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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $539M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TQQQ PROSHARES TR 52,062.0 $2.7M 0.51% NEW $52.72 +39.7%
42 SGOV ISHARES TR 26,743.0 $2.7M 0.50% NEW $100.38 +0.2%
43 SLV ISHARES SILVER TR Financial Services 40,211.0 $2.6M 0.48% NEW $64.42 +4.9%
44 MSFT MICROSOFT CORP Technology 5,172.0 $2.5M 0.46% NEW $483.61 -13.5%
45 SPXL DIREXION SHS ETF TR 11,126.0 $2.5M 0.46% NEW $220.61 +19.6%
46 TILT FLEXSHARES TR 9,775.0 $2.4M 0.45% NEW $248.68 +7.4%
47 BIL SPDR SERIES TRUST 24,252.0 $2.2M 0.41% NEW $91.38 +0.2%
48 VIG VANGUARD SPECIALIZED FUNDS 9,479.0 $2.1M 0.39% NEW $219.78 +4.8%
49 QLD PROSHARES TR 29,398.0 $2.1M 0.38% NEW $70.41 +27.7%
50 ZECP ZACKS TRUST 58,342.0 $2.0M 0.38% NEW $34.76 +5.5%
51 TLTD FLEXSHARES TR 21,447.0 $2.0M 0.37% NEW $92.73 +7.3%
52 BND VANGUARD BD INDEX FDS 26,257.0 $1.9M 0.36% NEW $74.07 -2.2%
53 SHY ISHARES TR 23,144.0 $1.9M 0.35% NEW $82.82 -1.0%
54 IVE ISHARES TR 8,134.0 $1.7M 0.32% NEW $212.08 +6.0%
55 QQQ INVESCO QQQ TR Financial Services 2,650.0 $1.6M 0.30% NEW $614.42 +14.6%
56 VGIT VANGUARD SCOTTSDALE FDS 26,955.0 $1.6M 0.30% NEW $59.93 -2.5%
57 SSO PROSHARES TR 26,585.0 $1.5M 0.28% NEW $57.92 +13.9%
58 EFV ISHARES TR 21,561.0 $1.5M 0.28% NEW $71.41 +9.2%
59 JPM JPMORGAN CHASE & CO. Financial Services 4,578.0 $1.5M 0.27% NEW $322.22 -7.4%
60 GOOGL ALPHABET INC Communication Services 4,533.0 $1.4M 0.26% NEW $313.00 +24.6%
Page 3 of 9  ·  168 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 44.8%
Technology 26.5%
Consumer Cyclical 8.8%
Communication Services 6.3%
Healthcare 4.3%
Industrials 3.7%
Real Estate 2.5%
Utilities 1.3%
Energy 0.9%
Consumer Defensive 0.8%