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Strategy shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $803k 28k 29.00

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

Top funds holding Strategy

OneAscent Financial Services
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Bare Financial Services
Creative Financial Designs
LPL Financial
OneAscent Wealth Management
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Cambridge Investment Research Advisors
Atria Investments
ValMark Advisers
Strategic Equity Management
Moneywise
Sound Financial Strategies Group

View all funds holding Strategy