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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $539M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUB ISHARES TR 7,066.0 $754K 0.14% NEW $106.70 -0.5%
82 IDEV ISHARES TR 9,133.0 $753K 0.14% NEW $82.48 +8.1%
83 BSVO EA SERIES TRUST 32,257.0 $752K 0.14% NEW $23.30 +17.1%
84 PBDC PUTNAM ETF TRUST 23,717.0 $726K 0.14% NEW $30.60 -11.1%
85 PRF INVESCO EXCHANGE TRADED FD T 15,248.0 $715K 0.13% NEW $46.92 +11.9%
86 UPRO PROSHARES TR 6,174.0 $715K 0.13% NEW $115.75 +20.6%
87 TNA DIREXION SHS ETF TR 15,592.0 $710K 0.13% NEW $45.54 +33.7%
88 MUB ISHARES TR 6,575.0 $704K 0.13% NEW $107.11 -1.1%
89 LOW LOWES COS INC Consumer Cyclical 2,875.0 $693K 0.13% NEW $241.16 -8.9%
90 JEPQ J P MORGAN EXCHANGE TRADED F 11,403.0 $663K 0.12% NEW $58.12 +3.1%
91 BIZD VANECK ETF TRUST 43,218.0 $613K 0.11% NEW $14.18 -11.7%
92 VBK VANGUARD INDEX FDS 1,989.0 $601K 0.11% NEW $302.14 +12.0%
93 VWO VANGUARD INTL EQUITY INDEX F 11,146.0 $599K 0.11% NEW $53.76 +8.9%
94 LLY ELI LILLY & CO Healthcare 554.0 $595K 0.11% NEW $1074.68 -6.3%
95 DDM PROSHARES TR 10,322.0 $587K 0.11% NEW $56.86 +5.4%
96 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 45,489.0 $586K 0.11% NEW $12.88 -13.9%
97 UDOW PROSHARES TR 9,977.0 $578K 0.11% NEW $57.91 +6.3%
98 MA MASTERCARD INCORPORATED Financial Services 1,006.0 $574K 0.11% NEW $570.88 -13.5%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,469.0 $569K 0.11% NEW $49.65 -11.9%
100 SH PROSHARES TR 15,184.0 $547K 0.10% NEW $36.03 -6.8%
Page 5 of 9  ·  168 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 44.8%
Technology 26.5%
Consumer Cyclical 8.8%
Communication Services 6.3%
Healthcare 4.3%
Industrials 3.7%
Real Estate 2.5%
Utilities 1.3%
Energy 0.9%
Consumer Defensive 0.8%