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Solutions 4 Wealth, Ltd

CIK 2006405 · latest 13F filed 29 July 2026 · Read the filing on EDGAR

Solutions 4 Wealth, Ltd reported 58 US-listed holdings worth $77.5 million in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: Invesco SR Income Trust (10.5%), Wisdomtree Trust (10.2%) and Global X FDS (8.2%). Against the quarter before, it opened 5 positions, added to 16, trimmed 18 and sold out of 2.

Reported holdings$77.5M+16.5% on Q1 2026
Positions58+3 on Q1 2026
The largest ten57.8%of its reported holdings
Latest 13FQ2 2026filed 29 July 2026
Where the money is
Added toHeldTrimmed
VVR10.5%WTPI10.2%QYLD8.2%XLK6.0%AAPL4.4%JEPI4.3%AIQ4.1%FNX4.1%XMHQ3.2%SCYB2.7%VONG2.5%ROBO2.3%PWV2.3%44 more33.0%

The 14 largest of its 58 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $51.1 million in 53 positions$51.1MQ3 24Q4 2024: $55.2 million in 51 positions$55.2MQ4 24Q1 2025: $56.7 million in 52 positions$56.7MQ1 25Q2 2025: $60.0 million in 52 positions$60.0MQ2 25Q3 2025: $64.4 million in 56 positions$64.4MQ3 25Q4 2025: $66.2 million in 57 positions$66.2MQ4 25Q1 2026: $66.5 million in 55 positions$66.5MQ1 26Q2 2026: $77.5 million in 58 positions$77.5MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +12.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +12.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 16Held 19Trimmed 18Sold out 2
Opened: 5Added: 16Held: 19Trimmed: 18Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Vaneck ETF Trust SMH$337,469
  2. Amazon.com Inc. AMZN$251,687
  3. NVIDIA Corp. NVDA$234,320
  4. Dimensional ETF Trust DFAC$211,047
  5. Getty Images Holdings Inc. GETY$13,995

Added to 16

  1. Wisdomtree Trust WTPI+43,526 shares · +22%
  2. Schwab Strategic Trust SCYB+44,710 shares · +124%
  3. J P Morgan Exchange Traded F JEPI+11,233 shares · +23%
  4. Invesco Exchange Traded FD T PWV+4,309 shares · +23%
  5. Invesco Exchange Traded FD T XMHQ+2,814 shares · +14%
  6. Vanguard Scottsdale FDS VONG+2,357 shares · +18%
  7. SPDR Ser Trust SLYG+1,982 shares · +18%
  8. Invesco Exchange Traded FD T XMVM+3,260 shares · +23%

and 8 more in the table below

Trimmed 18

  1. Invesco SR Income Trust VVR-115,252 shares · -4%
  2. Dimensional ETF Trust DFSD-6,806 shares · -23%
  3. SPDR S&P 500 SPY-318 shares · -28%
  4. Invesco QQQ Trust QQQ-200 shares · -23%
  5. Select Sector SPDR Trust XLU-2,856 shares · -16%
  6. Novartis AG NVS-704 shares · -7%
  7. First Trust Mid Cap Core Alphad FNX-591 shares · -3%
  8. Financial Select Sector SPDR ETF XLF-1,486 shares · -21%

