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Discipline Wealth Solutions, LLC

All holdings · as of Dec 31, 2025

168 positions

CompanyClassValueShares% of portfolio
Post Holdings, Inc.$200.3K2,0220.0%
SPDR INDEX SHS FDS$200.5K4,4540.0%
JOHNSON & JOHNSON$201.8K9750.0%
CHEVRON CORP$204.8K1,3440.0%
ISHARES TR$205.1K2,0000.0%
iShares MSCI UAE ETF$208.8K1,9270.0%
SELECT SECTOR SPDR TR$215.0K1,4930.0%
NORTHERN LTS FD TR IV$218.2K3,3820.0%
NEXTERA ENERGY INC$218.5K2,7220.0%
Duke Energy Corp$219.6K1,8740.0%
SELECT SECTOR SPDR TR$225.5K1,4540.0%
Meta Platforms Inc$226.2K3430.0%
J P MORGAN EXCHANGE TRADED F$226.2K4,4710.0%
BARCLAYS BANK PLC$227.4K7,9030.0%
PROCTER & GAMBLE Co$229.6K1,6020.0%
Prologis Inc$236.5K1,8530.0%
Pacific Airport GroupPACADR$239.4K9080.0%
Broadcom Inc.$248.0K7170.0%
HOME DEPOT, INC.$251.2K7300.0%
DIMENSIONAL ETF TRUST$251.2K4,2200.0%
INTERNATIONAL BUSINESS MACHINES CORP$254.2K8580.0%
RTX Corp$256.4K1,3980.0%
CATERPILLAR INC$257.2K4490.0%
Global X Artificial Intelligence & Technology ETF$259.5K5,1020.0%
DANAHER CORP /DE$261.2K1,1410.0%
SPDR SERIES TRUST$269.2K2,5230.0%
INVESCO EXCHANGE TRADED FD T$270.8K3,7600.1%
VANGUARD WORLD FD$277.1K3680.1%
DTE ENERGY CO$282.7K2,1920.1%
WISDOMTREE TR$284.2K6,0850.1%
EXXON MOBIL CORP$300.1K2,4940.1%
ISHARES GOLD TR$308.2K7,1680.1%
TKO Group Holdings, Inc.$309.1K1,4790.1%
ETF SER SOLUTIONS$309.5K2,8230.1%
CINTAS CORP$312.9K1,6640.1%
EATON VANCE ENHANCED EQUITY$313.5K13,3910.1%
VANECK ETF TRUST$314.8K5,9600.1%
Accenture plc$316.6K1,1800.1%
AMPLIFY ETF TR$326.1K7,3280.1%
Strategy Inc$330.5K2,1750.1%
SPDR SERIES TRUST$332.6K3,7290.1%
WISDOMTREE TR$345.4K5,2460.1%
VANGUARD WHITEHALL FDS$352.3K3,9150.1%
Sun Communities, Inc.$356.6K2,8780.1%
Welltower, Inc.$358.4K1,9310.1%
INVESCO EXCH TRADED FD TR II$361.4K1,4290.1%
Merck & Co., Inc.$362.6K3,4450.1%
PIMCO ETF TR$365.1K6,9660.1%
SELECT SECTOR SPDR TR$368.1K8,6220.1%
WELLS FARGO & COMPANY/MN$377.3K4,0480.1%
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