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 (431 days), 184 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months +9.6% · 1 year +16.3% · all +16.3%
  • Max drawdown -0.8% · Sharpe 1.14 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 10.0% · long · since 2025-06-30
  • 921937819 · 5.5% · long · since 2025-06-30
  • 922908611 · 5.3% · long · since 2025-06-30
  • 25461A726 · 4.4% · long · since 2025-06-30
  • 922908363 · 4.2% · long · since 2025-06-30
  • 921943858 · 4.0% · long · since 2025-06-30
  • 922908751 · 3.9% · long · since 2025-06-30
  • 464287226 · 3.3% · long · since 2025-06-30
  • 25434V773 · 3.1% · long · since 2025-06-30
  • 92203J407 · 2.8% · long · since 2025-06-30
  • 922908769 · 2.8% · long · since 2025-06-30
  • 25434V831 · 2.5% · long · since 2025-06-30

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