Disciplina Capital Management LLC Concentrated Active

Location: Nashville, TN

CIK: 0001993404 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $944M (100.0% shares, 0.0% debt)

Holdings (68)

AGG iShares Core US Aggregate Bond 23.5%
Value $222M Shares 2,237,842 Est. Cost $100.75 Unrealized
ITOT iShares Total US Stock Market 20.3%
Value $191M Shares 1,343,930 Est. Cost $126.74 Unrealized
IEFA iShares Core MSCI EAFE 8.5%
Value $80.35M Shares 887,509 Est. Cost $80.60 Unrealized
TLT iShares 20 Year Treasury Bond 7.3%
Value $68.96M Shares 795,504 Est. Cost $95.28 Unrealized
USRT iShares Core US REIT 5.4%
Value $50.98M Shares 861,277 Est. Cost $57.05 Unrealized
AVUS Avantis US Equity 5.0%
Value $47.6M Shares 428,123 Est. Cost $87.58 Unrealized
EMLP First Trust NA Energy Infrastructure Fund 4.0%
Value $37.47M Shares 858,130 Est. Cost $35.08 Unrealized
USFR WisdomTree Floating Rate Treasury 3.6%
Value $33.52M Shares 665,797 Est. Cost $50.32 Unrealized
IEMG iShares Core MSCI Emerging Markets 3.4%
Value $31.94M Shares 457,971 Est. Cost $63.07 Unrealized
PULS PGIM Ultra Short Bond ETF 2.4%
Value $22.32M Shares 449,951 Est. Cost $49.74 Unrealized
VTSAX Vanguard Total Stock Mkt, ETF 2.1%
Value $19.96M Shares 62,205 Est. Cost $304.84 Unrealized
AVDE American Centy ETF TR Avantis Intl EQT 2.1%
Value $19.75M Shares 232,834 Est. Cost $63.59 Unrealized
IVV iShares Core S&P 500 1.7%
Value $15.6M Shares 23,880 Est. Cost $91.98 Unrealized
IGSB iShares Short Term Corporate Bd 1.5%
Value $14.07M Shares 267,694 Est. Cost $52.57 Unrealized
BSV Vanguard Short-Term Bond Fund 1.5%
Value $14.05M Shares 179,219 Est. Cost $79.00 Unrealized
VOO Vanguard S&P 500 ETF 1.4%
Value $13.5M Shares 22,584 Est. Cost $411.66 Unrealized
VT Vanguard Total World Stock Idx, ETF 1.3%
Value $12.57M Shares 90,911 Est. Cost $109.48 Unrealized
BCI Abrdn Bloomberg Commodity ETF 1.2%
Value $11.47M Shares 472,092 Est. Cost $21.14 Unrealized
CMDY iShares Bloomberg Commodity Roll ETF 1.2%
Value $11.41M Shares 192,074 Est. Cost $67.41 Unrealized
AVEM Avantis Emg Mkts Eq 0.9%
Value $8.506M Shares 105,563 Est. Cost $59.08 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.6%
Value $5.874M Shares 91,660 Est. Cost $53.99 Unrealized
IXUS iShares Core MSCI Total International Stock 0.4%
Value $3.878M Shares 44,760 Est. Cost $82.58 Unrealized
XLE Energy Select Sector SPDR 0.2%
Value $1.55M Shares 25,305 Est. Cost $65.72 Unrealized
HD HOME DEPOT INC 0.1%
Value $1.037M Shares 3,153 Est. Cost $327.08 Unrealized +15.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value $923K Shares 17,084 Est. Cost $45.26 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 0.0%
Value $233K Shares 2,625 Est. Cost $93.17 Unrealized
VONV Vanguard Russell 1000 Value ETF 0.0%
Value $186K Shares 1,985 Est. Cost $92.30 Unrealized
VGSH Vanguard Short-Term Treasury Index (VGSH) 0.0%
Value $170K Shares 2,900 Est. Cost $58.73 Unrealized
NVDA NVIDIA CORP 0.0%
Value $147K Shares 845 Est. Cost $93.47 Unrealized +99.7%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value $144K Shares 860 Est. Cost $159.93 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $139K Shares 253 Est. Cost $166.38 Unrealized +192.2%
VTWG Vanguard Russell 2000 Growth ETF 0.0%
