Discipline Wealth Solutions, LLC - Portfolio overview

Discipline Wealth Solutions, LLC has 207 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 9.49%
2. BIV - VANGUARD BD INDEX FDS, 5.89%
3. VBR - VANGUARD INDEX FDS, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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