Stock Taper

DISCIPLINE WEALTH SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NextEra Energy, Inc.NEE2.69K$236.1K
Cisco Systems, Inc.CSCO2.74K$321.84K
Visa Inc.V2.79K$956.97K
Lowe's Companies, Inc.LOW2.85K$629.28K
Alphabet Inc.GOOG3.17K$1.12M
DTE Energy CompanyDTE3.75K$571.36K
ONEOK, Inc.OKE3.86K$335.5K
Strategy IncMSTR3.94K$342.92K
Wells Fargo & CompanyWFC4.05K$334.53K
Ventas, Inc.VTR4.26K$378.71K
Alphabet Inc.GOOGL4.88K$1.74M
JPMorgan Chase & Co.JPM5.3K$1.74M
United Parcel Service, Inc.UPS5.36K$575.66K
Fastenal CompanyFAST5.48K$263.16K
Microsoft CorporationMSFT5.9K$2.2M
Realty Income CorporationO7.45K$461.54K
Merck & Co., Inc.MRK12.04K$1.55M
Amazon.com, Inc.AMZN14.79K$3.53M
MannKind CorporationMNKD18.29K$77.93K
Mercantile Bank CorporationMBWM19.83K$1.14M