Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Discipline Wealth Solutions, LLC (CIK 2010507) reported $949.9M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($90.7M, 9.55%), BIV ($56.3M, 5.92%), VBR ($51.6M, 5.44%), AGG ($38.5M, 4.05%), HCMT ($37.2M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $90.7M | 9.55% | 2.3M | Added |
| 2 | BIV | VANGUARD BD INDEX FDS | $56.3M | 5.92% | 728,902 | Added |
| 3 | VBR | VANGUARD INDEX FDS | $51.6M | 5.44% | 237,724 | Added |
| 4 | AGG | ISHARES TR | $38.5M | 4.05% | 387,815 | Added |
| 5 | HCMT | DIREXION SHARES ETF TRUST | $37.2M | 3.92% | 1.1M | Added |
| 6 | VB | VANGUARD INDEX FDS | $34.9M | 3.67% | 133,155 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $33.9M | 3.57% | 528,729 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $32.9M | 3.46% | 55,038 | Added |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $32.4M | 3.41% | 961,790 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $28.8M | 3.03% | 599,763 | Added |
| 11 | DFIC | DIMENSIONAL ETF TRUST | $26.9M | 2.83% | 755,893 | Added |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $26.4M | 2.78% | 717,922 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $23.2M | 2.44% | 295,424 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $21.6M | 2.27% | 67,253 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $19.9M | 2.09% | 101,412 | Added |
| 16 | AVDV | AMERICAN CENTY ETF TR | $19.1M | 2.01% | 191,520 | Added |
| 17 | IGSB | ISHARES TR | $18.0M | 1.90% | 342,522 | Added |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $16.5M | 1.73% | 281,084 | Added |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $16.3M | 1.72% | 472,869 | Added |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $12.7M | 1.34% | 265,210 | Added |
| 21 | STIP | ISHARES TR | $12.4M | 1.31% | 120,138 | Added |
| 22 | QQH | NORTHERN LTS FD TR III | $10.9M | 1.15% | 156,159 | Added |
| 23 | DIHP | DIMENSIONAL ETF TRUST | $10.8M | 1.14% | 336,117 | Added |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $10.5M | 1.10% | 139,436 | Added |
| 25 | LGH | NORTHERN LTS FD TR III | $10.2M | 1.08% | 179,545 | Added |
Source: SEC Form 13F filings · as of 2026-03-31