FinDec Wealth Services, Inc.
•CIK: 1916066•Filing: Q4 2025
**FinDec Wealth Services, Inc.** manages $93M across a diversified portfolio of 32 holdings. The strategy exhibits a notable tilt toward specialized and thematic equity exposure, evidenced by top positions in CGCP ($16.1M) and SCHG ($12.6M). Significant allocations are also maintained in DFLV ($11.8M) and DFAU ($11.5M), suggesting a focus on targeted growth sectors. The portfolio structure balances these concentrated bets with broader market exposure via VTI ($2.6M).
Total AUM
$93.2M
QoQ Performance
-3.5%
Positions
18
Top 10 Concentration
85.3%
Latest Filing
Q4 2025
Top Holdings Allocation
CGCP
SCHG
DFLV
DFAU
DFAI
DFCF
VO
CGCP17.3%
SCHG13.5%
DFLV12.6%
DFAU12.4%
DFAI8.7%
DFCF5.7%
VO5.1%
VB4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.9%
Technology3.4%
ETF0.7%
Consumer Staples0.6%
Consumer0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑5 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022