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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 6 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE SELECT SECTOR SPDR TR 14,388.0 $764K 0.07% +627.0 +4.6% $53.11 +19.8%
102 ELCV STRATEGY SHS 22,952.0 $754K 0.07% -5K -17.1% $32.87 -3.2%
103 SSXU STRATEGY SHS 20,980.0 $743K 0.07% +1K +5.1% $35.42 +3.3%
104 DDM PROSHARES TR 11,165.0 $732K 0.06% +6K +101.0% $65.53 +3.0%
105 SVOL SIMPLIFY EXCHANGE TRADED FUN 43,617.0 $700K 0.06% +9K +24.5% $16.04 +3.3%
106 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,464.0 $699K 0.06% -100.0 -6.4% $477.68 -12.3%
107 SUB ISHARES TR 6,560.0 $698K 0.06% $106.47 -0.2%
108 LLY ELI LILLY & CO Healthcare 564.0 $676K 0.06% $1199.43 +4.7%
109 RVNU DBX ETF TR 26,637.0 $674K 0.06% NEW $25.31 -2.6%
110 ROM PROSHARES TR 4,320.0 $670K 0.06% $155.20 -9.3%
111 J P MORGAN EXCHANGE TRADED F 12,485.0 $631K 0.06% +7K +121.8% $50.57
112 LOW LOWES COS INC Consumer Cyclical 2,854.0 $629K 0.06% -21.0 -0.7% $220.49 -2.0%
113 TSLA TESLA INC Consumer Cyclical 1,496.0 $629K 0.06% +107.0 +7.7% $420.59 -13.7%
114 VBK VANGUARD INDEX FDS 1,702.0 $622K 0.05% -74.0 -4.2% $365.73 -1.9%
115 UNH UNITEDHEALTH GROUP INC Healthcare 1,405.0 $584K 0.05% +11.0 +0.8% $415.63 -6.1%
116 UPS UNITED PARCEL SVCS INC Industrials 5,355.0 $576K 0.05% $107.50 -5.1%
117 DTE DTE ENERGY CO Utilities 3,750.0 $571K 0.05% +38.0 +1.0% $152.36 -11.3%
118 MA MASTERCARD INCORPORATED Financial Services 1,066.0 $547K 0.05% +50.0 +4.9% $513.60 +13.1%
119 EEM ISHARES TR 7,995.0 $547K 0.05% -217.0 -2.6% $68.41 -1.9%
120 TLTE FLEXSHARES TR 7,001.0 $542K 0.05% -1K -13.3% $77.39 -0.5%
Page 6 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%