Q2 2026.

FW
CIK 0001916066 · last filed Jun 30, 2026
Total AUM
$85M
as of Q2 2026
Holdings
32
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FinDec Wealth Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GRP FIXED INCM ETF T
$15M677K17.8%02
SCHG
SCHWAB STRATEGIC TR
$11M335K13.4%03
DFLV
DIMENSIONAL ETF TRUST
$11M277K12.9%04
DFAU
DIMENSIONAL ETF TRUST
$10M202K12.4%05
DFAI
DIMENSIONAL ETF TRUST
$7M174K8.5%06
DFCF
DIMENSIONAL ETF TRUST
$5M126K6.3%07
VO
VANGUARD INDEX FDS
$4M56K5.3%08
VB
VANGUARD INDEX FDS
$4M14K5.1%09
VTI
VANGUARD INDEX FDS
$3M7K3.0%10
DFAE
DIMENSIONAL ETF TRUST
$2M53K2.5%

Filing history

2026Q2Jun 30
$85M▲ 3.5%
32 positionsView →2026Q1Mar 31
$82M▼ 12.3%
30 positionsView →2025Q4Dec 31
$93M▼ 3.5%
32 positionsView →2025Q3Sep 30
$97M▲ 1.0%
34 positionsView →2025Q2Jun 30
$96M▼ 5.5%
35 positionsLocked2025Q1Mar 31
$101M▼ 29.8%
38 positionsLocked2024Q4Dec 31
$144M▼ 16.4%
39 positionsLocked2024Q3Sep 30
$172M▲ 8.7%
42 positionsLocked2024Q2Jun 30
$158M▼ 0.4%
41 positionsLocked2024Q1Mar 31
$159M▲ 6.3%
43 positionsLocked2023Q4Dec 31
$150M▲ 8.1%
43 positionsLocked2023Q3Sep 30
$138M▼ 3.2%
44 positionsLocked
Showing 12 of 15