Disciplined Equity Management, Inc. 13F Holdings

CIK 0001909380 · NEPTUNE BEACH, FL

As of Sep 30, 2025, Disciplined Equity Management, Inc. reported 56 positions worth 83.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US EQUITY MARKET ETFDFUS—512,679$37.1M20.21%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—772,762$34.5M18.79%
DIMENSIONAL US TARGETED VALUE ETFDFAT—406,601$23.7M12.88%
DIMENSIONAL US SMALL CAP ETFDFAS—342,203$23.4M12.75%
DIMENSIONAL INTERNATIONAL VALUE ETFDFIV—407,244 8.8M10.22%
ALTRIA GROUP INCMOEquity41,285$2.7M1.48%
FORD MOTOR COFConsumer Cyclical208,360$2.5M1.36%
TRUIST FINANCIAL CORPTFCFinancial Services54,030$2.5M1.34%
ALLIANCEBERNSTEIN HOLDING LPABFinancial Services58,803$2.2M1.22%
PFIZER INCPFEHealthcare85,950$2.2M1.19%
VERIZON COMMUNICATIONS INCBACCommunication Services48,435$2.1M1.16%
PRUDENTIAL FINANCIAL INCPRUFinancial Services19,480$2.0M1.10%
NVIDIA CORPNVDATechnology8,244 .5M0.84%
ARISTA NETWORKS INCANETTechnology10,380 .5M0.82%
CONAGRA BRANDS INCCAGConsumer Defensive82,410 .5M0.82%
DOW INCDOWBasic Materials65,699 .5M0.82%
PALANTIR TECHNOLOGIES INCPLTRTechnology8,180 .5M0.81%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—36,360 .4M0.76%
VIATRIS INCVTRSHealthcare138,520 .4M0.75%
US BANCORPUSBFinancial Services28,300 .4M0.74%
CATERPILLAR INCCATIndustrials2,780 .3M0.72%
KINDER MORGAN INCKMIEnergy46,630 .3M0.72%
AT&T INCTCommunication Services46,082 .3M0.71%
BEST BUY CO INCBBYConsumer Cyclical16,063 .2M0.66%
JPMORGAN CHASE & COJPMFinancial Services3,763 .2M0.65%