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Discipline Wealth Solutions, LLC

All holdings · as of Dec 31, 2025

168 positions

CompanyClassValueShares% of portfolio
Tesla Inc$545.1K1,2120.1%
United Parcel Service Inc$531.2K5,3550.1%
FLEXSHARES TR$517.4K8,1030.1%
ELECTRONIC ARTS INC.$483.6K2,3670.1%
AbbVie Inc.$477.9K2,0920.1%
UNITEDHEALTH GROUP INC$467.4K1,4160.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$466.6K1,5350.1%
WISDOMTREE TR$453.0K11,9140.1%
AIM ETF PRODUCTS TRUST$452.3K16,0660.1%
ISHARES TR$439.0K8,0250.1%
SCHWAB STRATEGIC TR$437.9K20,9620.1%
DEERE & CO$434.2K9330.1%
REALTY INCOME CORP$419.9K7,4490.1%
ISHARES TR$415.1K5,3550.1%
PROSHARES TR$407.4K4,3200.1%
SELECT SECTOR SPDR TR$393.3K8,7960.1%
SPDR INDEX SHS FDS$392.3K9,6010.1%
Chubb Ltd$385.2K1,2340.1%
WELLS FARGO & COMPANY/MN$377.3K4,0480.1%
SELECT SECTOR SPDR TR$368.1K8,6220.1%
PIMCO ETF TR$365.1K6,9660.1%
Merck & Co., Inc.$362.6K3,4450.1%
INVESCO EXCH TRADED FD TR II$361.4K1,4290.1%
Welltower, Inc.$358.4K1,9310.1%
Sun Communities, Inc.$356.6K2,8780.1%
VANGUARD WHITEHALL FDS$352.3K3,9150.1%
WISDOMTREE TR$345.4K5,2460.1%
SPDR SERIES TRUST$332.6K3,7290.1%
Strategy Inc$330.5K2,1750.1%
AMPLIFY ETF TR$326.1K7,3280.1%
Accenture plc$316.6K1,1800.1%
VANECK ETF TRUST$314.8K5,9600.1%
EATON VANCE ENHANCED EQUITY$313.5K13,3910.1%
CINTAS CORP$312.9K1,6640.1%
ETF SER SOLUTIONS$309.5K2,8230.1%
TKO Group Holdings, Inc.$309.1K1,4790.1%
ISHARES GOLD TR$308.2K7,1680.1%
EXXON MOBIL CORP$300.1K2,4940.1%
WISDOMTREE TR$284.2K6,0850.1%
DTE ENERGY CO$282.7K2,1920.1%
VANGUARD WORLD FD$277.1K3680.1%
INVESCO EXCHANGE TRADED FD T$270.8K3,7600.1%
SPDR SERIES TRUST$269.2K2,5230.0%
DANAHER CORP /DE$261.2K1,1410.0%
Global X Artificial Intelligence & Technology ETF$259.5K5,1020.0%
CATERPILLAR INC$257.2K4490.0%
RTX Corp$256.4K1,3980.0%
INTERNATIONAL BUSINESS MACHINES CORP$254.2K8580.0%
DIMENSIONAL ETF TRUST$251.2K4,2200.0%
HOME DEPOT, INC.$251.2K7300.0%
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