Disciplined Investors, L.L.C.: 13F holdings
CIK 20562422026Q2
| Positions | 145 |
|---|
| Reported value | $199.9m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 145 (+6 vs prior quarter) |
|---|
| Reported value | $199.9m (+19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IDV ISHARES TR | 343,245 | $14.2m | 7.1% |
| VUG VANGUARD INDEX FDS | 160,363 | $13.8m | 6.9% |
| SCHB SCHWAB STRATEGIC TR | 327,667 | $9.5m | 4.7% |
| VXUS VANGUARD STAR FDS | 87,300 | $7.5m | 3.7% |
| DIMENSIONAL ETF TRUST | 160,505 | $6.2m | 3.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 68,701 | $5.8m | 2.9% |
| XLK SELECT SECTOR SPDR TR | 27,873 | $5.3m | 2.7% |
| VOO VANGUARD INDEX FDS | 7,243 | $5.0m | 2.5% |
| DFGP DIMENSIONAL ETF TRUST | 84,137 | $4.6m | 2.3% |
| INTC INTEL CORP | 31,048 | $4.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056242")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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