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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 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 378,419.0 $37.5M 3.27% -9K -2.4% $98.98 -1.2%
2 DUHP DIMENSIONAL ETF TRUST 694,265.0 $29.0M 2.53% -24K -3.3% $41.73 +1.9%
3 DFIC DIMENSIONAL ETF TRUST 725,663.0 $27.0M 2.36% -30K -4.0% $37.26 +5.0%
4 DIHP DIMENSIONAL ETF TRUST 325,737.0 $11.1M 0.97% -10K -3.1% $34.12 +4.3%
5 DFAE DIMENSIONAL ETF TRUST 226,893.0 $9.1M 0.80% -8K -3.6% $40.21 -2.8%
6 CWB SPDR SERIES TRUST 72,762.0 $7.8M 0.69% -7K -8.8% $107.82 -3.8%
7 DGS WISDOMTREE TR 118,161.0 $7.6M 0.67% -4K -3.4% $64.71 -2.0%
8 QLD PROSHARES TR 71,112.0 $6.9M 0.60% -51K -41.9% $96.76 -6.7%
9 IAU ISHARES GOLD TR Financial Services 76,289.0 $5.8M 0.50% -967.0 -1.2% $75.51 +12.4%
10 TQQQ PROSHARES TR 68,198.0 $5.5M 0.48% -11K -14.4% $81.00 -11.0%
11 SHY ISHARES TR 39,560.0 $3.2M 0.28% -617.0 -1.5% $82.11 -0.1%
12 SGOV ISHARES TR 32,192.0 $3.2M 0.28% -22K -40.8% $100.67 -0.1%
13 TILT FLEXSHARES TR 10,610.0 $2.9M 0.26% -248.0 -2.3% $276.06 +3.1%
14 SOXL DIREXION SHARES ETF TRUST 10,107.0 $2.7M 0.23% -520.0 -4.9% $266.70 -54.7%
15 VIG VANGUARD SPECIALIZED FUNDS 9,393.0 $2.2M 0.19% -102.0 -1.1% $236.62 +3.5%
16 TLTD FLEXSHARES TR 20,210.0 $2.0M 0.17% -2K -10.3% $98.07 +6.1%
17 IVE ISHARES TR 8,202.0 $1.9M 0.16% -210.0 -2.5% $227.05 +5.0%
18 QQQ INVESCO QQQ TR Financial Services 2,232.0 $1.6M 0.14% -498.0 -18.2% $736.55 -2.8%
19 EFV ISHARES TR 21,362.0 $1.6M 0.14% -193.0 -0.9% $76.55 +6.5%
20 SPXL DIREXION SHARES ETF TRUST 5,896.0 $1.6M 0.14% -6K -50.3% $270.66 +7.5%
Page 1 of 3  ·  50 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%