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Discipline Wealth Solutions

Latest statistics and disclosures from Discipline Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, BIV, VBR, AGG, HCMT, and represent 28.88% of Discipline Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: VBR (+$33M), DFAC (+$29M), HCMT (+$28M), VB (+$24M), AGG (+$23M), VTI (+$18M), VOO (+$18M), VTV (+$16M), DFIC (+$16M), DUHP (+$16M).
Started 31 new stock positions in WMT, PHYS, GRNB, MS, SMH, VTR, DXIV, SLVP, ALL, PEP.
Reduced shares in these 10 stocks: GLTR, EFO, , , SSO, , SPYI, SSUS, SLV, CLOI.
Sold out of its positions in TNA, EOS, POST, UDOW, UPRO, XLK, CLOI.
Discipline Wealth Solutions was a net buyer of stock by $415M.
Discipline Wealth Solutions has $950M in assets under management (AUM), dropping by 76.07%.
Central Index Key (CIK): 0002010507

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Positions held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Discipline Wealth Solutions

Discipline Wealth Solutions holds 192 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.5	$91M	+45%	2.3M	38.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.9	$56M	+15%	729k	77.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.4	$52M	+172%	238k	217.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.1	$39M	+151%	388k	99.27	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	3.9	$37M	+301%	1.1M	35.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$35M	+218%	133k	261.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$34M	+42%	529k	64.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$33M	+117%	55k	597.55	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.4	$32M	+62%	962k	33.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.0	$29M	+12%	600k	48.05	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.8	$27M	+146%	756k	35.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$26M	+144%	718k	36.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.4	$23M	+138%	295k	78.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$22M	+552%	67k	320.81	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$20M	+452%	101k	196.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.0	$19M	+63%	192k	99.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.9	$18M	+6%	343k	52.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.7	$17M	+172%	281k	58.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.7	$16M	+11%	473k	34.55	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$13M	+18%	265k	47.88	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$12M	+25%	120k	103.43	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.1	$11M	+192%	156k	69.83	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.1	$11M	+128%	336k	32.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$11M	+771%	139k	75.10	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	1.1	$10M	+180%	180k	56.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$8.9M	+714%	115k	77.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$8.8M	+747%	99k	88.70	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$8.3M	+759%	57k	145.79	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.9	$8.1M	+743%	83k	97.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$8.1M	+22%	114k	71.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$8.0M	+151%	235k	33.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$7.8M	+772%	94k	82.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$7.7M	+17%	221k	35.04	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$7.7M	+18%	154k	50.04	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.8	$7.5M	+316%	122k	61.00	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$7.4M	+113%	122k	60.10	View chart
Spdr Series Trust State Street Spd (CWB)	0.8	$7.3M	+2039%	80k	91.52	View chart
Apple (AAPL)	0.8	$7.2M	+15%	29k	253.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$6.8M	+4%	77k	88.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$6.8M	+249%	92k	73.64	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	0.6	$5.9M	+5%	215k	27.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$5.6M	+832%	104k	54.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$5.5M	+103%	54k	100.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.4M	+17%	6.7k	653.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.0M		9.4k	430.27	View chart
NVIDIA Corporation (NVDA)	0.4	$3.6M	+6%	21k	174.40	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.4	$3.6M	-19%	57k	63.60	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$3.3M	+52%	80k	41.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.3M	+73%	40k	82.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$3.1M		22k	142.43	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$3.1M	-25%	14k	218.71	View chart
Amazon (AMZN)	0.3	$3.1M	+2%	15k	208.27	View chart
