Discipline Wealth Solutions, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010507
Institutional-grade research for retail investors
13F Reported Value
ⓘ$949.9M
Holdings
192
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Discipline Wealth Solutions, LLC disclosed 192 positions worth $949.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 3 — including a new stake in $PHYS. The portfolio is most concentrated in Other (90.0% of disclosed assets). All figures are sourced directly from Discipline Wealth Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 2010507.
AI Fund Analysis
DiversifyingDIMENSIONAL ETF TRUST
9.6% weight
Held 6 quarters
VANGUARD BD INDEX FDS
5.9% weight
Held 6 quarters
VANGUARD INDEX FDS
5.4% weight
Held 6 quarters
ISHARES TR
4.0% weight
Held 6 quarters
DIREXION SHARES ETF TRUST
3.9% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
7 quarters accumulating
VANGUARD TAX-MANAGED FDS
7 quarters accumulating
DIMENSIONAL ETF TRUST
7 quarters accumulating
DIMENSIONAL ETF TRUST
7 quarters accumulating
$META6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$90.7M2,333,696 shVANGUARD BD INDEX FDS
—Quality
$56.3M728,902 shVANGUARD INDEX FDS
—Quality
$51.6M237,724 shISHARES TR
—Quality
$38.5M387,815 shDIREXION SHARES ETF TRUST
—Quality
$37.2M1,057,983 shVANGUARD INDEX FDS
—Quality
$34.9M133,155 shVANGUARD TAX-MANAGED FDS
—Quality
$33.9M528,729 shVANGUARD INDEX FDS
—Quality
$32.9M55,038 shDIMENSIONAL ETF TRUST
—Quality
$32.4M961,790 shVANGUARD CHARLOTTE FDS
—Quality
$28.8M599,763 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $90.7M | 2,333,696 |
| VANGUARD BD INDEX FDS | — | $56.3M | 728,902 |
| VANGUARD INDEX FDS | — | $51.6M | 237,724 |
| ISHARES TR | — | $38.5M | 387,815 |
| DIREXION SHARES ETF TRUST | — | $37.2M | 1,057,983 |
| VANGUARD INDEX FDS | — | $34.9M | 133,155 |
| VANGUARD TAX-MANAGED FDS | — | $33.9M | 528,729 |
| VANGUARD INDEX FDS | — | $32.9M | 55,038 |
| DIMENSIONAL ETF TRUST | — | $32.4M | 961,790 |
| VANGUARD CHARLOTTE FDS | — | $28.8M | 599,763 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Discipline Wealth Solutions, LLC's 192 positions.
Showing top 10 of 192 holdings.
Sector Allocation
Other
$855.0M
Technology
$40.2M
Financials
$36.4M
Consumer Discretionary
$4.8M
Industrials
$4.1M
Healthcare
$3.0M
Energy
$1.8M
Real Estate
$1.8M
Full Holdings — Discipline Wealth Solutions, LLC (Q1 2026)
All 192 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $90.7M | 9.6% | +46% | — |
| 2 | — | VANGUARD BD INDEX FDS | $56.3M | 5.9% | +16% | — |
| 3 | — | VANGUARD INDEX FDS | $51.6M | 5.4% | +172% | — |
| 4 | — | ISHARES TR | $38.5M | 4.0% | +151% | — |
| 5 | — | DIREXION SHARES ETF TRUST | $37.2M | 3.9% | +302% | — |
| 6 | — | VANGUARD INDEX FDS | $34.9M | 3.7% | +219% | — |
| 7 | — | VANGUARD TAX-MANAGED FDS | $33.9M | 3.6% | +42% | — |
| 8 | — | VANGUARD INDEX FDS | $32.9M | 3.5% | +118% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $32.4M | 3.4% | +63% | — |
| 10 | — | VANGUARD CHARLOTTE FDS | $28.8M | 3.0% | +12% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $26.9M | 2.8% | +147% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $26.4M | 2.8% | +144% | — |
