# EDGAR Filing Document

**Accession Number:** 0001909380
**File Stem:** 0001909380-26-000001
**Filing Date:** 2026-1
**Character Count:** 9865
**Document Hash:** d106f699d4c8833dd5973ae72440e268
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001909380-26-000001.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001909380-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Disciplined Equity Management, Inc.
- **CENTRAL INDEX KEY:** 0001909380

**ORGANIZATION NAME:**
- **EIN:** 593691907
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22070
- **FILM NUMBER:** 26532164

**BUSINESS ADDRESS:**
- **STREET 1:** 200 1ST STREET
- **STREET 2:** SUITE 204
- **CITY:** NEPTUNE BEACH
- **STATE:** FL
- **ZIP:** 32266
- **BUSINESS PHONE:** 904-222-0280

**MAIL ADDRESS:**
- **STREET 1:** 200 1ST STREET
- **STREET 2:** SUITE 204
- **CITY:** NEPTUNE BEACH
- **STATE:** FL
- **ZIP:** 32266

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Disciplined Equity Management Inc.<br>**Address:** 200 1ST STREET<br>SUITE 204<br>NEPTUNE BEACH, FL 32266

**Form 13F File Number:** 028-22070

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Donald Davey<br>**Title:** Director<br>**Phone:** 9042220280

**Signature, Place, and Date of Signing:**

Donald Davey  Neptune Beach, FL  01-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $193002551

