13F Insight
DOSSIER · 13F-HR · Q2 2026

Discipline Wealth Solutions, LLC

$1.1B in tracked AUM across 197 positions as of Q2 2026.

DW
CIK 0002010507 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
197
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Discipline Wealth Solutions, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$115M2.6M10.0%02
BIV
VANGUARD BD INDEX FDS
$63M818K5.5%03
VBR
VANGUARD INDEX FDS
$60M248K5.3%04
HCMT
DIREXION SHARES ETF TRUST
$50M1.2M4.4%05
VOO
VANGUARD INDEX FDS
$48M70K4.2%06
VEA
VANGUARD TAX-MANAGED FDS
$46M648K4.0%07
VB
VANGUARD INDEX FDS
$44M146K3.9%08
AGG
ISHARES TR
$37M378K3.3%09
DFIS
DIMENSIONAL ETF TRUST
$36M1.0M3.1%10
BNDX
VANGUARD CHARLOTTE FDS
$32M658K2.8%

Filing history

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 positionsView →2025Q2Jun 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