§ 13F · FUND PROFILE
FinDec Wealth Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $95.6T (13F)Positions · 35Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$300.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | 712K | $16.1T | 17.3% | −4% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 386K | $12.6T | 13.5% | −6% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 345K | $11.8T | 12.6% | −6% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 246K | $11.5T | 12.4% | −7% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 212K | $8.1T | 8.7% | −9% |
| 6 | DFCF | DIMENSIONAL ETF TRUST | 125K | $5.3T | 5.7% | +1% |
| 7 | VO | VANGUARD INDEX FDS | 16K | $4.7T | 5.1% | −4% |
| 8 | VB | VANGUARD INDEX FDS | 17K | $4.5T | 4.8% | −5% |
| 9 | VTI | VANGUARD INDEX FDS | 8K | $2.6T | 2.8% | −6% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 71K | $2.3T | 2.5% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINDEC SIGNAL
AC read
FinDec Wealth Services, Inc. is a Other fund managing $95633.3 trillion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed