FinDec Wealth Services, Inc.
CIK
1916066
Location
Stockton, CA
Portfolio Value
Micro
$3,518,881
Diversification
Highly concentrated
Filing Date
Global Rank
#8,415
/ 8,603
▲ 45
· as of Mar 2026
Top Industry
Consumer Electronics
60.1%
3Y Alpha vs SPY
-1.8%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.4%
SPY
+76.0%
Annualised alpha
-1.5%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.1%
+7.4 pts
Top 5
100.0%
+1.1 pts
Top 10
100.0%
0.0 pts
HHI
4,146
Highly concentrated+831
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 73.8% | $2,597,729 |
| Consumer Defensive | 15.9% | $560,286 |
| Consumer Cyclical | 9.5% | $334,946 |
| Healthcare | 0.7% | $25,920 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 971 | $469,595 | |
| No positions match the current search. | ||||
5 positions ·
$3,518,881 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 8,335 | $2,115,339 | 60.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,608 | $560,286 | 15.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,766 | $482,390 | 13.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 901 | $334,946 | 9.52% | |
| CRDF |
Cardiff Oncology, Inc.
Healthcare
|
Held | 16,000 | $25,920 | 0.74% |