Notify me when Disciplined Investments, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 130 | $260,137,526 | +$11,115,434 | -$6,973,985 | +$4,141,449 | DFIV, DFLV, DFSD, VCSH, DFAT | 13F-HR | 05 Feb 2026, 15:07 |
| Q3 2025 | 128 | $251,159,443 | +$7,903,491 | -$4,639,347 | +$3,264,144 | DFIV, DFLV, VCSH, DFSD, DFAT | 13F-HR | 03 Nov 2025, 09:57 |
| Q2 2025 | 124 | $236,353,901 | +$14,039,920 | -$6,052,355 | +$7,987,565 | DFIV, VCSH, DFLV, VGSH, SJNK | 13F-HR | 29 Jul 2025, 15:22 |
| Q1 2025 | 126 | $217,746,220 | +$19,444,806 | -$4,047,974 | +$15,396,832 | DFIV, VCSH, SJNK, VGSH, DFLV | 13F-HR | 11 Apr 2025, 10:18 |
| Q4 2024 | 124 | $202,736,477 | +$11,199,127 | -$4,596,778 | +$6,602,349 | DFIV, VCSH, VUG, SJNK, DFAT | 13F-HR | 06 Feb 2025, 13:27 |
| Q3 2024 | 117 | $202,554,627 | +$12,728,289 | -$7,274,461 | +$5,453,828 | DFIV, VCSH, SJNK, PSX, VUG | 13F-HR | 04 Nov 2024, 08:50 |
| Q2 2024 | 122 | $187,816,431 | +$13,527,302 | -$5,222,153 | +$8,305,149 | DFIV, PSX, VCSH, VUG, VGSH | 13F-HR | 09 Aug 2024, 17:37 |
| Q1 2024 | 117 | $183,311,994 | +$14,655,621 | -$9,109,194 | +$5,546,427 | PSX, DFIV, VCSH, VUG, VGSH | 13F-HR | 15 Apr 2024, 12:16 |
| Q4 2023 | 108 | $170,699,987 | +$6,960,957 | -$12,529,574 | -$5,568,617 | PSX, VCSH, DFIV, VUG, JBHT | 13F-HR | 12 Jan 2024, 17:14 |
| Q3 2023 | 106 | $164,388,840 | +$7,256,154 | -$27,579,851 | -$20,323,697 | VCSH, PSX, VGSH, DFIV, VUG | 13F-HR | 14 Nov 2023, 15:22 |
| Q2 2023 | 1,692 | $187,122,473 | +$4,508,808 | -$61,486,249 | -$56,977,441 | VCSH, VGSH, VUG, DFIV, DFAT | 13F-HR | 10 Jul 2023, 15:51 |
| Q1 2023 | 1,679 | $237,431,925 | +$30,123,151 | -$5,390,420 | +$24,732,731 | IWF, IWD, VCSH, VGSH, DFIV | 13F-HR | 10 May 2023, 14:45 |
| Q4 2022 | 1,638 | $204,455,860 | +$14,578,646 | -$42,355,392 | -$27,776,746 | IWF, IWD, VCSH, VGSH, VNQ | 13F-HR | 01 Feb 2023, 18:08 |
| Q3 2022 | 1,188 | $217,303,000 | +$12,588,118 | -$5,317,322 | +$7,270,796 | VCSH, IWF, IWD, VGSH, VNQ | 13F-HR | 03 Nov 2022, 12:52 |
| Q2 2022 | 1,219 | $220,907,000 | +$17,641,899 | -$6,842,869 | +$10,799,030 | IWD, IWF, VCSH, VGSH, VNQ | 13F-HR | 09 Aug 2022, 14:29 |
| Q1 2022 | 1,302 | $240,164,000 | +$30,027,810 | -$7,268,858 | +$22,758,952 | IWF, IWD, VCSH, VNQ, VGSH | Restatement | 21 Apr 2022, 18:42 |
| Q4 2021 | 484 | $225,341,000 | +$13,839,695 | -$2,447,830 | +$11,391,865 | IWD, IWF, VCSH, VNQ, VGSH | 13F-HR | 20 Jan 2022, 17:26 |
| Q3 2021 | 432 | $204,284,000 | +$15,706,098 | -$3,801,646 | +$11,904,452 | IWD, IWF, VCSH, VNQ, VGSH | 13F-HR | 09 Nov 2021, 14:33 |
| Q2 2021 | 415 | $194,670,000 | +$18,713,951 | -$3,069,953 | +$15,643,998 | IWD, IWF, VNQ, VCSH, VGSH | 13F-HR | 02 Aug 2021, 16:45 |
| Q1 2021 | 390 | $169,941,000 | +$18,983,938 | -$5,442,567 | +$13,541,371 | IWD, IWF, VNQ, VCSH, VGSH | 13F-HR | 11 May 2021, 21:59 |
| Q4 2020 | 310 | $148,418,000 | +$10,967,779 | -$7,549,020 | +$3,418,759 | IWD, IWF, VNQ, CWB, VCSH | 13F-HR | 11 Feb 2021, 21:17 |
| Q3 2020 | 397 | $134,335,000 | +$5,290,008 | -$5,134,696 | +$155,312 | IWD, IWF, VNQ, STIP, VCSH | 13F-HR | 05 Nov 2020, 16:43 |
| Q2 2020 | 400 | $128,445,000 | +$10,686,528 | -$2,941,798 | +$7,744,730 | IWD, IWF, VNQ, STIP, VCSH | 13F-HR | 12 Aug 2020, 21:29 |
| Q1 2020 | 418 | $105,034,000 | +$15,225,492 | -$6,022,795 | +$9,202,697 | IWD, IWF, VNQ, STIP, VCSH | 13F-HR | 19 May 2020, 13:42 |
| Q4 2019 | 422 | $118,533,000 | $0 | $0 | $0 | IWD, IWF, VNQ, SCZ, STIP | 13F-HR | 19 May 2020, 13:54 |