Discipline Wealth Solutions, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 949,858
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 192 | 949,858 | 13F-HR | Discipline Wealth Solutions, LLC |
| Q4 2025 | 1/26/2026 | 168 | 539,479 | 13F-HR | Discipline Wealth Solutions, LLC |
| Q3 2025 | 10/21/2025 | 155 | 379,231 | 13F-HR | Discipline Wealth Solutions, LLC |
| Q2 2025 | 7/7/2025 | 92 | 261,117 | 13F-HR | Discipline Wealth Solutions, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.83 K | 9.7% | 0 | 300.3 K | -300.3 K |
| ETFs | 834.4 K | 87.8% | 696.8 K | 0 | 696.8 K |
| Debt | 23.62 K | 2.5% | 13.85 K | 0 | 13.85 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
949,858
Holdings
192
QoQ value change ($000)
410,379
(76.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.