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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $950M AUM 192 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 99 Added 34 Reduced 7 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLVP ISHARES INC 8,005.0 $284K 0.03% NEW $35.46 -2.9%
22 FAST FASTENAL CO Industrials 5,452.0 $253K 0.03% NEW $46.40 -5.2%
23 DFLV DIMENSIONAL ETF TRUST 6,856.0 $245K 0.03% NEW $35.71 +6.6%
24 DTM DT MIDSTREAM INC Energy 1,777.0 $239K 0.03% NEW $134.64 +10.5%
25 CRS CARPENTER TECHNOLOGY CORP Industrials 600.0 $236K 0.03% NEW $394.15 +2.6%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 4,542.0 $228K 0.02% NEW $50.20 -6.8%
27 SCHG SCHWAB STRATEGIC TR 7,461.0 $217K 0.02% NEW $29.13 +16.3%
28 DGRW WISDOMTREE TR 2,469.0 $217K 0.02% NEW $87.85 +8.5%
29 SMH VANECK ETF TRUST 543.0 $208K 0.02% NEW $383.40 +41.9%
30 WMT WALMART INC Consumer Defensive 1,647.0 $205K 0.02% NEW $124.28 +7.3%
31 MNKD MANNKIND CORP Healthcare 18,293.0 $45K 0.01% NEW $2.45 +22.0%
Page 2 of 2  ·  31 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%