Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $95.6 Billion
  • Q2 2025

Fin Dec Wealth Services, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $95.6 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $16.7B, Schwab Strategic Tr Us Large C with a value of $13.3B, Dimensional ETF Tr with a value of $11.9B, Dimensional ETF Trust with a value of $11.6B, and Dimensional ETF Tr with a value of $8.45B.

Examining the 13F form we can see an decrease of $5.52B in the current position value, from $101B to 95.6B.

Fin Dec Wealth Services, Inc. is based out at Stockton, CA

Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $95.6 Billion
ETFs: $78.7 Billion
Technology: $2.62 Billion
Financial Services: $1.46 Billion
Consumer Defensive: $486 Million
Real Estate: $214 Million
Consumer Cyclical: $203 Million
Healthcare: $50.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Billion 17.45% of portfolio
741,825
Q2 2025 Added 0.91%
$0
$13.3 Billion 13.86% of portfolio
453,667
Q2 2025 Reduced 7.21%
$0
$11.9 Billion 12.5% of portfolio
282,101
Q2 2025 Reduced 9.89%
$0
$8.45 Billion 8.84% of portfolio
244,461
Q2 2025 Reduced 11.9%
$0
$5.05 Billion 5.28% of portfolio
119,413
Q2 2025 Added 6.83%
$0
$4.92 Billion 5.15% of portfolio
17,586
Q2 2025 Reduced 9.42%
$0
$4.49 Billion 4.69% of portfolio
18,937
Q2 2025 Reduced 7.13%
$0
$2.64 Billion 2.76% of portfolio
91,049
Q2 2025 Reduced 19.01%
$0
$2.61 Billion 2.73% of portfolio
8,603
Q2 2025 Reduced 24.17%
$0
$1.63 Billion 1.7% of portfolio
73,578
Q2 2025 Reduced 12.48%
$0
$1.24 Billion 1.29% of portfolio
15,998
Q2 2025 Added 80.06%
$0
$895 Million 0.94% of portfolio
29,695
Q2 2025 Reduced 15.73%
$0
$783 Million 0.82% of portfolio
12,501
Q2 2025 Reduced 30.66%
$0
$692 Million 0.72% of portfolio
17,533
Q2 2025 Reduced 59.03%
$0
$469 Million 0.49% of portfolio
825
Q2 2025 Reduced 14.68%
$0
$380 Million 0.4% of portfolio
7,925
Q2 2025 Reduced 48.29%
$0
$334 Million 0.35% of portfolio
7,809
Q2 2025 Reduced 57.23%
$0
$324 Million 0.34% of portfolio
10,126
Q2 2025 Reduced 63.8%
$0
$315 Million 0.33% of portfolio
12,906
Q2 2025 Reduced 47.08%
$0
$307 Million 0.32% of portfolio
7,548
Q2 2025 Reduced 54.14%
$0
$286 Million 0.3% of portfolio
7,739
Q2 2025 Reduced 67.82%
$0
$262 Million 0.27% of portfolio
3,479
Q1 2025 Reduced 6.45%
$0
$245 Million 0.26% of portfolio
8,843
Q2 2025 Reduced 20.84%
$0
$229 Million 0.24% of portfolio
3,599
Q2 2025 Reduced 48.96%
$0
$224 Million 0.23% of portfolio
4,366
Q2 2025 Reduced 46.3%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $95.6 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email