DISCIPLINE WEALTH SOLUTIONS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 25K | $6.68M |
 | NVDA | 20K | $3.66M |
 | AMZN | 14K | $3.30M |
 | O | 7K | $419.90K |
 | UPS | 5K | $531.16K |
 | MSFT | 5K | $2.50M |
 | JPM | 5K | $1.48M |
 | GOOGL | 5K | $1.42M |
 | WFC | 4K | $377.27K |
 | MRK | 3K | $362.59K |
 | GOOG | 3K | $1.00M |
 | SUI | 3K | $356.61K |
 | LOW | 3K | $693.34K |
 | NEE | 3K | $218.52K |
 | XOM | 2K | $300.13K |
 | EA | 2K | $483.65K |
 | V | 2K | $800.32K |
 | DTE | 2K | $282.66K |
 | MSTR | 2K | $330.46K |
 | ABBV | 2K | $477.94K |
Apple Inc.
AAPL
Shares Held
25K
Value
$6.68M
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.66M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.30M
Realty Income Corporation
O
Shares Held
7K
Value
$419.90K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$531.16K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.50M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.48M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.42M
Wells Fargo & Company
WFC
Shares Held
4K
Value
$377.27K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$362.59K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$1.00M
Sun Communities, Inc.
SUI
Shares Held
3K
Value
$356.61K
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$693.34K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$218.52K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$300.13K
Electronic Arts Inc.
EA
Shares Held
2K
Value
$483.65K
Visa Inc.
V
Shares Held
2K
Value
$800.32K
DTE Energy Company
DTE
Shares Held
2K
Value
$282.66K
Strategy Inc
MSTR
Shares Held
2K
Value
$330.46K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$477.94K