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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 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MU MICRON TECHNOLOGY INC Technology 218.0 $252K 0.02% NEW $1154.30 -16.2%
182 CLOI VANECK ETF TRUST 4,682.0 $248K 0.02% NEW $52.95 -0.1%
183 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,969.0 $242K 0.02% NEW $22.04 -2.8%
184 NEE NEXTERA ENERGY INC Utilities 2,690.0 $236K 0.02% -60.0 -2.2% $87.77 -4.7%
185 PG PROCTER & GAMBLE CO Consumer Defensive 1,590.0 $233K 0.02% -19.0 -1.2% $146.64 -1.3%
186 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 908.0 $230K 0.02% $253.16 -16.2%
187 GLW CORNING INC Technology 889.0 $227K 0.02% NEW $255.43 -41.4%
188 CVX CHEVRON CORPORATION Energy 1,341.0 $222K 0.02% +24.0 +1.8% $165.76 +23.8%
189 IUSV ISHARES TR 2,000.0 $220K 0.02% $110.15 +4.3%
190 QCOM QUALCOMM INC Technology 1,187.0 $219K 0.02% NEW $184.79 -13.0%
191 DHR DANAHER CORP DEL Healthcare 1,141.0 $217K 0.02% $190.48 +14.9%
192 IWD ISHARES TR 874.0 $212K 0.02% NEW $242.36 +6.2%
193 SLVP ISHARES INC 6,805.0 $210K 0.02% -1K -15.0% $30.83 +32.5%
194 IAUM ISHARES GOLD TRUST MICRO Financial Services 5,168.0 $207K 0.02% -2K -27.9% $40.01 +14.9%
195 VYM VANGUARD WHITEHALL FDS 1,278.0 $202K 0.02% NEW $158.07 +4.4%
196 AMD ADVANCED MICRO DEVICES INC Technology 347.0 $202K 0.02% NEW $580.91 -18.5%
197 MNKD MANNKIND CORP Healthcare 18,293.0 $78K 0.01% $4.26 -2.6%
Page 10 of 10  ·  197 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 40.9%
Technology 27.6%
Consumer Cyclical 7.8%
Healthcare 5.9%
Industrials 5.1%
Communication Services 4.3%
Real Estate 2.9%
Energy 2.6%
Utilities 1.6%
Consumer Defensive 0.8%