Disciplined Equity Management, Inc.
Q3 2026 13F filing
Updated 22 days ago47 disclosed positions worth $227.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $46.5M | 559.9K | 20.47% | Added(+0.6%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $46.2M | 839.7K | 20.34% | Added(+0.1%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $28.7M | 431.4K | 12.62% | Added(+0.5%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $28.6M | 369.3K | 12.59% | Added(+0.9%) |
| 5 | M DIMENSIONAL ETF TRUST | $23M | 410.9K | 10.11% | Trimmed(-0.6%) |
| 6 | C CROWDSTRIKE HLDGS INC | $3.1M | 11.6K | 1.35% | Added(+295.9%) |
| 7 | P PRUDENTIAL FINL INC | $2.7M | 23.4K | 1.17% | Unchanged |
| 8 | M ALTRIA GROUP INC | $2.5M | 37.4K | 1.11% | Unchanged |
| 9 | P PFIZER INC | $2.5M | 87.9K | 1.10% | Added(+1.6%) |
| 10 | V VERIZON COMMUNICATIONS INC | $2.5M | 53.6K | 1.08% | Unchanged |
| 11 | T TRUIST FINL CORP | $2.3M | 50.5K | 1.03% | Unchanged |
| 12 | F FORD MTR CO | $2.3M | 191.0K | 1.01% | Trimmed(-0.3%) |
| 13 | A ALLIANCEBERNSTEIN HLDG L P | $2.3M | 65.4K | 1.00% | Added(+1.7%) |
| 14 | C CONAGRA BRANDS INC | $2.1M | 157.4K | 0.93% | Unchanged |
| 15 | D DOW HLDGS INC | $2M | 74.3K | 0.90% | Added(+3.9%) |
| 16 | A ARISTA NETWORKS INC | $1.9M | 9.5K | 0.85% | Unchanged |
| 17 | H HP INC | $1.9M | 60.0K | 0.83% | Unchanged |
| 18 | P PALANTIR TECHNOLOGIES INC | $1.9M | 9.9K | 0.82% | Added(+0.7%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 39.3K | 0.77% | Unchanged |
| 20 | B BEST BUY INC | $1.7M | 19.8K | 0.77% | Added(+1.0%) |
| 21 | N NVIDIA CORPORATION | $1.7M | 7.5K | 0.76% | Unchanged |
| 22 | C CATERPILLAR INC | $1.6M | 2.0K | 0.72% | Unchanged |
| 23 | U US BANCORP | $1.5M | 25.8K | 0.66% | Trimmed(-2.2%) |
| 24 | O ONEOK INC NEW | $1.5M | 17.4K | 0.65% | — |
| 25 | E KINDER MORGAN INC DEL | $1.4M | 46.9K | 0.62% | Unchanged |
| 26 | J JPMORGAN CHASE & CO | $1.4M | 4.2K | 0.61% | Unchanged |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 34.0K | 0.60% | Unchanged |
| 28 | K KRAFT HEINZ CO | $1.3M | 58.6K | 0.59% | Added(+0.9%) |
| 29 | A AT&T INC | $1.3M | 53.7K | 0.58% | Added(+3.9%) |
| 30 | M MASTERCARD INCORPORATED | $1.1M | 2.1K | 0.50% | Unchanged |
| 31 | B BOOKING HOLDINGS INC | $995K | 6.1K | 0.44% | Unchanged |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $769K | 20.4K | 0.34% | Added(+0.6%) |
| 33 | V VIATRIS INC | $465K | 26.3K | 0.20% | Unchanged |
| 34 | I IRON MTN INC DEL | $453K | 4.1K | 0.20% | Unchanged |
| 35 | C CF INDUSTRIES HOLD | $416K | 3.6K | 0.18% | Unchanged |
| 36 | T TEXAS INSTRS INC | $409K | 1.5K | 0.18% | Unchanged |
| 37 | A AMAZON COM INC | $384K | 1.5K | 0.17% | Unchanged |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $378K | 9.5K | 0.17% | Unchanged |
| 39 | I INTERNATIONAL PAPER CO | $359K | 10.8K | 0.16% | Unchanged |
| 40 | S STATE STR SPDR S&P 500 ETF T | $309K | 405 | 0.14% | Added(+6.0%) |
| 41 | U UNITEDHEALTH GROUP INC | $242K | 660 | 0.11% | Unchanged |
| 42 | M MICROSOFT CORP | $224K | 437 | 0.10% | — |
| 43 | A APPLE INC | $220K | 660 | 0.10% | — |
| 44 | L LOWES COS INC | $219K | 1.2K | 0.10% | Unchanged |
| 45 | S STRYKER CORPORATION | $215K | 780 | 0.09% | Unchanged |
| 46 | O OMNICOM GROUP INC | $212K | 2.9K | 0.09% | Unchanged |
| 47 | V VANGUARD INDEX FDS | $202K | 288 | 0.09% | — |