Disciplined Investments, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 309,634
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 144 | 309,634 | 13F-HR/A - RESTATEMENT | Disciplined Investments, LLC |
| Q2 2026 | 8/7/2026 | 144 | 309,634 | 13F-HR | Disciplined Investments, LLC |
| Q1 2026 | 5/12/2026 | 141 | 278,544 | 13F-HR | Disciplined Investments, LLC |
| Q4 2025 | 2/5/2026 | 130 | 260,138 | 13F-HR | Disciplined Investments, LLC |
| Q3 2025 | 11/3/2025 | 129 | 251,428 | 13F-HR | Disciplined Investments, LLC |
| Q2 2025 | 7/29/2025 | 124 | 236,354 | 13F-HR | Disciplined Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.31 K | 17.8% | 1.668 K | 0 | 1.668 K |
| ETFs | 250.2 K | 81.9% | 29.66 K | 0 | 29.66 K |
| Debt | 1.038 K | 0.3% | 0 | 17 | -17 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
309,634
Holdings
144
QoQ value change ($000)
31,090
(11.2%)
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.