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CIK: 0002006405
Total reported value
$77.5M
$77.5M
55 檔
35.3%
At the close of Q1 2026, Solutions 4 Wealth, Ltd disclosed equity holdings valued at approximately $77.5M, spread across 55 reported holdings.
Solutions 4 Wealth, Ltd executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 8 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including VVR, WTPI, QYLD) accounted for 35.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VVR | Invesco Senior Income Trust | Stock-Other | 13.67% | -3.19% | -7.97% | |
| 2 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 9.45% | +0.73% | +5.36% | |
| 3 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 8.64% | -0.43% | -1.63% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.86% | +1.12% | -1.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.08% | -0.06% | |
| 6 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 4.29% | -0.20% | -0.37% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.10% | +0.23% | +13.41% | |
| 8 | AIQ | Global X Art Intel & Tech | ETF-Tech | 3.42% | +0.69% | +130.10% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.02% | +0.22% | +76.49% | |
| 10 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.47% | -0.44% | -18.80% | |
| 11 | ROBO | Robo Global Robotics And Aut | ETF-Other | 2.16% | +0.17% | +16.37% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.15% | +0.39% | +59.44% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.10% | -0.73% | -3.51% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 1.99% | +0.29% | +94.83% | |
| 15 | NUKZ | Range Nuclear Renaissance | ETF-Other | 1.96% | -0.31% | +121.25% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.65% | +0.34% | +102.32% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.62% | +0.40% | +140.15% | |
| 18 | DTCR | Global X Data Center & Digit | ETF-Other | 1.43% | +0.09% | — | |
| 19 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 1.43% | +0.27% | — | |
| 20 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 1.41% | +1.32% | +173.36% | |
| 21 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 1.39% | +0.20% | +168.77% | |
| 22 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.39% | -0.08% | +2.87% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.26% | -0.36% | -27.45% | |
| 24 | SBSI | Southside Bancshares Inc | Stock-Other | 1.13% | -0.03% | — | |
| 25 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.12% | -0.02% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.32% | -3.65% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.01% | -0.52% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.01% | -0.59% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.04% | +0.04% | +10.64% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.31% | -35.10% | |
| 31 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.87% | +0.05% | -3.46% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.12% | -24.92% | |
| 33 | VDE | Vanguard Energy ETF | ETF-Other | 0.73% | -0.19% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.13% | — | |
| 35 | COP | Conocophillips | Stock-Energy | 0.73% | -0.24% | +0.03% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | +0.07% | +0.85% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.65% | -0.05% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.02% | — | |
| 39 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.60% | -0.05% | -15.12% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.06% | — | |
| 41 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.54% | +0.02% | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.52% | -0.14% | -20.54% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.03% | +2.09% | |
| 44 | ALC | Alcon Inc. | Stock-Healthcare | 0.41% | -0.10% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.11% | -32.69% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.01% | +0.11% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.38% | EXIT | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.38% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.03% | -2.67% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.35% | -0.02% | -81.72% |
According to official SEC Form 13F filings, Solutions 4 Wealth, Ltd reported a total U.S. public equity portfolio value of $77.5M across 55 disclosed positions in Q1 2026.
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Top New Position Initiated
DTCR
市值: $948.5K
Top Position Liquidated / Trimmed
DFIC
前期市值: $1.2M
During Q1 2026, Solutions 4 Wealth, Ltd's top holdings by market value included VVR (13.7%)、WTPI (9.4%)、QYLD (8.6%). The largest single position, VVR, represented 13.7% of total portfolio value.
In Q1 2026, Solutions 4 Wealth, Ltd made 56 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 8 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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