Value $115K Shares 500 Est. Cost $235.99 Unrealized
GOOGL ALPHABET INC CLASS 0.0%
Value $99,227 Shares 345 Est. Cost $112.40 Unrealized +187.6%
AMAT APPLIED MATLS INC 0.0%
Value $93,068 Shares 272 Est. Cost $185.30 Unrealized +76.2%
META META PLATFORMS INC CLASS 0.0%
Value $79,779 Shares 139 Est. Cost $245.05 Unrealized +167.5%
BLACKROCK INC NEW 0.0%
Value $76,343 Shares 79 Est. Cost $726.91 Unrealized
URI UNITED RENTALS INC 0.0%
Value $73,505 Shares 101 Est. Cost $361.03 Unrealized +144.5%
SCHW CHARLES SCHWAB CORP 0.0%
Value $71,728 Shares 763 Est. Cost $50.45 Unrealized +98.5%
JPM JPMORGAN CHASE & CO 0.0%
Value $69,792 Shares 237 Est. Cost $189.14 Unrealized +64.6%
ADI ANALOG DEVICES INC 0.0%
Value $66,286 Shares 208 Est. Cost $160.09 Unrealized +97.5%
ORCL ORACLE CORP 0.0%
Value $63,537 Shares 432 Est. Cost $153.50 Unrealized +10.5%
AMZN AMAZON.COM INC 0.0%
Value $63,522 Shares 305 Est. Cost $119.18 Unrealized +90.3%
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value $61,426 Shares 560 Est. Cost $121.75 Unrealized
VUG Vanguard Growth ETF 0.0%
Value $61,151 Shares 140 Est. Cost $487.86 Unrealized
AAPL APPLE INC 0.0%
Value $59,971 Shares 236 Est. Cost $153.95 Unrealized +70.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value $53,707 Shares 335 Est. Cost $182.02 Unrealized -5.4%
AXON AXON ENTERPRISE INC 0.0%
Value $51,812 Shares 122 Est. Cost $476.11 Unrealized +10.6%
TRGP TARGA RES CORP 0.0%
Value $48,202 Shares 192 Est. Cost $194.68 Unrealized +3.6%
V VISA INC CLASS 0.0%
Value $48,118 Shares 159 Est. Cost $217.79 Unrealized +51.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $47,021 Shares 102 Est. Cost $510.82 Unrealized +2.0%
WM WASTE MGMT INC DEL 0.0%
Value $45,728 Shares 199 Est. Cost $212.07 Unrealized +6.6%
RCL ROYAL CARIBBEAN GROU 0.0%
Value $42,206 Shares 153 Est. Cost $233.26 Unrealized +32.4%
SPGI S&P GLOBAL INC 0.0%
Value $42,007 Shares 99 Est. Cost $386.49 Unrealized +25.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $39,658 Shares 632 Est. Cost $88.59 Unrealized -3.1%
SYK STRYKER CORP 0.0%
Value $38,795 Shares 118 Est. Cost $359.34 Unrealized +1.5%
NOW SERVICENOW INC 0.0%
Value $37,638 Shares 360 Est. Cost $173.34 Unrealized -30.1%
MINT PIMCO Enhanced Short Maturity 0.0%
Value $35,702 Shares 355 Est. Cost $100.34 Unrealized
CRM SALESFORCE INC 0.0%
Value $32,691 Shares 175 Est. Cost $283.32 Unrealized -23.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $31,064 Shares 143 Est. Cost $241.07 Unrealized -0.3%
ADBE ADOBE INC 0.0%
Value $29,656 Shares 122 Est. Cost $439.88 Unrealized -34.1%
LEN LENNAR CORP CLASS 0.0%
Value $25,886 Shares 298 Est. Cost $137.81 Unrealized -16.9%
NVO NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $15,288 Shares 416 Est. Cost $88.36 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $13,369 Shares 296 Est. Cost $77.71 Unrealized -35.6%
MCK MCKESSON CORP 0.0%
Value $13,020 Shares 15 Est. Cost $357.97 Unrealized +144.6%
SLB SLB LIMITED 0.0%
Value $8,045 Shares 157 Est. Cost $42.59 Unrealized +13.4%
NFLX NETFLIX INC 0.0%
Value $3,846 Shares 40 Est. Cost $108.34 Unrealized -22.6%
LLY ELI LILLY AND CO 0.0%
Value $3,685 Shares 4 Est. Cost $1047.09 Unrealized 0.0%
MRP MILLROSE PPTYS INC CLASS 0.0%
Value $660 Shares 24 Est. Cost $26.68 Unrealized