FinDec Wealth Services, Inc.
Top Portfolio Positions
5 positions ·
$3,518,881 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,335 | $2,115,339 | 60.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
3,608 | $560,286 | 15.92% | |
| NVDA |
Nvidia Corp
Technology
|
2,766 | $482,390 | 13.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
901 | $334,946 | 9.52% | |
| CRDF |
Cardiff Oncology, Inc.
Healthcare
|
16,000 | $25,920 | 0.74% |
Portfolio Trend
14 quarters · across all stocks
Holdings in CRDF
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,920 | 16,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,960 | 16,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,960 | 16,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $50,400 | 16,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $50,240 | 16,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,440 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,720 | 16,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,520 | 16,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $85,440 | 16,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,680 | 16,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,240 | 16,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $23,520 | 16,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $26,400 | 16,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,400 | 16,000 | Shares | Sole | 2023-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||