Notify me when Discipline Wealth Solutions, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 168 | $539,478,697 | +$161,970,985 | -$6,621,057 | +$155,349,928 | DFAC, BIV, BNDX, VEA, DFIS | 13F-HR | 26 Jan 2026, 12:19 |
| Q3 2025 | 155 | $379,231,255 | +$108,834,340 | -$6,803,320 | +$102,031,020 | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 21 Oct 2025, 11:10 |
| Q2 2025 | 92 | $261,117,130 | +$41,092,401 | -$3,319,720 | +$37,772,681 | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 07 Jul 2025, 09:12 |
| Q1 2025 | 73 | $209,525,110 | +$11,078,775 | -$13,535,346 | -$2,456,571 | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 29 Apr 2025, 08:40 |
| Q4 2024 | 76 | $215,907,252 | +$36,222,225 | -$6,147,108 | +$30,075,117 | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 26 Feb 2025, 13:01 |
| Q3 2024 | 68 | $189,437,689 | +$56,641,954 | -$641,682 | +$56,000,272 | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 19 Nov 2024, 12:29 |
| Q2 2024 | 28 | $126,665,347 | +$18,511,100 | -$246,297 | +$18,264,803 | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 07 Aug 2024, 12:46 |
| Q1 2024 | 20 | $107,947,219 | +$14,096,681 | -$8,664,979 | +$5,431,702 | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 03 May 2024, 12:10 |
| Q4 2023 | 26 | $100,114,864 | $0 | $0 | $0 | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 09 Feb 2024, 11:01 |