FinDec Wealth Services, Inc.
Net seller this quarter
$84.6M
9
-$1.8M
21.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CGCP | $15.1M | 17.82% | Not reported | +5.0% | Q4 2022 |
 AAPL | $636K | 0.75% | 0.00% | -73.6% | Q4 2022 |
 NVDA | $514K | 0.61% | 0.00% | -7.1% | Q3 2023 |
 PEP | $489K | 0.58% | 0.00% | Not reported | Q4 2022 |
 TSLA | $389K | 0.46% | 0.00% | +2.6% | Q2 2023 |
 PSA | $232K | 0.27% | 0.00% | Not reported | Q4 2022 |
 QQQ | $212K | 0.25% | Not reported | New | Q2 2026 |
 GOOG | $204K | 0.24% | Not reported | Not reported | Q1 2023 |
 SOUN | $97.1K | 0.11% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| CGCP | $14.4M | 17.61% | Not reported | -9.4% | Q4 2022 |
| AAPL | $2.12M | 2.59% | 0.00% | +5.0% | Q4 2022 |
 BRK.A | $1.44M | 1.76% | Not reported | Not reported | Q1 2025 |
| PEP | $560K | 0.69% | 0.00% | Not reported | Q4 2022 |
| NVDA | $482K | 0.59% | 0.00% | +3.0% | Q3 2023 |
| TSLA | $335K | 0.41% | 0.00% | Not reported | Q2 2023 |
 CRDF | $25.9K | 0.03% | 0.02% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| CGCP | $16.1M | 17.28% | Not reported | -4.2% | Q4 2022 |
| AAPL | $2.16M | 2.31% | 0.00% | -1.2% | Q4 2022 |
| BRK.A | $1.51M | 1.62% | Not reported | Not reported | Q1 2025 |
| PEP | $518K | 0.56% | 0.00% | Not reported | Q4 2022 |
| NVDA | $501K | 0.54% | 0.00% | +6.1% | Q3 2023 |
 MSFT | $469K | 0.50% | 0.00% | -1.5% | Q4 2022 |
| TSLA | $405K | 0.43% | 0.00% | +12.6% | Q2 2023 |
| CRDF | $45K | 0.05% | 0.02% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| CGCP | $16.9M | 17.47% | Not reported | +0.1% | Q4 2022 |
| AAPL | $2.05M | 2.12% | 0.00% | -1.6% | Q4 2022 |
| BRK.A | $1.51M | 1.56% | Not reported | Not reported | Q1 2025 |
| MSFT | $510K | 0.53% | 0.00% | -2.3% | Q4 2022 |
| PEP | $507K | 0.52% | 0.00% | -2.0% | Q4 2022 |
| NVDA | $472K | 0.49% | 0.00% | -9.4% | Q3 2023 |
| TSLA | $356K | 0.37% | 0.00% | Not reported | Q2 2023 |
| PSA | $211K | 0.22% | 0.00% | Not reported | Q4 2022 |
 AMZN | $208K | 0.22% | 0.00% | +2.3% | Q4 2022 |
| CRDF | $33K | 0.03% | 0.02% | Not reported | Q4 2022 |