CIK 1812492
Disciplined Investments, LLC
Institutional 13F holdings & portfolio
Holdings
130
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 130
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| GARP | ISHARES TR | 17K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 17K | $1M+ | SH |
| IWO | ISHARES TR | 3K | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| EWT | ISHARES INC | 14K | $500K+ | SH |
| EFA | ISHARES TR | 9K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 44K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 22K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 14K | $500K+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 5K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| STIP | ISHARES TR | 6K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| BALT | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| NUV | NUVEEN MUN VALUE FD INC | 63K | $500K+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 8K | $500K+ | SH |
| SHYG | ISHARES TR | 13K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| HOMB | HOME BANCSHARES INC | 17K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 9K | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 5K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 787 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| FLOT | ISHARES TR | 9K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 17K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| FREL | FIDELITY COVINGTON TRUST | 14K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 349 | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 20K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 27K | $100K–$500K | SH |