FinDec Wealth Services, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationstockton, CA
- CIK0001916066
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
34 | $96.58M | CGCP, SCHG, DFLV, DFAU | 13F-HR | Oct 23, 2025 | 000117266125004389 | ||
35 | $95.63M | CGCP, SCHG, DFAU, DFLV | 13F-HR | Jul 24, 2025 | 000117266125002708 | ||
38 | $101.15M | CGCP, SCHG, DFAU, DFLV | 13F-HR | May 15, 2025 | 000117266125002097 | ||
39 | $144.02M | CGCP, CGDV, DFAU, DFCF | 13F-HR | Feb 14, 2025 | 000117266125001071 | ||
42 | $172.25M | CGCP, CGDV, DFAU, DFLV | 13F-HR | Nov 14, 2024 | 000117266124004828 | ||
41 | $158.44M | CGCP, CGDV, DFAU, DFLV | 13F-HR | Jul 17, 2024 | 000117266124002807 | ||
43 | $159.10M | CGCP, DFAU, CGDV, DFLV | 13F-HR | May 13, 2024 | 000117266124002212 | ||
43 | $149.65M | CGCP, DFAU, CGDV, DFLV | 13F-HR | Feb 7, 2024 | 000117266124000518 | ||
44 | $138.41M | CGCP, DFLV, DFAU, CGDV | 13F-HR | Oct 19, 2023 | 000117266123003457 | ||
45 | $142.96M | CGCP, DFLV, DFAU, CGDV | 13F-HR | Jul 19, 2023 | 000117266123002544 | ||
43 | $132.23M | CGCP, DFLV, DFAU, CGDV | 13F-HR | May 10, 2023 | 000117266123001964 | ||
41 | $121.03M | CGCP, DFLV, DFAU, IHI | 13F-HR | Jan 25, 2023 | 000117266123000281 |