| 13 | $META | Meta Platforms, Inc. | $23.2M | 2.4% | +138% | 80.9 |
| 14 | — | VANGUARD INDEX FDS | $21.6M | 2.3% | +553% | — |
| 15 | — | VANGUARD INDEX FDS | $19.9M | 2.1% | +453% | — |
| 16 | — | AMERICAN CENTY ETF TR | $19.1M | 2.0% | +64% | — |
| 17 | — | ISHARES TR | $18.0M | 1.9% | +7% | — |
| 18 | — | VANGUARD SCOTTSDALE FDS | $16.5M | 1.7% | +172% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $16.3M | 1.7% | +11% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $12.7M | 1.3% | +19% | — |
| 21 | — | ISHARES TR | $12.4M | 1.3% | +25% | — |
| 22 | — | NORTHERN LTS FD TR III | $10.9M | 1.1% | +193% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $10.8M | 1.1% | +128% | — |
| 24 | — | VANGUARD INTL EQUITY INDEX F | $10.5M | 1.1% | +771% | — |
| 25 | — | NORTHERN LTS FD TR III | $10.2M | 1.1% | +181% | — |
| 26 | — | VANGUARD STAR FDS | $8.9M | 0.9% | +714% | — |
| 27 | — | VANGUARD INDEX FDS | $8.8M | 0.9% | +748% | — |
| 28 | — | VANGUARD INTL EQUITY INDEX F | $8.3M | 0.9% | +760% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $8.1M | 0.8% | +744% | — |
| 30 | — | DIMENSIONAL ETF TRUST | $8.1M | 0.8% | +23% | — |
| 31 | — | DIMENSIONAL ETF TRUST | $8.0M | 0.8% | +151% | — |
| 32 | — | VANGUARD INTL EQUITY INDEX F | $7.8M | 0.8% | +772% | — |
| 33 | — | DIMENSIONAL ETF TRUST | $7.7M | 0.8% | +18% | — |
| 34 | — | ISHARES TR | $7.7M | 0.8% | +18% | — |
| 35 | — | PROSHARES TR | $7.5M | 0.8% | +316% | — |
| 36 |  $WT | WisdomTree, Inc. | $7.4M | 0.8% | +113% | 62.9 |
| 37 | — | SPDR SERIES TRUST | $7.3M | 0.8% | +2040% | — |
| 38 |  $AAPL | Apple Inc. | $7.2M | 0.8% | +16% | 76.1 |
| 39 |  $IAU | ISHARES GOLD TRUST | $6.8M | 0.7% | +5% | — |
| 40 | — | VANGUARD BD INDEX FDS | $6.8M | 0.7% | +250% | — |
| 41 | — | AIM ETF PRODUCTS TRUST | $5.9M | 0.6% | +6% | — |
| 42 | — | VANGUARD INTL EQUITY INDEX F | $5.6M | 0.6% | +832% | — |
| 43 | — | ISHARES TR | $5.5M | 0.6% | +103% | — |
| 44 | — | ISHARES TR | $4.4M | 0.5% | +17% | — |
| 45 |  $GLD | SPDR GOLD TRUST | $4.0M | 0.4% | +0% | — |
| 46 |  $NVDA | NVIDIA CORP | $3.6M | 0.4% | +7% | 90.2 |
| 47 | — | PROSHARES TR | $3.6M | 0.4% | -20% | — |
| 48 | — | PROSHARES TR | $3.3M | 0.3% | +53% | — |
| 49 | — | ISHARES TR | $3.3M | 0.3% | +74% | — |
| 50 | — | ISHARES TR | $3.1M | 0.3% | -1% | — |
| 51 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $3.1M | 0.3% | -25% | — |
| 52 |  $AMZN | AMAZON COM INC | $3.1M | 0.3% | +3% | 74.6 |
| 53 | — | STRATEGY SHS | $2.9M | 0.3% | -11% | — |
| 54 | — | SPDR SERIES TRUST | $2.8M | 0.3% | +27% | — |
| 55 | — | VANGUARD MALVERN FDS | $2.8M | 0.3% | +109% | — |
| 56 | — | FLEXSHARES TR | $2.6M | 0.3% | +11% | — |
| 57 |  $SLV | iShares Silver Trust | $2.4M | 0.3% | -13% | — |
| 58 | — | VANGUARD SCOTTSDALE FDS | $2.3M | 0.3% | +147% | — |
| 59 | — | DIREXION SHARES ETF TRUST | $2.2M | 0.2% | +7% | — |
| 60 |  $MSFT | MICROSOFT CORP | $2.1M | 0.2% | +12% | 83.7 |
| 61 | — | FLEXSHARES TR | $2.1M | 0.2% | +5% | — |
| 62 | — | VANGUARD SPECIALIZED FUNDS | $2.0M | 0.2% | +0% | — |
