Solutions 4 Wealth, Ltd
CIK: 2006405
Holdings (59)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 3, 2026
- WTPI
WISDOMTREE TR
$9.08M
276,646 sh10.90%+15.0% - QYLD
GLOBAL X FDS
$7.13M
384,483 sh8.57%+11.4% - VVR
INVESCO SR INCOME TR
$6.34M
2.19M sh7.61%-19.0% - XLK
SELECT SECTOR SPDR TR
$4.79M
24,486 sh5.76%+0.6% - JEPI
J P MORGAN EXCHANGE TRADED F
$4.46M
79,291 sh5.35%+33.6% - AAPL
APPLE INC
$3.93M
11,796 sh4.72%-0.7% - AIQ
GLOBAL X FDS
$3.86M
59,219 sh4.64%+22.1% - FNX
FIRST TR EXCHANGE-TRADED ALP
$2.94M
21,779 sh3.53%+0.6% - XMHQ
INVESCO EXCHANGE TRADED FD T
$2.86M
25,626 sh3.44%+15.3% - VONG
VANGUARD SCOTTSDALE FDS
$2.57M
19,950 sh3.09%+29.6% - SCYB
SCHWAB STRATEGIC TR
$2.46M
97,584 sh2.96%+20.8% - PWV
INVESCO EXCHANGE TRADED FD T
$2.17M
28,393 sh2.60%+21.9% - CIBR
FIRST TR EXCHANGE-TRADED FD
$1.79M
17,369 sh2.15%+1.0% - SLYG
SPDR SERIES TRUST
$1.74M
16,271 sh2.09%+24.0% - ROBO
EXCHANGE TRADED CONCEPTS TRU
$1.71M
21,210 sh2.05%+0.9% - XMVM
INVESCO EXCHANGE TRADED FD T
$1.58M
22,703 sh1.90%+30.3% - IHAK
ISHARES TR
$1.47M
21,712 sh1.76%+0.0% - NVS
NOVARTIS AG
$1.43M
10,026 sh1.72%+0.0% - DTCR
GLOBAL X FDS
$1.34M
49,256 sh1.61%+26.9% - NUKZ
EXCHANGE TRADED CONCEPTS TRU
$1.17M
19,366 sh1.40%+3.5% - RYLD
GLOBAL X FDS
$1.07M
69,068 sh1.28%+8.8% - SPYG
SPDR SERIES TRUST
$1.06M
8,588 sh1.27%+24.2% - DFSD
DIMENSIONAL ETF TRUST
$1.04M
22,292 sh1.24%+0.0% - XYLD
GLOBAL X FDS
$843K
20,308 sh1.01%+94.3% - VTI
VANGUARD INDEX FDS
$821K
2,194 sh0.99%-4.1% - GRID
FIRST TR EXCHANGE-TRADED FD
$785K
4,431 sh0.94%-0.3% - VBK
VANGUARD INDEX FDS
$770K
2,280 sh0.93%+0.1% - XLU
SELECT SECTOR SPDR TR
$740K
18,759 sh0.89%+22.1% - SBSI
SOUTHSIDE BANCSHARES INC
$729K
24,242 sh0.88%+0.0% - VGT
VANGUARD WORLD FD
$701K
5,576 sh0.84%+0.0% - XOM
EXXONMOBIL HOLDINGS CORP
$650K
3,992 sh0.78%+1.4% - XSMO
INVESCO EXCHANGE TRADED FD T
$629K
7,707 sh0.76%+1.3% - SPY
STATE STR SPDR S&P 500 ETF T
$618K
810 sh0.74%-0.9% - SCHB
SCHWAB STRATEGIC TR
$615K
20,984 sh0.74%+0.4% - QQQ
INVESCO QQQ TR
$499K
675 sh0.60%-1.6% - VDE
VANGUARD WORLD FD
$486K
2,824 sh0.58%+0.0% - COP
CONOCOPHILLIPS
$461K
3,682 sh0.55%+0.6% - MGV
VANGUARD WORLD FD
$461K
2,859 sh0.55%+0.0% - JNJ
JOHNSON & JOHNSON
$450K
1,699 sh0.54%+3.5% - VBR
VANGUARD INDEX FDS
$425K
1,841 sh0.51%+0.0% - VIOO
VANGUARD ADMIRAL FDS INC
$398K
3,144 sh0.48%+0.0% - JEPQ
J P MORGAN EXCHANGE TRADED F
$353K
5,760 sh0.42%New - IEP
ICAHN ENTERPRISES LP
$347K
51,478 sh0.42%+6.7% - XLF
SELECT SECTOR SPDR TR
$312K
5,835 sh0.37%+5.3% - MSFT
MICROSOFT CORP
