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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 368.0 $277K 0.05% NEW $753.11 -85.2%
142 XSMO INVESCO EXCHANGE TRADED FD T 3,760.0 $271K 0.05% NEW $72.01 +15.7%
143 SPYG SPDR SERIES TRUST 2,523.0 $269K 0.05% NEW $106.71 +9.1%
144 DHR DANAHER CORPORATION Healthcare 1,141.0 $261K 0.05% NEW $228.92 -28.4%
145 AIQ GLOBAL X FDS 5,102.0 $259K 0.05% NEW $50.86 +18.8%
146 CAT CATERPILLAR INC Industrials 449.0 $257K 0.05% NEW $572.76 +50.2%
147 RTX RTX CORPORATION Industrials 1,398.0 $256K 0.05% NEW $183.40 -4.1%
148 IBM INTERNATIONAL BUSINESS MACHS Technology 858.0 $254K 0.05% NEW $296.26 -24.8%
149 DFAT DIMENSIONAL ETF TRUST 4,220.0 $251K 0.05% NEW $59.53 +9.5%
150 HD HOME DEPOT INC Consumer Cyclical 730.0 $251K 0.05% NEW $344.10 -12.9%
151 AVGO BROADCOM INC Technology 717.0 $248K 0.05% NEW $345.94 +18.8%
152 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 908.0 $239K 0.04% NEW $263.63 -7.7%
153 PLD PROLOGIS INC. Real Estate 1,853.0 $237K 0.04% NEW $127.64 +11.5%
154 PG PROCTER AND GAMBLE CO Consumer Defensive 1,602.0 $230K 0.04% NEW $143.31 -0.6%
155 ATMP BARCLAYS BANK PLC Financial Services 7,903.0 $227K 0.04% NEW $28.77 +27.8%
156 J P MORGAN EXCHANGE TRADED F 4,471.0 $226K 0.04% NEW $50.59
157 META META PLATFORMS INC Communication Services 343.0 $226K 0.04% NEW $659.35 -7.3%
158 XLI SELECT SECTOR SPDR TR 1,454.0 $226K 0.04% NEW $155.12 +8.8%
159 DUK DUKE ENERGY CORP NEW Utilities 1,874.0 $220K 0.04% NEW $117.18 +4.8%
160 NEE NEXTERA ENERGY INC Utilities 2,722.0 $219K 0.04% NEW $80.28 +16.3%
Page 8 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%