Portfolio (Quarterly) Guide ↗

FinDec Wealth Services, Inc.

· CIK 0001916066

13F Portfolio $82M AUM 30 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	971	$469K	0.50%	SOLD
2	VCIT	VANGUARD SCOTTSDALE FDS	—	3,584	$300K	0.32%	SOLD

Sector Allocation

Technology 73.8%

Consumer Defensive 15.9%

Consumer Cyclical 9.5%

Healthcare 0.7%