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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 4 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 9,393.0 $2.2M 0.19% -102.0 -1.1% $236.62 +3.0%
62 MSFT MICROSOFT CORP Technology 5,904.0 $2.2M 0.19% +102.0 +1.8% $373.00 +29.2%
63 SSO PROSHARES TR 30,097.0 $2.0M 0.18% +15K +99.7% $67.38 +4.1%
64 SLV ISHARES SILVER TR Financial Services 37,750.0 $2.0M 0.18% +3K +7.9% $53.47 +15.2%
65 TLTD FLEXSHARES TR 20,210.0 $2.0M 0.17% -2K -10.3% $98.07 +6.1%
66 MQQQ INVESTMENT MANAGERS SER TR I 7,999.0 $2.0M 0.17% NEW $245.57 -8.2%
67 IVE ISHARES TR 8,202.0 $1.9M 0.16% -210.0 -2.5% $227.05 +4.6%
68 GOOGL ALPHABET INC Communication Services 4,875.0 $1.7M 0.15% +78.0 +1.6% $357.40 -4.4%
69 JPM JPMORGAN CHASE & CO Financial Services 5,304.0 $1.7M 0.15% +206.0 +4.0% $327.33 +8.1%
70 QQQ INVESCO QQQ TR Financial Services 2,232.0 $1.6M 0.14% -498.0 -18.2% $736.55 -3.4%
71 EFV ISHARES TR 21,362.0 $1.6M 0.14% -193.0 -0.9% $76.55 +6.5%
72 SPXL DIREXION SHARES ETF TRUST 5,896.0 $1.6M 0.14% -6K -50.3% $270.66 +5.9%
73 MRK MERCK & CO INC Healthcare 12,035.0 $1.5M 0.14% +522.0 +4.5% $128.50 +17.7%
74 VGIT VANGUARD SCOTTSDALE FDS 26,058.0 $1.5M 0.13% -219.0 -0.8% $58.98 -1.0%
75 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 46,145.0 $1.4M 0.12% +15K +46.5% $30.17 +13.1%
76 VT VANGUARD INTL EQUITY INDEX F 8,836.0 $1.4M 0.12% +2K +26.4% $156.96 +2.1%
77 IBD NORTHERN LTS FD TR IV 56,200.0 $1.3M 0.12% NEW $23.77 -0.5%
78 MBWM MERCANTILE BK CORP Financial Services 19,826.0 $1.1M 0.10% $57.42 +4.1%
79 GOOG ALPHABET INC Communication Services 3,175.0 $1.1M 0.10% $353.33 -4.0%
80 TNA DIREXION SHARES ETF TRUST 14,058.0 $1.1M 0.09% NEW $75.11 -4.7%
Page 4 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%