S4

Solutions 4 Wealth, Ltd

Diversified strategyMomentum followerSector-focused

Total reported value

$66.5M

Reporting period: 2026-03-31 · Number of holdings: 55

Solutions 4 Wealth, Ltd disclosed 55 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $66.5M and a quarterly turnover rate of 30.4%.

Personality snowflake

Concentration
20.42
Portfolio Stability
30.44
Momentum/Contrarian
100
Sector conviction
87.48
Diversification
100
Sizing Uniformity
86.43

Recent moves

  • Add AIQ

    +130.1%　$1.2M

  • Trim VHT

    -81.7%　-$1.1M

  • Trim VVR

    -8.0%　-$940.7K

  • Add XMHQ

    +76.5%　$880.0K

  • Add NUKZ

    +121.2%　$733.0K

  • Add PWV

    +94.8%　$675.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VVRInvesco Senior Income TrustStock-Other13.67%-1.48%-7.97%
2WTPIWisdomtree Equity Premium InETF-Other9.45%+0.12%+5.36%
3QYLDGlobal X Nasd 100 Cov CallETF-Other8.64%-0.45%-1.63%
4XLKSs Technology Select SectorETF-Tech4.86%-0.53%-1.86%
5AAPLApple INCStock-Tech4.52%-0.35%-0.06%
6FNXFirst Trust Mid Cap Core AlpETF-Other4.29%+0.04%-0.37%
7JEPIJpmorgan Equity Premium IncoETF-Other4.10%+0.43%+13.41%
8AIQGlobal X Art Intel & TechETF-Tech3.42%+1.79%+130.10%
9XMHQInvesco S&p Midcap Qual ETFETF-Other3.02%+1.32%+76.49%
10NVSNovartis Ag-sponsored AdrStock-Healthcare2.47%-0.28%-18.80%
11ROBORobo Global Robotics And AutETF-Other2.16%+0.27%+16.37%
12VONGVanguard Russell 1000 GrowthETF-Other2.15%+0.65%+59.44%
13DFSDDimensional Short DurationETF-Other2.10%-0.08%-3.51%
14PWVInvesco Large Cap Value ETFETF-Large Cap & Growth1.99%+1.01%+94.83%
15NUKZRange Nuclear RenaissanceETF-Other1.96%+1.10%+121.25%
16CIBRFirst Trust Nasdaq CybersecuETF-Tech1.65%+0.72%+102.32%
17SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other1.62%+0.96%+140.15%
18DTCRGlobal X Data Center & DigitETF-Other1.43%+1.43%NEW
19IHAKIshares Cybersecurity & TechETF-Tech1.43%-0.15%—
20SCYBSchwab High Yield Bond ETFETF-High Yield1.41%+0.88%+173.36%
21XMVMInvesco S&p Midcap Value WitETF-Other1.39%+0.88%+168.77%
22RYLDGlobal X Russell 2000 Cov ClETF-Small Cap1.39%—+2.87%
23XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.26%-0.36%-27.45%
24SBSISouthside Bancshares INCStock-Other1.13%——
25GRIDFirst Trst Nasd Cl Edg SgiifETF-Other1.12%+1.12%NEW
26SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.11%-0.10%-3.65%
27VTIVanguard Total Stock Mkt ETFETF-Other1.10%—-0.52%
28SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.05%-0.10%-0.59%
29VBKVanguard Small-cap Grwth ETFETF-Other1.04%+0.10%+10.64%
30XOMExxon Mobil CORPStock-Energy1.00%-0.10%-35.10%
31XSMOInvesco S&p Smallcap MomentuETF-Other0.87%—-3.46%
32QQQInvesco Qqq Trust Series 1ETF-Tech0.77%-0.33%-24.92%
33VDEVanguard Energy ETFETF-Other0.73%+0.74%NEW
34VGTVanguard Info Tech ETFETF-Tech0.73%——
35COPConocophillipsStock-Energy0.73%+0.21%+0.03%
36SCHBSchwab US Broad Market ETFETF-Other0.71%—+0.85%
37MGVVanguard Mega Cap Value ETFETF-Other0.65%+0.65%NEW
38VBRVanguard Small-cap Value ETFETF-Other0.60%——
39XYLDGlobal X S&p 500 Cove Call EETF-Large Cap & Growth0.60%-0.14%-15.12%
40JNJJohnson & JohnsonStock-Healthcare0.60%+0.09%—
41VIOOVanguard S&p Small-cap 600 EETF-Other0.54%+0.54%NEW
42XLFSs Financial Select SectorETF-Other0.52%-0.21%-20.54%
43TSLATesla INCStock-Consumer Disc0.44%-0.08%+2.09%
44ALCAlcon Inc.Stock-Healthcare0.41%——
45GLDSpdr Gold SharesETF-Commodities0.39%-0.14%-32.69%
46BACBank Of America CORPStock-Financials0.38%—+0.11%
47MSFTMicrosoft CORPStock-Tech0.38%-0.13%-1.15%
48TTTrane Technologies plcStock-Industrials0.38%——
49GOOGLAlphabet Inc-cl AStock-Comm Services0.36%—-2.67%
50VHTVanguard Health Care ETFETF-Other0.35%-1.70%-81.72%
1–50 of 55

Holding changes this quarter

Solutions 4 Wealth, Ltd's most significant position changes for 2026-03-31: Sold out: Dimensional International Co (DFIC); Sold out: Dimensional US Core Equity 2 (DFAC); Sold out: Dimensional US Core Equity M (DFAU); New buy: Global X Data Center & Digit (DTCR); Sold out: Ishares U.s. Medical Devices (IHI).

