Discipline Wealth Solutions
$1.1B 13F equity value
212 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Discipline Wealth Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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