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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 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 13,761.0 $843K 0.09% +5K +56.5% $61.26 -1.2%
82 V VISA INC Financial Services 2,672.0 $808K 0.09% +390.0 +17.1% $302.27 +7.8%
83 ELCV STRATEGY SHS 27,683.0 $803K 0.09% NEW $29.00 +6.1%
84 BSVO EA SERIES TRUST 31,580.0 $801K 0.08% -677.0 -2.1% $25.37 +7.2%
85 DLS WISDOMTREE TR 9,817.0 $800K 0.08% -824.0 -7.7% $81.50 +6.6%
86 SSO PROSHARES TR 15,070.0 $782K 0.08% -12K -43.3% $51.88 +27.9%
87 IDEV ISHARES TR 8,967.0 $749K 0.08% -166.0 -1.8% $83.57 +6.0%
88 DE DEERE & CO Industrials 1,316.0 $741K 0.08% +383.0 +41.0% $563.39 -0.3%
89 PRF INVESCO EXCHANGE TRADED FD T 15,248.0 $725K 0.08% $47.53 +10.2%
90 VUG VANGUARD INDEX FDS 1,655.0 $723K 0.08% +68.0 +4.3% $436.79 -80.1%
91 SUB ISHARES TR 6,559.0 $699K 0.07% -507.0 -7.2% $106.50 -0.3%
92 TPSC TIMOTHY PLAN 16,401.0 $696K 0.07% NEW $42.45 +5.0%
93 SSXU STRATEGY SHS 19,970.0 $686K 0.07% -3K -13.7% $34.37 +3.9%
94 LOW LOWES COS INC Consumer Cyclical 2,875.0 $679K 0.07% $236.28 -7.6%
95 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,675.0 $679K 0.07% +6K +54.1% $38.42 +13.3%
96 MUB ISHARES TR 6,349.0 $674K 0.07% -226.0 -3.4% $106.15 -0.1%
97 SPYI NEOS ETF TRUST 13,152.0 $649K 0.07% -8K -37.3% $49.37 +8.4%
98 TSLL DIREXION SHARES ETF TRUST 51,189.0 $622K 0.07% +7K +15.1% $12.15 +16.9%
99 SH PROSHARES TR 15,883.0 $602K 0.06% +699.0 +4.6% $37.93 -11.4%
100 TLTE FLEXSHARES TR 8,077.0 $543K 0.06% $67.20 +11.8%
Page 5 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%