| 63 | — | ZACKS TRUST | $2.0M | 0.2% | +3% | — |
| 64 | — | ISHARES TR | $1.8M | 0.2% | +3% | — |
| 65 | — | ISHARES TR | $1.6M | 0.2% | -0% | — |
| 66 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.2% | +3% | — |
| 67 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.2% | -3% | — |
| 68 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.2% | +11% | 35.6 |
| 69 |  $MRK | Merck & Co., Inc. | $1.4M | 0.1% | +234% | 70.9 |
| 70 |  $GOOG | Alphabet Inc. | $1.4M | 0.1% | +6% | 80.2 |
| 71 | — | STRATEGY SHS | $1.3M | 0.1% | -28% | — |
| 72 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.1% | +31% | — |
| 73 |  $PHYS | Sprott Physical Gold Trust | $1.1M | 0.1% | NEW | — |
| 74 |  $MBWM | MERCANTILE BANK CORP | $1.0M | 0.1% | NEW | — |
| 75 |  $DOV | DOVER Corp | $966,883 | 0.1% | -35% | 63.1 |
| 76 |  $GOOGL | Alphabet Inc. | $910,781 | 0.1% | -1% | 80.2 |
| 77 | — | ISHARES TR | $893,409 | 0.1% | +12% | — |
| 78 | — | INVESCO EXCHANGE TRADED FD T | $889,384 | 0.1% | -11% | — |
| 79 |  $PSLV | Sprott Physical Silver Trust | $876,136 | 0.1% | NEW | — |
| 80 | — | ISHARES TR | $843,294 | 0.1% | -1% | — |
| 81 | — | SELECT SECTOR SPDR TR | $842,999 | 0.1% | +56% | — |
| 82 |  $V | VISA INC. | $807,667 | 0.1% | +17% | 83.5 |
| 83 | — | STRATEGY SHS | $802,807 | 0.1% | -60% | — |
| 84 | — | EA SERIES TRUST | $801,185 | 0.1% | -2% | — |
| 85 | $WT | WisdomTree, Inc. | $800,079 | 0.1% | -8% | 62.9 |
| 86 | — | PROSHARES TR | $781,845 | 0.1% | -43% | — |
| 87 | — | ISHARES TR | $749,372 | 0.1% | -2% | — |
| 88 |  $DE | DEERE & CO | $741,424 | 0.1% | +41% | 57.4 |
| 89 |  $IVZ | Invesco Ltd. | $724,715 | 0.1% | +0% | — |
| 90 | — | VANGUARD INDEX FDS | $722,887 | 0.1% | +4% | — |
| 91 | — | ISHARES TR | $698,563 | 0.1% | -7% | — |
| 92 | — | TIMOTHY PLAN | $696,145 | 0.1% | NEW | — |
| 93 | — | STRATEGY SHS | $686,314 | 0.1% | -14% | — |
| 94 |  $LOW | LOWES COMPANIES INC | $679,305 | 0.1% | +0% | 63.5 |
| 95 |  $IBIT | iShares Bitcoin Trust ETF | $679,074 | 0.1% | +54% | — |
| 96 | — | ISHARES TR | $673,928 | 0.1% | -3% | — |
| 97 | — | NEOS ETF TRUST | $649,301 | 0.1% | -37% | — |
| 98 | — | DIREXION SHARES ETF TRUST | $621,946 | 0.1% | +15% | — |
| 99 | — | PROSHARES TR | $602,436 | 0.1% | +5% | — |
| 100 | — | FLEXSHARES TR | $542,810 | 0.1% | -0% | — |
| 101 |  $DTB | DTE ENERGY CO | $542,794 | 0.1% | +69% | — |
| 102 | — | SIMPLIFY EXCHANGE TRADED FUN | $537,282 | 0.1% | -36% | — |
| 103 | — | VANGUARD INDEX FDS | $536,837 | 0.1% | -11% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $528,656 | 0.1% | +2% | — |
| 105 |  $UPS | UNITED PARCEL SERVICE INC | $526,825 | 0.1% | +0% | 58.2 |
| 106 |  $LLY | ELI LILLY & Co | $518,750 | 0.1% | +2% | 89.3 |
| 107 |  $TSLA | Tesla, Inc. | $516,347 | 0.1% | +15% | 50.1 |
| 108 | — | DIREXION SHARES ETF TRUST | $509,143 | 0.1% | NEW | — |
| 109 |  $MA | Mastercard Inc | $507,655 | 0.1% | +1% | 81.7 |
| 110 | — | DIMENSIONAL ETF TRUST | $507,484 | 0.1% | -98% | — |
| 111 |  $MPC | Marathon Petroleum Corp | $499,707 | 0.1% | NEW | 50.7 |
