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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, HCMT, VOO, and represent 29.34% of Discipline Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$12M), VOO (+$10M), VEA (+$8.5M), BIV (+$6.9M), VTI (+$6.7M), HCMT (+$6.1M), VTV (+$5.9M), VB, VEU, BND.
Started 20 new stock positions in EOS, IBD, MQQQ, RVNU, VYM, MU, UPRO, AMD, BIBL, FDLS. CLOI, XLK, UDOW, GLW, QCOM, TNA, CSCO, IWD, INTC, WWJD.
Reduced shares in these 10 stocks: QLD, SGOV, SPXL, ESIM, DFIC, DUHP, AGG, TQQQ, CWB, TSLL.
Sold out of its positions in DFAU, DFLV, TSLL, IDU, PEP, MUNI, SH, RWO, GWX, SCHG. ESIM, GRNB, VZ, DGRW, ACN.
Discipline Wealth Solutions was a net buyer of stock by $107M.
Discipline Wealth Solutions has $1.1B in assets under management (AUM), dropping by 20.66%.
Central Index Key (CIK): 0002010507

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Portfolio Holdings for Discipline Wealth Solutions

Discipline Wealth Solutions holds 197 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.0	$115M	+11%	2.6M	44.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.5	$63M	+12%	818k	76.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.3	$60M	+4%	248k	242.99	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	4.4	$51M	+13%	1.2M	41.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$48M	+26%	70k	686.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$46M	+22%	648k	71.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.9	$44M	+9%	146k	303.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$38M	-2%	378k	98.98	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.1	$36M	+5%	1.0M	35.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.8	$32M	+9%	658k	48.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$32M	+27%	86k	370.04	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.5	$29M	-3%	694k	41.73	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$28M	+26%	129k	217.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.4	$27M	-3%	726k	37.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$24M	+4%	310k	77.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$23M	+16%	553k	40.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$20M		195k	103.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$19M	+6%	364k	52.41	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.4	$16M	+22%	191k	85.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.4	$16M		280k	58.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$15M	+28%	180k	83.75	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	1.3	$15M	+26%	228k	63.76	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.2	$13M	+9%	132k	102.16	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.2	$13M	+5%	280k	47.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$13M	+30%	130k	96.43	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.1	$12M	+26%	105k	115.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$12M	+19%	138k	85.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$11M	+30%	74k	154.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$11M	-3%	326k	34.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$11M	+18%	135k	82.34	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.9	$11M	+28%	122k	88.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.9	$11M	+22%	271k	38.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$10M	+49%	137k	73.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$9.1M	-3%	227k	40.21	View chart
Apple (AAPL)	0.7	$8.4M	+2%	29k	289.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$8.3M	+7%	164k	50.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$8.3M	+33%	138k	59.69	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.7	$7.8M	-8%	73k	107.82	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.7	$7.6M	-3%	118k	64.71	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.6	$6.9M	-41%	71k	96.76	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	0.6	$6.6M	+2%	220k	30.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$5.8M		76k	75.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$5.5M	-14%	68k	81.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.1M		6.8k	748.88	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.4	$5.0M	+19%	68k	73.17	View chart
NVIDIA Corporation (NVDA)	0.4	$4.3M		21k	200.09	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$3.9M	+37%	77k	50.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.9M	+11%	11k	368.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$3.6M	+2%	22k	164.27	View chart
Strategy Day Hagan Smart (SSUS)	0.3	$3.5M	+3%	64k	55.31	View chart
