Discipline Wealth Solutions
SVOL icon

Discipline Wealth Solutions’s Simplify Volatility Premium ETF SVOL Stock Holding History

Discipline Wealth Solutions’s Portfolio SVOL Stock Details SVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$784K Buy
47,918
+4,301
+10% +$70.1K 0.07% 97
2026
Q2 		$700K Buy
43,617
+8,592
+25% +$137K 0.06% 105
2026
Q1 		$537K Sell
35,025
-19,675
-36% -$332K 0.06% 102
2025
Q4 		$961K Buy
54,700
+9,243
+20% +$163K 0.18% 68
2025
Q3 		$818K Buy
+45,457
New +$800K 0.22% 68

Other funds holding SVOL

MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Discipline Wealth Solutions's SVOL Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Simplify Volatility Premium ETF (SVOL) stake by 9.9% in Q3 2026, buying an estimated $70.1K and bringing the position to 47,918 shares worth $784K. The position accounts for 0.07% of the portfolio, ranked #97.

Discipline Wealth Solutions first reported a position in SVOL in Q3 2025 and has held it in 5 quarters since. The position peaked at $961K in Q4 2025. 9 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Discipline Wealth Solutions held 47,918 shares of Simplify Volatility Premium ETF worth $784K as of Q3 2026.
  • Discipline Wealth Solutions bought 4,301 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $70.1K.
  • Simplify Volatility Premium ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q3 2026, its #97 holding.
  • Discipline Wealth Solutions first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's Simplify Volatility Premium ETF position peaked at $961K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.