13F Insight
DOSSIER · 13F-HR · Q3 2026

Discipline Wealth Solutions, LLC

$1.2B in tracked AUM across 196 positions as of Q3 2026.

DW
CIK 0002010507 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
196
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Discipline Wealth Solutions, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$121M2.7M10.5%02
BIV
VANGUARD BD INDEX FDS
$64M885K5.6%03
VBR
VANGUARD INDEX FDS
$56M241K4.8%04
VOO
VANGUARD INDEX FDS
$51M73K4.4%05
VEA
VANGUARD TAX-MANAGED FDS
$49M700K4.3%06
HCMT
DIREXION SHARES ETF TRUST
$42M996K3.7%07
VB
VANGUARD INDEX FDS
$41M144K3.6%08
DFIS
DIMENSIONAL ETF TRUST
$38M1.0M3.3%09
AGG
ISHARES TR
$36M381K3.1%10
BNDX
VANGUARD CHARLOTTE FDS
$33M705K2.9%

Filing history

2026Q3Sep 30
$1.2B▲ 0.5%
196 positionsView →2026Q2Jun 30
$1.1B▲ 20.7%
197 positionsView →2026Q1Mar 31
$950M▲ 76.1%
192 positionsView →2025Q4Dec 31
$539M▲ 153.6%
168 positionsView →2025Q3Sep 30
$213M▼ 18.5%
91 positionsLocked2025Q2Jun 30
$261M▲ 24.6%
92 positionsLocked2025Q1Mar 31
$210M▼ 3.0%
73 positionsLocked2024Q4Dec 31
$216M▲ 14.0%
76 positionsLocked2024Q3Sep 30
$189M▲ 75.5%
68 positionsLocked2024Q1Mar 31
$108M▲ 7.8%
20 positionsLocked2023Q4Dec 31
$100M—
26 positionsLocked