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The Analysis of FinDec Wealth Services, Inc.'s Holdings & P&L

Currently, FinDec Wealth Services, Inc. holds 30 types of securities in its portfolio with a total value $81.8M. In the most recent quarter, they have increased their positions in AAPL (+396 shares, valued at $100.5K), NVDA (+81 shares, valued at $14.1K); decreased their positions in DFLV (-59.7K shares, valued at $2.1M), CGCP (-67.1K shares, valued at $1.5M), DFAU (-31.5K shares, valued at $1.4M).

1M P&L

+2.5M+2.90%

3M P&L

-10.4M-10.51%

HY P&L

-5.5M-5.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A77.7M

95.7%

2Consumer Electronics2.1M

2.6%

3Beverages - Non-Alcoholic560.3K

0.7%

Top Industries by Stock Count

1N/A24 stocks

82.8%

2Consumer Electronics1 stocks

3.4%

3Biotechnology1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGCP CAPITAL GRP FIXED INCM ETF T644.5K shares-9.43%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR369.3K shares-4.36%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST285.0K shares-17.32%2026-03-312026-05-05

DFAU DIMENSIONAL ETF TRUST214.7K shares-12.80%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST183.2K shares-13.73%2026-03-312026-05-05

DFCF DIMENSIONAL ETF TRUST107.7K shares-13.77%2026-03-312026-05-05

VO VANGUARD INDEX FDS14.5K shares-11.49%2026-03-312026-05-05

VB VANGUARD INDEX FDS15.0K shares-13.13%2026-03-312026-05-05

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VTI VANGUARD INDEX FDS7.4K shares-3.41%2026-03-312026-05-05

AAPL APPLE INC8.3K shares4.99%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST61.8K shares-13.18%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR71.5K shares-0.21%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS15.7K shares-2.11%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR29.0K shares0.00%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-6.32%2026-03-312026-05-05

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PEP PEPSICO INC3.6K shares0.00%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE12.0K shares-0.33%2026-03-312026-05-05

IHI ISHARES TR9.3K shares-7.98%2026-03-312026-05-05

NVDA NVIDIA CORPORATION2.8K shares3.02%2026-03-312026-05-05

TSLA TESLA INC901 shares0.00%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST5.1K shares-0.66%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR12.0K shares-5.99%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-05-05

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CGGR CAPITAL GROUP GROWTH ETF5.9K shares-0.07%2026-03-312026-05-05

DFSD DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST3.0K shares-0.67%2026-03-312026-05-05

CGGO CAPITAL GROUP GBL GROWTH EQT6.3K shares0.00%2026-03-312026-05-05

CGUS CAPITAL GROUP CORE EQUITY ET5.4K shares-0.35%2026-03-312026-05-05

CRDF CARDIFF ONCOLOGY INC16.0K shares0.00%2026-03-312026-05-05

CGCP

CAPITAL GRP FIXED INCM ETF T

-9.43%

Shares644.5K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

-4.36%

Shares369.3K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

-17.32%

Shares285.0K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL ETF TRUST

-12.80%

Shares214.7K

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

-13.73%

Shares183.2K

Event2026-03-31

Filed2026-05-05

DFCF

DIMENSIONAL ETF TRUST

-13.77%

Shares107.7K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-11.49%

Shares14.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-13.13%

Shares15.0K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-3.41%

Shares7.4K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

4.99%

Shares8.3K

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

-13.18%

Shares61.8K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

-0.21%

Shares71.5K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

-2.11%

Shares15.7K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares29.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-6.32%

Shares1.0K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.33%

Shares12.0K

Event2026-03-31

Filed2026-05-05

IHI

ISHARES TR

-7.98%

Shares9.3K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

3.02%

Shares2.8K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.00%

Shares901

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

-0.66%

Shares5.1K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-5.99%

Shares12.0K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

-0.07%

Shares5.9K

Event2026-03-31

Filed2026-05-05

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

-0.67%

Shares3.0K

Event2026-03-31

Filed2026-05-05

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-05

CGUS

CAPITAL GROUP CORE EQUITY ET

-0.35%

Shares5.4K

Event2026-03-31

Filed2026-05-05

CRDF

CARDIFF ONCOLOGY INC

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available