Discipline Wealth Solutions, LLC
Discipline Wealth Solutions, LLC reported 197 positions worth $1.15B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFAC (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $115.0M | 10.03% | 2,591,864 | — | — | |
| ▸ 2 | BIV | SH | $62.8M | 5.48% | 818,448 | — | — | |
| ▸ 3 | VBR | SH | $60.3M | 5.26% | 247,996 | — | — | |
| ▸ 4 | HCMT | SH | $50.5M | 4.40% | 1,203,003 | — | — | |
| ▸ 5 | VOO | SH | $47.8M | 4.17% | 69,539 | — | — | |
| ▸ 6 | VEA | SH | $46.2M | 4.03% | 647,837 | — | — | |
| ▸ 7 | VB | SH | $44.3M | 3.86% | 146,099 | — | — | |
| ▸ 8 | AGG | SH | $37.5M | 3.27% | 378,419 | — | — | |
| ▸ 9 | DFIS | SH | $35.6M | 3.10% | 1,014,876 | — | — | |
| ▸ 10 | BNDX | SH | $31.9M | 2.78% | 658,093 | — | — |
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Frequently Asked Questions
What stocks does Discipline Wealth Solutions, LLC hold as of Q2 2026?
Discipline Wealth Solutions, LLC reported 197 positions worth $1.15B in its Q2 2026 13F filing. Largest positions: DFAC (10.0%), BIV (5.5%), VBR (5.3%), HCMT (4.4%) and VOO (4.2%).
What did Discipline Wealth Solutions, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Discipline Wealth Solutions, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.