Institutional Manager · CIK 0001812492
Disciplined Investments, LLC
TULSA, OK · File #028-20290
Latest AUM
$260.1M
Positions
130
Top-10 Concentration
45.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025130 pos · $260.1M
- 13F HOLDINGS REPORTQ/E Sep 2025129 pos · $251.4M
- 13F HOLDINGS REPORTQ/E Jun 2025124 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Mar 2025126 pos · $217.7M
- 13F HOLDINGS REPORTQ/E Dec 2024124 pos · $202.7M
- 13F HOLDINGS REPORTQ/E Sep 2024117 pos · $202.6M
- 13F HOLDINGS REPORTQ/E Jun 2024122 pos · $187.8M
- 13F HOLDINGS REPORTQ/E Mar 2024117 pos · $183.3M
- 13F HOLDINGS REPORTQ/E Dec 2023106 pos · $164.4M
- 13F HOLDINGS REPORTQ/E Sep 20231,695 pos · $187.1M
- 13F HOLDINGS REPORTQ/E Jun 20231,683 pos · $237.4M
- 13F HOLDINGS REPORTQ/E Mar 20231,639 pos · $204.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V807 | 314,276 | $15.7M | 7.08% |
| 2 | DIMENSIONAL ETF TRUST | 25434V666 | 350,864 | $12.0M | 5.42% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 214,919 | $10.3M | 4.65% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C409 | 123,096 | $9.8M | 4.43% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 164,150 | $9.8M | 4.41% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 160,149 | $9.4M | 4.24% |
| 7 | DIMENSIONAL ETF TRUST | 25434V302 | 281,042 | $9.2M | 4.13% |
| 8 | SPDR SERIES TRUST | 78468R408 | 355,969 | $9.0M | 4.07% |
| 9 | DIMENSIONAL ETF TRUST | 25434V773 | 247,726 | $8.2M | 3.68% |
| 10 | VANGUARD INDEX FDS | 922908736 | 15,791 | $7.7M | 3.48% |
| 11 | HUNT J B TRANS SVCS INC | 445658107 | 36,901 | $7.2M | 3.24% |
| 12 | DIMENSIONAL ETF TRUST | 25434V831 | 165,385 | $6.3M | 2.84% |
| 13 | ISHARES TR | 464287598 | 29,628 | $6.2M | 2.81% |
| 14 | PHILLIPS 66 | PSX | 45,491 | $5.9M | 2.65% |
| 15 | ISHARES TR | 464287614 | 11,322 | $5.4M | 2.42% |
| 16 | ISHARES TR | 464288877 | 62,462 | $4.5M | 2.01% |
| 17 | ISHARES TR | 46434V860 | 86,059 | $4.3M | 1.96% |
| 18 | DIMENSIONAL ETF TRUST | 25434V765 | 134,886 | $4.3M | 1.93% |
| 19 | VANGUARD INDEX FDS | 922908744 | 20,898 | $4.0M | 1.80% |
| 20 | VANGUARD INDEX FDS | 922908553 | 44,326 | $3.9M | 1.77% |