Solutions 4 Wealth, Ltd
13F Reported Value
ⓘ$66.5M
Holdings
55
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Solutions 4 Wealth, Ltd disclosed 55 positions worth $66.5M in its Form 13F-HR for Q1 2026, led by $VVR (Invesco Senior Income Trust) at 13.7% of the equity portfolio, followed by $WT. During the quarter the fund opened 3 new positions and exited 3 and a full exit from $META. The portfolio is most concentrated in Other (69.5% of disclosed assets). All figures are sourced directly from Solutions 4 Wealth, Ltd’s Form 13F-HR filing with the SEC under CIK 2006405.
AI Fund Analysis
Stable
$VVR
$WT
$AAPL$WT
$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$9.1M2,822,329 sh - 62.9#716
Quality
$6.3M196,992 sh GLOBAL X FDS
—Quality
$5.7M334,859 shSELECT SECTOR SPDR TR
—Quality
$3.2M24,315 sh- 76.1
Quality
$3.0M11,851 sh FIRST TR EXCHANGE-TRADED ALP
—Quality
$2.9M22,247 shJ P MORGAN EXCHANGE TRADED F
—Quality
$2.7M48,103 shGLOBAL X FDS
—Quality
$2.3M48,733 sh- —
Quality
$2.0M19,409 sh - —
Quality
$1.6M10,730 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Senior Income Trust$VVR | — | $9.1M | 2,822,329 |
| WisdomTree, Inc.$WT | 62.9#716 | $6.3M | 196,992 |
| GLOBAL X FDS | — | $5.7M | 334,859 |
| SELECT SECTOR SPDR TR | — | $3.2M | 24,315 |
| Apple Inc.$AAPL | 76.1 | $3.0M | 11,851 |
| FIRST TR EXCHANGE-TRADED ALP | — | $2.9M | 22,247 |
| J P MORGAN EXCHANGE TRADED F | — | $2.7M | 48,103 |
| GLOBAL X FDS | — | $2.3M | 48,733 |
| Invesco Ltd.$IVZ | — | $2.0M | 19,409 |
 NOVARTIS AG$NVS | — | $1.6M | 10,730 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Solutions 4 Wealth, Ltd's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Other
$46.2M
Financials
$12.4M
Technology
$3.8M
Healthcare
$2.4M
Energy
$1.4M
Industrials
$290,709
Full Holdings — Solutions 4 Wealth, Ltd (Q1 2026)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $VVR | Invesco Senior Income Trust | $9.1M | 13.7% | -8% | — |
| 2 | $WT | WisdomTree, Inc. | $6.3M | 9.4% | +5% | 62.9 |
| 3 | — | GLOBAL X FDS | $5.7M | 8.6% | -2% | — |
| 4 | — | SELECT SECTOR SPDR TR | $3.2M | 4.9% | -2% | — |
| 5 | $AAPL | Apple Inc. | $3.0M | 4.5% | -0% | 76.1 |
| 6 | — | FIRST TR EXCHANGE-TRADED ALP | $2.9M | 4.3% | -0% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 4.1% | +13% | — |
| 8 | — | GLOBAL X FDS | $2.3M | 3.4% | +130% | — |
| 9 | $IVZ | Invesco Ltd. | $2.0M | 3.0% | +76% | — |
| 10 | $NVS | NOVARTIS AG | $1.6M | 2.5% | -19% | — |
| 11 | — | EXCHANGE TRADED CONCEPTS TRU | $1.4M | 2.2% | +16% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 2.1% | +59% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $1.4M | 2.1% | -4% | — |
| 14 | $IVZ | Invesco Ltd. | $1.3M | 2.0% | +95% | — |
