FinDec Wealth Services, Inc.
All 13F Filings
- Location
- Stockton, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 93,245
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.92 K | 71.8% | 0 | 2.514 K | -2.514 K |
| ETFs | 26.32 K | 28.2% | 0 | 820 | -820 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
93,245
Holdings
32
QoQ value change ($000)
-3,334
(-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.