Discipline Wealth Solutions, LLC Portfolio Holdings by Sector

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIV DFAC BNDX VEA IGSB VOO DFEM DFIS 66 stocks	$227,258 93.5% of portfolio	54	10	20	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,264 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,812 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$1,701 0.7% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,300 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,187 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1,175 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$1,059 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$516 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$510 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$502 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$378 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$350 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$349 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$348 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$335 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$289 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$270 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$223 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST 1 stocks	$220 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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Discipline Wealth Solutions, LLC Portfolio Holdings by Sector

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