| 15 | — | EXCHANGE TRADED CONCEPTS TRU | $1.3M | 2.0% | +121% | — |
| 16 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 1.6% | +102% | — |
| 17 | — | SPDR SERIES TRUST | $1.1M | 1.6% | +140% | — |
| 18 | — | GLOBAL X FDS | $948,481 | 1.4% | -34% | — |
| 19 | — | ISHARES TR | $947,611 | 1.4% | +0% | — |
| 20 | — | SCHWAB STRATEGIC TR | $938,766 | 1.4% | +173% | — |
| 21 | $IVZ | Invesco Ltd. | $922,059 | 1.4% | +169% | — |
| 22 | — | GLOBAL X FDS | $921,823 | 1.4% | +3% | — |
| 23 | — | SELECT SECTOR SPDR TR | $836,218 | 1.3% | -27% | — |
| 24 |  $SBSI | SOUTHSIDE BANCSHARES INC | $753,684 | 1.1% | +0% | — |
| 25 | — | FIRST TR EXCHANGE-TRADED FD | $745,292 | 1.1% | NEW | — |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $738,028 | 1.1% | -4% | — |
| 27 | — | VANGUARD INDEX FDS | $729,545 | 1.1% | -1% | — |
| 28 | — | SPDR SERIES TRUST | $696,949 | 1.1% | -1% | — |
| 29 | — | VANGUARD INDEX FDS | $688,186 | 1.0% | +11% | — |
| 30 |  $XOM | EXXON MOBIL CORP | $667,403 | 1.0% | -35% | 61.8 |
| 31 | $IVZ | Invesco Ltd. | $581,262 | 0.9% | -3% | — |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $511,094 | 0.8% | -25% | — |
| 33 | — | VANGUARD WORLD FD | $488,665 | 0.7% | -40% | — |
| 34 | — | VANGUARD WORLD FD | $486,311 | 0.7% | +0% | — |
| 35 |  $COP | CONOCOPHILLIPS | $483,000 | 0.7% | +0% | 74.8 |
| 36 | — | SCHWAB STRATEGIC TR | $471,246 | 0.7% | +1% | — |
| 37 | — | VANGUARD WORLD FD | $433,391 | 0.7% | -37% | — |
| 38 | — | VANGUARD INDEX FDS | $399,957 | 0.6% | +0% | — |
| 39 | — | GLOBAL X FDS | $399,678 | 0.6% | -15% | — |
| 40 |  $JNJ | JOHNSON & JOHNSON | $398,682 | 0.6% | +0% | 72.8 |
| 41 | — | VANGUARD ADMIRAL FDS INC | $361,026 | 0.5% | NEW | — |
| 42 | — | SELECT SECTOR SPDR TR | $346,978 | 0.5% | -21% | — |
| 43 |  $TSLA | Tesla, Inc. | $290,709 | 0.4% | +2% | 50.1 |
| 44 |  $ALC | ALCON INC | $273,445 | 0.4% | +0% | — |
| 45 |  $GLD | SPDR GOLD TRUST | $256,883 | 0.4% | -33% | — |
| 46 |  $BAC | BANK OF AMERICA CORP /DE/ | $255,380 | 0.4% | +0% | 68.4 |
| 47 |  $MSFT | MICROSOFT CORP | $254,655 | 0.4% | -1% | 83.7 |
| 48 |  $TT | Trane Technologies plc | $252,961 | 0.4% | +0% | — |
| 49 |  $GOOG | Alphabet Inc. | $241,282 | 0.4% | -3% | 80.2 |
| 50 | — | VANGUARD WORLD FD | $234,638 | 0.3% | -82% | — |
| 51 | — | SPDR SERIES TRUST | $215,713 | 0.3% | -51% | — |
| 52 |  $IEP | ICAHN ENTERPRISES L.P. | $213,243 | 0.3% | +34% | 37.8 |
| 53 |  $QUBT | Quantum Computing Inc. | $76,720 | 0.1% | +10% | 28.3 |
| 54 |  $GALT | GALECTIN THERAPEUTICS INC | $69,825 | 0.1% | -1% | — |
| 55 |  $EONR | EON Resources Inc. | $41,088 | 0.1% | NEW | 34.2 |
New Positions (3)
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