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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $1.1B AUM 197 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 95 Added 50 Reduced 15 Exited
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCSH VANGUARD SCOTTSDALE FDS 43,103.0 $3.4M 0.30% +14K +45.9% $79.03 -0.5%
42 BIL SPDR SERIES TRUST 32,547.0 $3.0M 0.26% +2K +5.7% $91.64 -0.1%
43 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 14,400.0 $2.6M 0.23% +318.0 +2.3% $181.15 +13.6%
44 VGT VANGUARD WORLD FD 19,960.0 $2.4M 0.21% +19K +2831.0% $119.52 -1.0%
45 ZECP ZACKS TRUST 62,244.0 $2.3M 0.20% +2K +3.7% $37.74 +0.7%
46 MSFT MICROSOFT CORP Technology 5,904.0 $2.2M 0.19% +102.0 +1.8% $373.00 +29.0%
47 SSO PROSHARES TR 30,097.0 $2.0M 0.18% +15K +99.7% $67.38 +3.3%
48 SLV ISHARES SILVER TR Financial Services 37,750.0 $2.0M 0.18% +3K +7.9% $53.47 +15.3%
49 GOOGL ALPHABET INC Communication Services 4,875.0 $1.7M 0.15% +78.0 +1.6% $357.40 -4.7%
50 JPM JPMORGAN CHASE & CO Financial Services 5,304.0 $1.7M 0.15% +206.0 +4.0% $327.33 +7.4%
51 MRK MERCK & CO INC Healthcare 12,035.0 $1.5M 0.14% +522.0 +4.5% $128.50 +16.1%
52 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 46,145.0 $1.4M 0.12% +15K +46.5% $30.17 +13.8%
53 VT VANGUARD INTL EQUITY INDEX F 8,836.0 $1.4M 0.12% +2K +26.4% $156.96 +1.9%
54 V VISA INC Financial Services 2,789.0 $957K 0.08% +117.0 +4.4% $343.12 +6.6%
55 DXIV DIMENSIONAL ETF TRUST 12,893.0 $903K 0.08% +5K +71.6% $70.00 +6.4%
56 SPYI NEOS ETF TRUST 16,459.0 $874K 0.08% +3K +25.1% $53.09 +0.4%
57 VUG VANGUARD INDEX FDS 9,869.0 $850K 0.07% +8K +496.3% $86.14 +1.2%
58 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,387.0 $845K 0.07% +8K +43.6% $33.29 +23.8%
59 TPSC TIMOTHY PLAN 16,906.0 $811K 0.07% +505.0 +3.1% $47.98 +0.4%
60 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 41,386.0 $781K 0.07% +5K +15.2% $18.87 +18.5%
Page 3 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Technology 27.1%
Consumer Cyclical 7.7%
Communication Services 5.9%
Healthcare 5.8%
Industrials 5.0%
Real Estate 2.8%
Energy 2.6%
Utilities 1.6%
Consumer Defensive 0.8%