Solutions 4 Wealth, Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Solutions 4 Wealth, Ltd held in its portfolio 54 assets valued at $66,181,889 (i.e. $66.18M).
The most valuable assets in the portfolio included: INVESCO SR INCOME TR ($10.03M), WISDOMTREE TR ($6.17M), and GLOBAL X FDS ($6.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Solutions 4 Wealth, Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO SR INCOME TR | 3066844 | 10028581 | COM |
| WISDOMTREE TR | 186966 | 6173626 | EQUITY PREMIUM |
| GLOBAL X FDS | 340402 | 6014895 | NASDAQ 100 COVER |
| SELECT SECTOR SPDR TR | 24775 | 3566864 | STATE STREET TEC |
| APPLE INC | 11858 | 3223790 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 22329 | 2812880 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 42416 | 2427874 | EQUITY PREMIUM |
| SPDR SERIES TRUST | 28438 | 1955946 | STATE STREET SPD |
| NOVARTIS AG | 13214 | 1821814 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 30158 | 1446076 | SHORT DURATION F |
| VANGUARD WORLD FD | 4715 | 1357286 | HEALTH CAR ETF |
| EXCHANGE TRADED CONCEPTS TRU | 18070 | 1252465 | ROBO GLB ETF |
| DIMENSIONAL ETF TRUST | 35865 | 1235921 | INTL CORE EQUITY |
| INVESCO EXCHANGE TRADED FD T | 10997 | 1126298 | S&P MDCP QUALITY |
| DIMENSIONAL ETF TRUST | 27550 | 1090688 | US CORE EQUITY 2 |
| GLOBAL X FDS | 21179 | 1077164 | ARTIFICIAL ETF |
| SELECT SECTOR SPDR TR | 25118 | 1072285 | STATE STREET UTI |
| ISHARES TR | 21709 | 1044652 | CYBERSECURITY |
| DIMENSIONAL ETF TRUST | 21378 | 1000490 | US CORE EQT MKT |
| VANGUARD SCOTTSDALE FDS | 8174 | 995184 | VNG RUS1000GRW |
| GLOBAL X FDS | 59940 | 917084 | RUSSELL 2000 |
| ISHARES TR | 14315 | 889681 | U.S. MED DVC ETF |
| SPDR S&P 500 ETF TR | 1178 | 803023 | TR UNIT |
| VANGUARD INDEX FDS | 2286 | 766444 | TOTAL STK MKT |
| SOUTHSIDE BANCSHARES INC | 24242 | 736714 | COM |
| EXXON MOBIL CORP | 6062 | 729561 | COM |
| INVESCO QQQ TR | 1180 | 724949 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 9747 | 648350 | LARGE CAP VALUE |
| VANGUARD INDEX FDS | 2058 | 621807 | SML CP GRW ETF |
| FIRST TR EXCHANGE TRADED FD | 8660 | 618739 | NASDAQ CYB ETF |
| INVESCO EXCHANGE TRADED FD T | 7920 | 570343 | S&P SMLCP MOMENT |
| EXCHANGE TRADED CONCEPTS TRU | 8937 | 567489 | RANGE NUCLEAR RE |
| VANGUARD WORLD FD | 697 | 525385 | INF TECH ETF |
| GLOBAL X FDS | 12033 | 488912 | S&P 500 COVERED |
| SCHWAB STRATEGIC TR | 18617 | 488335 | US BRD MKT ETF |
| SELECT SECTOR SPDR TR | 8845 | 484463 | STATE STREET FIN |
| VANGUARD INDEX FDS | 1841 | 389905 | SM CP VAL ETF |
| SPDR GOLD TR | 887 | 351527 | GOLD SHS |
| SCHWAB STRATEGIC TR | 13208 | 348945 | HIGH YIELD BD ET |
| TESLA INC | 766 | 344486 | COM |
| CONOCOPHILLIPS | 3658 | 342463 | COM |
| INVESCO EXCHANGE TRADED FD T | 5268 | 338021 | S&P MDCP VLU MNT |
| JOHNSON & JOHNSON | 1631 | 337535 | COM |
| MICROSOFT CORP | 696 | 336585 | COM |
| BANK AMERICA CORP | 5233 | 287789 | COM |
| ALCON AG | 3629 | 286001 | ORD SHS |
| ALPHABET INC | 862 | 269826 | CAP STK CL A |
| TRANE TECHNOLOGIES PLC | 607 | 236244 | SHS |
| META PLATFORMS INC | 330 | 217830 | CL A |
| NVIDIA CORPORATION | 1144 | 213356 | COM |
| AMAZON COM INC | 892 | 205891 | COM |
| ICAHN ENTERPRISES LP | 21087 | 159207 | DEPOSITARY UNIT |
| GALECTIN THERAPEUTICS INC | 25377 | 105568 | COM NEW |
| QUANTUM COMPUTING INC | 10200 | 104652 | COM |
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