Amazon (AMZN)	0.3	$3.5M		15k	238.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.4M	+45%	43k	79.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.2M		40k	82.11	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$3.2M	-40%	32k	100.67	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$3.0M	+5%	33k	91.64	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.3	$2.9M	-2%	11k	276.06	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.2	$2.7M	-4%	10k	266.70	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$2.6M	+2%	14k	181.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.4M	+2830%	20k	119.52	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$2.3M	+3%	62k	37.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.2M		9.4k	236.62	View chart
Microsoft Corporation (MSFT)	0.2	$2.2M		5.9k	373.00	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$2.0M	+99%	30k	67.38	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.0M	+7%	38k	53.47	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.2	$2.0M	-10%	20k	98.07	View chart
Investment Managers Ser Tr I Trad 2x Lon Mont (MQQQ)	0.2	$2.0M	NEW	8.0k	245.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.9M	-2%	8.2k	227.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.7M		4.9k	357.40	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M	+4%	5.3k	327.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-18%	2.2k	736.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.6M		21k	76.55	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.1	$1.6M	-50%	5.9k	270.66	View chart
Merck & Co (MRK)	0.1	$1.5M	+4%	12k	128.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M		26k	58.98	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.4M	+46%	46k	30.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M	+26%	8.8k	156.96	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$1.3M	NEW	56k	23.77	View chart
Mercantile Bank (MBWM)	0.1	$1.1M		20k	57.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M		3.2k	353.33	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.1	$1.1M	NEW	14k	75.11	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.1	$1.0M	-2%	7.0k	149.06	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$1.0M		5.2k	200.06	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$1.0M	NEW	7.1k	141.78	View chart
Visa Com Cl A (V)	0.1	$957k	+4%	2.8k	343.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$930k	-2%	9.0k	103.88	View chart
Proshares Tr Ultrpro Dow30 (UDOW)	0.1	$906k	NEW	13k	70.09	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.1	$903k	+71%	13k	70.00	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.1	$891k	-3%	31k	29.19	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$874k	+25%	17k	53.09	View chart
Northern Lts Fd Tr Iv Inspire Fidelis (FDLS)	0.1	$855k	NEW	20k	42.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$850k	+496%	9.9k	86.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$845k	+43%	25k	33.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$843k	-41%	1.1k	746.89	View chart
Deere & Company (DE)	0.1	$838k		1.3k	634.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$824k		15k	54.03	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$811k	+3%	17k	47.98	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$810k		9.7k	83.79	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$789k	NEW	14k	57.88	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$787k		8.8k	89.01	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$781k	+15%	41k	18.87	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$764k	+4%	14k	53.11	View chart
Strategy Even High Di Etf (ELCV)	0.1	$754k	-17%	23k	32.87	View chart
Strategy Day Hagan Smart (SSXU)	0.1	$743k	+5%	21k	35.42	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.1	$732k	+101%	11k	65.53	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$700k	+24%	44k	16.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$699k	-6%	1.5k	477.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$699k		6.6k	106.47	View chart
Eli Lilly & Co. (LLY)	0.1	$677k		564.00	1199.43	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.1	$674k	NEW	27k	25.31	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.1	$671k		4.3k	155.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$631k	+121%	13k	50.57	View chart
Lowe's Companies (LOW)	0.1	$629k		2.9k	220.49	View chart
Tesla Motors (TSLA)	0.1	$629k	+7%	1.5k	420.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$623k	-4%	1.7k	365.73	View chart
UnitedHealth (UNH)	0.1	$584k		1.4k	415.63	View chart
United Parcel Svcs CL B (UPS)	0.1	$576k		5.4k	107.50	View chart
DTE Energy Company (DTE)	0.0	$571k		3.8k	152.36	View chart
Mastercard Incorporated Cl A (MA)	0.0	$548k	+4%	1.1k	513.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$547k	-2%	8.0k	68.41	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$542k	-13%	7.0k	77.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$536k	+20%	8.7k	61.46	View chart
Abbvie (ABBV)	0.0	$529k		2.1k	251.58	View chart
Marathon Petroleum Corp (MPC)	0.0	$523k		2.0k	255.73	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.0	$522k	+24%	19k	27.21	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	0.0	$520k	+7%	17k	30.24	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$516k	+40%	41k	12.66	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$503k		21k	23.68	View chart
