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Anthony Colancecco

Discipline Wealth Solutions, Llc

Assets Managed
$1.146B
Holdings
197
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
20.66%(2Q avg: 48.37%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Discipline Wealth Solutions, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 197 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.146B in assets, with a quarterly growth rate of 20.66% and a 2-quarter average growth rate of 48.37%. The portfolio is managed by Anthony Colancecco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 11.07%
10.04%
$114.975M
2.592M shares@ $44.36 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 12.29%
5.48%
$62.775M
818,448 shares@ $76.7 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 4.33%
5.26%
$60.261M
247,996 shares@ $243.0 avg price
HCMT
Direxion Hcm Tactic Us Etf
Recent Activity
Increased 13.71%
4.41%
$50.454M
1.203M shares@ $41.94 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 26.35%
4.17%
$47.76M
69,539 shares@ $686.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 22.53%
4.03%
$46.158M
647,837 shares@ $71.26 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 9.73%
3.87%
$44.286M
146,099 shares@ $303.13 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -2.42%
3.27%
$37.456M
378,419 shares@ $98.99 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 5.52%
3.11%
$35.551M
1.015M shares@ $35.03 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 9.73%
2.79%
$31.871M
658,093 shares@ $48.44 avg price

1-10 of 197