Discipline Wealth Solutions, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,151,596
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 196 | 1,151,596 | 13F-HR | Discipline Wealth Solutions, LLC |
| Q2 2026 | 7/21/2026 | 197 | 1,146,084 | 13F-HR | Discipline Wealth Solutions, LLC |
| 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 | 156.9 K | 13.6% | 46.58 K | 0 | 46.58 K |
| ETFs | 970.8 K | 84.3% | 0 | 40.85 K | -40.85 K |
| Debt | 23.9 K | 2.1% | 0 | 214 | -214 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
1,151,596
Holdings
196
QoQ value change ($000)
5,512
(0.5%)
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.