Disciplined Investors, L.L.C.

13F Filings History

Latest 13F report
Q2 2025 - Aug 6, 2025
Value $
$128M
Signature - Title
Todd Stoner - Chief Compliance Officer
Location
Waco, TX
Summary
This page shows a list of all the recent 13F filings made by Disciplined Investors, L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Disciplined Investors, L.L.C. reported 118 stock holdings with total value $128M as of Q2 2025. Top holdings included IDV, SCHB, VUG, VEU, and VXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 118 $128M +$9.38M -$2.04M +$7.34M IDV, SCHB, VUG, VEU, VXUS 13F-HR 8/6/2025, 03:40 PM
Q1 2025 118 $111M +$9.43M -$1.61M +$7.82M SCHB, IDV, VUG, VEU, DFSV 13F-HR 5/12/2025, 10:22 AM
Q4 2024 111 $104M $0 $0 SCHB, IDV, VUG, VEU, DFSV 13F-HR 2/12/2025, 04:20 PM