Arkolith/Funds/Discipline Wealth Solutions, LLC

Discipline Wealth Solutions, LLC

CIK 2010507Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Discipline Wealth Solutions, LLC holds a diversified book of 197 stocks worth $1.1B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Investment Managers Ser TR I and trimmed Ishares Core U.S. Aggregate. Their largest long position is Dimensional US Core Equity 2 at 10% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Discipline Wealth Solutions, LLC's latest
holdings, largest changes, and filing provenance.
Opened
38
new positions
Added to
103
existing
Trimmed
51
reduced
Sold out
15
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.1%
+12.0%/yr · since Nov '24
Their reported book
+20.6%
held from quarter-end
S&P 500
+27.8%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Discipline Wealth Solutions, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Discipline Wealth Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
46%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
2%
Information Technology
2%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%
Real Estate
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Discipline Wealth Solutions, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.78 / 80$16.0B
MORGAN STANLEY77 / 80$402.0B
UBS Group AG76 / 80$101.2B
HARBOUR INVESTMENTS, INC.76 / 80$1.4B
LPL Financial LLC75 / 80$75.8B
IFP Advisors, Inc75 / 80$1.2B
ENVESTNET ASSET MANAGEMENT INC73 / 80$101.3B
Creative Planning73 / 80$60.7B

Ranked by how many of Discipline Wealth Solutions, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

