Solutions 4 Wealth, Ltd 13F Holdings · Q2 2026
Solutions 4 Wealth, Ltd reported 58 securities worth $77.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VVR (10.48%), WTPI (10.18%), QYLD (8.21%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | $8.1M | 10.48% | 2.7M | Trimmed |
| 2 | WTPI | WISDOMTREE TR | $7.9M | 10.18% | 240,518 | Added |
| 3 | QYLD | GLOBAL X FDS | $6.4M | 8.21% | 344,995 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $4.6M | 5.98% | 24,333 | Added |
| 5 | AAPL | APPLE INC | $3.4M | 4.44% | 11,878 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 4.33% | 59,336 | Added |
| 7 | AIQ | GLOBAL X FDS | $3.2M | 4.11% | 48,494 | Trimmed |
| 8 | FNX | FIRST TR EXCHANGE-TRADED ALP | $3.2M | 4.09% | 21,656 | Trimmed |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 3.24% | 22,223 | Added |
| 10 | SCYB | SCHWAB STRATEGIC TR | $2.1M | 2.73% | 80,816 | Added |
| 11 | VONG | VANGUARD SCOTTSDALE FDS | $2.0M | 2.54% | 15,390 | Added |
| 12 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.8M | 2.33% | 21,030 | Added |
| 13 | PWV | INVESCO EXCHANGE TRADED FD T | $1.8M | 2.28% | 23,299 | Added |
| 14 | NVS | NOVARTIS AG | $1.6M | 2.03% | 10,026 | Trimmed |
| 15 | SLYG | SPDR SERIES TRUST | $1.6M | 2.02% | 13,125 | Added |
| 16 | CIBR | FIRST TR EXCHANGE-TRADED FD | $1.5M | 1.99% | 17,197 | Trimmed |
| 17 | IHAK | ISHARES TR | $1.3M | 1.70% | 21,712 | Added |
| 18 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | $1.3M | 1.65% | 18,710 | Trimmed |
| 19 | XMVM | INVESCO EXCHANGE TRADED FD T | $1.2M | 1.59% | 17,419 | Added |
| 20 | DTCR | GLOBAL X FDS | $1.2M | 1.52% | 38,810 | Trimmed |
| 21 | DFSD | DIMENSIONAL ETF TRUST | $1.1M | 1.37% | 22,292 | Trimmed |
| 22 | RYLD | GLOBAL X FDS | $1.0M | 1.31% | 63,461 | Added |
| 23 | GRID | FIRST TR EXCHANGE-TRADED FD | $851,936 | 1.10% | 4,443 | Trimmed |
| 24 | SBSI | SOUTHSIDE BANCSHARES INC | $853,076 | 1.10% | 24,242 | Hold |
| 25 | VTI | VANGUARD INDEX FDS | $846,315 | 1.09% | 2,287 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR