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FinDec Wealth Services, Inc.

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13F filer, CIK 1916066, Stockton, CA

FinDec Wealth Services, Inc. reported $81,781,962 across 30 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 84.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001601

Period
2026-03-31
Reported value
$81.8M
Holdings
30
Top 10 weight
84.71%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+396$100K
NVDAadded+81$14.1K

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
DFLVreduced-59,694-$2.13M
CGCPreduced-67,120-$1.5M
DFAUreduced-31,508-$1.42M
DFAIreduced-29,149-$1.14M
DFCFreduced-17,205-$726K

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001601, largest first. % of portfolio is the value over $81,781,962, 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; 2024Q2: restricted; 2024Q3: 864,326 shares; 2024Q4: 834,764 shares; 2025Q1: 735,168 shares; 2025Q2: 741,825 shares; 2025Q3: 742,467 shares; 2025Q4: 711,642 shares; 2026Q1: 644,522 shares 644,522$14.4M17.61%-67,120Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,493 shares; 2024Q4: 166,674 shares; 2025Q1: 488,916 shares; 2025Q2: 453,667 shares; 2025Q3: 412,011 shares; 2025Q4: 386,112 shares; 2026Q1: 369,294 shares 369,294$10.8M13.15%-16,818Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,917 shares; 2024Q4: 279,153 shares; 2025Q1: 390,773 shares; 2025Q2: 373,645 shares; 2025Q3: 368,279 shares; 2025Q4: 344,721 shares; 2026Q1: 285,027 shares 285,027$10.2M12.45%-59,694Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,963 shares; 2024Q4: 275,356 shares; 2025Q1: 313,071 shares; 2025Q2: 282,101 shares; 2025Q3: 263,923 shares; 2025Q4: 246,170 shares; 2026Q1: 214,662 shares 214,662$9.69M11.84%-31,508Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,593 shares; 2024Q4: 113,008 shares; 2025Q1: 277,475 shares; 2025Q2: 244,461 shares; 2025Q3: 233,916 shares; 2025Q4: 212,312 shares; 2026Q1: 183,163 shares 183,163$7.14M8.73%-29,149Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,668 shares; 2024Q4: 210,827 shares; 2025Q1: 111,783 shares; 2025Q2: 119,413 shares; 2025Q3: 124,326 shares; 2025Q4: 124,953 shares; 2026Q1: 107,748 shares 107,748$4.55M5.56%-17,205Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 15,529 shares; 2025Q1: 19,414 shares; 2025Q2: 17,586 shares; 2025Q3: 17,005 shares; 2025Q4: 16,355 shares; 2026Q1: 14,476 shares 14,476$4.16M5.08%-1,879Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 8,180 shares; 2025Q1: 20,390 shares; 2025Q2: 18,937 shares; 2025Q3: 18,228 shares; 2025Q4: 17,260 shares; 2026Q1: 14,994 shares 14,994$3.93M4.8%-2,266Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,345 shares; 2025Q2: 8,603 shares; 2025Q3: 8,118 shares; 2025Q4: 7,665 shares; 2026Q1: 7,404 shares 7,404$2.38M2.9%-261Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,710 shares; 2024Q4: 21,935 shares; 2025Q1: 9,072 shares; 2025Q2: 8,172 shares; 2025Q3: 8,039 shares; 2025Q4: 7,939 shares; 2026Q1: 8,335 shares 8,335$2.12M2.59%+396Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,322 shares; 2024Q4: 223,814 shares; 2025Q1: 112,423 shares; 2025Q2: 91,049 shares; 2025Q3: 78,205 shares; 2025Q4: 71,216 shares; 2026Q1: 61,833 shares 61,833$2.09M2.56%-9,383Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,206 shares; 2024Q4: 109,275 shares; 2025Q1: 84,067 shares; 2025Q2: 73,578 shares; 2025Q3: 72,176 shares; 2025Q4: 71,698 shares; 2026Q1: 71,548 shares 71,548$1.77M2.17%-150Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M1.76%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,885 