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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Discipline Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
1,129
Value
$843.2K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of SPY by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,129$843.2K0.1%−786−41.0%ReducedHolders
Q1 20261,915$1.25M0.1%+456+31.3%AddedHolders
Q4 20251,459$995.0K0.2%+622+74.3%AddedHolders
Q3 2025837$557.5K0.1%+837NewHolders