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FinDec Wealth Services, Inc.

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13F filer, CIK 1916066, Stockton, CA

FinDec Wealth Services, Inc. reported $95,633,305 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-24. Its ten largest share positions make up 85.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002708

Period
2025-06-30
Reported value
$95.6M
Holdings
35
Top 10 weight
85.37%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIVadded+7,113$550K
DFCFadded+7,630$322K
CGCPadded+6,657$150K
PEPadded+23$3.04K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAUreduced-30,970-$1.31M
DFAIreduced-33,014-$1.14M
SCHGreduced-35,249-$1.03M
CGDVreduced-25,266-$998K
VTIreduced-2,742-$833K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002708, largest first. % of portfolio is the value over $95,633,305, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,326 shares; 2024Q4: 834,764 shares; 2025Q1: 735,168 shares; 2025Q2: 741,825 shares 741,825$16.7M17.45%+6,657Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,493 shares; 2024Q4: 166,674 shares; 2025Q1: 488,916 shares; 2025Q2: 453,667 shares 453,667$13.3M13.86%-35,249Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,963 shares; 2024Q4: 275,356 shares; 2025Q1: 313,071 shares; 2025Q2: 282,101 shares 282,101$11.9M12.5%-30,970Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,917 shares; 2024Q4: 279,153 shares; 2025Q1: 390,773 shares; 2025Q2: 373,645 shares 373,645$11.6M12.12%-17,128Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,593 shares; 2024Q4: 113,008 shares; 2025Q1: 277,475 shares; 2025Q2: 244,461 shares 244,461$8.45M8.84%-33,014Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,668 shares; 2024Q4: 210,827 shares; 2025Q1: 111,783 shares; 2025Q2: 119,413 shares 119,413$5.05M5.28%+7,630Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 15,529 shares; 2025Q1: 19,414 shares; 2025Q2: 17,586 shares 17,586$4.92M5.15%-1,828Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 8,180 shares; 2025Q1: 20,390 shares; 2025Q2: 18,937 shares 18,937$4.49M4.69%-1,453Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,322 shares; 2024Q4: 223,814 shares; 2025Q1: 112,423 shares; 2025Q2: 91,049 shares 91,049$2.64M2.76%-21,374Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,345 shares; 2025Q2: 8,603 shares 8,603$2.61M2.73%-2,742Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,710 shares; 2024Q4: 21,935 shares; 2025Q1: 9,072 shares; 2025Q2: 8,172 shares 8,172$1.68M1.75%-900Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,206 shares; 2024Q4: 109,275 shares; 2025Q1: 84,067 shares; 2025Q2: 73,578 shares 73,578$1.63M1.7%-10,489Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M1.52%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,885 shares; 2025Q2: 15,998 shares 15,998$1.24M1.29%+7,113Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,786 shares; 2024Q4: 44,549 shares; 2025Q1: 35,240 shares; 2025Q2: 29,695 shares 29,695$895K0.94%-5,545Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,079 shares; 2024Q4: 40,829 shares; 2025Q1: 18,029 shares; 2025Q2: 12,501 shares 12,501$783K0.82%-5,528Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,944 shares; 2024Q4: 374,277 shares; 2025Q1: 42,799 shares; 2025Q2: 17,533 shares 17,533$692K0.72%-25,266Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 1,834 shares; 2025Q1: 1,098 shares; 2025Q2: 1,009 shares 1,009$502K0.52%-89Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 3,658 shares; 2025Q1: 3,658 shares; 2025Q2: 3,681 shares 3,681$486K0.51%+23Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 1,393 shares; 2025Q1: 967 shares; 2025Q2: 825 shares 825$469K0.49%-142Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,261 shares; 2024Q4: 6,190 shares; 2025Q1: 6,812 shares; 2025Q2: 2,792 shares 2,792$441K0.46%-4,020Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,814 shares; 2024Q4: 173,020 shares; 2025Q1: 15,325 shares; 2025Q2: 7,925 shares 7,925$380K0.4%-7,400Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,458 shares; 2024Q4: 98,714 shares; 2025Q1: 13,733 shares; 2025Q2: 6,563 shares 6,563$354K0.37%-7,170Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,801 shares; 2024Q4: 162,224 shares; 2025Q1: 18,257 shares; 2025Q2: 7,809 shares 7,809$334K0.35%-10,448Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,547 shares; 2024Q4: 255,040 shares; 2025Q1: 27,976 shares; 2025Q2: 10,126 shares 10,126$324K0.34%-17,850Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,479 shares; 2024Q4: 60,390 shares; 2025Q1: 24,388 shares; 2025Q2: 12,906 shares 12,906$315K0.33%-11,482Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,872 shares; 2024Q4: 112,034 shares; 2025Q1: 16,459 shares; 2025Q2: 7,548 shares 7,548$307K0.32%-8,911Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,715 shares; 2024Q4: 183,446 shares; 2025Q1: 24,052 shares; 2025Q2: 7,739 shares 7,739$286K0.3%-16,313Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,719 shares; 2025Q1: 3,479 shares; 2025Q2: 3,479 shares 3,479$262K0.27%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 20,197 shares; 2025Q1: 11,171 shares; 2025Q2: 8,843 shares 8,843$245K0.26%-2,328Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,066 shares; 2024Q4: 46,099 shares; 2025Q1: 7,051 shares; 2025Q2: 3,599 shares 3,599$229K0.24%-3,452Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,207 shares; 2024Q4: 55,241 shares; 2025Q1: 8,130 shares; 2025Q2: 4,366 shares 4,366$224K0.23%-3,764Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares 729$214K0.22%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 2,631 shares; 2025Q1: 2,395 shares; 2025Q2: 925 shares 925$203K0.21%-1,470Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares 16,000$50.4K0.05%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL633$337Kshares
SHYGISHARES TR7,066$300Kshares
SCHASCHWAB STRATEGIC TR9,577$224Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002708 base2025-07-24acceptance time not in the bulk data set