# EDGAR Filing Document

**Accession Number:** 0002056242
**File Stem:** 0001951757-26-000409
**Filing Date:** 2026-2
**Character Count:** 15804
**Document Hash:** 5c7db9949d16cd3b5d234fd4523f7e0e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000409.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001951757-26-000409

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**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:** 26616723

**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:** 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 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  02-10-2026<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:** 121

**Form 13F Information Table Value Total:** $152445548

      (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 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 10559172 | 267660 | SH |  | SOLE |  | 267660 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 3237384 | 69086 | SH |  | SOLE |  | 69086 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3430257 | 23901 | SH |  | SOLE |  | 23901 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 858397 | 7133 | SH |  | SOLE |  | 7133 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 265284 | 16088 | SH |  | SOLE |  | 16088 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 567730 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 222791 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 203103 | 757 | SH |  | SOLE |  | 757 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 333509 | 1460 | SH |  | SOLE |  | 1460 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 365091 | 553 | SH |  | SOLE |  | 553 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 271724 | 7130 | SH |  | SOLE |  | 7130 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 882394 | 3065 | SH |  | SOLE |  | 3065 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 3877148 | 26930 | SH |  | SOLE |  | 26930 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 3355412 | 62057 | SH |  | SOLE |  | 62057 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 1590225 | 46484 | SH |  | SOLE |  | 46484 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 333858 | 2469 | SH |  | SOLE |  | 2469 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 337701 | 2682 | SH |  | SOLE |  | 2682 | 0 | 0 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 |  | 256410 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| RANI THERAPEUTICS HLDGS INC | COM CL A | 753018100 |  | 16470 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 1307011 | 20515 | SH |  | SOLE |  | 20515 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 878868 | 11865 | SH |  | SOLE |  | 11865 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2072627 | 6432 | SH |  | SOLE |  | 6432 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 652356 | 7248 | SH |  | SOLE |  | 7248 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 2044967 | 3570 | SH |  | SOLE |  | 3570 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1386365 | 4135 | SH |  | SOLE |  | 4135 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 411086 | 4908 | SH |  | SOLE |  | 4908 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 287908 | 4836 | SH |  | SOLE |  | 4836 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2276234 | 2590 | SH |  | SOLE |  | 2590 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1029455 | 20233 | SH |  | SOLE |  | 20233 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 965568 | 16438 | SH |  | SOLE |  | 16438 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 513594 | 3332 | SH |  | SOLE |  | 3332 | 0 | 0 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 157615 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| COMSTOCK RES INC | COM | 205768302 |  | 2685165 | 115840 | SH |  | SOLE |  | 115840 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1244092 | 37988 | SH |  | SOLE |  | 37988 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3047710 | 6063 | SH |  | SOLE |  | 6063 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 999603 | 18594 | SH |  | SOLE |  | 18594 | 0 | 0 |
| CADENCE BANK | COM | 12740C103 |  | 2999195 | 70009 | SH |  | SOLE |  | 70009 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 641142 | 1828 | SH |  | SOLE |  | 1828 | 0 | 0 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 492178 | 8150 | SH |  | SOLE |  | 8150 | 0 | 0 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 227598 | 4475 | SH |  | SOLE |  | 4475 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 256639 | 1393 | SH |  | SOLE |  | 1393 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 351990 | 5035 | SH |  | SOLE |  | 5035 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3741343 | 5966 | SH |  | SOLE |  | 5966 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1462629 | 13128 | SH |  | SOLE |  | 13128 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 355279 | 1377 | SH |  | SOLE |  | 1377 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1648834 | 12352 | SH |  | SOLE |  | 12352 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 1660814 | 10930 | SH |  | SOLE |  | 10930 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 493940 | 1967 | SH |  | SOLE |  | 1967 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 284846 | 1107 | SH |  | SOLE |  | 1107 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 1321150 | 4233 | SH |  | SOLE |  | 4233 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 582986 | 4068 | SH |  | SOLE |  | 4068 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2734138 | 5653 | SH |  | SOLE |  | 5653 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1914581 | 2808 | SH |  | SOLE |  | 2808 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 327988 | 1130 | SH |  | SOLE |  | 1130 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 362655 | 15085 | SH |  | SOLE |  | 15085 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 281415 | 1995 | SH |  | SOLE |  | 1995 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 357254 | 7850 | SH |  | SOLE |  | 7850 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1777192 | 5678 | SH |  | SOLE |  | 5678 | 0 | 0 |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 |  | 451354 | 8440 | SH |  | SOLE |  | 8440 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 268298 | 5759 | SH |  | SOLE |  | 5759 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2604153 | 6571 | SH |  | SOLE |  | 6571 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 270889 | 879 | SH |  | SOLE |  | 879 | 0 | 0 |
