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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 39.29% of Solutions 4 Wealth's stock portfolio.
Added to shares of these 10 stocks: WTPI, SCYB, JEPI, VGT, SMH, PWV, XMHQ, VONG, AMZN, SLYG.
Started 5 new stock positions in GETY, AMZN, NVDA, DFAC, SMH.
Reduced shares in these 10 stocks: VVR, DFSD, MSFT, SPY, , QQQ, XLU, NVS, FNX, XLF.
Sold out of its positions in MSFT, SPIB.
Solutions 4 Wealth was a net buyer of stock by $4.6M.
Solutions 4 Wealth has $78M in assets under management (AUM), dropping by 16.52%.
Central Index Key (CIK): 0002006405

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Portfolio Holdings for Solutions 4 Wealth

Solutions 4 Wealth holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Van Kampen Senior Income Trust (VVR)	10.5	$8.1M	-4%	2.7M	3.00	View chart
Wisdomtree Tr Equity Premium (WTPI)	10.2	$7.9M	+22%	241k	32.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	8.2	$6.4M	+3%	345k	18.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	6.0	$4.6M		24k	190.52	View chart
Apple (AAPL)	4.4	$3.4M		12k	289.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.3	$3.4M	+23%	59k	56.48	View chart
Global X Fds Artificial Etf (AIQ)	4.1	$3.2M		49k	65.61	View chart
First Tr Exchange-traded A Com Shs (FNX)	4.1	$3.2M	-2%	22k	146.35	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.2	$2.5M	+14%	22k	112.88	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	2.7	$2.1M	+123%	81k	26.18	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.5	$2.0M	+18%	15k	127.81	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	2.3	$1.8M		21k	85.66	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	2.3	$1.8M	+22%	23k	75.77	View chart
Novartis Sponsored Adr (NVS)	2.0	$1.6M	-6%	10k	156.72	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	2.0	$1.6M	+17%	13k	119.13	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	2.0	$1.5M		17k	89.85	View chart
Ishares Tr Cybersecurity (IHAK)	1.7	$1.3M		22k	60.71	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	1.6	$1.3M	-5%	19k	68.16	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	1.6	$1.2M	+23%	17k	70.92	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	1.5	$1.2M		39k	30.37	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.4	$1.1M	-23%	22k	47.75	View chart
Global X Fds Russell 2000 (RYLD)	1.3	$1.0M	+2%	64k	15.99	View chart
Southside Bancshares (SBSI)	1.1	$853k		24k	35.19	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.1	$852k	-2%	4.4k	191.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$846k		2.3k	370.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$833k		2.3k	365.75	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.1	$823k	-2%	6.9k	119.00	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.9	$713k		7.6k	93.63	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.9	$697k	-15%	15k	45.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$666k	+700%	5.6k	119.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$610k	-28%	817.00	746.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$605k	+11%	21k	28.96	View chart
Exxon Mobil Corporation (XOM)	0.7	$538k		3.9k	136.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$505k	-22%	686.00	735.87	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$467k	-4%	2.9k	163.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$447k		1.8k	242.99	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$432k		3.1k	137.54	View chart
Global X Fds S&p 500 Covered (XYLD)	0.6	$426k	+2%	11k	40.79	View chart
Vanguard World Energy Etf (VDE)	0.5	$424k		2.8k	150.13	View chart
Johnson & Johnson (JNJ)	0.5	$417k		1.6k	253.97	View chart
ConocoPhillips (COP)	0.5	$381k		3.7k	103.95	View chart
Icahn Enterprises Depositary Unit (IEP)	0.4	$348k	+70%	48k	7.21	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$338k	NEW	515.00	655.28	View chart
Tesla Motors (TSLA)	0.4	$317k	-3%	754.00	420.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$300k		839.00	357.40	View chart
Bank of America Corporation (BAC)	0.4	$299k		5.2k	56.98	View chart
Trane Technologies SHS (TT)	0.4	$298k		607.00	491.16	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$297k	-21%	5.5k	53.61	View chart
Vanguard World Health Car Etf (VHT)	0.3	$254k		850.00	299.10	View chart
Amazon (AMZN)	0.3	$252k	NEW	1.1k	238.34	View chart
Alcon Ord Shs (ALC)	0.3	$244k		3.6k	67.10	View chart
NVIDIA Corporation (NVDA)	0.3	$234k	NEW	1.2k	200.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$220k		597.00	368.38	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$211k	NEW	4.8k	44.36	View chart
Galectin Therapeutics Com New (GALT)	0.1	$116k		25k	4.64	View chart
Quantum Computing (QUBT)	0.1	$109k		11k	9.70	View chart
Eon Resources Com Cl A (EONR)	0.0	$22k		50k	0.44	View chart
Getty Images Holdings Cl A Com (GETY)	0.0	$14k	NEW	16k	0.86	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 Q2 filed July 29, 2026
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

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