Fund Update: FinDec Wealth Services, Inc. Just Disclosed New Holdings

Fund Update: FinDec Wealth Services, Inc. Just Disclosed New Holdings

FinDec Wealth Services, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 114,181 shares of $SCHG (~$823,504). This was a increase of ~217.52% from their previous position.
  • An increase of 12,712 shares of $SCHV (~$75,028). This was a increase of ~169.83% from their previous position.
  • A decrease of 3,682 shares of $META (~$2,101,722). This was a increase of ~-89.04% from their previous position.
  • A decrease of 16,071 shares of $NVDA (~$1,872,175). This was a increase of ~-72.19% from their previous position.
  • An increase of 3,825 shares of $SCHM (~$85,496). This was a increase of ~110.65% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for FinDec Wealth Services, Inc. for more details.