Discipline Wealth Solutions, LLC: 13F holdings
CIK 20105072026Q2
| Positions | 197 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 197 (+5 vs prior quarter) |
|---|
| Reported value | $1.1bn (+20.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,591,864 | $115.0m | 10.0% |
| BIV VANGUARD BD INDEX FDS | 818,448 | $62.8m | 5.5% |
| VBR VANGUARD INDEX FDS | 247,996 | $60.3m | 5.3% |
| HCMT DIREXION SHARES ETF TRUST | 1,203,003 | $50.5m | 4.4% |
| VOO VANGUARD INDEX FDS | 69,539 | $47.8m | 4.2% |
| VEA VANGUARD TAX-MANAGED FDS | 647,837 | $46.2m | 4.0% |
| VB VANGUARD INDEX FDS | 146,099 | $44.3m | 3.9% |
| AGG ISHARES TR | 378,419 | $37.5m | 3.3% |
| DFIS DIMENSIONAL ETF TRUST | 1,014,876 | $35.6m | 3.1% |
| BNDX VANGUARD CHARLOTTE FDS | 658,093 | $31.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010507")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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