Anthony Colancecco

Discipline Wealth Solutions, Llc

Assets Managed

$949.858M

Holdings

192

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

76.07%(2Q avg: 59.17%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Discipline Wealth Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 positions.

Assets under management

The assets under management (AUM) of Discipline Wealth Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 949.858M in assets, with a quarterly growth rate of 76.07% and a 2-quarter average growth rate of 59.17%. The portfolio is managed by Anthony Colancecco, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 45.83%	9.55%	$90.687M 2.334M shares@ $38.86 avg price	Increased 45.83%
BIV Vanguard Intermediate-term B Recent Activity Increased 15.64%	5.93%	$56.257M 728,902 shares@ $77.19 avg price	Increased 15.64%
VBR Vanguard Small-cap Value Etf Recent Activity Increased 172.01%	5.44%	$51.645M 237,724 shares@ $217.25 avg price	Increased 172.01%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 151.47%	4.06%	$38.498M 387,815 shares@ $99.27 avg price	Increased 151.47%
HCMT Direxion Hcm Tactic Us Etf Recent Activity Increased 301.72%	3.92%	$37.23M 1.058M shares@ $35.2 avg price	Increased 301.72%
VB Vanguard Small-cap Etf Recent Activity Increased 218.97%	3.68%	$34.876M 133,155 shares@ $261.93 avg price	Increased 218.97%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 42.36%	3.57%	$33.881M 528,729 shares@ $64.08 avg price	Increased 42.36%
VOO Vanguard S&p 500 Etf Recent Activity Increased 117.56%	3.47%	$32.888M 55,038 shares@ $597.55 avg price	Increased 117.56%
DFIS Dimensional International Sm Recent Activity Increased 62.61%	3.41%	$32.383M 961,790 shares@ $33.67 avg price	Increased 62.61%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 12.14%	3.04%	$28.819M 599,763 shares@ $48.05 avg price	Increased 12.14%

1-10 of 192