# EDGAR Filing Document

**Accession Number:** 0002056242
**File Stem:** 0001951757-25-001434
**Filing Date:** 2025-11
**Character Count:** 15667
**Document Hash:** acef2d5ea4db8005b75219884ee994b8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001434.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001951757-25-001434

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**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:** 251482981

**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:** 09-30-2025

**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  11-14-2025<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:** 120

**Form 13F Information Table Value Total:** $140488532

      (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 |
| AMAZON COM INC | COM | 023135106 |  | 2578932 | 11745 | SH |  | SOLE |  | 11745 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 898653 | 15697 | SH |  | SOLE |  | 15697 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 292254 | 904 | SH |  | SOLE |  | 904 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3809121 | 14959 | SH |  | SOLE |  | 14959 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 324186 | 1105 | SH |  | SOLE |  | 1105 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2980889 | 5929 | SH |  | SOLE |  | 5929 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 252507 | 876 | SH |  | SOLE |  | 876 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 802463 | 1682 | SH |  | SOLE |  | 1682 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 355670 | 5363 | SH |  | SOLE |  | 5363 | 0 | 0 |
| COMSTOCK RES INC | COM | 205768302 |  | 2296825 | 115826 | SH |  | SOLE |  | 115826 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 264421 | 879 | SH |  | SOLE |  | 879 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 325452 | 2932 | SH |  | SOLE |  | 2932 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 505011 | 1246 | SH |  | SOLE |  | 1246 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 203780 | 722 | SH |  | SOLE |  | 722 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 595259 | 8180 | SH |  | SOLE |  | 8180 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 571515 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 9062764 | 247955 | SH |  | SOLE |  | 247955 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 200196 | 2104 | SH |  | SOLE |  | 2104 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 366833 | 1978 | SH |  | SOLE |  | 1978 | 0 | 0 |
| KOSMOS ENERGY LTD | COM | 500688106 |  | 16600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 354393 | 1160 | SH |  | SOLE |  | 1160 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 421391 | 552 | SH |  | SOLE |  | 552 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 379272 | 760 | SH |  | SOLE |  | 760 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 554694 | 6598 | SH |  | SOLE |  | 6598 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 228747 | 753 | SH |  | SOLE |  | 753 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3129860 | 6043 | SH |  | SOLE |  | 6043 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 1504721 | 4670 | SH |  | SOLE |  | 4670 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 406290 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 209575 | 2872 | SH |  | SOLE |  | 2872 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 318108 | 1562 | SH |  | SOLE |  | 1562 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 298561 | 2195 | SH |  | SOLE |  | 2195 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 625571 | 4071 | SH |  | SOLE |  | 4071 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 8606178 | 334741 | SH |  | SOLE |  | 334741 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 821601 | 31192 | SH |  | SOLE |  | 31192 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 309278 | 10624 | SH |  | SOLE |  | 10624 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1219099 | 36533 | SH |  | SOLE |  | 36533 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1264274 | 46310 | SH |  | SOLE |  | 46310 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 360595 | 15489 | SH |  | SOLE |  | 15489 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 269906 | 9375 | SH |  | SOLE |  | 9375 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 936180 | 3352 | SH |  | SOLE |  | 3352 | 0 | 0 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 1547731 | 61934 | SH |  | SOLE |  | 61934 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 382510 | 2769 | SH |  | SOLE |  | 2769 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 443233 | 2054 | SH |  | SOLE |  | 2054 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 4132624 | 56257 | SH |  | SOLE |  | 56257 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 503439 | 2063 | SH |  | SOLE |  | 2063 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 604611 | 8130 | SH |  | SOLE |  | 8130 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 245608 | 4099 | SH |  | SOLE |  | 4099 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3376215 | 23953 | SH |  | SOLE |  | 23953 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 603114 | 7122 | SH |  | SOLE |  | 7122 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 248178 | 1801 | SH |  | SOLE |  | 1801 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 4829926 | 67674 | SH |  | SOLE |  | 67674 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 989460 | 18262 | SH |  | SOLE |  | 18262 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3680974 | 6011 | SH |  | SOLE |  | 6011 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 330252 | 1124 | SH |  | SOLE |  | 1124 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 8418834 | 17553 | SH |  | SOLE |  | 17553 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1736427 | 9311 | SH |  | SOLE |  | 9311 