Q2 2026 13F · SEC CIK 2006405

Solutions 4 Wealth, Ltd

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $77.5M
Reported positions: 58
Top holdings a year, 3 yrs: +6.1%
Assets under management: $189.4M

Solutions 4 Wealth, Ltd is a wealth manager that reported 58 positions worth $77.5M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Invesco Sr Income Tr (VVR, 10.5%), Wisdomtree Tr (PUTW, 10.2%), Global X Fds (QYLD, 8.2%). A portfolio copying its top holdings returned 6.1% a year over the last 3 years, against 18.8% for the S&P 500.

Solutions 4 Wealth, Ltd holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Solutions 4 Wealth, Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VVRInvesco Sr Income Tr	10.5%	13.7%	2,707,077	-4.1%	$8.1M
PUTWWisdomtree Tr	10.2%	9.5%	240,518	+22.1%	$7.9M
QYLDGlobal X Fds	8.2%	8.6%	344,995	+3.0%	$6.4M
XLKSelect Sector Spdr Tr	6.0%	4.9%	24,333	+0.1%	$4.6M
AAPLApple Inc	4.4%	4.5%	11,878	+0.2%	$3.4M
JEPIJ P Morgan Exchange Traded F	4.3%	4.1%	59,336	+23.4%	$3.4M
AIQGlobal X Fds	4.1%	3.4%	48,494	-0.5%	$3.2M
FNXFirst Tr Exchange-Traded Alp	4.1%	4.3%	21,656	-2.7%	$3.2M
XMHQInvesco Exchange Traded Fd T	3.2%	3.0%	22,223	+14.5%	$2.5M
SCYBSchwab Strategic Tr	2.7%	1.4%	80,816	+123.8%	$2.1M
VONGVanguard Scottsdale Fds	2.5%	2.1%	15,390	+18.1%	$2.0M
ROBOExchange Traded Concepts Tru	2.3%	2.2%	21,030	+0.0%	$1.8M
PWVInvesco Exchange Traded Fd T	2.3%	2.0%	23,299	+22.7%	$1.8M
NVSNovartis AG	2.0%	2.5%	10,026	-6.6%	$1.6M
SLYGSpdr Series Trust	2.0%	1.6%	13,125	+17.8%	$1.6M
CIBRFirst Tr Exchange-Traded Fd	2.0%	1.7%	17,197	-1.8%	$1.5M
IHAKIshares Tr	1.7%	1.4%	21,712	+0.0%	$1.3M
NUKZRange Nuclear Renaissance ETF	1.6%	2.0%	18,710	-5.4%	$1.3M
XMVMInvesco S&p Midcap Value With Momentum E	1.6%	1.4%	17,419	+23.0%	$1.2M
VPNGlobal X Fds	1.5%	1.4%	38,810	-2.0%	$1.2M
DFSDDimensional Short-Duration Fixed Income	1.4%	2.1%	22,292	-23.4%	$1.1M
RYLDGlobal X Fds	1.3%	1.4%	63,461	+2.9%	$1.0M
SBSISouthside Bancshares Inc	1.1%	1.1%	24,242	+0.0%	$853K
GRIDFirst Tr Exchange-Traded Fd	1.1%	1.1%	4,443	-2.5%	$852K
VTIVanguard Index Fds	1.1%	1.1%	2,287	+0.6%	$846K
VBKVanguard Index Fds	1.1%	1.0%	2,278	+0.0%	$833K
SPYGState Street Spdr Portfolio S&p 500 Grow	1.1%	1.0%	6,915	-2.9%	$823K
XSMOInvesco Exchange Traded Fd T	0.9%	0.9%	7,610	-0.5%	$713K
XLUSelect Sector Spdr Tr	0.9%	1.3%	15,366	-15.7%	$697K
VGTVanguard World Fd	0.9%	0.7%	5,576	+700.0%	$666K
SPYState Str Spdr S&p 500 ETF T	0.8%	1.1%	817	-28.0%	$610K
SCHBSchwab Strategic Tr	0.8%	0.7%	20,894	+11.3%	$605K
XOMExxon Mobil Corp	0.7%	1.0%	3,935	+0.0%	$538K
QQQInvesco Qqq Tr	0.7%	0.8%	686	-22.6%	$505K
MGVVanguard World Fd	0.6%	0.7%	2,859	-4.4%	$467K
VBRVanguard Index Fds	0.6%	0.6%	1,841	+0.0%	$447K
VIOOVanguard Admiral Fds Inc	0.6%	0.5%	3,144	+0.0%	$432K
XYLDGlobal X Fds	0.6%	0.6%	10,454	+2.3%	$426K
VDEVanguard World Fd	0.5%	0.7%	2,824	+0.0%	$424K
JNJJohnson & Johnson	0.5%	0.6%	1,641	+0.6%	$417K
COPConocophillips	0.5%	0.7%	3,660	+0.0%	$380K
IEPIcahn Enterprises LP	0.4%	—	48,244	—	$348K
SMHVaneck ETF Trust	0.4%	—	515	—	$337K
TSLATesla Inc	0.4%	0.4%	754	-3.6%	$317K
GOOGLAlphabet Inc	0.4%	0.4%	839	+0.0%	$300K
BACBank of Amer Corp	0.4%	0.4%	5,244	+0.1%	$299K
TTTrane Technologies PLC	0.4%	0.4%	607	+0.0%	$298K
XLFSelect Sector Spdr Tr	0.4%	0.5%	5,542	-21.1%	$297K
VHTVanguard World Fd	0.3%	0.4%	850	-1.4%	$254K
AMZNAmazon Com Inc	0.3%	—	1,056	—	$252K