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 94620 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 |  | 2238113 | 58163 | SH |  | SOLE |  | 0 | 0 | 58163 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 12520 | 40 | SH |  | SOLE |  | 0 | 0 | 40 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 2356853 | 40875 | SH |  | SOLE |  | 0 | 0 | 40875 |
| AMAZON COM INC | COM | 023135106 |  | 355463 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| APPLE INC | COM | 037833100 |  | 179428 | 660 | SH |  | SOLE |  | 0 | 0 | 660 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1323403 | 10100 | SH |  | SOLE |  | 0 | 0 | 10100 |
| AT INC | COM | 00206R102 |  | 1144677 | 46082 | SH |  | SOLE |  | 0 | 0 | 46082 |
| BEST BUY INC | COM | 086516101 |  | 1075097 | 16063 | SH |  | SOLE |  | 0 | 0 | 16063 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 942539 | 176 | SH |  | SOLE |  | 0 | 0 | 176 |
| CARDIOL THERAPEUTICS INC | COM CL A | 14161Y200 |  | 605 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| CATERPILLAR INC | COM | 149123101 |  | 1563936 | 2730 | SH |  | SOLE |  | 0 | 0 | 2730 |
| CF INDS HLDGS INC | COM | 125269100 |  | 279198 | 3610 | SH |  | SOLE |  | 0 | 0 | 3610 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 941491 | 54390 | SH |  | SOLE |  | 0 | 0 | 54390 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 4317 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1099243 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 312937 | 9460 | SH |  | SOLE |  | 0 | 0 | 9460 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 20758899 | 416010 | SH |  | SOLE |  | 0 | 0 | 416010 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 698849 | 20280 | SH |  | SOLE |  | 0 | 0 | 20280 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1551137 | 39180 | SH |  | SOLE |  | 0 | 0 | 39180 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 39056513 | 526581 | SH |  | SOLE |  | 0 | 0 | 526581 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 412246 | 10840 | SH |  | SOLE |  | 0 | 0 | 10840 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 1161430 | 33950 | SH |  | SOLE |  | 0 | 0 | 33950 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 37379577 | 802309 | SH |  | SOLE |  | 0 | 0 | 802309 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 24400664 | 350232 | SH |  | SOLE |  | 0 | 0 | 350232 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 24884922 | 417953 | SH |  | SOLE |  | 0 | 0 | 417953 |
| DOW INC | COM | 260557103 |  | 1120581 | 47929 | SH |  | SOLE |  | 0 | 0 | 47929 |
| EON RESOURCES INC | COM CL A | 40472A102 |  | 380 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| FIBROBIOLOGICS INC | COM SHS | 31573L105 |  | 418 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| FIRST TR EXCHANGE-TRADED FD | DIVIDEND STRNGTH | 33733E708 |  | 15028 | 266 | SH |  | SOLE |  | 0 | 0 | 266 |
| FORD MTR CO | COM | 345370860 |  | 2706132 | 206260 | SH |  | SOLE |  | 0 | 0 | 206260 |
| HOME DEPOT INC | COM | 437076102 |  | 34410 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| INTEL CORP | COM | 458140100 |  | 5904 | 160 | SH |  | SOLE |  | 0 | 0 | 160 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 178043 | 4520 | SH |  | SOLE |  | 0 | 0 | 4520 |
| IRON MTN INC DEL | COM | 46284V101 |  | 338851 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1189959 | 3693 | SH |  | SOLE |  | 0 | 0 | 3693 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 1281859 | 46630 | SH |  | SOLE |  | 0 | 0 | 46630 |
| KRAFT HEINZ CO | COM | 500754106 |  | 989885 | 40820 | SH |  | SOLE |  | 0 | 0 | 40820 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 117532 | 243 | SH |  | SOLE |  | 0 | 0 | 243 |
| LOWES COS INC | COM | 548661107 |  | 286981 | 1190 | SH |  | SOLE |  | 0 | 0 | 1190 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 930535 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| MCDONALDS CORP | COM | 580135101 |  | 15588 | 51 | SH |  | SOLE |  | 0 | 0 | 51 |
| MICROSOFT CORP | COM | 594918104 |  | 211342 | 437 | SH |  | SOLE |  | 0 | 0 | 437 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1509531 | 8094 | SH |  | SOLE |  | 0 | 0 | 8094 |
| OMNICOM GROUP INC | COM | 681919106 |  | 1342792 | 16629 | SH |  | SOLE |  | 0 | 0 | 16629 |
| ONEOK INC NEW | COM | 682680103 |  | 1008053 | 13715 | SH |  | SOLE |  | 0 | 0 | 13715 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1414890 | 7960 | SH |  | SOLE |  | 0 | 0 | 7960 |
| PFIZER INC | COM | 717081103 |  | 2120733 | 85170 | SH |  | SOLE |  | 0 | 0 | 85170 |
| PROGRESSIVE CORP | COM | 743315103 |  | 785634 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| PROMIS NEUROSCIENCES INC | COM SHS | 74346M505 |  | 441 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 2179713 | 19310 | SH |  | SOLE |  | 0 | 0 | 19310 |
| PSQ HOLDINGS INC | CL A | 693691107 |  | 488 | 250 | SH |  | SOLE |  | 0 | 0 | 250 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 48744 | 1777 | SH |  | SOLE |  | 0 | 0 | 1777 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 2774 | 35 | SH |  | SOLE |  | 0 | 0 | 35 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 362782 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| STRYKER CORPORATION | COM | 863667101 |  | 274147 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |
| TEXAS INSTRS INC | COM | 882508104 |  | 253296 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| THEMES ETF TR | HUMANOID ROBOTIC | 882927833 |  | 9385 | 220 | SH |  | SOLE |  | 0 | 0 | 220 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 2630275 | 53450 | SH |  | SOLE |  | 0 | 0 | 53450 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 217873 | 660 | SH |  | SOLE |  | 0 | 0 | 660 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1510088 | 28300 | SH |  | SOLE |  | 0 | 0 | 28300 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1953615 | 47965 | SH |  | SOLE |  | 0 | 0 | 47965 |
| VIATRIS INC | COM | 92556V106 |  | 1724574 | 138520 | SH |  | SOLE |  | 0 | 0 | 138520 |
| WESTPORT FUEL SYSTEMS INC | COM | 960908507 |  | 618 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |

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