Discipline Wealth Solutions, LLC New Holdings in Q3 2025

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
211K
New
$47.86 - $48.43 $10.1M - $10.2M
211K $10.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
89K
New
$102.4 - $103.88 $9.12M - $9.25M
89K $9.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
120K
New
$50.85 - $51.35 $6.08M - $6.14M
120K $6.12M
IAU
Ishares Gold Trust

ETFs
73.6K
New
$61.62 - $72.77 $4.54M - $5.36M
73.6K $5.36M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
19.7K
New
$138.31 - $165.45 $2.73M - $3.27M
19.7K $3.27M
VGIT
Vanguard Intermediate Term Tre

ETFs
28.2K
New
$58.97 - $60.36 $1.66M - $1.7M
28.2K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
7.47K
New
$211.65 - $238.24 $1.58M - $1.78M
7.47K $1.64M
RZV
Invesco Fd Tr

ETFs
8.74K
New
$103.86 - $120.22 $908K - $1.05M
8.74K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
4.86K
New
N/A
4.86K $884K
SVOL
Simplify ETF Simplify Volatili

ETFs
45.5K
New
$16.48 - $19.27 $749K - $876K
45.5K $818K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.25K
New
$74.68 - $80.26 $691K - $742K
9.25K $741K
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.1K
New
$42.04 - $45.23 $678K - $729K
16.1K $728K
DFAT
Dimensional ETF Tr U S Target

ETFs
12.3K
New
$53.36 - $59.69 $657K - $735K
12.3K $716K
VBK
Vanguard Small Cap Growth ETF

ETFs
2K
New
$276.51 - $305.12 $554K - $611K
2K $595K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.75K
New
$53.81 - $57.52 $525K - $561K
9.75K $560K
SPY
Spdr S&P 500 ETF Trust

ETFs
837
New
$617.65 - $666.84 $517K - $558K
837 $557K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
35.9K
New
$14.8 - $15.15 $532K - $544K
35.9K $538K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.9K
New
$14.94 - $16.82 $521K - $587K
34.9K $521K
O
Realty Income Corp

Real Estate
7.72K
New
$56.13 - $60.79 $433K - $469K
7.72K $469K
DFAE
Dimensional ETF Tr

ETFs
13.9K
New
$28.84 - $31.84 $400K - $442K
13.9K $437K
LLY
Eli Lilly & CO

Healthcare
531
New
$625.65 - $812.69 $332K - $432K
531 $405K
ABBV
Abb Vie Inc.

Healthcare
1.74K
New
$184.85 - $231.54 $322K - $404K
1.74K $403K
SUI
Sun Communities Inc

Real Estate
2.88K
New
$116.6 - $131.28 $336K - $378K
2.88K $371K
WELL
Welltower Inc.

Real Estate
1.92K
New
$150.71 - $178.14 $289K - $342K
1.92K $342K
CTAS
Cintas Corp

Industrials
1.66K
New
$199.29 - $226.27 $332K - $377K
1.66K $341K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.38K
New
$133.48 - $144.38 $317K - $343K
2.38K $338K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.35K
New
$225.11 - $247.9 $303K - $334K
1.35K $332K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.48K
New
$68.24 - $73.73 $306K - $331K
4.48K $329K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.64K
New
$82.29 - $90.77 $300K - $331K
3.64K $329K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
5.25K
New
$58.7 - $62.94 $308K - $330K
5.25K $326K
DISV
Dimensional ETF Tr Dimensional

ETFs
8.83K
New
$32.78 - $35.79 $289K - $316K
8.83K $314K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.58K
New
$80.54 - $89.67 $288K - $321K
3.58K $314K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.9K
New
$75.26 - $80.19 $293K - $312K
3.9K $310K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.02K
New
$45.07 - $47.56 $271K - $286K
6.02K $276K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.22K
New
$79.76 - $85.78 $257K - $276K
3.22K $272K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.08K
New
$42.39 - $44.63 $258K - $271K
6.08K $271K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
10.9K
New
$23.48 - $24.44 $256K - $266K
10.9K $260K
HD
Home Depot, Inc.

Consumer Cyclical
640
New
$357.4 - $423.42 $229K - $271K
640 $259K
CLOI
Vaneck ETF Tr

ETFs
4.88K
New
$52.8 - $53.1 $257K - $259K
4.88K $258K
SPYG
Spdr Portfolio

ETFs
2.47K
New
$94.33 - $105.31 $233K - $260K
2.47K $257K
ORCL
Oracle Corp

Technology
895
New
$218.96 - $328.33 $196K - $294K
895 $251K
MRK
Merck & Co., Inc.

Healthcare
2.92K
New
$77.6 - $87.37 $226K - $255K
2.92K $244K
DUK
Duke Energy Corp

Utilities
1.84K
New
$116.31 - $125.93 $214K - $231K
1.84K $227K
ATMP
Barclays Bank PLC

ETFs
7.9K
New
$28.32 - $29.52 $224K - $233K
7.9K $227K
PAC
Pacific Airport Group

Industrials
908
New
$218.82 - $256.99 $199K - $233K
908 $215K
AOA
Ishares Tr Core Aggressive All

ETFs
2.41K
New
$82.71 - $88.14 $199K - $213K
2.41K $212K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.5K
New
$81.75 - $84.54 $204K - $211K
2.5K $210K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.85K
New
$49.43 - $54.52 $190K - $210K
3.85K $208K
PLD
Prologis, Inc.

Real Estate
1.79K
New
$104.08 - $115.35 $186K - $206K
1.79K $204K
Activity Summary
Buys All Purchases 136 New Holdings 64 Increased Positions 72 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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