FinDec Wealth Services, Inc.
All 13F Filings
- Location
- Stockton, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 84,649
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 32 | 84,649 | 13F-HR | FinDec Wealth Services, Inc. |
| Q1 2026 | 5/5/2026 | 30 | 81,782 | 13F-HR | FinDec Wealth Services, Inc. |
| Q4 2025 | 2/9/2026 | 32 | 93,245 | 13F-HR | FinDec Wealth Services, Inc. |
| Q3 2025 | 10/23/2025 | 34 | 96,579 | 13F-HR | FinDec Wealth Services, Inc. |
| Q2 2025 | 7/24/2025 | 35 | 95,633 | 13F-HR | FinDec Wealth Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.589 K | 4.2% | 0 | 2.294 K | -2.294 K |
| ETFs | 81.06 K | 95.8% | 5.161 K | 0 | 5.161 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
84,649
Holdings
32
QoQ value change ($000)
2,867
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.