Disciplina Capital Management LLC - Portfolio Stock Holdings

Disciplina Capital Management LLC disclosed 69 stock positions in a recent SEC 13F filing. $1,027,266,525 of stock holdings were filed, with the largest holdings including AGG, ITOT, and IEFA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,057,804,454 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.