and 10 more in the table below

Sold out of 2

  1. Microsoft Corp. MSFT$254,655 last quarter
  2. SPDR Ser Trust SPIB$215,713 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Invesco SR Income Trust VVR2.7M$8.1 million10.48%-115.3K
Wisdomtree Trust WTPI240.5K$7.9 million10.18%+43.5K
Global X FDS QYLD345.0K$6.4 million8.21%+10.1K
Technology Select Sector SPDR ETF XLK24.3K$4.6 million5.98%+18
Apple Inc. AAPL11.9K$3.4 million4.44%+27
J P Morgan Exchange Traded F JEPI59.3K$3.4 million4.33%+11.2K
Global X FDS AIQ48.5K$3.2 million4.11%-239
First Trust Mid Cap Core Alphad FNX21.7K$3.2 million4.09%-591
Invesco Exchange Traded FD T XMHQ22.2K$2.5 million3.24%+2.8K
Schwab Strategic Trust SCYB80.8K$2.1 million2.73%+44.7K
Vanguard Scottsdale FDS VONG15.4K$2.0 million2.54%+2.4K
Exchange Traded Concepts Tru ROBO21.0K$1.8 million2.33%+2
Invesco Exchange Traded FD T PWV23.3K$1.8 million2.28%+4.3K
Novartis AG NVS10.0K$1.6 million2.03%-704
SPDR Ser Trust SLYG13.1K$1.6 million2.02%+2.0K
First Trust Exchange Traded FD CIBR17.2K$1.5 million1.99%-324
iShares Trust IHAK21.7K$1.3 million1.70%+3
Exchange Traded Concepts Tru NUKZ18.7K$1.3 million1.65%-1.1K
Invesco Exchange Traded FD T XMVM17.4K$1.2 million1.59%+3.3K
Global X FDS DTCR38.8K$1.2 million1.52%-776
Dimensional ETF Trust DFSD22.3K$1.1 million1.37%-6.8K
Global X FDS RYLD63.5K$1.0 million1.31%+1.8K
Southside Bancshares Inc. SBSI24.2K$853,0761.10%no change
First Trust Exchange Traded FD GRID4.4K$851,9361.10%-113
VG Totl STK Vprs VTI2.3K$846,3151.09%+13
Vanguard Small Cap Growth ETF VBK2.3K$833,1821.08%+1
SPDR S&P 500 Growth ETF SPYG6.9K$822,8651.06%-203
Invesco Exchange Traded FD T XSMO7.6K$712,5550.92%-36
Select Sector SPDR Trust XLU15.4K$696,6980.90%-2.9K
Vanguard World FD VGT5.6K$666,4440.86%no change
SPDR S&P 500 SPY817$610,0430.79%-318
Schwab Strategic Trust SCHB20.9K$605,0860.78%+2.1K
ExxonMobil Holdings Corp. XOM3.9K$538,0070.69%+1
Invesco QQQ Trust QQQ686$504,8040.65%-200
Vanguard World FD MGV2.9K$467,2930.60%-131
Vanguard Small Cap Value ETF VBR1.8K$447,3450.58%no change
Vanguard Admiral FDS Inc. VIOO3.1K$432,4260.56%no change
Global X FDS XYLD10.5K$426,4240.55%+240
Vanguard World FD VDE2.8K$423,9670.55%no change
Johnson & Johnson JNJ1.6K$416,7650.54%+10
ConocoPhillips COP3.7K$380,4710.49%+1
Icahn Enterprises LP IEP48.2K$347,8400.45%+20.0K
Vaneck ETF Trust SMH515$337,4690.44%new
Tesla, Inc. TSLA754$317,1320.41%-28
Alphabet Inc. GOOGL839$299,8570.39%no change
Bank of America Corp. BAC5.2K$298,7770.39%+5
Trane Technologies plc TT607$298,1340.38%no change
Financial Select Sector SPDR ETF XLF5.5K$297,0850.38%-1.5K
Vanguard World FD VHT850$254,2350.33%-12
Amazon.com Inc. AMZN1.1K$251,6870.32%new
Alcon AG ALC3.6K$243,5060.31%no change
NVIDIA Corp. NVDA1.2K$234,3200.30%new
SPDR Gold Trust GLD597$219,9230.28%no change
Dimensional ETF Trust DFAC4.8K$211,0470.27%new
Galectin Therapeutics Inc. GALT25.0K$116,1250.15%no change
Quantum Computing Inc. QUBT11.2K$108,6400.14%no change
Eon Resources Inc. EONR49.5K$21,8560.03%no change
Getty Images Holdings Inc. GETY16.3K$13,9950.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.