| 112 |  $MSTR | Strategy Inc | $489,887 | 0.1% | +80% | 25.4 |
| 113 |  $EA | ELECTRONIC ARTS INC. | $482,560 | 0.1% | +0% | 71.1 |
| 114 | — | VANGUARD WORLD FD | $475,410 | 0.1% | +85% | — |
| 115 | — | ISHARES TR | $466,345 | 0.1% | +2% | — |
| 116 |  $ABBV | AbbVie Inc. | $457,069 | 0.1% | +0% | 59.3 |
| 117 |  $O | REALTY INCOME CORP | $455,727 | 0.1% | +0% | 74.6 |
| 118 | — | VANECK ETF TRUST | $454,478 | 0.1% | -56% | — |
| 119 | — | SCHWAB STRATEGIC TR | $452,904 | 0.1% | +1% | — |
| 120 |  $XOM | EXXON MOBIL CORP | $445,243 | 0.1% | +5% | 61.8 |
| 121 | — | ULTIMUS MANAGERS TR | $437,070 | 0.1% | NEW | — |
| 122 | — | SELECT SECTOR SPDR TR | $436,190 | 0.1% | +10% | — |
| 123 | — | AIM ETF PRODUCTS TRUST | $435,638 | 0.1% | -0% | — |
| 124 | — | ISHARES TR | $429,751 | 0.1% | +2% | — |
| 125 | — | PUTNAM ETF TRUST | $424,949 | 0.0% | -35% | — |
| 126 |  $PEP | PEPSICO INC | $414,123 | 0.0% | NEW | 62.7 |
| 127 |  $BRK.B | BERKSHIRE HATHAWAY INC | $405,403 | 0.0% | NEW | 64.5 |
| 128 |  $CB | Chubb Ltd | $402,198 | 0.0% | +0% | — |
| 129 | — | J P MORGAN EXCHANGE TRADED F | $400,538 | 0.0% | -37% | — |
| 130 |  $WELL | WELLTOWER INC. | $379,603 | 0.0% | -1% | 75.7 |
| 131 |  $UNH | UNITEDHEALTH GROUP INC | $377,202 | 0.0% | -2% | 66.8 |
| 132 | — | VANECK ETF TRUST | $371,576 | 0.0% | -33% | — |
| 133 | — | PIMCO ETF TR | $363,556 | 0.0% | +0% | — |
| 134 |  $SUI | SUN COMMUNITIES INC | $362,468 | 0.0% | +0% | 44.4 |
| 135 | $WT | WisdomTree, Inc. | $356,657 | 0.0% | +0% | 62.9 |
| 136 |  $OKE | ONEOK INC /NEW/ | $348,815 | 0.0% | NEW | 72 |
| 137 | — | DIMENSIONAL ETF TRUST | $348,406 | 0.0% | +32% | — |
| 138 |  $HD | HOME DEPOT, INC. | $347,818 | 0.0% | +45% | 69.2 |
| 139 |  $VTR | Ventas, Inc. | $346,154 | 0.0% | NEW | 70.3 |
| 140 |  $ALL | ALLSTATE CORP | $340,314 | 0.0% | NEW | 76.6 |
| 141 |  $AGQ | ProShares Trust II | $338,688 | 0.0% | +0% | — |
| 142 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $335,206 | 0.0% | -33% | — |
| 143 |  $IAUM | iShares Gold Trust Micro | $334,746 | 0.0% | +0% | — |
| 144 | — | SPDR INDEX SHS FDS | $333,883 | 0.0% | -18% | — |
| 145 | $WT | WisdomTree, Inc. | $327,481 | 0.0% | -31% | 62.9 |
| 146 |  $WFC | WELLS FARGO & COMPANY/MN | $322,261 | 0.0% | +0% | — |
| 147 |  $CAT | CATERPILLAR INC | $317,630 | 0.0% | -0% | 67.8 |
| 148 |  $MS | MORGAN STANLEY | $308,328 | 0.0% | NEW | — |
| 149 | — | ETF SER SOLUTIONS | $308,273 | 0.0% | +2% | — |
| 150 |  $RTX | RTX Corp | $304,203 | 0.0% | +13% | 70 |
| 151 |  $TKO | TKO Group Holdings, Inc. | $298,942 | 0.0% | +0% | 73.1 |
| 152 | $WT | WisdomTree, Inc. | $295,022 | 0.0% | -2% | 62.9 |
| 153 |  $NUE | NUCOR CORP | $294,403 | 0.0% | NEW | 58.9 |
| 154 | — | PROSHARES TR | $289,081 | 0.0% | -46% | — |
| 155 | — | DIMENSIONAL ETF TRUST | $288,770 | 0.0% | -98% | — |
| 156 | $IVZ | Invesco Ltd. | $285,835 | 0.0% | +0% | — |
| 157 | — | J P MORGAN EXCHANGE TRADED F | $284,925 | 0.0% | +26% | — |
| 158 | — | ISHARES INC | $283,857 | 0.0% | NEW | — |
| 159 |  $CTAS | CINTAS CORP | $281,449 | 0.0% | +0% | 76.3 |
| 160 | — | NORTHERN LTS FD TR IV | $277,945 | 0.0% | +36% | — |
