account_balance
Investment manager · 13F filer · SEC CIK 2010507
Discipline Wealth Solutions, LLC
Reported value$1.15Bas of Sep 30, 2026
Positions196 10 new, 11 sold out
Top 10 weight46.2%DFAC alone is 10%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
10.5%Added +5%
BIVVanguard Bd Index FDS
5.6%Added +8%
VBRVanguard Index FDS
4.8%Trimmed −3%
VOOVanguard Index FDS
4.4%Added +5%
VEAVanguard Tax-Managed FDS
4.3%Added +8%
HCMTDirexion Shares ETF Trust
3.7%Trimmed −17%
VBVanguard Index FDS
3.6%
DFISDimensional ETF Trust
3.3%Added +3%
AGGiShares Tr
3.1%
BNDXVanguard Charlotte FDS
2.9%Added +7%
VTIVanguard Index FDS
2.8%
DUHPDfa Invt Dimensions Group In
2.4%Trimmed −3%
DFACDimensional ETF Trust
10.5%Added +5%
BIVVanguard Bd Index FDS
5.6%+8%
VBRVanguard Index FDS
4.8%−3%
VOOVanguard Index FDS
4.4%+5%
VEAVanguard Tax-Managed FDS
4.3%+8%
HCMTDirexion Shares ETF Trust
3.7%
VBVanguard Index FDS
3.6%
DFISDimensional ETF Trust
3.3%
AGGiShares Tr
3.1%
BNDX2.9%
VTI2.8%
DUHP2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 10.5% Added +5%
BIV Vanguard Bd Index FDS 5.6% Added +8%
VBR Vanguard Index FDS 4.8% Trimmed −3%
VOO Vanguard Index FDS 4.4% Added +5%
VEA Vanguard Tax-Managed FDS 4.3% Added +8%
HCMT Direxion Shares ETF Trust 3.7% Trimmed −17%
VB Vanguard Index FDS 3.6% Held
DFIS Dimensional ETF Trust 3.3% Added +3%
AGG iShares Tr 3.1% Held
BNDX Vanguard Charlotte FDS 2.9% Added +7%
VTI Vanguard Index FDS 2.8% Held
DUHP Dfa Invt Dimensions Group In 2.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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