Ultimus Managers Tr Q3 All Season (QTAC)	0.0	$494k	+2%	19k	25.45	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$489k	NEW	13k	38.13	View chart
Electronic Arts (EA)	0.0	$485k		2.4k	205.04	View chart
Caterpillar (CAT)	0.0	$478k		449.00	1064.22	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$463k	+7%	10k	45.34	View chart
Realty Income (O)	0.0	$462k		7.4k	61.96	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$451k	+35%	41k	10.92	View chart
Welltower Inc Com reit (WELL)	0.0	$444k		2.0k	226.97	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$443k		5.4k	82.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$439k	+3%	877.00	500.39	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$433k	-8%	2.6k	165.39	View chart
Chubb (CB)	0.0	$413k		1.2k	340.74	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$405k	-40%	3.8k	107.62	View chart
Allstate Corporation (ALL)	0.0	$392k		1.6k	237.87	View chart
Morgan Stanley Com New (MS)	0.0	$392k		1.9k	208.99	View chart
Nucor Corporation (NUE)	0.0	$391k		1.8k	222.75	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.0	$390k		5.2k	74.36	View chart
Broadcom (AVGO)	0.0	$385k	+15%	1.0k	377.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$382k	-2%	5.5k	69.91	View chart
Ventas (VTR)	0.0	$379k		4.3k	88.79	View chart
Carpenter Technology Corporation (CRS)	0.0	$371k		601.00	616.84	View chart
Exxon Mobil Corporation (XOM)	0.0	$367k	+2%	2.7k	136.72	View chart
Home Depot (HD)	0.0	$360k	-3%	1.0k	352.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$356k		543.00	655.89	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$352k		3.8k	93.63	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$348k		5.3k	65.61	View chart
Strategy Cl A New (MSTR)	0.0	$343k		3.9k	86.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$337k	+7%	1.1k	302.87	View chart
Oneok (OKE)	0.0	$336k		3.9k	86.94	View chart
Wells Fargo & Company (WFC)	0.0	$335k		4.0k	82.64	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$330k	+3%	6.1k	53.79	View chart
Cisco Systems (CSCO)	0.0	$322k	NEW	2.7k	117.46	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$315k	-4%	4.4k	72.06	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.0	$315k	-6%	7.7k	40.85	View chart
Sun Communities (SUI)	0.0	$314k	-9%	2.6k	119.89	View chart
Tko Group Holdings Cl A (TKO)	0.0	$298k		1.5k	201.38	View chart
Wal-Mart Stores (WMT)	0.0	$298k	+59%	2.6k	113.28	View chart
Prologis (PLD)	0.0	$287k	+14%	2.1k	135.47	View chart
Cintas Corporation (CTAS)	0.0	$285k		1.7k	170.08	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$285k	NEW	1.5k	190.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$284k	+21%	2.9k	98.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$282k	-5%	1.5k	189.73	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$276k		1.5k	185.23	View chart
Meta Platforms Cl A (META)	0.0	$276k	+18%	489.00	563.30	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$275k		2.3k	118.98	View chart
International Business Machines (IBM)	0.0	$273k	-14%	971.00	281.15	View chart
Barclays Bank Ipath Selct Mlp (ATMP)	0.0	$273k		7.9k	34.52	View chart
Intel Corporation (INTC)	0.0	$270k	NEW	1.9k	139.63	View chart
Johnson & Johnson (JNJ)	0.0	$268k		1.1k	253.97	View chart
Fastenal Company (FAST)	0.0	$263k		5.5k	48.03	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$262k	+24%	5.7k	45.70	View chart
Dt Midstream Common Stock (DTM)	0.0	$262k		1.8k	146.73	View chart
Duke Energy Corp Com New (DUK)	0.0	$253k		2.0k	126.56	View chart
Micron Technology (MU)	0.0	$252k	NEW	218.00	1154.30	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$248k	NEW	4.7k	52.95	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$242k	NEW	11k	22.04	View chart
Nextera Energy (NEE)	0.0	$236k	-2%	2.7k	87.77	View chart
Procter & Gamble Company (PG)	0.0	$233k		1.6k	146.64	View chart
Grupo Aeroportunario Del Pac Spon Ads B (PAC)	0.0	$230k		908.00	253.16	View chart
Corning Incorporated (GLW)	0.0	$227k	NEW	889.00	255.43	View chart
Chevron Corporation (CVX)	0.0	$222k		1.3k	165.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$220k		2.0k	110.15	View chart
Qualcomm (QCOM)	0.0	$219k	NEW	1.2k	184.79	View chart
Danaher Corporation (DHR)	0.0	$217k		1.1k	190.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$212k	NEW	874.00	242.36	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.0	$210k	-14%	6.8k	30.83	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$207k	-27%	5.2k	40.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$202k	NEW	1.3k	158.07	View chart
Advanced Micro Devices (AMD)	0.0	$202k	NEW	347.00	580.91	View chart
Mannkind Corp Com New (MNKD)	0.0	$78k		18k	4.26	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 Q2 filed July 21, 2026
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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