Discipline Wealth Solutions
$1.2B 13F equity value
207 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Discipline Wealth Solutions covers the quarter ended September 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 | 2,719,029 | $121M | 10.5% |
| BIV | VANGUARD BD INDEX FDS | 884,674 | $64M | 5.6% |
| VBR | VANGUARD INDEX FDS | 241,314 | $56M | 4.8% |
| VOO | VANGUARD INDEX FDS | 72,705 | $51M | 4.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 699,721 | $49M | 4.3% |
| HCMT | DIREXION SHARES ETF TRUST | 995,902 | $42M | 3.7% |
| VB | VANGUARD INDEX FDS | 143,785 | $41M | 3.6% |
| DFIS | DIMENSIONAL ETF TRUST | 1,047,400 | $38M | 3.3% |
| AGG | ISHARES TR | 380,984 | $36M | 3.1% |
| BNDX | VANGUARD CHARLOTTE FDS | 704,792 | $33M | 2.9% |
Track Discipline Wealth Solutions's 13F portfolio: $1.2B in reported holdings, 207 positions. Top holdings and quarterly changes on SentiSense.
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