Solutions 4 Wealth

Solutions 4 Wealth as of Dec. 31, 2025

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