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 101–130 of 130
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| SLQD | ISHARES TR | 7K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| SFLR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| REZ | ISHARES TR | 4K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 582 | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| IWB | ISHARES TR | 645 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 743 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| AVIV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 334 | $100K–$500K | SH |
| META | META PLATFORMS INC | 315 | $100K–$500K | SH |
| HUBB | HUBBELL INC | 461 | $100K–$500K | SH |
| IBUF | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| TSLA | TESLA INC | 450 | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 15K | $100K–$500K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 10K | $100K–$500K | SH |
| FBRT | FRANKLIN BSP RLTY TR INC | 12K | $100K–$500K | SH |
| PFFL | UBS AG LONDON BRANCH | 13K | $100K–$500K | SH |
| PNNT | PENNANTPARK INVT CORP | 17K | $100K–$500K | SH |
| CLIR | CLEARSIGN TECHNOLOGIES CORP | 56K | $15K–$50K | SH |