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Disciplined Investments, LLC
CIK:0001812492
Investment Adviser
$497M AUM
124 holdings
Tulsa, OK, USA
Disciplined Investments, LLC, d/b/a HoganTaylor Wealth, is a registered investment advisor that offers services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations.
Latest 13F Filing Activity
Disciplined Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions with a total 13F market value of $236M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Disciplined Investments, LLC reduced exposure to Phillips 66, Paccar Inc., Conocophillips among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 5.48% | $13.0M | 302,493 | $34.49 | $42.83 | +$1.8M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.12% | $9.7M | 122,603 | $80.08 | $79.50 | +$608.1K |
D DFLV | DIMENSIONAL ETF TRUST | 4.12% | $9.7M | 314,162 | $28.90 | $31.02 | +$2.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 3.88% | $9.2M | 156,026 | $59.87 | $58.78 | +$1.4M |
S SJNK | SPDR SERIES TRUST | 3.69% | $8.7M | 342,722 | $26.00 | $25.48 | +$490.0K |
Industry Allocation
PETROLEUM REFINING
+4.3%
TRUCKING (NO LOCAL)
+2.0%
SEMICONDUCTORS & RELATED DEVICES
+1.4%
RETAIL-VARIETY STORES
+1.4%
ELECTRONIC COMPUTERS
+0.9%
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