Long-term investor
Discipline Wealth Solutions, LLC @disciplinewealthsolution
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010507).
Record
- Tracked since 2025-06-30 (472 days), 194 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +0.1% · 1 year +1.4% · all +1.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 10.5% · long · since 2025-09-30
- 921937819 · 5.6% · long · since 2025-09-30
- 922908611 · 4.8% · long · since 2025-09-30
- 922908363 · 4.4% · long · since 2025-09-30
- 921943858 · 4.3% · long · since 2025-09-30
- 25461A726 · 3.7% · long · since 2025-09-30
- 922908751 · 3.6% · long · since 2025-09-30
- 25434V773 · 3.3% · long · since 2025-09-30
- 464287226 · 3.1% · long · since 2025-09-30
- 92203J407 · 2.9% · long · since 2025-09-30
- 922908769 · 2.8% · long · since 2025-09-30
- 25239Y196 · 2.4% · long · since 2026-09-30