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

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
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