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 349419 | 1374 | SH |  | SOLE |  | 1374 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1361766 | 4150 | SH |  | SOLE |  | 4150 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1441123 | 13983 | SH |  | SOLE |  | 13983 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 355846 | 2127 | SH |  | SOLE |  | 2127 | 0 | 0 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 160660 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 743858 | 1239 | SH |  | SOLE |  | 1239 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 1099454 | 23428 | SH |  | SOLE |  | 23428 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 365776 | 12952 | SH |  | SOLE |  | 12952 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 331980 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 840106 | 3449 | SH |  | SOLE |  | 3449 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1550483 | 6378 | SH |  | SOLE |  | 6378 | 0 | 0 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 |  | 211750 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 730725 | 4277 | SH |  | SOLE |  | 4277 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 565216 | 1713 | SH |  | SOLE |  | 1713 | 0 | 0 |
| CADENCE BANK | COM | 12740C103 |  | 2628143 | 70009 | SH |  | SOLE |  | 70009 | 0 | 0 |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 |  | 466570 | 8669 | SH |  | SOLE |  | 8669 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 235720 | 1003 | SH |  | SOLE |  | 1003 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1876252 | 2027 | SH |  | SOLE |  | 2027 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 263538 | 7250 | SH |  | SOLE |  | 7250 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 230044 | 3176 | SH |  | SOLE |  | 3176 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 208701 | 3049 | SH |  | SOLE |  | 3049 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 3030820 | 54541 | SH |  | SOLE |  | 54541 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 280910 | 4826 | SH |  | SOLE |  | 4826 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 1462927 | 44466 | SH |  | SOLE |  | 44466 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1090394 | 28271 | SH |  | SOLE |  | 28271 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 265500 | 5941 | SH |  | SOLE |  | 5941 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 3753060 | 117872 | SH |  | SOLE |  | 117872 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 975076 | 31073 | SH |  | SOLE |  | 31073 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 273817 | 15957 | SH |  | SOLE |  | 15957 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 764085 | 6777 | SH |  | SOLE |  | 6777 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 381220 | 519 | SH |  | SOLE |  | 519 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 334844 | 545 | SH |  | SOLE |  | 545 | 0 | 0 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 411952 | 6569 | SH |  | SOLE |  | 6569 | 0 | 0 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 221020 | 4475 | SH |  | SOLE |  | 4475 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2060280 | 2587 | SH |  | SOLE |  | 2587 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1699595 | 23190 | SH |  | SOLE |  | 23190 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 349953 | 7850 | SH |  | SOLE |  | 7850 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 922113 | 4861 | SH |  | SOLE |  | 4861 | 0 | 0 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 1591068 | 40168 | SH |  | SOLE |  | 40168 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 296660 | 4564 | SH |  | SOLE |  | 4564 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2035620 | 6453 | SH |  | SOLE |  | 6453 | 0 | 0 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 518258 | 8150 | SH |  | SOLE |  | 8150 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1016646 | 5449 | SH |  | SOLE |  | 5449 | 0 | 0 |
| NUVEEN CR STRATEGIES INCOME | COM SHS | 67073D102 |  | 70244 | 13329 | SH |  | SOLE |  | 13329 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1872698 | 2811 | SH |  | SOLE |  | 2811 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2383426 | 6705 | SH |  | SOLE |  | 6705 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 215175 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 3194343 | 68963 | SH |  | SOLE |  | 68963 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 213418 | 2389 | SH |  | SOLE |  | 2389 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 570106 | 10583 | SH |  | SOLE |  | 10583 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 3857830 | 13687 | SH |  | SOLE |  | 13687 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 408085 | 3448 | SH |  | SOLE |  | 3448 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 833013 | 9552 | SH |  | SOLE |  | 9552 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 587097 | 1320 | SH |  | SOLE |  | 1320 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 472160 | 1367 | SH |  | SOLE |  | 1367 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 265548 | 8932 | SH |  | SOLE |  | 8932 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 392089 | 990 | SH |  | SOLE |  | 990 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 360167 | 2862 | SH |  | SOLE |  | 2862 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1691701 | 12890 | SH |  | SOLE |  | 12890 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 806671 | 3107 | SH |  | SOLE |  | 3107 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 276253 | 370 | SH |  | SOLE |  | 370 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 371332 | 4415 | SH |  | SOLE |  | 4415 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 623632 | 1827 | SH |  | SOLE |  | 1827 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 275835 | 977 | SH |  | SOLE |  | 977 | 0 | 0 |

---