197 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$115.0M2.59M
10.0%
+11%
Added · +258K sh
2Vanguard BD Index FDS
INTERMED TERM
$62.8M818.4K
5.5%
+12%
Added · +90K sh
3Vanguard Index FDS
SM CP VAL ETF
$60.3M248.0K
5.3%
+4.3%
Added · +10K sh
4Direxion Shares ETF Trust
DIREXION HCM
$50.5M1.20M
4.4%
+14%
Added · +145K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$47.8M69.5K
4.2%
+26%
Added · +15K sh
6Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$46.2M647.8K
4.0%
+23%
Added · +119K sh
7Vanguard Index FDS
SMALL CP ETF
$44.3M146.1K
3.9%
+9.7%
Added · +13K sh
8Ishares TR
CORE US AGGBD ET
$37.5M378.4K
3.3%
−2.4%
Reduced · −9K sh
9Dimensional ETF Trust
INTL SMALL CAP E
$35.6M1.01M
3.1%
+5.5%
Added · +53K sh
10Vanguard Charlotte FDS
TOTAL INT BD ETF
$31.9M658.1K
2.8%
+9.7%
Added · +58K sh
11Vanguard Index FDS
TOTAL STK MKT
$31.6M85.5K
2.8%
+27%
Added · +18K sh
12Dimensional ETF Trust
US HIGH PROF ETF
$29.0M694.3K
2.5%
−3.3%
Reduced · −24K sh
13Vanguard Index FDS
VALUE ETF
$28.0M128.6K
2.4%
+27%
Added · +27K sh
14Dimensional ETF Trust
INTL CORE EQUITY
$27.0M725.7K
2.4%
−4.0%
Reduced · −30K sh
15Vanguard BD Index FDS
SHORT TRM BOND
$24.1M309.5K
2.1%
+4.8%
Added · +14K sh
16Dimensional ETF Trust
EMERGING MKTS CO
$22.5M553.1K
2.0%
+17%
Added · +80K sh
17American Centy ETF TR
INTL SMCP VLU
$20.1M195.3K
1.8%
+1.9%
Added · +4K sh
18Ishares TR
ISHS 1-5YR INVS
$19.1M363.6K
1.7%
+6.2%
Added · +21K sh
19Northern LTS FD TR III
HCM DEFND 100
$16.4M191.3K
1.4%
+23%
Added · +35K sh
20Vanguard Scottsdale FDS
SHORT TERM TREAS
$16.3M280.0K
1.4%
−0.4%
Reduced · −1K sh
21Vanguard Intl Equity Index F
ALLWRLD EX US
$15.0M179.7K
1.3%
+29%
Added · +40K sh
22Northern LTS FD TR III
HCM DEFEN 500
$14.5M227.5K
1.3%
+27%
Added · +48K sh
23Ishares TR
0-5 YR TIPS ETF
$13.4M131.6K
1.2%
+9.6%
Added · +12K sh
24Dimensional ETF Trust
SHOR DUR FIX ETF
$13.4M280.0K
1.2%
+5.6%
Added · +15K sh
25Vanguard Index FDS
REAL ESTATE ETF
$12.5M130.0K
1.1%
+31%
Added · +31K sh
26Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$12.1M104.5K
1.1%
+26%
Added · +22K sh
27Vanguard Star FDS
VG TL INTL STK F
$11.8M137.9K
1.0%
+20%
Added · +23K sh
28Vanguard Intl Equity Index F
FTSE SMCAP ETF
$11.4M73.8K
1.0%
+30%
Added · +17K sh
29Dimensional ETF Trust
INTL HIGH PROFIT
$11.1M325.7K
1.0%
−3.1%
Reduced · −10K sh
30Dimensional ETF Trust
US SMALL CAP ETF
$11.1M134.7K
1.0%
+19%
Added · +21K sh
31Vanguard Intl Equity Index F
FTSE EUROPE ETF
$10.8M121.5K
0.9%
+29%
Added · +27K sh
32Dimensional ETF Trust
US SMALL CAP ETF
$10.5M271.1K
0.9%
+23%
Added · +50K sh
33Vanguard BD Index FDS
TOTAL BND MRKT
$10.1M137.2K
0.9%
+49%
Added · +45K sh
34Dimensional ETF Trust
EMGR CRE EQT MNG
$9.1M226.9K
0.8%
−3.6%
Reduced · −8K sh
35Apple Inc
COM
$8.4M29.2K
0.7%
+2.4%
Added · +687 sh
36Ishares TR
CORE INTL AGGR
$8.3M164.3K
0.7%
+7.0%
Added · +11K sh
37Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$8.3M138.4K
0.7%
+33%
Added · +34K sh
38SPDR Series Trust
ST STR CONV ETF
$7.8M72.8K
0.7%
−8.8%
Reduced · −7K sh
39Wisdomtree TR
EMG MKTS SMCAP
$7.6M118.2K
0.7%
−3.4%
Reduced · −4K sh
40Proshares TR
PSHS ULTRA QQQ
$6.9M71.1K
0.6%
−42%
Reduced · −51K sh
41Aim ETF Products Trust
ALLIANZIM US EQU
$6.6M220.1K
0.6%
+2.3%
Added · +5K sh
42Ishares Gold TR
ISHARES NEW
$5.8M76.3K
0.5%
−1.3%
Reduced · −967 sh
43Proshares TR
ULTRAPRO QQQ
$5.5M68.2K
0.5%
−14%
Reduced · −11K sh
44Ishares TR
CORE S&P500 ETF
$5.1M6.8K
0.4%
+1.8%
Added · +123 sh
45Proshares TR
ULTR MSCI ETF
$5.0M67.8K
0.4%
+20%
Added · +11K sh
46Nvidia Corporation
COM
$4.3M21.3K
0.4%
+1.9%
Added · +409 sh
47Vanguard Malvern FDS
STRM INFPROIDX
$3.9M76.9K
0.3%
+38%
Added · +21K sh
48SPDR Gold TR
GOLD SHS
$3.9M10.5K
0.3%
+11%
Added · +1K sh
49Ishares TR
CORE S&P TTL STK
$3.6M22.2K
0.3%
+2.2%
Added · +474 sh
50Strategy SHS
DAY HAGAN SMART
$3.5M63.9K
0.3%
+3.1%
Added · +2K sh
Showing 50 of 197 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026197$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026192$949.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026168$539.5M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025155$379.2M13F-HR
Q2 2025Jun 30, 2025Jul 7, 202592$261.1M13F-HR
Q1 2025Mar 31, 2025Apr 29, 202573$209.5M13F-HR
Q4 2024Dec 31, 2024Feb 26, 202576$215.9M13F-HR
Q3 2024Sep 30, 2024Nov 19, 202468$189.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.