Managers / Q4 2023 · view latest →
Discipline Wealth Solutions, LLC
CIK 0002010507 · 15 HALTON GREEN WAY, GREENVILLE, SC, 29607 · 8643226046
Reported Value
$100M
Q4 2023
Positions
26
Filings on Record
10
2019–present window
Filed
Feb 9, 2024
original filing
Summary
Discipline Wealth Solutions, Llc reported $100M in U.S.-listed holdings across 26 positions for Q4 2023.
The portfolio is heavily concentrated: BIV alone accounts for 21.1% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $950M | 192 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $539M | 168 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $379M | 155 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $261M | 92 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $210M | 73 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $216M | 76 | Feb 26, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $189M | 68 | Nov 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $127M | 28 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $108M | 20 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $100M | 26 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.