Disciplined Investments, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 29, 2025
Value $
$236M
Signature - Title
Barry Logan - Chief Compliance Officer
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by Disciplined Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Disciplined Investments, LLC reported 124 stock holdings with total value $236M as of Q2 2025. Top holdings included DFIV, VCSH, DFLV, VGSH, and SJNK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 124 $236M +$14M -$6.05M +$7.99M DFIV, VCSH, DFLV, VGSH, SJNK 13F-HR 7/29/2025, 03:22 PM
Q1 2025 126 $218M +$19.4M -$4.05M +$15.4M DFIV, VCSH, SJNK, VGSH, DFLV 13F-HR 4/11/2025, 10:18 AM
Q4 2024 124 $203M +$11.2M -$4.6M +$6.6M DFIV, VCSH, VUG, SJNK, DFAT 13F-HR 2/6/2025, 01:27 PM
Q3 2024 117 $203M +$12.7M -$7.27M +$5.45M DFIV, VCSH, SJNK, PSX, VUG 13F-HR 11/4/2024, 08:50 AM
Q2 2024 122 $188M +$13.5M -$5.22M +$8.31M DFIV, PSX, VCSH, VUG, VGSH 13F-HR 8/9/2024, 05:37 PM
Q1 2024 117 $183M +$14.7M -$9.11M +$5.55M PSX, DFIV, VCSH, VUG, VGSH 13F-HR 4/15/2024, 12:16 PM
Q4 2023 108 $171M +$6.96M -$12.5M -$5.57M PSX, VCSH, DFIV, VUG, JBHT 13F-HR 1/12/2024, 05:14 PM
Q3 2023 1,692 $164M +$7.26M -$27.6M -$20.3M VCSH, PSX, VGSH, DFIV, VUG 13F-HR 11/14/2023, 03:22 PM
Q2 2023 1,691 $187M +$4.51M -$56.7M -$52.2M VCSH, VGSH, VUG, DFIV, DFAT 13F-HR 7/10/2023, 03:51 PM
Q1 2023 1,678 $237M +$30.1M -$5.3M +$24.8M IWF, IWD, VCSH, VGSH, DFIV 13F-HR 5/10/2023, 02:45 PM
Q4 2022 1,635 $204M +$14.5M -$39.2M -$24.7M IWF, IWD, VCSH, VGSH, VNQ 13F-HR 2/1/2023, 05:08 PM
Q3 2022 870 $217M +$13.1M -$4.93M +$8.22M VCSH, IWF, IWD, VGSH, VNQ 13F-HR 11/3/2022, 12:52 PM
Q2 2022 882 $220M +$17.1M -$6.63M +$10.5M IWD, IWF, VCSH, VGSH, VNQ 13F-HR 8/9/2022, 02:29 PM
Q1 2022 973 $242M +$30M -$7.07M +$23M IWF, IWD, VCSH, VNQ, VGSH Restatement 4/21/2022, 06:42 PM
Q4 2021 465 $227M +$14.8M -$2.17M +$12.6M IWD, IWF, VCSH, VNQ, VGSH 13F-HR 1/20/2022, 04:26 PM
Q3 2021 425 $204M +$15.7M -$3.8M +$11.9M IWD, IWF, VCSH, VNQ, VGSH 13F-HR 11/9/2021, 02:33 PM
Q2 2021 404 $195M +$18.7M -$3.07M +$15.6M IWD, IWF, VNQ, VCSH, VGSH 13F-HR 8/2/2021, 04:45 PM
Q1 2021 373 $170M +$19M -$5.44M +$13.5M IWD, IWF, VNQ, VCSH, VGSH 13F-HR 5/11/2021, 09:59 PM
Q4 2020 300 $150M +$11M -$5.86M +$5.11M IWD, IWF, VNQ, CWB, VCSH 13F-HR 2/11/2021, 08:17 PM
Q3 2020 368 $136M +$6.52M -$4.3M +$2.22M IWD, IWF, VNQ, STIP, VCSH 13F-HR 11/5/2020, 03:43 PM
Q2 2020 373 $128M +$10.7M -$2.47M +$8.22M IWD, IWF, VNQ, STIP, VCSH 13F-HR 8/12/2020, 09:29 PM
Q1 2020 391 $105M +$15.2M -$5.45M +$9.78M IWD, IWF, VNQ, STIP, VCSH 13F-HR 5/19/2020, 01:42 PM
Q4 2019 406 $119M IWD, IWF, VNQ, SCZ, STIP 13F-HR 5/19/2020, 01:54 PM