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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

MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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.

7 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.
  • 7 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.