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Solutions 4 Wealth, Ltd Top Holdings and 13F Report (2026)

About Solutions 4 Wealth, Ltd

Investment Activity

  • Solutions 4 Wealth, Ltd has $77.47 million in total holdings as of June 30, 2026.
  • Solutions 4 Wealth, Ltd owns shares of 58 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 8.68% of the portfolio was purchased this quarter.
  • About 2.79% of the portfolio was sold this quarter.
  • This quarter, Solutions 4 Wealth, Ltd has purchased 55 new stocks and bought additional shares in 24 stocks.
  • Solutions 4 Wealth, Ltd sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF
$337,469 Holding
023135106 - Amazon.com
$251,687 Holding
67066G104 - NVIDIA
$234,320 Holding
25434V708 - Dimensional U.S. Core Equity 2 ETF
$211,047 Holding
374275105 - Getty Images
$13,995 Holding

Largest Purchases this Quarter

WisdomTree PutWrite Strategy Fund
43,526 shares (about $1.43M)
SCHWAB STRATEGIC TR
44,710 shares (about $1.17M)
JPMorgan Equity Premium Income ETF
11,233 shares (about $634.44K)
Vanguard Information Technology ETF
4,879 shares (about $583.14K)
VanEck Semiconductor ETF
515 shares (about $337.47K)

Largest Sales this Quarter

Invesco Senior Income Trust
115,252 shares (about $345.76K)
Dimensional Short-Duration Fixed Income ETF
6,806 shares (about $324.99K)
SPDR S&P 500 ETF Trust
318 shares (about $237.45K)
Invesco QQQ
200 shares (about $147.17K)
Utilities Select Sector SPDR Fund
2,856 shares (about $129.49K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSolutions 4 Wealth, Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco Senior Income Trust stock logo
VVR
Invesco Senior Income Trust
$8,121,232$345,756 â–¼-4.1%2,707,07710.5%Finance
WisdomTree PutWrite Strategy Fund stock logo
PUTW
WisdomTree PutWrite Strategy Fund
$7,886,571$1,427,215 â–²22.1%240,51810.2%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$6,358,255$186,806 â–²3.0%344,9958.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,635,927$3,429 â–²0.1%24,3336.0%ETF
Apple Inc. stock logo
AAPL
Apple
$3,436,987$7,813 â–²0.2%11,8784.4%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,351,301$634,441 â–²23.4%59,3364.3%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$3,181,702$15,681 â–¼-0.5%48,4944.1%ETF
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$3,169,259$86,490 â–¼-2.7%21,6564.1%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$2,508,513$317,642 â–²14.5%22,2233.2%ETF
SCHWAB STRATEGIC TR
$2,115,767$1,170,510 â–²123.8%80,8162.7%HIGH YIEL BD ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,967,027$301,253 â–²18.1%15,3902.5%ETF
ROBO Global Robotics & Automation ETF stock logo
ROBO
ROBO Global Robotics & Automation ETF
$1,801,471$171 â–²0.0%21,0302.3%ETF
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$1,765,348$326,490 â–²22.7%23,2992.3%ETF
Novartis AG stock logo
NVS
Novartis
$1,571,275$110,331 â–¼-6.6%10,0262.0%Healthcare
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,563,609$236,120 â–²17.8%13,1252.0%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,545,144$29,111 â–¼-1.8%17,1972.0%ETF
iShares Cybersecurity and Tech ETF stock logo
IHAK
iShares Cybersecurity and Tech ETF
$1,318,123$182 â–²0.0%21,7121.7%ETF
EXCHANGE TRADED CONCEPTS TRU
$1,275,262$72,453 â–¼-5.4%18,7101.6%RANG NUCL RE ETF
XMVM
Invesco S&P MidCap Value with Momentum ETF
$1,235,342$231,197 â–²23.0%17,4191.6%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$1,178,660$23,567 â–¼-2.0%38,8101.5%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,064,443$324,987 â–¼-23.4%22,2921.4%ETF
Global X Russell 2000 Covered Call ETF stock logo
RYLD
Global X Russell 2000 Covered Call ETF
$1,014,748$28,798 â–²2.9%63,4611.3%ETF
SOUTHSIDE BANCSHARES INC
$853,0760.0%24,2421.1%COM
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$851,936$21,668 â–¼-2.5%4,4431.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$846,315$4,811 â–²0.6%2,2871.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$833,182$366 â–²0.0%2,2781.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$822,865$24,156 â–¼-2.9%6,9151.1%ETF
Invesco S&P SmallCap Momentum ETF stock logo
XSMO
Invesco S&P SmallCap Momentum ETF
$712,555$3,371 â–¼-0.5%7,6100.9%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$696,698$129,492 â–¼-15.7%15,3660.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$666,444$583,139 â–²700.0%5,5760.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$610,043$237,446 â–¼-28.0%8170.8%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$605,086$61,366 â–²11.3%20,8940.8%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$538,007$137 â–²0.0%3,9350.7%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$504,804$147,173 â–¼-22.6%6860.7%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$467,293$21,411 â–¼-4.4%2,8590.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$447,3450.0%1,8410.6%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$432,4260.0%3,1440.6%ETF
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$426,424$9,790 â–²2.3%10,4540.6%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$423,9670.0%2,8240.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$416,765$2,540 â–²0.6%1,6410.5%Healthcare
ConocoPhillips stock logo
COP
ConocoPhillips
$380,471$104 â–²0.0%3,6600.5%Energy
Icahn Enterprises L.P. stock logo
IEP
Icahn Enterprises
$347,840$144,200 â–²70.8%48,2440.4%Energy
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$337,469$337,469 â–²New Holding5150.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$317,132$11,777 â–¼-3.6%7540.4%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$299,8570.0%8390.4%Communication Services
Bank of America Corporation stock logo
BAC
Bank of America
$298,777$285 â–²0.1%5,2440.4%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$298,1340.0%6070.4%Industrials
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$297,085$79,659 â–¼-21.1%5,5420.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$254,235$3,589 â–¼-1.4%8500.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$251,687$251,687 â–²New Holding1,0560.3%Consumer Discretionary
Alcon stock logo
ALC
Alcon
$243,5060.0%3,6290.3%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$234,320$234,320 â–²New Holding1,1710.3%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$219,9230.0%5970.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$211,047$211,047 â–²New Holding4,7580.3%ETF
Galectin Therapeutics Inc. stock logo
GALT
Galectin Therapeutics
$116,1250.0%25,0270.1%Healthcare
Quantum Computing Inc. stock logo
QUBT
Quantum Computing
$108,6400.0%11,2000.1%Technology
EON RESOURCES INC
$21,8560.0%49,5040.0%COM CL A
Getty Images Holdings, Inc. stock logo
GETY
Getty Images
$13,995$13,995 â–²New Holding16,2730.0%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$0$254,655 â–¼-100.0%00.0%Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$0$215,713 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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