Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 41.14% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: AIQ, DTCR, XMHQ, GRID, NUKZ, PWV, SLYG, SCYB, XMVM, CIBR.
Started 6 new stock positions in VDE, VIOO, MGV, DTCR, EONR, GRID.
Reduced shares in these 10 stocks: DFIC, DFAC, VHT, DFAU, IHI, VVR, NVS, XOM, XLU, .
Sold out of its positions in AMZN, DFAU, DFAC, DFIC, META, IHI, NVDA, XHE.
Solutions 4 Wealth was a net buyer of stock by $1.4M.
Solutions 4 Wealth has $67M in assets under management (AUM), dropping by 0.46%.
Central Index Key (CIK): 0002006405

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	13.7	$9.1M	-7%	2.8M	3.22	View chart
Wisdomtree Tr Equity Premium (WTPI)	9.5	$6.3M	+5%	197k	31.91	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	8.6	$5.7M		335k	17.15	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.9	$3.2M		24k	132.90	View chart
Apple (AAPL)	4.5	$3.0M		12k	253.78	View chart
First Tr Exchange-traded A Com Shs (FNX)	4.3	$2.9M		22k	128.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.1	$2.7M	+13%	48k	56.68	View chart
Global X Fds Artificial Etf (AIQ)	3.4	$2.3M	+130%	49k	46.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.0	$2.0M	+76%	19k	103.37	View chart
Novartis Sponsored Adr (NVS)	2.5	$1.6M	-18%	11k	152.75	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	2.2	$1.4M	+16%	21k	68.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.2	$1.4M	+59%	13k	109.69	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$1.4M	-3%	29k	47.88	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	2.0	$1.3M	+94%	19k	69.71	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	2.0	$1.3M	+121%	20k	65.77	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.7	$1.1M	+102%	18k	62.68	View chart
Spdr Series Trust State Street Spd (SLYG)	1.6	$1.1M	+140%	11k	96.62	View chart
Global X Fds Data Ctr & Digit (DTCR)	1.4	$949k	NEW	40k	23.96	View chart
Ishares Tr Cybersecurity (IHAK)	1.4	$948k		22k	43.65	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	1.4	$939k	+173%	36k	26.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	1.4	$922k	+168%	14k	65.12	View chart
Global X Fds Russell 2000 (RYLD)	1.4	$922k	+2%	62k	14.95	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.3	$836k	-27%	18k	45.89	View chart
Southside Bancshares (SBSI)	1.1	$754k		24k	31.09	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.1	$745k	NEW	4.6k	163.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$738k	-3%	1.1k	650.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$730k		2.3k	320.82	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$697k		7.1k	97.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$688k	+10%	2.3k	302.23	View chart
Exxon Mobil Corporation (XOM)	1.0	$667k	-35%	3.9k	169.65	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.9	$581k	-3%	7.6k	76.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$511k	-24%	886.00	576.86	View chart
Vanguard World Energy Etf (VDE)	0.7	$489k	NEW	2.8k	173.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$486k		697.00	697.72	View chart
ConocoPhillips (COP)	0.7	$483k		3.7k	132.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$471k		19k	25.10	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.7	$433k	NEW	3.0k	144.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$400k		1.8k	217.25	View chart
Global X Fds S&p 500 Covered (XYLD)	0.6	$400k	-15%	10k	39.13	View chart
Johnson & Johnson (JNJ)	0.6	$399k		1.6k	244.44	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.5	$361k	NEW	3.1k	114.83	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$347k	-20%	7.0k	49.37	View chart
Tesla Motors (TSLA)	0.4	$291k	+2%	782.00	371.75	View chart
Alcon Ord Shs (ALC)	0.4	$273k		3.6k	75.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$257k	-32%	597.00	430.29	View chart
Bank of America Corporation (BAC)	0.4	$255k		5.2k	48.75	View chart
Microsoft Corporation (MSFT)	0.4	$255k		688.00	370.14	View chart
Trane Technologies SHS (TT)	0.4	$253k		607.00	416.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$241k	-2%	839.00	287.58	View chart
Vanguard World Health Car Etf (VHT)	0.4	$235k	-81%	862.00	272.20	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$216k	-50%	6.4k	33.54	View chart
Icahn Enterprises Depositary Unit (IEP)	0.3	$213k	+33%	28k	7.55	View chart
Quantum Computing (QUBT)	0.1	$77k	+9%	11k	6.85	View chart
Galectin Therapeutics Com New (GALT)	0.1	$70k		25k	2.79	View chart
Eon Resources Com Cl A (EONR)	0.1	$41k	NEW	50k	0.83	View chart

Past Filings by Solutions 4 Wealth

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

Solutions 4 Wealth 2026 Q1 filed May 5, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z