13F Filings History of Disciplined Investors, L.L.C.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$152,445,548
Signature - Title
Todd Stoner - Chief Compliance Officer
Location
Waco, TX
Summary
This page shows a list of all the recent 13F filings made by Disciplined Investors, L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Disciplined Investors, L.L.C. reported 121 stock holdings with total value $152,445,548 as of Q4 2025. Top holdings included IDV, VUG, SCHB, VEU, and VXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $152,445,548 +$14,756,906 -$4,341,293 +$10,415,613 IDV, VUG, SCHB, VEU, VXUS 13F-HR 10 Feb 2026, 16:43
Q3 2025 120 $140,488,532 +$8,777,670 -$4,902,107 +$3,875,563 IDV, SCHB, VUG, VEU, VXUS 13F-HR 14 Nov 2025, 11:32
Q2 2025 118 $128,343,544 +$9,382,547 -$2,043,616 +$7,338,931 IDV, SCHB, VUG, VEU, VXUS 13F-HR 06 Aug 2025, 15:40
Q1 2025 118 $110,819,941 +$9,430,872 -$1,607,699 +$7,823,173 SCHB, IDV, VUG, VEU, DFSV 13F-HR 12 May 2025, 10:22
Q4 2024 111 $103,802,252 $0 $0 $0 SCHB, IDV, VUG, VEU, DFSV 13F-HR 12 Feb 2025, 16:20