What Solutions 4 Wealth, Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+700.0% shares
SCYB Schwab Strategic Tr+123.8% shares
JEPI J P Morgan Exchange Traded F+23.4% shares
XMVM Invesco S&p Midcap Value With Momentum E+23.0% shares
PWV Invesco Exchange Traded Fd T+22.7% shares
PUTW Wisdomtree Tr+22.1% shares
VONG Vanguard Scottsdale Fds+18.1% shares
SLYG Spdr Series Trust+17.8% shares

Reduced

SPY State Str Spdr S&p 500 ETF T-28.0% shares
DFSD Dimensional Short-Duration Fixed Income -23.4% shares
QQQ Invesco Qqq Tr-22.6% shares
XLF Select Sector Spdr Tr-21.1% shares
XLU Select Sector Spdr Tr-15.7% shares
NVS Novartis AG-6.6% shares
NUKZ Range Nuclear Renaissance ETF-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.5% /yr; S&P 500 +20.1%
3 years: +6.1% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$77.5M	58
Q1 2026	$66.5M	55
Q4 2025	$66.2M	57
Q3 2025	$64.4M	56
Q2 2025	$60.0M	52
Q1 2025	$56.7M	52
Q4 2024	$55.2M	51
Q3 2024	$51.1M	53
Q2 2024	$44.1M	45
Q1 2024	$35.6M	40
Q4 2023	$30.6M	36

Questions about Solutions 4 Wealth, Ltd's portfolio

What stocks does Solutions 4 Wealth, Ltd own?

Solutions 4 Wealth, Ltd's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 58 positions worth $77.5M. The largest are Invesco Sr Income Tr (VVR) at 10.5%, Wisdomtree Tr (PUTW) at 10.2%, Global X Fds (QYLD) at 8.2%, Select Sector Spdr Tr (XLK) at 6.0% and Apple Inc (AAPL) at 4.4%.

What did Solutions 4 Wealth, Ltd buy last quarter?

In Q2 2026, Solutions 4 Wealth, Ltd added Vanguard World Fd (VGT) (+700.0% shares), Schwab Strategic Tr (SCYB) (+123.8% shares) and J P Morgan Exchange Traded F (JEPI) (+23.4% shares), compared with its Q1 2026 filing.

What did Solutions 4 Wealth, Ltd sell last quarter?

In Q2 2026, Solutions 4 Wealth, Ltd cut from its top 50 Alcon Inc (ALC), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Microsoft Corp (MSFT), State Str Spdr S&p 500 ETF T (SPY) (-28.0% shares), Dimensional Short-Duration Fixed Income (DFSD) (-23.4% shares) and Invesco Qqq Tr (QQQ) (-22.6% shares), compared with its Q1 2026 filing.

How has Solutions 4 Wealth, Ltd's portfolio performed?

A portfolio copying Solutions 4 Wealth, Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.1% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +8.5% against +20.1%.

When is Solutions 4 Wealth, Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Solutions 4 Wealth, Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Solutions 4 Wealth, Ltd manage?

Solutions 4 Wealth, Ltd reported $189.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $77.5M.