§ 13F · FUND PROFILE
Discipline Wealth Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261.1T (13F)Positions · 92Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.60M | $63.4T | 11.7% | +43% |
| 2 | BIV | VANGUARD BD INDEX FDS | 630K | $49.1T | 9.1% | +13% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 535K | $25.8T | 4.8% | +16% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 371K | $23.2T | 4.3% | +18% |
| 5 | DFIS | DIMENSIONAL ETF TRUST | 591K | $19.5T | 3.6% | +78% |
| 6 | VBR | VANGUARD INDEX FDS | 87K | $18.5T | 3.4% | +303% |
| 7 | IGSB | ISHARES TR | 321K | $17.0T | 3.1% | +13% |
| 8 | VOO | VANGUARD INDEX FDS | 25K | $15.9T | 2.9% | +26% |
| 9 | AGG | ISHARES TR | 154K | $15.4T | 2.9% | +481% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 424K | $14.0T | 2.6% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DISCIPLINE SIGNAL
AC read
Discipline Wealth Solutions, LLC is a Other fund managing $261117.1 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed