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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $949.9B AUM 192 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 99 Added 34 Reduced 7 Exited
Page 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIM ETF PRODUCTS TRUST 215,123.0 $5.9M 0.62% +12K +5.7% $27.33
42 VWO VANGUARD INTL EQUITY INDEX F 103,905.0 $5.6M 0.59% +93K +832.2% $54.05 +8.2%
43 SGOV ISHARES TR 54,348.0 $5.5M 0.58% +28K +103.2% $100.66 -0.1%
44 IVV ISHARES TR 6,671.0 $4.4M 0.46% +975.0 +17.1% $653.18 +13.6%
45 NVDA NVIDIA CORPORATION Technology 20,908.0 $3.6M 0.38% +1K +6.5% $174.40 +29.2%
46 TQQQ PROSHARES TR 79,641.0 $3.3M 0.35% +28K +53.0% $41.68 +78.2%
47 SHY ISHARES TR 40,177.0 $3.3M 0.35% +17K +73.6% $82.57 -0.6%
48 AMZN AMAZON COM INC Consumer Cyclical 14,672.0 $3.1M 0.32% +379.0 +2.6% $208.27 +27.2%
49 BIL SPDR SERIES TRUST 30,792.0 $2.8M 0.30% +7K +27.0% $91.64 -0.1%
50 VTIP VANGUARD MALVERN FDS 55,766.0 $2.8M 0.29% +29K +109.5% $49.95 +0.8%
51 TILT FLEXSHARES TR 10,858.0 $2.6M 0.28% +1K +11.1% $241.36 +10.7%
52 VCSH VANGUARD SCOTTSDALE FDS 29,539.0 $2.3M 0.25% +18K +146.9% $79.27 -0.6%
53 SPXL DIREXION SHARES ETF TRUST 11,869.0 $2.2M 0.23% +743.0 +6.7% $184.89 +43.9%
54 MSFT MICROSOFT CORP Technology 5,802.0 $2.1M 0.23% +630.0 +12.2% $370.15 +14.0%
55 TLTD FLEXSHARES TR 22,521.0 $2.1M 0.22% +1K +5.0% $93.99 +6.2%
56 ZECP ZACKS TRUST 60,033.0 $2.0M 0.21% +2K +2.9% $33.83 +8.4%
57 IVE ISHARES TR 8,412.0 $1.8M 0.19% +278.0 +3.4% $211.16 +6.5%
58 QQQ INVESCO QQQ TR Financial Services 2,730.0 $1.6M 0.17% +80.0 +3.0% $577.28 +22.3%
59 JPM JPMORGAN CHASE & CO Financial Services 5,098.0 $1.5M 0.16% +520.0 +11.4% $294.16 +1.2%
60 MRK MERCK & CO INC Healthcare 11,513.0 $1.4M 0.15% +8K +234.2% $120.29 -7.4%
Page 3 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.5%
Technology 23.6%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 5.2%
Industrials 4.6%
Energy 2.9%
Real Estate 2.8%
Utilities 1.7%
Consumer Defensive 1.4%