FinDec Wealth Services, Inc. reported 7 positions worth $2.56M for the quarter ended Jun 30, 2026, down 48.3% on the prior quarter. It opened 3 new positions, added to 1, trimmed 2 and exited 2. Its largest holding is Apple Inc. at 24.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 2,199 | $636.43K | 24.85% | -6,136 | -73.6% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 2,570 | $514.29K | 20.08% | -196 | -7.1% | Reduced | 0% |
| 3 | PEP Pepsico Inc | Consumer Staples | 3,608 | $488.52K | 19.07% | 0 | 0.0% | Unchanged | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 924 | $388.64K | 15.17% | +23 | +2.6% | Added | 0% |
| 5 | PSA Public Storage | Real Estate | 729 | $232.05K | 9.06% | +729 | – | New | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 578 | $204.16K | 7.97% | +578 | – | New | 0% |
| 7 | SOUN Soundhound Ai, Inc. | Technology | 15.0K | $97.05K | 3.79% | +15.0K | – | New | 0% |
Tip. Select a row to see that position’s full history at FinDec Wealth Services.
As of its Q2 2026 13F filing, FinDec Wealth Services, Inc.’s five largest positions were Apple Inc. (AAPL) at 24.9%, Nvidia Corp (NVDA) at 20.1%, Pepsico Inc (PEP) at 19.1%, Tesla, Inc. (TSLA) at 15.2%, Public Storage (PSA) at 9.1% of the reported portfolio.
FinDec Wealth Services, Inc. reported a 13F portfolio worth $2.56M across 7 positions for Q2 2026. That is down 48.3% from the previous quarter.
Its largest purchases by value were Public Storage ($232.05K), Alphabet Inc. ($204.16K), Soundhound Ai, Inc. ($97.05K). It opened 3 new positions.
Its largest sales by value were Apple Inc. ($1.78M), Berkshire Hathaway Inc ($1.44M), Nvidia Corp ($39.22K). It exited 2 positions entirely.
From the Form 13F-HR reports FinDec Wealth Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.