| URANIUM ENERGY CORP | COM | 916896103 |  | 490560 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 660114 | 1907 | SH |  | SOLE |  | 1907 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 985067 | 20950 | SH |  | SOLE |  | 20950 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 213385 | 4773 | SH |  | SOLE |  | 4773 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 212900 | 3056 | SH |  | SOLE |  | 3056 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 290229 | 2249 | SH |  | SOLE |  | 2249 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 256386 | 8731 | SH |  | SOLE |  | 8731 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 260277 | 380 | SH |  | SOLE |  | 380 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2734380 | 11846 | SH |  | SOLE |  | 11846 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 4841526 | 64177 | SH |  | SOLE |  | 64177 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 465494 | 2118 | SH |  | SOLE |  | 2118 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1250726 | 45597 | SH |  | SOLE |  | 45597 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 278899 | 370 | SH |  | SOLE |  | 370 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 931997 | 4865 | SH |  | SOLE |  | 4865 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 922128 | 2939 | SH |  | SOLE |  | 2939 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 301112 | 1026 | SH |  | SOLE |  | 1026 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 229116 | 2974 | SH |  | SOLE |  | 2974 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 338428 | 13624 | SH |  | SOLE |  | 13624 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1022594 | 31243 | SH |  | SOLE |  | 31243 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1806362 | 9458 | SH |  | SOLE |  | 9458 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 791301 | 1288 | SH |  | SOLE |  | 1288 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 4006188 | 121806 | SH |  | SOLE |  | 121806 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 578700 | 10566 | SH |  | SOLE |  | 10566 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 241101 | 876 | SH |  | SOLE |  | 876 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1228848 | 6589 | SH |  | SOLE |  | 6589 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3822781 | 14062 | SH |  | SOLE |  | 14062 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 9283839 | 19030 | SH |  | SOLE |  | 19030 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 8777882 | 334650 | SH |  | SOLE |  | 334650 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 240000 | 9375 | SH |  | SOLE |  | 9375 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 373021 | 3039 | SH |  | SOLE |  | 3039 | 0 | 0 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 1521106 | 61434 | SH |  | SOLE |  | 61434 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 489330 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 698062 | 8600 | SH |  | SOLE |  | 8600 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1097153 | 13709 | SH |  | SOLE |  | 13709 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 405901 | 3448 | SH |  | SOLE |  | 3448 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 346627 | 1050 | SH |  | SOLE |  | 1050 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 259249 | 4150 | SH |  | SOLE |  | 4150 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 453625 | 12293 | SH |  | SOLE |  | 12293 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 371511 | 943 | SH |  | SOLE |  | 943 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 347947 | 1897 | SH |  | SOLE |  | 1897 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 617495 | 575 | SH |  | SOLE |  | 575 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 821218 | 30517 | SH |  | SOLE |  | 30517 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 5015625 | 68184 | SH |  | SOLE |  | 68184 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 254666 | 726 | SH |  | SOLE |  | 726 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 384395 | 1857 | SH |  | SOLE |  | 1857 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1120694 | 28308 | SH |  | SOLE |  | 28308 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 316925 | 10703 | SH |  | SOLE |  | 10703 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1013473 | 3335 | SH |  | SOLE |  | 3335 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 235957 | 3181 | SH |  | SOLE |  | 3181 | 0 | 0 |
| SAILPOINT INC | COM | 78781J109 |  | 242760 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1724680 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 438317 | 671 | SH |  | SOLE |  | 671 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 222984 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 399478 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 827244 | 19378 | SH |  | SOLE |  | 19378 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 408758 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 368704 | 762 | SH |  | SOLE |  | 762 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1740410 | 23190 | SH |  | SOLE |  | 23190 | 0 | 0 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 1671149 | 40405 | SH |  | SOLE |  | 40405 | 0 | 0 |

---