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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 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIM ETF PRODUCTS TRUST 220,084.0 $6.6M 0.58% +5K +2.3% $30.13
42 IAU ISHARES GOLD TR Financial Services 76,289.0 $5.8M 0.50% -967.0 -1.2% $75.51 +12.4%
43 TQQQ PROSHARES TR 68,198.0 $5.5M 0.48% -11K -14.4% $81.00 -11.0%
44 IVV ISHARES TR 6,794.0 $5.1M 0.44% +123.0 +1.8% $748.88 +3.2%
45 EFO PROSHARES TR 67,800.0 $5.0M 0.43% +11K +19.6% $73.17 +6.2%
46 NVDA NVIDIA CORPORATION Technology 21,317.0 $4.3M 0.37% +409.0 +2.0% $200.09 +8.7%
47 VTIP VANGUARD MALVERN FDS 76,949.0 $3.9M 0.34% +21K +38.0% $50.23 -0.9%
48 GLD SPDR GOLD TR Financial Services 10,476.0 $3.9M 0.34% +1K +11.4% $368.36 +12.3%
49 ITOT ISHARES TR 22,153.0 $3.6M 0.32% +474.0 +2.2% $164.27 +2.7%
50 SSUS STRATEGY SHS 63,936.0 $3.5M 0.31% +2K +3.1% $55.31 +1.9%
51 AMZN AMAZON COM INC Consumer Cyclical 14,794.0 $3.5M 0.31% +122.0 +0.8% $238.33 +11.5%
52 VCSH VANGUARD SCOTTSDALE FDS 43,103.0 $3.4M 0.30% +14K +45.9% $79.03 -0.4%
53 SHY ISHARES TR 39,560.0 $3.2M 0.28% -617.0 -1.5% $82.11 -0.1%
54 SGOV ISHARES TR 32,192.0 $3.2M 0.28% -22K -40.8% $100.67 -0.1%
55 BIL SPDR SERIES TRUST 32,547.0 $3.0M 0.26% +2K +5.7% $91.64 -0.1%
56 TILT FLEXSHARES TR 10,610.0 $2.9M 0.26% -248.0 -2.3% $276.06 +3.1%
57 SOXL DIREXION SHARES ETF TRUST 10,107.0 $2.7M 0.23% -520.0 -4.9% $266.70 -54.7%
58 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 14,400.0 $2.6M 0.23% +318.0 +2.3% $181.15 +12.3%
59 VGT VANGUARD WORLD FD 19,960.0 $2.4M 0.21% +19K +2831.0% $119.52 -0.6%
60 ZECP ZACKS TRUST 62,244.0 $2.3M 0.20% +2K +3.7% $37.74 +2.0%
Page 3 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 40.2%
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%