FinDec Wealth Services, Inc.
FinDec Wealth Services, Inc. reported 32 positions worth $84.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: CGCP (17.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGCP | SH | $15.1M | 17.82% | 676,714 | — | — | |
| ▸ 2 | SCHG | SH | $11.3M | 13.37% | 334,533 | — | — | |
| ▸ 3 | DFLV | SH | $10.9M | 12.92% | 276,532 | — | — | |
| ▸ 4 | DFAU | SH | $10.5M | 12.36% | 202,390 | — | — | |
| ▸ 5 | DFAI | SH | $7.2M | 8.46% | 173,603 | — | — | |
| ▸ 6 | DFCF | SH | $5.3M | 6.30% | 126,375 | — | — | |
| ▸ 7 | VO | SH | $4.5M | 5.29% | 55,531 | — | — | |
| ▸ 8 | VB | SH | $4.3M | 5.09% | 14,205 | — | — | |
| ▸ 9 | VTI | SH | $2.6M | 3.02% | 6,905 | — | — | |
| ▸ 10 | DFAE | SH | $2.1M | 2.52% | 53,004 | — | — |
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Frequently Asked Questions
What stocks does FinDec Wealth Services, Inc. hold as of Q2 2026?
FinDec Wealth Services, Inc. reported 32 positions worth $84.6M in its Q2 2026 13F filing. Largest positions: CGCP (17.8%), SCHG (13.4%), DFLV (12.9%), DFAU (12.4%) and DFAI (8.5%).
What did FinDec Wealth Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FinDec Wealth Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.