Discipline Wealth Solutions’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Discipline Wealth Solutions’s Portfolio FDLS Stock Details FDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$855K	Buy	+20,226	New	+$817K	0.07%	90

Other funds holding FDLS

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Discipline Wealth Solutions's FDLS Position: Q2 2026 in Review

Discipline Wealth Solutions opened a new position in Inspire Fidelis Multi Factor ETF (FDLS) in Q2 2026: 20,226 shares worth $855K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

Discipline Wealth Solutions held 20,226 shares of Inspire Fidelis Multi Factor ETF worth $855K as of Q2 2026.
Inspire Fidelis Multi Factor ETF was a new Discipline Wealth Solutions position in Q2 2026.
Inspire Fidelis Multi Factor ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q2 2026, its #90 holding.
49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.