Holdings
Discipline Wealth Solutions, LLC
As of Sep 30, 2026, Discipline Wealth Solutions, LLC reported 57 positions worth US$47.7M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 29,179 | US$9.72M | +17 | Sep 30, 2026 |
| Nvidia Corporation | 21,042 | US$4.81M | −275 | Sep 30, 2026 |
| Amazon.com, Inc. | 14,481 | US$3.61M | −313 | Sep 30, 2026 |
| Microsoft Corp. | 5,900 | US$3.03M | −4 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 7,978 | US$2.73M | −36 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 5,297 | US$1.75M | −7 | Sep 30, 2026 |
| Merck & Company, Inc. | 12,047 | US$1.75M | +12 | Sep 30, 2026 |
| Mercantile Bank Corporation | 19,826 | US$1.16M | no change | Sep 30, 2026 |
| Visa Inc. | 2,686 | US$965K | −103 | Sep 30, 2026 |
| Marathon Petroleum Corporation | 2,297 | US$908K | +251 | Sep 30, 2026 |