Institutions / Discipline Wealth Solutions, LLC

Discipline Wealth Solutions, LLC

CIK 2010507 · Institution · as of Dec 31, 2025

Portfolio value

$539.48M

Positions

168

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 168 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$63.36M	1,600,389	11.7%
Vanguard Bd Index Fds	—	$49.09M	630,329	9.1%
Vanguard Charlotte Fds	—	$25.84M	534,839	4.8%
Vanguard Tax-Managed Fds	—	$23.20M	371,413	4.3%
Dimensional ETF Trust	—	$19.48M	591,483	3.6%
Vanguard Index Fds	—	$18.51M	87,397	3.4%
iShares Tr	—	$16.95M	320,543	3.1%
Vanguard Index Fds	—	$15.87M	25,298	2.9%
iShares Tr	—	$15.40M	154,223	2.9%
Dimensional ETF Trust	—	$14.03M	424,214	2.6%
Dimensional ETF Trust	—	$11.17M	293,764	2.1%
American Centy ETF Tr	—	$10.99M	116,928	2.0%
Vanguard Index Fds	—	$10.77M	41,746	2.0%
Dimensional ETF Trust	—	$10.69M	222,955	2.0%
Dimensional ETF Trust	—	$10.55M	306,239	2.0%
Direxion Shs ETF Tr	—	$10.16M	263,367	1.9%
iShares MSCI UAE ETF	—	$9.81M	95,783	1.8%
Vanguard Bd Index Fds	—	$9.77M	123,922	1.8%
Apple Inc.	—	$6.68M	24,568	1.2%
iShares Tr	—	$6.50M	129,977	1.2%
Dimensional ETF Trust	—	$6.45M	92,650	1.2%
Dimensional ETF Trust	—	$6.16M	187,302	1.1%
Vanguard Scottsdale Fds	—	$6.06M	103,205	1.1%
iShares Gold Tr	—	$5.97M	73,580	1.1%
Aim ETF Products Trust	—	$5.73M	203,505	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.