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Discipline Wealth Solutions, LLC 13F holdings

Filed 2026-07-21 · Discipline Wealth Solutions, LLC · 197 positions · $1.1B

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST2.6M$115.0M10.0%
BIVVANGUARD BD INDEX FDS818.4K$62.8M5.5%
VBRVANGUARD INDEX FDS248.0K$60.3M5.3%
—DIREXION SHARES ETF TRUST1.2M$50.5M4.4%
VOOVANGUARD INDEX FDS69.5K$47.8M4.2%
VEAVANGUARD TAX-MANAGED FDS647.8K$46.2M4.0%
VBVANGUARD INDEX FDS146.1K$44.3M3.9%
AGGISHARES TR378.4K$37.5M3.3%
DFISDIMENSIONAL ETF TRUST1.0M$35.6M3.1%
BNDXVANGUARD CHARLOTTE FDS658.1K$31.9M2.8%
VTIVANGUARD INDEX FDS85.5K$31.6M2.8%
DUHPDIMENSIONAL ETF TRUST694.3K$29.0M2.5%
VTVVANGUARD INDEX FDS128.6K$28.0M2.4%
DFICDIMENSIONAL ETF TRUST725.7K$27.0M2.4%
BSVVANGUARD BD INDEX FDS309.5K$24.1M2.1%
DFEMDIMENSIONAL ETF TRUST553.1K$22.5M2.0%
AVDVAMERICAN CENTY ETF TR195.3K$20.1M1.8%
IGSBISHARES TR363.6K$19.1M1.7%
QQHNORTHERN LTS FD TR III191.3K$16.4M1.4%
VGSHVANGUARD SCOTTSDALE FDS280.0K$16.3M1.4%
VEUVANGUARD INTL EQUITY INDEX F179.7K$15.0M1.3%
—NORTHERN LTS FD TR III227.5K$14.5M1.3%
STIPISHARES TR131.6K$13.4M1.2%
DFSDDIMENSIONAL ETF TRUST280.0K$13.4M1.2%
VNQVANGUARD INDEX FDS130.0K$12.5M1.1%
VPLVANGUARD INTL EQUITY INDEX F104.5K$12.1M1.1%
VXUSVANGUARD STAR FDS137.9K$11.8M1.0%
VSSVANGUARD INTL EQUITY INDEX F73.8K$11.4M1.0%
DIHPDIMENSIONAL ETF TRUST325.7K$11.1M1.0%
DFASDIMENSIONAL ETF TRUST134.7K$11.1M1.0%
VGKVANGUARD INTL EQUITY INDEX F121.5K$10.8M0.9%
DFSVDIMENSIONAL ETF TRUST271.1K$10.5M0.9%
BNDVANGUARD BD INDEX FDS137.2K$10.1M0.9%
DFAEDIMENSIONAL ETF TRUST226.9K$9.1M0.8%
AAPLAPPLE INC29.2K$8.4M0.7%
IAGGISHARES TR164.3K$8.3M0.7%
VWOVANGUARD INTL EQUITY INDEX F138.4K$8.3M0.7%
CWBSPDR SERIES TRUST72.8K$7.8M0.7%
DGSWISDOMTREE TR118.2K$7.6M0.7%
QLDPROSHARES TR71.1K$6.9M0.6%
—AIM ETF PRODUCTS TRUST220.1K$6.6M0.6%
IAUISHARES GOLD TR76.3K$5.8M0.5%
TQQQPROSHARES TR68.2K$5.5M0.5%
IVVISHARES TR6.8K$5.1M0.4%
—PROSHARES TR67.8K$5.0M0.4%
NVDANVIDIA CORPORATION21.3K$4.3M0.4%
VTIPVANGUARD MALVERN FDS76.9K$3.9M0.3%
GLDSPDR GOLD TR10.5K$3.9M0.3%
ITOTISHARES TR22.2K$3.6M0.3%
SSUSSTRATEGY SHS63.9K$3.5M0.3%
AMZNAMAZON COM INC14.8K$3.5M0.3%
VCSHVANGUARD SCOTTSDALE FDS43.1K$3.4M0.3%
SHYISHARES TR39.6K$3.2M0.3%
SGOVISHARES TR32.2K$3.2M0.3%
BILSPDR SERIES TRUST32.5K$3.0M0.3%
TILTFLEXSHARES TR10.6K$2.9M0.3%
SOXLDIREXION SHARES ETF TRUST10.1K$2.7M0.2%
GLTRABRDN PRECIOUS METALS BASKET14.4K$2.6M0.2%
VGTVANGUARD WORLD FD20.0K$2.4M0.2%
ZECPZACKS TRUST62.2K$2.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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