Findec Wealth Services, Inc.
FinDec Wealth Services, Inc. is a registered investment adviser headquartered in Stockton, California, specializing in financial planning and investment management primarily for individuals, pension and profit-sharing plans, and charitable organizations. Founded in California, the firm manages significant assets with a small team and serves over 1,300 accounts, including both high-net-worth and retail individuals as well as institutional clients such as pension plans. According to recent filings, the company employs 4 professionals, with 2 investment advisory staff.
Investment Strategy
FinDec Wealth Services, Inc. employs a diversified investment strategy focused on portfolio management for individuals and institutions, including pension plans and charitable entities. Their approach combines allocations to equities and fixed income, often through ETFs and mutual funds, aiming for balanced growth, risk management, and long-term capital preservation. The firm mainly serves U.S. clients with discretionary investment management, tailoring strategies to client risk profiles and income needs.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 17.47% | $16.9M | 742,467 | $22.38 | $22.72 | +$177.8K |
S SCHG | SCHWAB STRATEGIC TR | 13.61% | $13.1M | 412,011 | $22.25 | $31.91 | -$104.3K |
D DFLV | DIMENSIONAL ETF TRUST | 12.55% | $12.1M | 368,279 | $26.39 | $32.90 | +$525.9K |
D DFAU | DIMENSIONAL ETF TRUST | 12.50% | $12.1M | 263,923 | $29.03 | $45.76 | +$127.3K |
D DFAI | DIMENSIONAL ETF TRUST | 8.80% | $8.5M | 233,916 | $28.88 | $36.35 | +$51.8K |