Discipline Wealth Solutions, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$949.9M
Holdings
193
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.5%
02
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.9%
03
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
5.4%
04
$AGG
ISHARES TR
Held since at least Q1 2024
4.1%
05
$HCMT
DIREXION SHARES ETF TRUST
Held since at least Q1 2024
3.9%
06
$VB
VANGUARD INDEX FDS
Q1 2026: Sold 6.2% (16.8k → 15.8k shares)
3.7%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +2.7% (24.0k → 24.6k shares)
3.6%
08
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (4.5k shares)
3.5%
09
$DFIS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.4%
10
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:33 UTC.