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CIK: 0002006405
Total reported value
$77.5M
$77.5M
56 檔
39.1%
The Q3 2025 SEC filing reveals that Solutions 4 Wealth, Ltd held a total portfolio value of $77.5M, covering 56 public equity positions.
In Q3 2025, Solutions 4 Wealth, Ltd displayed an active expansion posture, initiating 8 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VVR, WTPI, QYLD) accounted for 39.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VVR | Invesco Senior Income Trust | Stock-Other | 18.64% | -3.19% | +7.07% | |
| 2 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 9.65% | +0.73% | +12.33% | |
| 3 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 8.52% | -0.43% | +15.48% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.42% | +1.12% | -0.30% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.77% | -0.08% | -0.56% | |
| 6 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 4.36% | -0.20% | +0.04% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.03% | -0.73% | -1.55% | |
| 8 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.63% | -0.44% | -0.01% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.25% | +0.23% | +33.68% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 1.94% | -0.02% | +0.10% | |
| 11 | ROBO | Robo Global Robotics And Aut | ETF-Other | 1.83% | +0.17% | -0.01% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.77% | — | -0.06% | |
| 13 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 1.76% | +0.27% | -1.08% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.72% | -0.36% | +0.27% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.52% | — | — | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.43% | +0.27% | NEW | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.42% | — | +0.09% | |
| 18 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.36% | -0.08% | +2.75% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.32% | +10.04% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.01% | +34.54% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.01% | +7.59% | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.14% | +0.69% | — | |
| 23 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.12% | +0.05% | +0.07% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.10% | +0.04% | +0.08% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.08% | +0.39% | +10.89% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.31% | -3.24% | |
| 27 | SBSI | Southside Bancshares Inc | Stock-Other | 1.06% | -0.03% | — | |
| 28 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.02% | +0.34% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | -0.12% | +23.73% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.93% | +0.22% | +5.62% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.13% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.03% | -35.57% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | -0.14% | -2.43% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.73% | +0.07% | +0.15% | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.69% | -0.32% | EXIT | |
| 36 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.63% | -0.05% | +16.99% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.02% | — | |
| 38 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.60% | -0.31% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.38% | EXIT | |
| 40 | COP | Conocophillips | Stock-Energy | 0.54% | -0.24% | -35.89% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.53% | +0.29% | +10.26% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.32% | NEW | |
| 43 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.48% | — | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.06% | -0.18% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.30% | NEW | |
| 46 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 0.43% | — | — | |
| 47 | ALC | Alcon Inc. | Stock-Healthcare | 0.42% | -0.10% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.01% | +0.10% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.11% | -5.18% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.41% | +0.40% | +14.09% |
According to official SEC Form 13F filings, Solutions 4 Wealth, Ltd reported a total U.S. public equity portfolio value of $77.5M across 56 disclosed positions in Q3 2025.
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Top New Position Initiated
AIQ
市值: $735.7K
Top Position Liquidated / Trimmed
VBTX
前期市值: $1.6M
During Q3 2025, Solutions 4 Wealth, Ltd's top holdings by market value included VVR (18.6%)、WTPI (9.7%)、QYLD (8.5%). The largest single position, VVR, represented 18.6% of total portfolio value.
In Q3 2025, Solutions 4 Wealth, Ltd made 46 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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