Discipline Wealth Solutions, LLC — 13F holdings

Discipline Wealth Solutions, LLC reported 196 holdings worth $1.15B in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $121M (10.5%)
  2. BIV VANGUARD BD INDEX FDS — $64.5M (5.6%)
  3. VBR VANGUARD INDEX FDS — $55.8M (4.8%)
  4. VOO VANGUARD INDEX FDS — $51.0M (4.4%)
  5. VEA VANGUARD TAX-MANAGED FDS — $49.4M (4.3%)
  6. HCMT DIREXION SHS ETF TR — $42.5M (3.7%)
  7. VB VANGUARD INDEX FDS — $40.9M (3.6%)
  8. DFIS DIMENSIONAL ETF TRUST — $37.9M (3.3%)
  9. AGG ISHARES TR — $36.0M (3.1%)
  10. BNDX VANGUARD CHARLOTTE FDS — $33.0M (2.9%)