FinDec Wealth Services, Inc. — 13F holdings
FinDec Wealth Services, Inc. reported 32 holdings worth $84.6M in its 13F filing for Q2 2026, filed August 6, 2026.
Largest positions
- CGCP CAPITAL GRP FIXED INCM ETF T — $15.1M (17.8%)
- SCHG SCHWAB STRATEGIC TR — $11.3M (13.4%)
- DFLV DIMENSIONAL ETF TRUST — $10.9M (12.9%)
- DFAU DIMENSIONAL ETF TRUST — $10.5M (12.4%)
- DFAI DIMENSIONAL ETF TRUST — $7.16M (8.5%)
- DFCF DIMENSIONAL ETF TRUST — $5.33M (6.3%)
- VO VANGUARD INDEX FDS — $4.47M (5.3%)
- VB VANGUARD INDEX FDS — $4.31M (5.1%)
- VTI VANGUARD INDEX FDS — $2.56M (3.0%)
- DFAE DIMENSIONAL ETF TRUST — $2.13M (2.5%)