SEC Form 13F

Discipline Wealth Solutions, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$1,146,083,595
Positions197

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$114,975,0852,591,864
VANGUARD BD INDEX FDSBIVINTERMED TERM$62,774,958818,448
VANGUARD INDEX FDSVBRSM CP VAL ETF$60,260,616247,996
DIREXION SHARES ETF TRUSTHCMTDIREXION HCM$50,453,9341,203,003
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$47,759,94269,539
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$46,158,402647,837
VANGUARD INDEX FDSVBSMALL CP ETF$44,285,595146,099
ISHARES TRAGGCORE US AGGBD ET$37,455,953378,419
DIMENSIONAL ETF TRUSTDFISINTL SMALL CAP E$35,551,1011,014,876
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$31,871,446658,093

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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