Disciplined Equity Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Disciplined Equity Management, Inc. held in its portfolio 64 assets valued at $193,002,551 (i.e. $193.00M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($39.06M), DIMENSIONAL ETF TRUST ($37.38M), and DIMENSIONAL ETF TRUST ($24.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Disciplined Equity Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 526581 | 39056513 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 802309 | 37379577 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 417953 | 24884922 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 350232 | 24400664 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 416010 | 20758899 | INTERNATNAL VAL |
| FORD MTR CO | 206260 | 2706132 | COM |
| TRUIST FINL CORP | 53450 | 2630275 | COM |
| ALTRIA GROUP INC | 40875 | 2356853 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 58163 | 2238113 | UNIT LTD PARTN |
| PRUDENTIAL FINL INC | 19310 | 2179713 | COM |
| PFIZER INC | 85170 | 2120733 | COM |
| VERIZON COMMUNICATIONS INC | 47965 | 1953615 | COM |
| VIATRIS INC | 138520 | 1724574 | COM |
| CATERPILLAR INC | 2730 | 1563936 | COM |
| DIMENSIONAL ETF TRUST | 39180 | 1551137 | US CORE EQUITY 2 |
| US BANCORP DEL | 28300 | 1510088 | COM NEW |
| NVIDIA CORPORATION | 8094 | 1509531 | COM |
| PALANTIR TECHNOLOGIES INC | 7960 | 1414890 | CL A |
| OMNICOM GROUP INC | 16629 | 1342792 | COM |
| ARISTA NETWORKS INC | 10100 | 1323403 | COM SHS |
| KINDER MORGAN INC DEL | 46630 | 1281859 | COM |
| JPMORGAN CHASE & CO. | 3693 | 1189959 | COM |
| DIMENSIONAL ETF TRUST | 33950 | 1161430 | US LARGE CAP VAL |
| AT&T INC | 46082 | 1144677 | COM |
| DOW INC | 47929 | 1120581 | COM |
| CROWDSTRIKE HLDGS INC | 2345 | 1099243 | CL A |
| BEST BUY INC | 16063 | 1075097 | COM |
| ONEOK INC NEW | 13715 | 1008053 | COM |
| KRAFT HEINZ CO | 40820 | 989885 | COM |
| BOOKING HOLDINGS INC | 176 | 942539 | COM |
| CONAGRA BRANDS INC | 54390 | 941491 | COM |
| MASTERCARD INCORPORATED | 1630 | 930535 | CL A |
| PROGRESSIVE CORP | 3450 | 785634 | COM |
| DIMENSIONAL ETF TRUST | 20280 | 698849 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 10840 | 412246 | US HIGH PROFITAB |
| SPDR S&P 500 ETF TR | 532 | 362782 | TR UNIT |
| AMAZON COM INC | 1540 | 355463 | COM |
| IRON MTN INC DEL | 4085 | 338851 | COM |
| DIMENSIONAL ETF TRUST | 9460 | 312937 | EMERGING MKTS CO |
| LOWES COS INC | 1190 | 286981 | COM |
| CF INDS HLDGS INC | 3610 | 279198 | COM |
| STRYKER CORPORATION | 780 | 274147 | COM |
| TEXAS INSTRS INC | 1460 | 253296 | COM |
| UNITEDHEALTH GROUP INC | 660 | 217873 | COM |
| MICROSOFT CORP | 437 | 211342 | COM |
| APPLE INC | 660 | 179428 | COM |
| INTERNATIONAL PAPER CO | 4520 | 178043 | COM |
| LOCKHEED MARTIN CORP | 243 | 117532 | COM |
| 3M CO | 591 | 94620 | COM |
| SCHWAB STRATEGIC TR | 1777 | 48744 | US DIVIDEND EQ |
| HOME DEPOT INC | 100 | 34410 | COM |
| MCDONALDS CORP | 51 | 15588 | COM |
| FIRST TR EXCHANGE-TRADED FD | 266 | 15028 | DIVIDEND STRNGTH |
| ALPHABET INC | 40 | 12520 | CAP STK CL A |
| THEMES ETF TR | 220 | 9385 | HUMANOID ROBOTIC |
| INTEL CORP | 160 | 5904 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 30 | 4317 | ORDINARY SHARES |
| SOLVENTUM CORP | 35 | 2774 | COM SHS |
| WESTPORT FUEL SYSTEMS INC | 300 | 618 | COM |
| CARDIOL THERAPEUTICS INC | 500 | 605 | COM CL A |
| PSQ HOLDINGS INC | 250 | 488 | CL A |
| PROMIS NEUROSCIENCES INC | 1000 | 441 | COM SHS |
| FIBROBIOLOGICS INC | 1000 | 418 | COM SHS |
| EON RESOURCES INC | 750 | 380 | COM CL A |
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