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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Disciplined Investments LLC
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|---|---|
| CRD # | 129696 |
| SEC # | 801-71011 |
| CIK # | 0001812492 |
| AUM | $496.8 M (2025-07-31) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 918-388-2690 |
| Address | 2222 S Utica Place Suite 200 Tulsa, OK 74114-7000 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hunt J B Transport Services Inc | 5.5 | ||
| Phillips 66 | 5.4 | ||
| Conocophillips | 3.3 | ||
| Wal Mart Stores Inc | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 73.4 |
| (b) Individuals (high net worth individuals) | 133 | 415.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,160 | 496.8 |
| By Discretionary | ||
| Discretionary | 1,021 | 399.2 |
| Non-Discretionary | 139 | 97.6 |
| Total | 1,160 | 496.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.8 | |
| Total | 1,160 | 496.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812492] |
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|---|---|---|
|
Wellspring Wealth Management LLC
✚
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GA | 0.5 |
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MD | 0.5 |
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CA | 0.5 |
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CA | 0.5 |
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Clifford Capital Partners LLC
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UT | 0.5 |
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CO | 0.5 |
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EPG Wealth Management LLC
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|
Capshift Advisors LLC
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Oxford Wealth Management LLC
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UT | 0.5 |