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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 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROM PROSHARES TR 4,320.0 $339K 0.04% $78.40 +67.6%
142 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 30,418.0 $335K 0.04% -15K -33.1% $11.02 -0.1%
143 IAUM ISHARES GOLD TR Financial Services 7,168.0 $335K 0.04% $46.70 -4.4%
144 GWX SPDR INDEX SHS FDS 7,906.0 $334K 0.04% -2K -17.6% $42.23 +6.9%
145 WTMF WISDOMTREE TR 8,252.0 $327K 0.03% -4K -30.7% $39.69 +3.3%
146 WFC WELLS FARGO & CO Financial Services 4,048.0 $322K 0.03% $79.61 -6.6%
147 CAT CATERPILLAR INC Industrials 448.0 $318K 0.03% $709.00 +20.3%
148 MS MORGAN STANLEY Financial Services 1,874.0 $308K 0.03% NEW $164.53 +15.5%
149 QTUM ETF SER SOLUTIONS 2,873.0 $308K 0.03% +50.0 +1.8% $107.30 +30.6%
150 RTX RTX CORPORATION Industrials 1,577.0 $304K 0.03% +179.0 +12.8% $192.90 -8.7%
151 TKO TKO GROUP HOLDINGS INC Communication Services 1,482.0 $299K 0.03% $201.72 -5.7%
152 DEM WISDOMTREE TR 5,937.0 $295K 0.03% -148.0 -2.4% $49.69 +5.7%
153 NUE NUCOR CORP Basic Materials 1,741.0 $294K 0.03% NEW $169.10 +30.4%
154 DDM PROSHARES TR 5,554.0 $289K 0.03% -5K -46.2% $52.05 +12.6%
155 DFAU DIMENSIONAL ETF TRUST 6,400.0 $289K 0.03% NEW $45.12 +11.7%
156 XSMO INVESCO EXCHANGE TRADED FD T 3,760.0 $286K 0.03% $76.02 +9.9%
157 J P MORGAN EXCHANGE TRADED F 5,630.0 $285K 0.03% +1K +25.9% $50.61
158 SLVP ISHARES INC 8,005.0 $284K 0.03% NEW $35.46 -2.9%
159 CTAS CINTAS CORP Industrials 1,664.0 $281K 0.03% $169.14 +2.1%
160 SECT NORTHERN LTS FD TR IV 4,603.0 $278K 0.03% +1K +36.1% $60.38 +13.6%
Page 8 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%