# EDGAR Filing Document

**Accession Number:** 0002056242
**File Stem:** 0001951757-25-001042
**Filing Date:** 2025-8
**Character Count:** 15458
**Document Hash:** 23cabf5d3d0f7dc289bc5a242325c458
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001042.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001951757-25-001042

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Disciplined Investors, L.L.C.
- **CENTRAL INDEX KEY:** 0002056242

**ORGANIZATION NAME:**
- **EIN:** 742889405
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24982
- **FILM NUMBER:** 251189221

**BUSINESS ADDRESS:**
- **STREET 1:** 100 NORTH 6TH STREET
- **STREET 2:** SUITE 500
- **CITY:** WACO
- **STATE:** TX
- **ZIP:** 76701
- **BUSINESS PHONE:** 254-265-7410

**MAIL ADDRESS:**
- **STREET 1:** 100 NORTH 6TH STREET
- **STREET 2:** SUITE 500
- **CITY:** WACO
- **STATE:** TX
- **ZIP:** 76701

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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 Investors L.L.C.<br>**Address:** 100 NORTH 6TH STREET<br>SUITE 500<br>WACO, TX 76701

**Form 13F File Number:** 028-24982

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:** Todd Stoner<br>**Title:** Chief Compliance Officer<br>**Phone:** 254-265-7410

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

Todd Stoner  Waco, TX  08-06-2025<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:** 118

