Discipline Wealth Solutions, LLC - Q32026 Holdings
Discipline Wealth Solutions, LLC holds 196 stocks with a total portfolio value of $ 1.15B as of Q32026. In Q32026, Discipline Wealth Solutions, LLC added 196 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 10.50% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options