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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTE DTE ENERGY CO Utilities 3,712.0 $543K 0.06% +2K +69.3% $146.23 -4.4%
102 SVOL SIMPLIFY EXCHANGE TRADED FUN 35,025.0 $537K 0.06% -20K -36.0% $15.34 +4.4%
103 VBK VANGUARD INDEX FDS 1,776.0 $537K 0.06% -213.0 -10.7% $302.27 +10.7%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,564.0 $529K 0.06% +29.0 +1.9% $338.02 +19.6%
105 UPS UNITED PARCEL SVCS INC Industrials 5,355.0 $527K 0.06% $98.38 +0.6%
106 LLY ELI LILLY & CO Healthcare 564.0 $519K 0.06% +10.0 +1.8% $919.77 +9.5%
107 TSLA TESLA INC Consumer Cyclical 1,389.0 $516K 0.05% +177.0 +14.6% $371.74 +13.6%
108 SOXL DIREXION SHARES ETF TRUST 10,627.0 $509K 0.05% NEW $47.91 +216.7%
109 MA MASTERCARD INCORPORATED Financial Services 1,016.0 $508K 0.05% +10.0 +1.0% $499.66 -1.1%
110 DXIV DIMENSIONAL ETF TRUST 7,514.0 $507K 0.05% NEW $67.54 +6.4%
111 MPC MARATHON PETE CORP Energy 2,046.0 $500K 0.05% NEW $244.24 +4.4%
112 MSTR STRATEGY INC Technology 3,925.0 $490K 0.05% +2K +80.5% $124.81 +42.1%
113 EA ELECTRONIC ARTS INC Communication Services 2,367.0 $483K 0.05% $203.87 -1.6%
114 VGT VANGUARD WORLD FD 681.0 $475K 0.05% +313.0 +85.0% $698.11 -83.9%
115 EEM ISHARES TR 8,212.0 $466K 0.05% +187.0 +2.3% $56.79 +14.4%
116 ABBV ABBVIE INC Healthcare 2,102.0 $457K 0.05% $217.44 -3.7%
117 O REALTY INCOME CORP Real Estate 7,449.0 $456K 0.05% $61.18 -0.1%
118 GRNB VANECK ETF TRUST 18,969.0 $454K 0.05% NEW $23.96 -0.1%
119 SCHH SCHWAB STRATEGIC TR 21,075.0 $453K 0.05% +113.0 +0.5% $21.49 +8.2%
120 XOM EXXON MOBIL CORP Energy 2,624.0 $445K 0.05% +130.0 +5.2% $169.68 -6.9%
Page 6 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%