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Simplify Exchange Traded Fun shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 46k 18.00

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
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Jane Street
Visionary Wealth Advisors
Owen LaRue
Legacy Investment Solutions
Commonwealth Equity Services
Tactive Advisors
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun