Disciplined Investors, L.L.C.

Est. AUM

$168.0M

13F long equity, this entity only

Positions

139

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	INTL SEL DIV ETF	$12.9M	303357	7.69%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$9.2M	20977	5.45%	SOLE
3	SCHWAB STRATEGIC TR	US BRD MKT ETF	$8.4M	333058	4.98%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$5.3M	68966	3.17%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.1M	68459	3.06%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$5.0M	142833	2.98%	SOLE
7	APPLE INC	COM	$3.8M	14907	2.25%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.7M	6217	2.21%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	27119	2.15%	SOLE
10	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$3.5M	64829	2.08%	SOLE
11	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.4M	23272	2.05%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	71127	2.05%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	6359	1.81%	SOLE
14	WALMART INC	COM	$2.8M	22591	1.67%	SOLE
15	SPDR GOLD TR	GOLD SHS	$2.8M	6501	1.67%	SOLE
16	HUNTINGTON BANCSHARES INC	COM	$2.7M	173424	1.62%	SOLE
17	AMAZON COM INC	COM	$2.6M	12310	1.53%	SOLE
18	CATERPILLAR INC	COM	$2.5M	3583	1.51%	SOLE
19	COMSTOCK RES INC	COM	$2.4M	115840	1.45%	SOLE
20	MICROSOFT CORP	COM	$2.2M	5952	1.31%	SOLE
21	GOLDMAN SACHS GROUP INC	COM	$2.2M	2585	1.30%	SOLE
22	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.1M	59009	1.25%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$2.0M	2002	1.19%	SOLE
24	JPMORGAN CHASE & CO	COM	$2.0M	6666	1.17%	SOLE
25	STRATEGY INC	CL A NEW	$1.9M	15437	1.15%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$1.9M	9502	1.11%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.9M	6440	1.10%	SOLE
28	HCA HEALTHCARE INC	COM	$1.8M	3874	1.09%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2809	1.09%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.7M	23190	1.04%	SOLE
31	ISHARES TR	HDG MSCI EAFE	$1.7M	40175	1.02%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5086	0.97%	SOLE
33	VANGUARD WORLD FD	FINANCIALS ETF	$1.5M	12402	0.89%	SOLE
34	TIDAL TRUST I	FUNDSTRAT GRANNY	$1.5M	61534	0.87%	SOLE
35	CHUBB LTD SWITZ	COM	$1.4M	4324	0.84%	SOLE
36	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	45600	0.83%	SOLE
37	RIO TINTO PLC	SPONSORED ADR	$1.4M	14864	0.83%	SOLE
38	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	40120	0.79%	SOLE
39	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.3M	21183	0.79%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	24076	0.77%	SOLE
41	NVIDIA CORPORATION	COM	$1.3M	7294	0.76%	SOLE
42	EXXON MOBIL CORP	COM	$1.2M	7324	0.74%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.1M	3395	0.68%	SOLE
44	ALTRIA GROUP INC	COM	$1.1M	17202	0.68%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	24557	0.67%	SOLE
46	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.1M	28348	0.66%	SOLE
47	NIKE INC	CL B	$1.1M	20162	0.63%	SOLE
48	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	31285	0.63%	SOLE
49	ALPS ETF TR	ALERIAN MLP	$1.0M	19778	0.62%	SOLE
50	ALPHABET INC	CAP STK CL C	$963K	3358	0.57%	SOLE

1–50 of 139

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.