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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 47.00% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: VVR, QYLD, AIQ, WTPI, NUKZ, JEPI, GOOGL, QYLG, VTI, IEP.
Started 5 new stock positions in GOOGL, AIQ, QYLG, IEP, NUKZ.
Reduced shares in these 10 stocks: VBTX, TSLA, COP, GALT, DFSD, XOM, AAPL, GLD, IHAK, XLF.
Sold out of its position in VBTX.
Solutions 4 Wealth was a net buyer of stock by $2.6M.
Solutions 4 Wealth has $64M in assets under management (AUM), dropping by 7.41%.
Central Index Key (CIK): 0002006405

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Positions held by Solutions 4 Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	18.6	$12M	+7%	3.5M	3.46	View chart
Wisdomtree Tr Equity Premium (WTPI)	9.6	$6.2M	+12%	187k	33.27	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	8.5	$5.5M	+15%	323k	17.01	View chart
Select Sector Spdr Tr Technology (XLK)	5.4	$3.5M		12k	281.85	View chart
Apple (AAPL)	4.8	$3.1M		12k	254.63	View chart
First Tr Exchange-traded A Com Shs (FNX)	4.4	$2.8M		22k	125.40	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.0	$2.0M		41k	48.19	View chart
Novartis Sponsored Adr (NVS)	2.6	$1.7M		13k	128.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.3	$1.5M	+33%	25k	57.10	View chart
Vanguard World Health Car Etf (VHT)	1.9	$1.3M		4.8k	259.59	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	1.8	$1.2M		18k	65.56	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.8	$1.1M		35k	32.79	View chart
Ishares Tr Cybersecurity (IHAK)	1.8	$1.1M		22k	52.33	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.7	$1.1M		13k	87.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$978k		21k	45.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$921k		24k	38.57	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.4	$917k		15k	60.08	View chart
Global X Fds Russell 2000 (RYLD)	1.4	$877k	+2%	58k	15.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$832k	+10%	1.2k	666.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$768k	+34%	2.3k	328.17	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.2	$745k	+7%	7.1k	104.51	View chart
Global X Fds Artificial Etf (AIQ)	1.1	$736k	NEW	15k	49.39	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.1	$722k		9.8k	73.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$707k		2.4k	297.62	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$694k	+10%	5.8k	120.49	View chart
Exxon Mobil Corporation (XOM)	1.1	$687k	-3%	6.1k	112.74	View chart
Southside Bancshares (SBSI)	1.1	$685k		24k	28.25	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$658k		8.7k	76.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$614k	+23%	1.0k	600.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$600k	+5%	5.7k	104.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$520k		697.00	746.63	View chart
Tesla Motors (TSLA)	0.8	$520k	-35%	1.2k	444.72	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$475k	-2%	8.8k	53.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$473k		18k	25.71	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.7	$442k		13k	33.89	View chart
Global X Fds S&p 500 Covered (XYLD)	0.6	$403k	+16%	10k	39.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$384k		1.8k	208.71	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.6	$384k	NEW	5.9k	65.04	View chart
Microsoft Corporation (MSFT)	0.6	$361k	-3%	696.00	517.90	View chart
ConocoPhillips (COP)	0.5	$346k	-35%	3.7k	94.58	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.5	$342k	+10%	5.2k	65.21	View chart
Amazon (AMZN)	0.5	$324k	-2%	1.5k	219.57	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$312k		6.6k	47.51	View chart
Johnson & Johnson (JNJ)	0.5	$302k		1.6k	185.42	View chart
NVIDIA Corporation (NVDA)	0.4	$279k	+17%	1.5k	186.58	View chart
Spdr Series Trust Hlth Cr Equip (XHE)	0.4	$278k		3.5k	78.76	View chart
Alcon Ord Shs (ALC)	0.4	$270k		3.6k	74.51	View chart
Bank of America Corporation (BAC)	0.4	$270k		5.2k	51.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$267k	-5%	751.00	355.47	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.4	$263k	+14%	2.8k	94.31	View chart
Meta Platforms Cl A (META)	0.4	$242k		330.00	734.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$210k	NEW	862.00	243.12	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.3	$203k	NEW	6.9k	29.32	View chart
Quantum Computing (QUBT)	0.3	$188k		10k	18.41	View chart
Icahn Enterprises Depositary Unit (IEP)	0.2	$119k	NEW	14k	8.42	View chart
Galectin Therapeutics Com New (GALT)	0.2	$108k	-29%	25k	4.24	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 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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