StockDriftsStockDriftsTop 50 Discipline Wealth Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.03% | 2.59M | $115.0M | +11.06%(+258.17K) | $35.86(+28.26%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.48% | 818.4K | $62.8M | +12.29%(+89.55K) | $75.96(-0.56%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 5.26% | 248.0K | $60.3M | +4.32%(+10.27K) | $212.05(+17.96%) | 2026-06-30 | |
| HCMT | DIREXION SHARES ETF TRUST | 4.4% | 1.20M | $50.5M | +13.71%(+145.02K) | $36.45(+15.14%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.17% | 69.5K | $47.8M | +26.35%(+14.50K) | $575.64(+23.52%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.03% | 647.8K | $46.2M | +22.53%(+119.11K) | $56.57(+29.01%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.86% | 146.1K | $44.3M | +9.72%(+12.94K) | $258.77(+18.41%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.27% | 378.4K | $37.5M | -2.42%(-9.40K) | $99.70(-2.29%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.1% | 1.01M | $35.6M | +5.52%(+53.09K) | $30.26(+22.94%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.78% | 658.1K | $31.9M | +9.73%(+58.33K) | $48.75(-1.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.54% |
Discipline Wealth Solutions, LLC reports $1.15B in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.0%), BIV (5.5%) and VBR (5.3%). The top 20 holdings account for 66.81% of reported assets. Its disclosed equity book has returned +28.20% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Discipline Wealth Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010507). View Discipline Wealth Solutions, LLC’s 13F filings on SEC