Discipline Wealth Solutions, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 7, 2025
Value $
$261M
Signature - Title
Anthony Colancecco - COO
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Discipline Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Discipline Wealth Solutions, LLC reported 92 stock holdings with total value $261M as of Q2 2025. Top holdings included BIV, DFAC, BNDX, VEA, and IGSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 92 $261M +$41.1M -$3.32M +$37.8M BIV, DFAC, BNDX, VEA, IGSB 13F-HR 7/7/2025, 09:12 AM
Q1 2025 73 $210M +$11.1M -$13.5M -$2.46M BIV, DFAC, BNDX, VEA, IGSB 13F-HR 4/29/2025, 08:40 AM
Q4 2024 76 $216M +$36.2M -$6.15M +$30.1M BIV, DFAC, BNDX, VEA, IGSB 13F-HR 2/26/2025, 01:01 PM
Q3 2024 68 $189M +$56.6M -$642K +$56M BIV, DFAC, BNDX, VEA, IGSB 13F-HR 11/19/2024, 12:29 PM
Q2 2024 28 $127M +$18.5M -$246K +$18.3M BIV, DFAC, BNDX, IGSB, VEA 13F-HR 8/7/2024, 12:46 PM
Q1 2024 20 $108M +$14.1M -$8.66M +$5.43M BIV, DFAC, BNDX, IGSB, VEA 13F-HR 5/3/2024, 12:10 PM
Q4 2023 26 $100M BIV, DFAC, BNDX, IGSB, VEA 13F-HR 2/9/2024, 11:01 AM