$305K
594 sh0.37%New - GOOGL
ALPHABET INC
$302K
879 sh0.36%+4.8% - NVDA
NVIDIA CORPORATION
$285K
1,248 sh0.34%+6.6% - BAC
BANK OF AMER CORP
$284K
5,215 sh0.34%-0.6% - META
META PLATFORMS INC
$276K
381 sh0.33%New - TT
TRANE TECHNOLOGIES PLC
$276K
611 sh0.33%+0.7%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 WTPI WISDOMTREE TR | 276,646 | $9.08M | +15.0% | 10.90% | Q3 2026 |
 QYLD GLOBAL X FDS | 384,483 | $7.13M | +11.4% | 8.57% | Q3 2026 |
 VVR INVESCO SR INCOME TR | 2.19M | $6.34M | -19.0% | 7.61% | Q3 2026 |
 XLK SELECT SECTOR SPDR TR | 24,486 | $4.79M | +0.6% | 5.76% | Q3 2026 |
 JEPI J P MORGAN EXCHANGE TRADED F | 79,291 | $4.46M | +33.6% | 5.35% | Q3 2026 |
 AAPL APPLE INC | 11,796 | $3.93M | -0.7% | 4.72% | Q3 2026 |
 AIQ GLOBAL X FDS | 59,219 | $3.86M | +22.1% | 4.64% | Q3 2026 |
 FNX FIRST TR EXCHANGE-TRADED ALP | 21,779 | $2.94M | +0.6% | 3.53% | Q3 2026 |
 XMHQ INVESCO EXCHANGE TRADED FD T | 25,626 | $2.86M | +15.3% | 3.44% | Q3 2026 |
 VONG VANGUARD SCOTTSDALE FDS | 19,950 | $2.57M | +29.6% | 3.09% | Q3 2026 |
 SCYB SCHWAB STRATEGIC TR | 97,584 | $2.46M | +20.8% | 2.96% | Q3 2026 |
 PWV INVESCO EXCHANGE TRADED FD T | 28,393 | $2.17M | +21.9% | 2.60% | Q3 2026 |
 CIBR FIRST TR EXCHANGE-TRADED FD | 17,369 | $1.79M | +1.0% | 2.15% | Q3 2026 |
 SLYG SPDR SERIES TRUST | 16,271 | $1.74M | +24.0% | 2.09% | Q3 2026 |
 ROBO EXCHANGE TRADED CONCEPTS TRU | 21,210 | $1.71M | +0.9% | 2.05% | Q3 2026 |
 XMVM INVESCO EXCHANGE TRADED FD T | 22,703 | $1.58M | +30.3% | 1.90% | Q3 2026 |
 IHAK ISHARES TR | 21,712 | $1.47M | +0.0% | 1.76% | Q3 2026 |
 NVS NOVARTIS AG | 10,026 | $1.43M | +0.0% | 1.72% | Q3 2026 |
 DTCR GLOBAL X FDS | 49,256 | $1.34M | +26.9% | 1.61% | Q3 2026 |
 NUKZ EXCHANGE TRADED CONCEPTS TRU | 19,366 | $1.17M | +3.5% | 1.40% | Q3 2026 |
 RYLD GLOBAL X FDS | 69,068 | $1.07M | +8.8% | 1.28% | Q3 2026 |
 SPYG SPDR SERIES TRUST | 8,588 | $1.06M | +24.2% | 1.27% | Q3 2026 |
 DFSD DIMENSIONAL ETF TRUST | 22,292 | $1.04M | +0.0% | 1.24% | Q3 2026 |
 XYLD GLOBAL X FDS | 20,308 | $843K | +94.3% | 1.01% | Q3 2026 |
 VTI VANGUARD INDEX FDS | 2,194 | $821K | -4.1% | 0.99% | Q3 2026 |
 GRID FIRST TR EXCHANGE-TRADED FD | 4,431 | $785K | -0.3% | 0.94% | Q3 2026 |
 VBK VANGUARD INDEX FDS | 2,280 | $770K | +0.1% | 0.93% | Q3 2026 |
 XLU SELECT SECTOR SPDR TR | 18,759 | $740K | +22.1% | 0.89% | Q3 2026 |
 SBSI SOUTHSIDE BANCSHARES INC | 24,242 | $729K | +0.0% | 0.88% | Q3 2026 |
 VGT VANGUARD WORLD FD | 5,576 | $701K | +0.0% | 0.84% | Q3 2026 |
