Disciplined Investments, LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$260.1M

Holdings

130

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (130 positions)

#	Stock	Shares	Value	% Portfolio
101	DFASDIMENSIONAL ETF TRUST	4,890	$340K	0.13%
102	SLQDISHARES TR	6,640	$336K	0.13%
103	VEAVANGUARD TAX-MANAGED FDS	5,294	$330K	0.13%
104	SFLRINNOVATOR ETFS TRUST	8,832	$325K	0.12%
105	VVVANGUARD INDEX FDS	1,032	$324K	0.12%
106	REZISHARES TR	3,583	$296K	0.11%
107	BRK/BBERKSHIRE HATHAWAY INC DEL	582	$292K	0.11%
108	IGSBISHARES TR	5,086	$268K	0.10%
109	BACBANK AMERICA CORP	4,596	$252K	0.10%
110	KOCOCA COLA CO	3,567	$249K	0.10%
111	IWBISHARES TR	645	$240K	0.09%
112	ABBVABBVIE INC	1,019	$232K	0.09%
113	GOOGLALPHABET INC	743	$232K	0.09%
114	ITOTISHARES TR	1,551	$230K	0.09%
115	WMBWILLIAMS COS INC	3,794	$228K	0.09%
116	AVIVAMERICAN CENTY ETF TR	3,049	$217K	0.08%
117	PEPPEPSICO INC	1,484	$212K	0.08%
118	JNJJOHNSON & JOHNSON	1,022	$211K	0.08%
119	VOOVANGUARD INDEX FDS	334	$209K	0.08%
120	METAMETA PLATFORMS INC	315	$207K	0.08%
121	HUBBHUBBELL INC	461	$204K	0.08%
122	IBUFINNOVATOR ETFS TRUST	6,981	$204K	0.08%
123	PNOVINNOVATOR ETFS TRUST	4,835	$202K	0.08%
124	TSLATESLA INC	450	$202K	0.08%
125	PTYPIMCO CORPORATE & INCOME OPP	15,000	$193K	0.07%
126	NUWNUVEEN AMT-FREE MUN VALUE FD	10,183	$145K	0.06%
127	FBRTFRANKLIN BSP RLTY TR INC	12,000	$120K	0.05%
128	PFFLUBS AG LONDON BRANCH	12,628	$103K	0.04%
129	PNNTPENNANTPARK INVT CORP	17,000	$101K	0.04%
130	CLIRCLEARSIGN TECHNOLOGIES CORP	55,886	$31K	0.01%

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