Strategy Day Hagan Smart (SSUS)	0.3	$2.9M	-11%	62k	46.69	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$2.8M	+26%	31k	91.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$2.8M	+109%	56k	49.95	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.3	$2.6M	+11%	11k	241.36	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$2.4M	-13%	35k	68.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.3M	+146%	30k	79.27	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.2	$2.2M	+6%	12k	184.89	View chart
Microsoft Corporation (MSFT)	0.2	$2.1M	+12%	5.8k	370.15	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.2	$2.1M	+5%	23k	93.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.0M		9.5k	215.06	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$2.0M	+2%	60k	33.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.8M	+3%	8.4k	211.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.6M		22k	74.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M	+3%	2.7k	577.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.6M	-2%	26k	59.55	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+11%	5.1k	294.16	View chart
Merck & Co (MRK)	0.1	$1.4M	+234%	12k	120.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M	+5%	4.8k	287.58	View chart
Strategy Eventide Intl (ESIM)	0.1	$1.3M	NEW	50k	25.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.2M	+31%	1.9k	650.40	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.1M	NEW	32k	35.44	View chart
Mercantile Bank (MBWM)	0.1	$1.0M	NEW	20k	50.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$967k	NEW	7.0k	138.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$911k		3.2k	286.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$893k	+12%	9.2k	97.13	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.1	$889k	-11%	7.1k	124.41	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$876k	NEW	36k	24.39	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$843k		5.3k	159.62	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$843k	+56%	14k	61.26	View chart
Visa Com Cl A (V)	0.1	$808k	+17%	2.7k	302.27	View chart
Strategy Eventide High Di (ELCV)	0.1	$803k	NEW	28k	29.00	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$801k	-2%	32k	25.37	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$800k	-7%	9.8k	81.50	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$782k	-43%	15k	51.88	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$749k		9.0k	83.57	View chart
Deere & Company (DE)	0.1	$741k	+41%	1.3k	563.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$725k		15k	47.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$723k	+4%	1.7k	436.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$699k	-7%	6.6k	106.50	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$696k	NEW	16k	42.45	View chart
Strategy Day Hagan Smart (SSXU)	0.1	$686k	-13%	20k	34.37	View chart
Lowe's Companies (LOW)	0.1	$679k		2.9k	236.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$679k	+54%	18k	38.42	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$674k	-3%	6.3k	106.15	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$649k	-37%	13k	49.37	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.1	$622k	+15%	51k	12.15	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$602k	+4%	16k	37.93	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.1	$543k		8.1k	67.20	View chart
DTE Energy Company (DTE)	0.1	$543k	+69%	3.7k	146.23	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$537k	-35%	35k	15.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$537k	-10%	1.8k	302.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$529k		1.6k	338.02	View chart
United Parcel Svcs CL B (UPS)	0.1	$527k		5.4k	98.38	View chart
Eli Lilly & Co. (LLY)	0.1	$519k		564.00	919.77	View chart
Tesla Motors (TSLA)	0.1	$516k	+14%	1.4k	371.74	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.1	$509k	NEW	11k	47.91	View chart
Mastercard Incorporated Cl A (MA)	0.1	$508k		1.0k	499.66	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.1	$508k	NEW	7.5k	67.54	View chart
Marathon Petroleum Corp (MPC)	0.1	$500k	NEW	2.0k	244.24	View chart
Strategy Cl A New (MSTR)	0.1	$490k	+80%	3.9k	124.81	View chart
Electronic Arts (EA)	0.1	$483k		2.4k	203.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$475k	+85%	681.00	698.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$466k	+2%	8.2k	56.79	View chart
Abbvie (ABBV)	0.0	$457k		2.1k	217.44	View chart
Realty Income (O)	0.0	$456k		7.4k	61.18	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$455k	NEW	19k	23.96	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$453k		21k	21.49	View chart
Exxon Mobil Corporation (XOM)	0.0	$445k	+5%	2.6k	169.68	View chart
Ultimus Managers Tr Q3 All Season (QTAC)	0.0	$437k	NEW	19k	22.99	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$436k	+10%	9.5k	45.89	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.0	$436k		16k	27.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$430k	+2%	5.5k	78.41	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.0	$425k	-35%	15k	27.58	View chart
Pepsi (PEP)	0.0	$414k	NEW	2.7k	155.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$405k	NEW	846.00	479.20	View chart
Chubb (CB)	0.0	$402k		1.2k	325.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$401k	-36%	7.2k	55.52	View chart
