SEC Form 13F · Q1 2026

FinDec Wealth Services, Inc.

Institutional Holdings Report

13F-HRCA
$81.8M
Portfolio Value
30
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
FinDec Wealth Services, Inc.
CIK
1916066
Accession No.
0001172661-26-001601
Location
Stockton, CA
Form Type
13F-HR
Portfolio Value
$81.8M
Holdings Reported
30
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

FinDec Wealth Services, Inc. is an institutional investment manager based in Stockton, CA reporting approximately $81.8M in 13(f) securities across 30 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.