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Solutions 4 Wealth

Latest statistics and disclosures from Solutions 4 Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VVR, WTPI, QYLD, XLK, AAPL, and represent 43.83% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: XLK, JEPI, XMHQ, XLU, SCYB, XMVM, AIQ, QYLD, PWV, VONG.
Started 3 new stock positions in XMVM, SCYB, TT.
Reduced shares in these 10 stocks: VVR, DFSD, GTO, QYLG, TSLA, XSMO, AMZN, VBK, NVDA, AAPL.
Sold out of its positions in QYLG, GTO.
Solutions 4 Wealth was a net buyer of stock by $3.7M.
Solutions 4 Wealth has $66M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0002006405

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Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	15.2	$10M	-11%	3.1M	3.27	View chart
Wisdomtree Tr Equity Premium (WTPI)	9.3	$6.2M		187k	33.02	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	9.1	$6.0M	+5%	340k	17.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	5.4	$3.6M	+100%	25k	143.97	View chart
Apple (AAPL)	4.9	$3.2M		12k	271.87	View chart
First Tr Exchange-traded A Com Shs (FNX)	4.3	$2.8M		22k	125.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$2.4M	+66%	42k	57.24	View chart
Novartis Sponsored Adr (NVS)	2.8	$1.8M		13k	137.87	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.2	$1.4M	-25%	30k	47.95	View chart
Vanguard World Health Car Etf (VHT)	2.1	$1.4M	-2%	4.7k	287.87	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	1.9	$1.3M		18k	69.31	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$1.2M	+3%	36k	34.46	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.7	$1.1M	+92%	11k	102.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.6	$1.1M	+15%	28k	39.59	View chart
Global X Fds Artificial Etf (AIQ)	1.6	$1.1M	+42%	21k	50.86	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.6	$1.1M	+97%	25k	42.69	View chart
Ishares Tr Cybersecurity (IHAK)	1.6	$1.0M		22k	48.12	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$1.0M		21k	46.80	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.5	$995k	+41%	8.2k	121.75	View chart
Global X Fds Russell 2000 (RYLD)	1.4	$917k	+2%	60k	15.30	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.3	$890k	-6%	14k	62.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$803k	-5%	1.2k	681.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$766k	-2%	2.3k	335.28	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$764k		7.2k	106.70	View chart
Southside Bancshares (SBSI)	1.1	$737k		24k	30.39	View chart
Exxon Mobil Corporation (XOM)	1.1	$730k		6.1k	120.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$725k	+15%	1.2k	614.36	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	1.0	$648k	+85%	9.7k	66.52	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$622k	-13%	2.1k	302.14	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$619k		8.7k	71.45	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.9	$570k	-19%	7.9k	72.01	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.9	$568k	+51%	8.9k	63.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$525k		697.00	753.78	View chart
Global X Fds S&p 500 Covered (XYLD)	0.7	$489k	+17%	12k	40.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$488k		19k	26.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.7	$485k		8.8k	54.77	View chart
Spdr Series Trust State Street Spd (SPIB)	0.7	$443k		13k	33.81	View chart
Spdr Series Trust State Street Spd (SLYG)	0.7	$437k	+66%	4.6k	94.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$390k		1.8k	211.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$352k	+18%	887.00	396.31	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.5	$349k	NEW	13k	26.42	View chart
Tesla Motors (TSLA)	0.5	$345k	-34%	766.00	449.72	View chart
ConocoPhillips (COP)	0.5	$343k		3.7k	93.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.5	$338k	NEW	5.3k	64.17	View chart
Johnson & Johnson (JNJ)	0.5	$338k		1.6k	206.95	View chart
Microsoft Corporation (MSFT)	0.5	$337k		696.00	483.60	View chart
Spdr Series Trust State Street Spd (XHE)	0.5	$312k		3.5k	88.23	View chart
Bank of America Corporation (BAC)	0.4	$288k		5.2k	54.99	View chart
Alcon Ord Shs (ALC)	0.4	$286k		3.6k	78.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$270k		862.00	313.02	View chart
Trane Technologies SHS (TT)	0.4	$236k	NEW	607.00	389.20	View chart
Meta Platforms Cl A (META)	0.3	$218k		330.00	660.09	View chart
NVIDIA Corporation (NVDA)	0.3	$213k	-23%	1.1k	186.50	View chart
Amazon (AMZN)	0.3	$206k	-39%	892.00	230.82	View chart
Icahn Enterprises Depositary Unit (IEP)	0.2	$159k	+48%	21k	7.55	View chart
Galectin Therapeutics Com New (GALT)	0.2	$106k		25k	4.16	View chart
Quantum Computing (QUBT)	0.2	$105k		10k	10.26	View chart

Past Filings by Solutions 4 Wealth

SEC 13F filings are viewable for Solutions 4 Wealth going back to 2023

Solutions 4 Wealth 2025 Q4 filed Feb. 9, 2026
Solutions 4 Wealth 2025 Q3 filed Nov. 4, 2025
Solutions 4 Wealth 2025 Q2 filed Aug. 13, 2025
Solutions 4 Wealth 2025 Q1 filed May 9, 2025
Solutions 4 Wealth 2024 Q4 filed Jan. 28, 2025
Solutions 4 Wealth 2024 Q3 filed Nov. 14, 2024
Solutions 4 Wealth 2024 Q2 filed Aug. 14, 2024
Solutions 4 Wealth 2024 Q1 filed May 2, 2024
Solutions 4 Wealth 2023 Q4 filed Feb. 6, 2024

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