Disciplina Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $791 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $189B, Ishares Core S&P Total U.S. St with a value of $155B, Ishares Barclays 20+ Year Trea with a value of $64.6B, Ishares Tr with a value of $56B, and American Centy ETF Tr Avantis with a value of $40.7B.

Examining the 13F form we can see an increase of $104B in the current position value, from $688B to 791B.

Disciplina Capital Management LLC is based out at Nashville, TN

Below you can find more details about Disciplina Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $791 Billion
ETFs: $769 Billion
Consumer Cyclical: $1.31 Billion
Technology: $630 Million
Financial Services: $418 Million
Industrials: $348 Million
Healthcare: $226 Million
Communication Services: $170 Million
Energy: $44.9 Million
Other: $0

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 64
  • Current Value $791 Billion
  • Prior Value $688 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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