Institutional Fund
Discipline Wealth Solutions, LLC
Greenville, SCCIK 20105075 filings on record
Portfolio Value
$949.86M
Q1 2026
Holdings
192
Reported positions
New Buys
31
Opened this quarter
QoQ Change
+76.1%
from $539.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.5%
- Vanguard Bd Index Fds5.9%
- Vanguard Index Fds5.4%
- Ishares Tr4.1%
- Direxion Shs ETF Tr3.9%
- Vanguard Index Fds3.7%
- Other67.4%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.33M | $90.69M | 9.5% | +733.3K | Added |
| 2 | Vanguard Bd Index Fds | 728.9K | $56.26M | 5.9% | +98.6K | Added |
| 3 | Vanguard Index Fds | 237.7K | $51.65M | 5.4% | +150.3K | Added |
| 4 | Ishares Tr | 387.8K | $38.50M | 4.1% | +233.6K | Added |
| 5 | Direxion Shs ETF Tr | 1.06M | $37.23M | 3.9% | +794.6K | Added |
| 6 | Vanguard Index Fds | 133.2K | $34.88M | 3.7% | +91.4K | Added |
| 7 | Vanguard Tax-Managed Fds | 528.7K | $33.88M | 3.6% | +157.3K | Added |
| 8 | Vanguard Index Fds | 55.0K | $32.89M | 3.5% | +29.7K | Added |
| 9 | Dimensional ETF Trust | 961.8K | $32.38M | 3.4% | +370.3K | Added |
| 10 | Vanguard Charlotte Fds | 599.8K | $28.82M | 3.0% | +64.9K | Added |
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