DISCIPLINE WEALTH SOLUTIONS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 28K | $7.23M |
 | NVDA | 21K | $3.65M |
 | MBWM | 20K | $1.00M |
 | MNKD | 18K | $44.82K |
 | AMZN | 15K | $3.06M |
 | MRK | 12K | $1.38M |
 | O | 7K | $455.73K |
 | MSFT | 6K | $2.15M |
 | FAST | 5K | $252.97K |
 | UPS | 5K | $526.83K |
 | JPM | 5K | $1.50M |
 | GOOGL | 5K | $1.38M |
 | VZ | 5K | $227.99K |
 | VTR | 4K | $346.15K |
 | WFC | 4K | $322.26K |
 | MSTR | 4K | $489.89K |
 | OKE | 4K | $348.81K |
 | DTE | 4K | $542.79K |
 | GOOG | 3K | $910.78K |
 | SUI | 3K | $362.47K |
Apple Inc.
AAPL
Shares Held
28K
Value
$7.23M
NVIDIA Corporation
NVDA
Shares Held
21K
Value
$3.65M
Mercantile Bank Corporation
MBWM
Shares Held
20K
Value
$1.00M
MannKind Corporation
MNKD
Shares Held
18K
Value
$44.82K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.06M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.38M
Realty Income Corporation
O
Shares Held
7K
Value
$455.73K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.15M
Fastenal Company
FAST
Shares Held
5K
Value
$252.97K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$526.83K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.50M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.38M
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$227.99K
Ventas, Inc.
VTR
Shares Held
4K
Value
$346.15K
Wells Fargo & Company
WFC
Shares Held
4K
Value
$322.26K
Strategy Inc
MSTR
Shares Held
4K
Value
$489.89K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$348.81K
DTE Energy Company
DTE
Shares Held
4K
Value
$542.79K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$910.78K
Sun Communities, Inc.
SUI
Shares Held
3K
Value
$362.47K