Disciplined Investments, LLC
RIA/Wealth
Disciplined Investments, LLC is a RIA/Wealth based in Dallas, TX led by Scott Allen Hayes, reporting $1.5B in AUM as of Q3 2025 with 84% ETF concentration and minimal technology exposure.
PresidentScott Allen Hayes
- Portfolio Value
- $251.2M
- Positions
- 128
- Top Holding
- DFIV at 5.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Disciplined Investments, LLC's portfolio (37.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.3M | 5.69% | +$334.0K Bought | — 309.7K shares | |
ETF ETF | $10.9M | 4.32% | +$523.1K Bought | — 330.1K shares | |
ETF ETF | $9.5M | 3.79% | -$292.6K Sold | — 118.9K shares | |
ETF ETF | $9.4M | 3.73% | +$2.1M Bought | — 194.5K shares | |
ETF ETF | $9.1M | 3.61% | +$253.5K Bought | — 155.9K shares | |
ETF ETF | $9.0M | 3.58% | +$229.2K Bought | — 351.7K shares | |
ETF ETF | $8.9M | 3.53% | -$304.2K Sold | — 150.9K shares | |
ETF ETF | $8.5M | 3.39% | +$138.9K Bought | — 270.4K shares | |
ETF ETF | $7.8M | 3.13% | -$325.7K Sold | — 16.4K shares | |
ETF ETF | $7.5M | 2.97% | +$324.0K Bought | — 236.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Disciplined Investments, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+96.05% | |
+66.52% | |
+34.4% | |
+32.89% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-42.76% | |
-35.48% |
Analytics
Portfolio insights and performance metrics for Disciplined Investments, LLC
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