shares; 2025Q2: 15,998 shares; 2025Q3: 16,031 shares; 2025Q4: 16,071 shares; 2026Q1: 15,732 shares 15,732$1.21M1.48%-339Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,786 shares; 2024Q4: 44,549 shares; 2025Q1: 35,240 shares; 2025Q2: 29,695 shares; 2025Q3: 29,017 shares; 2025Q4: 29,017 shares; 2026Q1: 29,017 shares 29,017$956K1.17%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 1,393 shares; 2025Q1: 967 shares; 2025Q2: 825 shares; 2025Q3: 808 shares; 2025Q4: 1,076 shares; 2026Q1: 1,008 shares 1,008$602K0.74%-68Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 3,658 shares; 2025Q1: 3,658 shares; 2025Q2: 3,681 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares; 2026Q1: 3,608 shares 3,608$560K0.69%0Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,944 shares; 2024Q4: 374,277 shares; 2025Q1: 42,799 shares; 2025Q2: 17,533 shares; 2025Q3: 12,279 shares; 2025Q4: 12,035 shares; 2026Q1: 11,995 shares 11,995$510K0.62%-40Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,079 shares; 2024Q4: 40,829 shares; 2025Q1: 18,029 shares; 2025Q2: 12,501 shares; 2025Q3: 11,304 shares; 2025Q4: 10,120 shares; 2026Q1: 9,312 shares 9,312$497K0.61%-808Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,261 shares; 2024Q4: 6,190 shares; 2025Q1: 6,812 shares; 2025Q2: 2,792 shares; 2025Q3: 2,530 shares; 2025Q4: 2,685 shares; 2026Q1: 2,766 shares 2,766$482K0.59%+81Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901$335K0.41%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,458 shares; 2024Q4: 98,714 shares; 2025Q1: 13,733 shares; 2025Q2: 6,563 shares; 2025Q3: 5,265 shares; 2025Q4: 5,177 shares; 2026Q1: 5,143 shares 5,143$321K0.39%-34Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,479 shares; 2024Q4: 60,390 shares; 2025Q1: 24,388 shares; 2025Q2: 12,906 shares; 2025Q3: 12,797 shares; 2025Q4: 12,797 shares; 2026Q1: 12,030 shares 12,030$308K0.38%-767Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,801 shares; 2024Q4: 162,224 shares; 2025Q1: 18,257 shares; 2025Q2: 7,809 shares; 2025Q3: 5,605 shares; 2025Q4: 5,478 shares; 2026Q1: 5,478 shares 5,478$289K0.35%0Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,872 shares; 2024Q4: 112,034 shares; 2025Q1: 16,459 shares; 2025Q2: 7,548 shares; 2025Q3: 6,058 shares; 2025Q4: 5,935 shares; 2026Q1: 5,931 shares 5,931$238K0.29%-4Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,814 shares; 2024Q4: 173,020 shares; 2025Q1: 15,325 shares; 2025Q2: 7,925 shares; 2025Q3: 5,103 shares; 2025Q4: 4,836 shares; 2026Q1: 4,836 shares 4,836$232K0.28%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,066 shares; 2024Q4: 46,099 shares; 2025Q1: 7,051 shares; 2025Q2: 3,599 shares; 2025Q3: 3,022 shares; 2025Q4: 2,984 shares; 2026Q1: 2,964 shares 2,964$211K0.26%-20Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,547 shares; 2024Q4: 255,040 shares; 2025Q1: 27,976 shares; 2025Q2: 10,126 shares; 2025Q3: 6,556 shares; 2025Q4: 6,281 shares; 2026Q1: 6,281 shares 6,281$210K0.26%0Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,715 shares; 2024Q4: 183,446 shares; 2025Q1: 24,052 shares; 2025Q2: 7,739 shares; 2025Q3: 5,614 shares; 2025Q4: 5,451 shares; 2026Q1: 5,432 shares 5,432$209K0.26%-19Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000$25.9K0.03%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP971$469Kshares
VCITVANGUARD SCOTTSDALE FDS3,584$300Kshares

How Q1 2026 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 0001172661-26-001601 base2026-05-05acceptance time not in the bulk data set