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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VZ VERIZON COMMUNICATIONS INC Communication Services 4,542.0 $228K 0.02% NEW $50.20 -7.6%
182 IDU ISHARES TR 1,958.0 $227K 0.02% +31.0 +1.6% $116.11 -4.1%
183 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 908.0 $224K 0.02% $246.87 -3.4%
184 VYMI VANGUARD WHITEHALL FDS 2,377.0 $224K 0.02% -2K -39.3% $94.24 +5.4%
185 SCHG SCHWAB STRATEGIC TR 7,461.0 $217K 0.02% NEW $29.13 +17.4%
186 DGRW WISDOMTREE TR 2,469.0 $217K 0.02% NEW $87.85 +9.0%
187 DHR DANAHER CORP DEL Healthcare 1,141.0 $216K 0.02% $189.60 -14.6%
188 SMH VANECK ETF TRUST 543.0 $208K 0.02% NEW $383.40 +42.5%
189 DIVO AMPLIFY ETF TR 4,618.0 $207K 0.02% -3K -37.0% $44.85 +1.7%
190 WMT WALMART INC Consumer Defensive 1,647.0 $205K 0.02% NEW $124.28 +5.8%
191 IUSV ISHARES TR 2,000.0 $204K 0.02% $102.25 +6.4%
192 MNKD MANNKIND CORP Healthcare 18,293.0 $45K 0.01% NEW $2.45 +26.1%
Page 10 of 10  ·  192 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%