Discipline Wealth Solutions, LLC
•CIK: 2010507•Filing: Q4 2025
**Discipline Wealth Solutions, LLC** manages $539M across a diversified portfolio of 168 positions. The strategy exhibits significant conviction in select names, highlighted by the top holdings including DFAC at $63.4M and BIV at $49.1M. Further allocations are notably weighted toward fixed income and international exposure, with BNDX ($25.8M) and VEA ($23.2M) representing core components. This concentrated yet diversified structure suggests a disciplined approach targeting substantial, high-conviction alpha generation.
Total AUM
$539.5M
QoQ Performance
+42.3%
Positions
93
Top 10 Concentration
48.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
BIV
DFAC11.7%
BIV9.1%
BNDX4.8%
VEA4.3%
DFIS3.6%
VBR3.4%
IGSB3.1%
VOO2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.6%
ETF3.8%
Technology3.0%
Consumer0.9%
Financial0.7%
Healthcare0.4%
Industrial0.3%
Real Estate0.1%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW22 new positions
↑103 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023