**Form 13F Information Table Value Total:** $128343544

      (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 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 803170 | 5084 | SH |  | SOLE |  | 5084 | 0 | 0 |
| COMSTOCK RES INC | COM | 205768302 |  | 3204899 | 115826 | SH |  | SOLE |  | 115826 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 748066 | 15125 | SH |  | SOLE |  | 15125 | 0 | 0 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 1521253 | 40075 | SH |  | SOLE |  | 40075 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 307313 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 339834 | 1102 | SH |  | SOLE |  | 1102 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2340485 | 7678 | SH |  | SOLE |  | 7678 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 517882 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 643716 | 2335 | SH |  | SOLE |  | 2335 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 355989 | 769 | SH |  | SOLE |  | 769 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 292524 | 2452 | SH |  | SOLE |  | 2452 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2622287 | 5272 | SH |  | SOLE |  | 5272 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 357035 | 5046 | SH |  | SOLE |  | 5046 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1241125 | 46835 | SH |  | SOLE |  | 46835 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 324684 | 1370 | SH |  | SOLE |  | 1370 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 601266 | 1693 | SH |  | SOLE |  | 1693 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 680439 | 4549 | SH |  | SOLE |  | 4549 | 0 | 0 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 |  | 169070 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1194832 | 3931 | SH |  | SOLE |  | 3931 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 357606 | 3295 | SH |  | SOLE |  | 3295 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 300924 | 1970 | SH |  | SOLE |  | 1970 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 652406 | 1681 | SH |  | SOLE |  | 1681 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 827133 | 7673 | SH |  | SOLE |  | 7673 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1032530 | 34258 | SH |  | SOLE |  | 34258 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 2899771 | 53217 | SH |  | SOLE |  | 53217 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 6878108 | 15689 | SH |  | SOLE |  | 15689 | 0 | 0 |
| KOSMOS ENERGY LTD | COM | 500688106 |  | 17200 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 |  | 473373 | 8446 | SH |  | SOLE |  | 8446 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 388620 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 293526 | 10608 | SH |  | SOLE |  | 10608 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 759194 | 3352 | SH |  | SOLE |  | 3352 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 1236348 | 25304 | SH |  | SOLE |  | 25304 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 292522 | 20077 | SH |  | SOLE |  | 20077 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3620261 | 52399 | SH |  | SOLE |  | 52399 | 0 | 0 |
| BRC INC | COM CL A | 05601U105 |  | 128380 | 98000 | SH |  | SOLE |  | 98000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 212302 | 3168 | SH |  | SOLE |  | 3168 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 2886891 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| CADENCE BANK | COM | 12740C103 |  | 2238890 | 70009 | SH |  | SOLE |  | 70009 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1726567 | 2794 | SH |  | SOLE |  | 2794 | 0 | 0 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 1062036 | 46827 | SH |  | SOLE |  | 46827 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 645100 | 4049 | SH |  | SOLE |  | 4049 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 7907220 | 331818 | SH |  | SOLE |  | 331818 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 809494 | 15697 | SH |  | SOLE |  | 15697 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 351805 | 904 | SH |  | SOLE |  | 904 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 204462 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1091911 | 6196 | SH |  | SOLE |  | 6196 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 3439205 | 116861 | SH |  | SOLE |  | 116861 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 4603251 | 68480 | SH |  | SOLE |  | 68480 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 572517 | 7147 | SH |  | SOLE |  | 7147 | 0 | 0 |
| NUVEEN CR STRATEGIES INCOME | COM SHS | 67073D102 |  | 71843 | 13329 | SH |  | SOLE |  | 13329 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 500751 | 8030 | SH |  | SOLE |  | 8030 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 407499 | 552 | SH |  | SOLE |  | 552 | 0 | 0 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 1827120 | 4520 | SH |  | SOLE |  | 4520 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 554329 | 7529 | SH |  | SOLE |  | 7529 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1897308 | 6544 | SH |  | SOLE |  | 6544 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3023085 | 6223 | SH |  | SOLE |  | 6223 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 1400042 | 45134 | SH |  | SOLE |  | 45134 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 316026 | 2769 | SH |  | SOLE |  | 2769 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 254736 | 8700 | SH |  | SOLE |  | 8700 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 431788 | 1178 | SH |  | SOLE |  | 1178 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 792347 | 3191 | SH |  | SOLE |  | 3191 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3086409 | 5434 | SH |  | SOLE |  | 5434 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 908480 | 30932 | SH |  | SOLE |  | 30932 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 310271 | 2125 | SH |  | SOLE |  | 2125 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 232759 | 2851 | SH |  | SOLE |  | 2851 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2072659 | 9447 | SH |  | SOLE |  | 9447 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1979880 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 420392 | 2054 | SH |  | SOLE |  | 2054 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3195267 | 23969 | SH |  | SOLE |  | 23969 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 326844 | 11294 | SH |  | SOLE |  | 11294 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 279205 | 5174 | SH |  | SOLE |  | 5174 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 262812 | 1284 | SH |  | SOLE |  | 1284 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2811618 | 13704 | SH |  | SOLE |  | 13704 | 0 | 0 |
| GOPRO INC | CL A | 38268T103 |  | 47710 | 63000 | SH |  | SOLE |  | 63000 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 245414 | 370 | SH |  | SOLE |  | 370 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 361355 | 4358 | SH |  | SOLE |  | 4358 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1023646 | 28562 | SH |  | SOLE |  | 28562 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1846867 | 14508 | SH |  | SOLE |  | 14508 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 351732 | 15915 | SH |  | SOLE |  | 15915 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 570571 | 10895 | SH |  | SOLE |  | 10895 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 250632 | 7250 | SH |  | SOLE |  | 7250 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 246615 | 4029 | SH |  | SOLE |  | 4029 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 229794 | 1788 | SH |  | SOLE |  | 1788 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 993583 | 5467 | SH |  | SOLE |  | 5467 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 766035 | 31343 | SH |  | SOLE |  | 31343 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 320123 | 7850 | SH |  | SOLE |  | 7850 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 270295 | 2269 | SH |  | SOLE |  | 2269 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1021088 | 10443 | SH |  | SOLE |  | 10443 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 287031 | 15832 | SH |  | SOLE |  | 15832 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 391331 | 1560 | SH |  | SOLE |  | 1560 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 207935 | 7073 | SH |  | SOLE |  | 7073 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1652519 | 23190 | SH |  | SOLE |  | 23190 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 463430 | 2060 | SH |  | SOLE |  | 2060 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 425866 | 772 | SH |  | SOLE |  | 772 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 244031 | 9375 | SH |  | SOLE |  | 9375 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 264170 | 339 | SH |  | SOLE |  | 339 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 335055 | 3022 | SH |  | SOLE |  | 3022 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1955453 | 2763 | SH |  | SOLE |  | 2763 | 0 | 0 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 152105 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 385051 | 1212 | SH |  | SOLE |  | 1212 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 432747 | 1387 | SH |  | SOLE |  | 1387 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1259647 | 13806 | SH |  | SOLE |  | 13806 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 611717 | 3448 | SH |  | SOLE |  | 3448 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 257003 | 6079 | SH |  | SOLE |  | 6079 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 283906 | 1530 | SH |  | SOLE |  | 1530 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 7918393 | 229452 | SH |  | SOLE |  | 229452 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 2922182 | 68596 | SH |  | SOLE |  | 68596 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 282685 | 976 | SH |  | SOLE |  | 976 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 356681 | 984 | SH |  | SOLE |  | 984 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 225064 | 753 | SH |  | SOLE |  | 753 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 241829 | 993 | SH |  | SOLE |  | 993 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 781543 | 9571 | SH |  | SOLE |  | 9571 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1541907 | 8724 | SH |  | SOLE |  | 8724 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 997993 | 1886 | SH |  | SOLE |  | 1886 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 231352 | 4058 | SH |  | SOLE |  | 4058 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 221693 | 2614 | SH |  | SOLE |  | 2614 | 0 | 0 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 481665 | 8150 | SH |  | SOLE |  | 8150 | 0 | 0 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 447208 | 7137 | SH |  | SOLE |  | 7137 | 0 | 0 |

---