Investor
FinDec Wealth Services, Inc.
CIK 0001916066 · filed 2026-05-05 · SEC filing
13F book
$81.8M
Positions
30
0 new · 2 sold
Largest name
17.6%
Capital Grp Fixed Incm Etf T
Est. mark
−$1.71M
Price effect on 30 names still held. Flow −$9.76M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm Etf T | — | 644.5K | $14.4M | 17.6% | −$193.4K | Cut−$1.71M |
| Schwab Strategic Tr | — | 369.3K | $10.8M | 13.2% | −$1.29M | Cut−$1.84M |
| Dimensional Etf Trust | — | 285K | $10.2M | 12.4% | $427.5K | Cut−$1.61M |
| Dimensional Etf Trust | — | 214.7K | $9.69M | 11.8% | −$360.7K | Cut−$1.84M |
| Dimensional Etf Trust | — | 183.2K | $7.14M | 8.7% | $155.7K | Cut−$955.2K |
| Dimensional Etf Trust | — | 107.7K | $4.55M | 5.6% | −$36.6K | Cut−$768.9K |
| Vanguard Index Fds | — | 14.5K | $4.16M | 5.1% | −$43.9K | Cut−$589.2K |
| Vanguard Index Fds | — | 15K | $3.93M | 4.8% | $59.5K | Cut−$525K |
| Vanguard Index Fds | — | 7.4K | $2.38M | 2.9% | −$107.1K | Cut−$194.6K |
| Apple Inc. | AAPL | 8.34K | $2.12M | 2.6% | −$143.5K | Added−$43K |
| Dimensional Etf Trust | — | 61.8K | $2.09M | 2.6% | $79.8K | Cut−$225.8K |
| Schwab Strategic Tr | — | 71.5K | $1.77M | 2.2% | $50.8K | Cut$47.2K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 1.8% | −$73.3K | Held |
| Vanguard Bd Index Fds | — | 15.7K | $1.21M | 1.5% | −$11K | Cut−$37.4K |
| Schwab Strategic Tr | — | 29K | $956.1K | 1.2% | $5.8K | Held |
| Vanguard Index Fds | — | 1.01K | $602.3K | 0.7% | −$29.8K | Cut−$72.4K |
| Pepsico Inc | PEP | 3.61K | $560.3K | 0.7% | $42.5K | Held |
| Capital Group Dividend Value | — | 12K | $510.3K | 0.6% | −$13.2K | Cut−$14.9K |
| Ishares Tr | — | 9.31K | $496.8K | 0.6% | −$82K | Cut−$132.2K |
| Nvidia Corp | NVDA | 2.77K | $482.3K | 0.6% | −$32.5K | Added−$18.4K |
| Tesla, Inc. | TSLA | 901 | $334.9K | 0.4% | −$70.3K | Held |
| Dimensional Etf Trust | — | 5.14K | $321.2K | 0.4% | $15K | Cut$13K |
| Schwab Strategic Tr | — | 12K | $308.4K | 0.4% | −$15.3K | Cut−$35.9K |
| Dimensional Etf Trust | — | 5.48K | $289.1K | 0.4% | $15.8K | Held |
| Capital Group Growth Etf | — | 5.93K | $238.4K | 0.3% | −$25.4K | Cut−$25.6K |
| Dimensional Etf Trust | — | 4.84K | $231.6K | 0.3% | −$300 | Held |
| Dimensional Etf Trust | — | 2.96K | $210.8K | 0.3% | $4.34K | Cut$2.95K |
| Capital Group Gbl Growth Eqt | — | 6.28K | $209.6K | 0.3% | −$8.04K | Held |
| Capital Group Core Equity Et | — | 5.43K | $208.7K | 0.3% | −$9.82K | Cut−$10.6K |
| Cardiff Oncology, Inc. | CRDF | 16K | $25.9K | 0.0% | −$19K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.