| 161 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $274,125 | 0.0% | +32% | 66.7 |
| 162 |  $AVGO | Broadcom Inc. | $273,568 | 0.0% | +23% | 86.4 |
| 163 |  $CVX | CHEVRON CORP | $272,487 | 0.0% | -2% | 54.7 |
| 164 | — | BARCLAYS BANK PLC | $271,940 | 0.0% | +0% | — |
| 165 |  $DUK | Duke Energy CORP | $256,916 | 0.0% | +5% | 64 |
| 166 |  $NEE | NEXTERA ENERGY INC | $255,420 | 0.0% | +1% | 71.7 |
| 167 |  $JNJ | JOHNSON & JOHNSON | $253,240 | 0.0% | +6% | 72.8 |
| 168 |  $FAST | FASTENAL CO | $252,973 | 0.0% | NEW | 73.5 |
| 169 | — | SPDR INDEX SHS FDS | $251,448 | 0.0% | +23% | — |
| 170 |  $ACN | Accenture plc | $250,044 | 0.0% | +7% | — |
| 171 | — | GLOBAL X FDS | $247,444 | 0.0% | +4% | — |
| 172 | $IVZ | Invesco Ltd. | $246,738 | 0.0% | -27% | — |
| 173 |  $PLD | Prologis, Inc. | $244,896 | 0.0% | +0% | 67.5 |
| 174 | — | DIMENSIONAL ETF TRUST | $244,820 | 0.0% | -98% | — |
| 175 | — | SELECT SECTOR SPDR TR | $241,139 | 0.0% | +3% | — |
| 176 |  $DTM | DT Midstream, Inc. | $239,261 | 0.0% | NEW | 74.5 |
| 177 | $META | Meta Platforms, Inc. | $236,865 | 0.0% | +21% | 80.9 |
| 178 |  $CRS | CARPENTER TECHNOLOGY CORP | $236,490 | 0.0% | NEW | 69.9 |
| 179 |  $PG | PROCTER & GAMBLE Co | $232,402 | 0.0% | +0% | 72.9 |
| 180 | — | SPDR SERIES TRUST | $229,537 | 0.0% | -7% | — |
| 181 |  $VZ | VERIZON COMMUNICATIONS INC | $227,988 | 0.0% | NEW | 71.6 |
| 182 | — | ISHARES TR | $227,336 | 0.0% | +2% | — |
| 183 |  $PAC | Pacific Airport Group | $224,158 | 0.0% | +0% | — |
| 184 | — | VANGUARD WHITEHALL FDS | $224,018 | 0.0% | -39% | — |
| 185 | — | SCHWAB STRATEGIC TR | $217,326 | 0.0% | -64% | — |
| 186 | $WT | WisdomTree, Inc. | $216,893 | 0.0% | NEW | 62.9 |
| 187 |  $DHR | DANAHER CORP /DE/ | $216,334 | 0.0% | +0% | 63.9 |
| 188 | — | VANECK ETF TRUST | $208,186 | 0.0% | -99% | — |
| 189 | — | AMPLIFY ETF TR | $207,109 | 0.0% | -37% | — |
| 190 |  $WMT | Walmart Inc. | $204,692 | 0.0% | NEW | 63.2 |
| 191 | — | ISHARES TR | $204,500 | 0.0% | +0% | — |
| 192 |  $MNKD | MANNKIND CORP | $44,817 | 0.0% | NEW | 44.4 |
New Positions (21)
$PHYS Sprott Physical Gold Trust$1.1M$MBWM MERCANTILE BANK CORP$1.0M$PSLV Sprott Physical Silver Trust$876,136 TIMOTHY PLAN$696,145
DIREXION SHARES ETF TRUST$509,143
$MPC Marathon Petroleum Corp$499,707 ULTIMUS MANAGERS TR$437,070
$PEP PEPSICO INC$414,123$BRK.B BERKSHIRE HATHAWAY INC$405,403$OKE ONEOK INC /NEW/$348,815$VTR Ventas, Inc.$346,154$ALL ALLSTATE CORP$340,314$MS MORGAN STANLEY$308,328$NUE NUCOR CORP$294,403 ISHARES INC$283,857
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Discipline Wealth Solutions, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Discipline Wealth Solutions, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Discipline Wealth Solutions, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Discipline Wealth Solutions, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Discipline Wealth Solutions, LLC (SEC CIK: 2010507), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Discipline Wealth Solutions, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.