Welltower Inc Com reit (WELL)	0.0	$380k		1.9k	197.71	View chart
UnitedHealth (UNH)	0.0	$377k		1.4k	270.59	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$372k	-32%	29k	12.80	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$364k		7.0k	52.19	View chart
Sun Communities (SUI)	0.0	$363k		2.9k	125.94	View chart
Wisdomtree Tr True Developed I (DOL)	0.0	$357k		5.2k	67.99	View chart
Oneok (OKE)	0.0	$349k	NEW	3.9k	90.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$348k	+32%	5.6k	62.45	View chart
Home Depot (HD)	0.0	$348k	+44%	1.1k	328.75	View chart
Ventas (VTR)	0.0	$346k	NEW	4.2k	81.78	View chart
Allstate Corporation (ALL)	0.0	$340k	NEW	1.6k	207.38	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.0	$339k		4.3k	78.40	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$335k	-33%	30k	11.02	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$335k		7.2k	46.70	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$334k	-17%	7.9k	42.23	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.0	$328k	-30%	8.3k	39.69	View chart
Wells Fargo & Company (WFC)	0.0	$322k		4.0k	79.61	View chart
Caterpillar (CAT)	0.0	$318k		448.00	709.00	View chart
Morgan Stanley Com New (MS)	0.0	$308k	NEW	1.9k	164.53	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$308k		2.9k	107.30	View chart
Raytheon Technologies Corp (RTX)	0.0	$304k	+12%	1.6k	192.90	View chart
Tko Group Holdings Cl A (TKO)	0.0	$299k		1.5k	201.72	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$295k	-2%	5.9k	49.69	View chart
Nucor Corporation (NUE)	0.0	$294k	NEW	1.7k	169.10	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.0	$289k	-46%	5.6k	52.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$289k	NEW	6.4k	45.12	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$286k		3.8k	76.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$285k	+25%	5.6k	50.61	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.0	$284k	NEW	8.0k	35.46	View chart
Cintas Corporation (CTAS)	0.0	$281k		1.7k	169.14	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$278k	+36%	4.6k	60.38	View chart
International Business Machines (IBM)	0.0	$274k	+31%	1.1k	242.37	View chart
Broadcom (AVGO)	0.0	$274k	+23%	884.00	309.47	View chart
Chevron Corporation (CVX)	0.0	$273k	-2%	1.3k	206.90	View chart
Barclays Bank Ipath Selct Mlp (ATMP)	0.0	$272k		7.9k	34.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$257k	+4%	2.0k	130.95	View chart
Nextera Energy (NEE)	0.0	$255k		2.8k	92.88	View chart
Johnson & Johnson (JNJ)	0.0	$253k	+6%	1.0k	244.44	View chart
Fastenal Company (FAST)	0.0	$253k	NEW	5.5k	46.40	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$251k	+23%	5.5k	45.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$250k	+6%	1.3k	198.29	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$247k	+3%	5.3k	46.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$247k	-27%	1.0k	237.71	View chart
Prologis (PLD)	0.0	$245k		1.9k	132.16	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$245k	NEW	6.9k	35.71	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$241k	+2%	1.5k	161.73	View chart
Dt Midstream Common Stock (DTM)	0.0	$239k	NEW	1.8k	134.64	View chart
Meta Platforms Cl A (META)	0.0	$237k	+20%	414.00	572.14	View chart
Carpenter Technology Corporation (CRS)	0.0	$237k	NEW	600.00	394.15	View chart
Procter & Gamble Company (PG)	0.0	$232k		1.6k	144.44	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$230k	-7%	2.3k	97.93	View chart
Verizon Communications (VZ)	0.0	$228k	NEW	4.5k	50.20	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$227k		2.0k	116.11	View chart
Grupo Aeroportunario Del Pac Spon Ads B (PAC)	0.0	$224k		908.00	246.87	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$224k	-39%	2.4k	94.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$217k	NEW	7.5k	29.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$217k	NEW	2.5k	87.85	View chart
Danaher Corporation (DHR)	0.0	$216k		1.1k	189.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$208k	NEW	543.00	383.40	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$207k	-36%	4.6k	44.85	View chart
Wal-Mart Stores (WMT)	0.0	$205k	NEW	1.6k	124.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$205k		2.0k	102.25	View chart
Mannkind Corp Com New (MNKD)	0.0	$45k	NEW	18k	2.45	View chart

Past Filings by Discipline Wealth Solutions

SEC 13F filings are viewable for Discipline Wealth Solutions going back to 2023

Discipline Wealth Solutions 2026 Q1 filed April 17, 2026
Discipline Wealth Solutions 2025 Q4 filed Jan. 26, 2026
Discipline Wealth Solutions 2025 Q3 filed Oct. 21, 2025
Discipline Wealth Solutions 2025 Q2 filed July 7, 2025
Discipline Wealth Solutions 2025 Q1 filed April 29, 2025
Discipline Wealth Solutions 2024 Q4 filed Feb. 26, 2025
Discipline Wealth Solutions 2024 Q3 filed Nov. 19, 2024
Discipline Wealth Solutions 2024 Q2 filed Aug. 7, 2024
Discipline Wealth Solutions 2024 Q1 filed May 3, 2024
Discipline Wealth Solutions 2023 Q4 filed Feb. 9, 2024

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