 XOM EXXONMOBIL HOLDINGS CORP | 3,992 | $650K | +1.4% | 0.78% | Q3 2026 |
 XSMO INVESCO EXCHANGE TRADED FD T | 7,707 | $629K | +1.3% | 0.76% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 810 | $618K | -0.9% | 0.74% | Q3 2026 |
 SCHB SCHWAB STRATEGIC TR | 20,984 | $615K | +0.4% | 0.74% | Q3 2026 |
 QQQ INVESCO QQQ TR | 675 | $499K | -1.6% | 0.60% | Q3 2026 |
 VDE VANGUARD WORLD FD | 2,824 | $486K | +0.0% | 0.58% | Q3 2026 |
 COP CONOCOPHILLIPS | 3,682 | $461K | +0.6% | 0.55% | Q3 2026 |
 MGV VANGUARD WORLD FD | 2,859 | $461K | +0.0% | 0.55% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 1,699 | $450K | +3.5% | 0.54% | Q3 2026 |
 VBR VANGUARD INDEX FDS | 1,841 | $425K | +0.0% | 0.51% | Q3 2026 |
 VIOO VANGUARD ADMIRAL FDS INC | 3,144 | $398K | +0.0% | 0.48% | Q3 2026 |
 JEPQ J P MORGAN EXCHANGE TRADED F | 5,760 | $353K | New | 0.42% | Q3 2026 |
 IEP ICAHN ENTERPRISES LP | 51,478 | $347K | +6.7% | 0.42% | Q3 2026 |
 XLF SELECT SECTOR SPDR TR | 5,835 | $312K | +5.3% | 0.37% | Q3 2026 |
 MSFT MICROSOFT CORP | 594 | $305K | New | 0.37% | Q3 2026 |
 GOOGL ALPHABET INC | 879 | $302K | +4.8% | 0.36% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 1,248 | $285K | +6.6% | 0.34% | Q3 2026 |
 BAC BANK OF AMER CORP | 5,215 | $284K | -0.6% | 0.34% | Q3 2026 |
 META META PLATFORMS INC | 381 | $276K | New | 0.33% | Q3 2026 |
 TT TRANE TECHNOLOGIES PLC | 611 | $276K | +0.7% | 0.33% | Q3 2026 |
1-50 of 59 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Solutions 4 Wealth, Ltd
Solutions 4 Wealth, Ltd is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2006405). Signal8 holds 12 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 3, 2026. That report lists 59 securities, not counting options, up from 58 in Q2 2026.
Its five largest reported positions, in order, are WISDOMTREE TR (WTPI), GLOBAL X FDS (QYLD), INVESCO SR INCOME TR (VVR), SELECT SECTOR SPDR TR (XLK) and J P MORGAN EXCHANGE TRADED F (JEPI). The next five are APPLE INC (AAPL), GLOBAL X FDS (AIQ), FIRST TR EXCHANGE-TRADED ALP (FNX), INVESCO EXCHANGE TRADED FD T (XMHQ) and VANGUARD SCOTTSDALE FDS (VONG).
Recent 13F filings by Solutions 4 Wealth, Ltd
- Q3 2026: 13F-HR filed Nov 3, 2026, listing 59 securities.
- Q2 2026: 13F-HR filed Jul 29, 2026, listing 58 securities.
- Q1 2026: 13F-HR filed May 5, 2026, listing 55 securities.
- Q4 2025: 13F-HR filed Feb 9, 2026, listing 57 securities.
- Q3 2025: 13F-HR filed Nov 4, 2025, listing 56 securities.
- Q2 2025: 13F-HR filed Aug 13, 2025, listing 52 securities.