Discipline Wealth Solutions
$1.1B 13F equity value
212 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2,591,864 | $115M | 10.0% |
| BIV | VANGUARD BD INDEX FDS | 818,448 | $63M | 5.5% |
| VBR | VANGUARD INDEX FDS | 247,996 | $60M | 5.3% |
| HCMT | DIREXION SHARES ETF TRUST | 1,203,003 | $50M | 4.4% |
| VOO | VANGUARD INDEX FDS | 69,539 | $48M | 4.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 647,837 | $46M | 4.0% |
| VB | VANGUARD INDEX FDS | 146,099 | $44M | 3.9% |
| AGG | ISHARES TR | 378,419 | $37M | 3.3% |
| DFIS | DIMENSIONAL ETF TRUST | 1,014,876 | $36M | 3.1% |
| BNDX | VANGUARD CHARLOTTE FDS | 658,093 | $32M | 2.8% |
Track Discipline Wealth Solutions's 13F portfolio: $1.1B in reported holdings, 212 positions. Top holdings and quarterly changes on SentiSense.
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