DOSSIER · 13F-HR · Q2 2026

Disciplined Investors, L.L.C.

$200M in tracked AUM across 145 positions as of Q2 2026.

DI
CIK 0002056242 · last filed Jun 30, 2026
Total AUM
$200M
as of Q2 2026
Holdings
145
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Disciplined Investors, L.L.C. 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
IDV
ISHARES TR
$14M343K7.1%
02
VUG
VANGUARD INDEX FDS
$14M160K6.9%
03
SCHB
SCHWAB STRATEGIC TR
$9M328K4.7%
04
VXUS
VANGUARD STAR FDS
$7M87K3.7%
05
DFSV
DIMENSIONAL ETF TRUST
$6M161K3.1%
06
VEU
VANGUARD INTL EQUITY INDEX F
$6M69K2.9%
07
XLK
SELECT SECTOR SPDR TR
$5M28K2.7%
08
VOO
VANGUARD INDEX FDS
$5M7K2.5%
09
DFGP
DIMENSIONAL ETF TRUST
$5M84K2.3%
10
INTC
INTEL CORP
$4M31K2.2%

Filing history

2026Q2Jun 30
$200M 19.0%
145 positionsView →
2026Q1Mar 31
$168M 10.2%
139 positionsView →
2025Q4Dec 31
$152M 176.8%
121 positionsView →
2025Q3Sep 30
$55M 5.3%
58 positionsView →
2025Q2Jun 30
$52M 14.7%
61 positionsLocked
2025Q1Mar 31
$46M 56.1%
58 positionsLocked
2024Q4Dec 31
$104M
111 positionsLocked