Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $96.6 Billion
  • Q3 2025

Fin Dec Wealth Services, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $96.6 Billion distributed in 34 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 $16.9B, Schwab Strategic Tr Us Large C with a value of $13.1B, Dimensional ETF Trust with a value of $12.1B, Dimensional ETF Tr with a value of $12.1B, and Dimensional ETF Tr with a value of $8.5B.

Examining the 13F form we can see an increase of $946M in the current position value, from $95.6B to 96.6B.

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 $96.6 Billion
ETFs: $78.4 Billion
Technology: $3.03 Billion
Financial Services: $1.51 Billion
Consumer Cyclical: $564 Million
Consumer Defensive: $507 Million
Real Estate: $211 Million
Healthcare: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Billion 17.47% of portfolio
742,467
Q3 2025 Added 0.09%
$0
$13.1 Billion 13.61% of portfolio
412,011
Q3 2025 Reduced 9.18%
Dimensional ETF Trust
-
$12.1 Billion 12.55% of portfolio
-
Q3 2025 Reduced 1.44%
$0
$12.1 Billion 12.5% of portfolio
263,923
Q3 2025 Reduced 6.44%
$0
$8.5 Billion 8.8% of portfolio
233,916
Q3 2025 Reduced 4.31%
$0
$5.32 Billion 5.5% of portfolio
124,326
Q3 2025 Added 4.11%
$0
$5 Billion 5.17% of portfolio
17,005
Q3 2025 Reduced 3.3%
$0
$4.64 Billion 4.8% of portfolio
18,228
Q3 2025 Reduced 3.74%
$0
$2.66 Billion 2.76% of portfolio
8,118
Q3 2025 Reduced 5.64%
$0
$2.47 Billion 2.55% of portfolio
78,205
Q3 2025 Reduced 14.11%
$4.3T
$2.05 Billion 2.12% of portfolio
8,039
Q3 2025 Reduced 1.63%
$0
$1.68 Billion 1.74% of portfolio
72,176
Q3 2025 Reduced 1.91%
$453B
$1.51 Billion 1.56% of portfolio
2
Q1 2025 New
$0
$1.25 Billion 1.3% of portfolio
16,031
Q3 2025 Added 0.21%
$0
$968 Million 1.0% of portfolio
29,017
Q3 2025 Reduced 2.28%
$0
$679 Million 0.7% of portfolio
11,304
Q3 2025 Reduced 9.58%
$3.78T
$510 Million 0.53% of portfolio
986
Q3 2025 Reduced 2.28%
$204B
$507 Million 0.52% of portfolio
3,608
Q3 2025 Reduced 1.98%
$0
$495 Million 0.51% of portfolio
808
Q3 2025 Reduced 2.06%
$465B
$472 Million 0.49% of portfolio
2,530
Q3 2025 Reduced 9.38%
$1.29T
$356 Million 0.37% of portfolio
800
Q3 2025 New
$0
$337 Million 0.35% of portfolio
12,797
Q3 2025 Reduced 0.84%
$0
$306 Million 0.32% of portfolio
5,265
Q3 2025 Reduced 19.78%
$0
$282 Million 0.29% of portfolio
3,479
Q1 2025 Reduced 6.45%
$0
$266 Million 0.28% of portfolio
6,058
Q3 2025 Reduced 19.74%
$0
$258 Million 0.27% of portfolio
5,605
Q3 2025 Reduced 28.22%
$0
$246 Million 0.25% of portfolio
5,103
Q3 2025 Reduced 35.61%
$0
$222 Million 0.23% of portfolio
5,614
Q3 2025 Reduced 27.46%
$0
$224 Million 0.23% of portfolio
6,556
Q3 2025 Reduced 35.26%
$2.39T
$208 Million 0.22% of portfolio
946
Q3 2025 Added 2.27%
$48.1B
$211 Million 0.22% of portfolio
729
Q4 2023 New
$0
$207 Million 0.21% of portfolio
3,022
Q3 2025 Reduced 16.03%
$93.2M
$33 Million 0.03% of portfolio
16,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $96.6 Billion
  • Prior Value $95.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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