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.
Disciplined Investors, L.L.C. (CIK 2056242) reported $168.0M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IDV ($12.9M, 7.69%), VUG ($9.2M, 5.45%), SCHB ($8.4M, 4.98%), VXUS ($5.3M, 3.17%), VEU ($5.1M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IDV | ISHARES TR | $12.9M | 7.69% | 303,357 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $9.2M | 5.45% | 20,977 | Added |
| 3 | SCHB | SCHWAB STRATEGIC TR | $8.4M | 4.98% | 333,058 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $5.3M | 3.17% | 68,966 | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $5.1M | 3.06% | 68,459 | Added |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $5.0M | 2.98% | 142,833 | Added |
| 7 | AAPL | APPLE INC | $3.8M | 2.25% | 14,907 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $3.7M | 2.21% | 6,217 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $3.6M | 2.15% | 27,119 | Added |
| 10 | DFGP | DIMENSIONAL ETF TRUST | $3.5M | 2.08% | 64,829 | Added |
| 11 | SPSM | SPDR SERIES TRUST | $3.4M | 2.05% | 71,127 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $3.4M | 2.05% | 23,272 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.81% | 6,359 | Added |
| 14 | GLD | SPDR GOLD TR | $2.8M | 1.67% | 6,501 | Trimmed |
| 15 | WMT | WALMART INC | $2.8M | 1.67% | 22,591 | Added |
| 16 | HBAN | HUNTINGTON BANCSHARES INC | $2.7M | 1.62% | 173,424 | New |
| 17 | AMZN | AMAZON COM INC | $2.6M | 1.53% | 12,310 | Added |
| 18 | CAT | CATERPILLAR INC | $2.5M | 1.51% | 3,583 | Added |
| 19 | CRK | COMSTOCK RES INC | $2.4M | 1.45% | 115,840 | Hold |
| 20 | MSFT | MICROSOFT CORP | $2.2M | 1.31% | 5,952 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $2.2M | 1.30% | 2,585 | Trimmed |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $2.1M | 1.25% | 59,009 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 1.19% | 2,002 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.17% | 6,666 | Added |
| 25 | MSTR | STRATEGY INC | $1.9M | 1.15% | 15,437 | Added |
Source: SEC Form 13F filings · as of 2026-03-31