Position changes disclosed by Solutions 4 Wealth, Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AIQGlobal X Art Intel & Tech+1.8%+130.10%Add
2XMHQInvesco S&p Midcap Qual ETF+1.3%+76.49%Add
3NUKZRange Nuclear Renaissance+1.1%+121.25%Add
4PWVInvesco Large Cap Value ETF+1%+94.83%Add
5SLYGSs Spdr S&p 600 Sc Gr ETF+1%+140.15%Add
6SCYBSchwab High Yield Bond ETF+0.9%+173.36%Add
7XMVMInvesco S&p Midcap Value Wit+0.9%+168.77%Add
8CIBRFirst Trust Nasdaq Cybersecu+0.7%+102.32%Add
9VONGVanguard Russell 1000 Growth+0.7%+59.44%Add
10JEPIJpmorgan Equity Premium Inco+0.4%+13.41%Add
11ROBORobo Global Robotics And Aut+0.3%+16.37%Add
12COPConocophillips+0.2%+0.03%Add
13WTPIWisdomtree Equity Premium In+0.1%+5.36%Add
14VBKVanguard Small-cap Grwth ETF+0.1%+10.64%Add
15JNJJohnson & Johnson+0.1%—Unchanged
16IEPIcahn Enterprises LP+0.1%+33.94%Add
17FNXFirst Trust Mid Cap Core Alp0%-0.37%Trim
18TSLATesla INC-0.1%+2.09%Add
19DFSDDimensional Short Duration-0.1%-3.51%Trim
20SPYGSs Spdr P S&p 500 Growth ETF-0.1%-0.59%Trim
21SPYSs Spdr S&p 500 ETF Trust-us-0.1%-3.65%Trim
22XOMExxon Mobil CORP-0.1%-35.10%Trim
23MSFTMicrosoft CORP-0.1%-1.15%Trim
24GLDSpdr Gold Shares-0.1%-32.69%Trim
25XYLDGlobal X S&p 500 Cove Call E-0.1%-15.12%Trim
26IHAKIshares Cybersecurity & Tech-0.2%—Unchanged
27XLFSs Financial Select Sector-0.2%-20.54%Trim
28NVSNovartis Ag-sponsored Adr-0.3%-18.80%Trim
29QQQInvesco Qqq Trust Series 1-0.3%-24.92%Trim
30SPIBSs Spdr P Int C CORP ETF-0.4%-50.91%Trim
31AAPLApple INC-0.4%-0.06%Trim
32XLUSt Sr Utl Sl Se Spdr Etf-usd-0.4%-27.45%Trim
33QYLDGlobal X Nasd 100 Cov Call-0.5%-1.63%Trim
34XLKSs Technology Select Sector-0.5%-1.86%Trim
35VVRInvesco Senior Income Trust-1.5%-7.97%Trim
36VHTVanguard Health Care ETF-1.7%-81.72%Trim
37DFICDimensional International Co—EXITSold out
38DFACDimensional US Core Equity 2—EXITSold out
39DFAUDimensional US Core Equity M—EXITSold out
40DTCRGlobal X Data Center & Digit—NEWNew buy
41IHIIshares U.s. Medical Devices—EXITSold out
42GRIDFirst Trst Nasd Cl Edg Sgiif—NEWNew buy
43VDEVanguard Energy ETF—NEWNew buy
44MGVVanguard Mega Cap Value ETF—NEWNew buy
45VIOOVanguard S&p Small-cap 600 E—NEWNew buy
46XHESs Spdr S&p Hc Equip ETF—EXITSold out
47METAMeta Platforms Inc-class A—EXITSold out
48NVDANvidia CORP—EXITSold out
49AMZNAmazon.com INC—EXITSold out
50EONREon Resources INC—NEWNew buy

FAQ

What is Solutions 4 Wealth, Ltd and what type of investor is it?
Solutions 4 Wealth, Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $66.5M, spread across 55 disclosed positions.
What are Solutions 4 Wealth, Ltd's largest equity positions?
Based on the latest 13F filing, Solutions 4 Wealth, Ltd's top holdings by market value are: 1. Invesco Senior Income Trust (VVR) — $9.1M (13.7%) 2. Wisdomtree Equity Premium In (WTPI) — $6.3M (9.4%) 3. Global X Nasd 100 Cov Call (QYLD) — $5.7M (8.6%) 4. Ss Technology Select Sector (XLK) — $3.2M (4.9%) 5. Apple INC (AAPL) — $3.0M (4.5%)
What changes did Solutions 4 Wealth, Ltd make in its most recent portfolio filing?
In the latest reported quarter, Solutions 4 Wealth, Ltd made 48 notable position adjustments: 6 new positions were initiated, 16 existing holdings were added to, 18 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Dimensional International Co (DFIC); Sold out: Dimensional US Core Equity 2 (DFAC); Sold out: Dimensional US Core Equity M (DFAU); New buy: Global X Data Center & Digit (DTCR); Sold out: Ishares U.s. Medical Devices (IHI)
What sectors does Solutions 4 Wealth, Ltd focus on?
Solutions 4 Wealth, Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.0% • Health Care: 29.8% • Energy: 14.8% • Consumer Discretionary: 3.7% • Financials: 3.3% • Industrials: 3.3%