Discipline Wealth Solutions, LLC Portfolio Holdings

Discipline Wealth Solutions, LLC

  • $127 Million
  • Q2 2024

Discipline Wealth Solutions, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $127 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $31.7M, Dimensional ETF Tr U S Core Eq with a value of $22.2M, Vanguard Total International B with a value of $16.8M, Ishares Trust Ishares 1 5 Year with a value of $11.1M, and Vanguard Ftse Developed Market with a value of $10.3M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $109M to 127M.

Discipline Wealth Solutions, LLC is based out at Greenville, SC

Below you can find more details about Discipline Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $126 Million
Technology: $232,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $127 Million
  • Prior Value $109 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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