Funds › Solutions 4 Wealth, Ltd
Solutions 4 Wealth, Ltd
13F for Q3 2026, filed Nov 3, 2026. 59 positions worth $83.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$83.3M
+$5.8M (7.5%) vs Q2 2026
Positions
59
58 in Q2 2026
Top 10 share
57.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Solutions 4 Wealth, Ltd in the latest 13F quarter?
Using 13F.ai, how has Solutions 4 Wealth, Ltd's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Solutions 4 Wealth, Ltd's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 276,646 | $9.1M | 10.9% | +15.0% | 13F ↗ |
| 2 | Global X Fds Nasdaq 100 Cover | 384,483 | $7.1M | 8.6% | +11.4% | 13F ↗ |
| 3 | VVR Invesco Senior Income Trust | 2.19M | $6.3M | 7.6% | -19.0% | 13F ↗ |
| 4 | Select Sector Spdr Tr St Str Techn Etf | 24,486 | $4.8M | 5.8% | +0.6% | 13F ↗ |
| 5 | J P Morgan Exchange Traded F Equity Premium | 79,291 | $4.5M | 5.4% | +33.6% | 13F ↗ |
| 6 | AAPL Apple Inc. | 11,796 | $3.9M | 4.7% | -0.7% | 13F ↗ |
| 7 | Global X Fds Artificial Etf | 59,219 | $3.9M | 4.6% | +22.1% | 13F ↗ |
| 8 | First Tr Exchange-Traded Alp | 21,779 | $2.9M | 3.5% | +0.6% | 13F ↗ |
| 9 | Invesco Exchange Traded Fd T S&P Mdcp Quality | 25,626 | $2.9M | 3.4% | +15.3% | 13F ↗ |
| 10 | Vanguard Scottsdale Fds Vng RUS1000GRW | 19,950 | $2.6M | 3.1% | +29.6% | 13F ↗ |
| 11 | Schwab Strategic Tr Uie | 97,584 | $2.5M | 3.0% | +20.7% | 13F ↗ |
| 12 | Invesco Exchange Traded Fd T Large Cap Value | 28,393 | $2.2M | 2.6% | +21.9% | 13F ↗ |
| 13 | First Tr Exchange-Traded Fd Nasdaq Cyb Etf | 17,369 | $1.8M | 2.2% | +1.0% | 13F ↗ |
| 14 | Spdr Series Trust St Str SP600GRWO | 16,271 | $1.7M | 2.1% | +24.0% | 13F ↗ |
| 15 | Exchange Traded Concepts Tru Robo Glb Etf | 21,210 | $1.7M | 2.0% | +0.9% | 13F ↗ |
| 16 | Invesco Exchange Traded Fd T S&P Mdcp Vlu Mnt | 22,703 | $1.6M | 1.9% | +30.3% | 13F ↗ |
| 17 | iShares Tr Cybersecurity | 21,712 | $1.5M | 1.8% | Unchanged | 13F ↗ |
| 18 | NVS Novartis AG · ADR | 10,026 | $1.4M | 1.7% | Unchanged | 13F ↗ |
| 19 | Global X Fds Data Ctr Dig Etf | 49,256 | $1.3M | 1.6% | +26.9% | 13F ↗ |
| 20 | Exchange Traded Concepts Tru Rang Nucl Re Etf | 19,366 | $1.2M | 1.4% | +3.5% | 13F ↗ |
| 21 | Global X Fds Russell 2000 | 69,068 | $1.1M | 1.3% | +8.8% | 13F ↗ |
| 22 | Spdr Series Trust St Str P500GRW | 8,588 | $1.1M | 1.3% | +24.2% | 13F ↗ |
| 23 | Dimensional ETF Trust Shor Dur Fix Etf | 22,292 | $1.0M | 1.2% | Unchanged | 13F ↗ |
| 24 | Global X Fds S&P 500 Covered | 20,308 | $843.2K | 1.0% | +94.3% | 13F ↗ |
| 25 | Vanguard Index Fds Mrngstr Ttl Stk | 2,194 | $821.1K | 1.0% | -4.1% | 13F ↗ |
| 26 | First Tr Exchange-Traded Fd | 4,431 | $784.8K | 0.9% | -0.3% | 13F ↗ |
| 27 | Vanguard Index Fds Sml Cp Grw Etf | 2,280 | $770.1K | 0.9% | +0.1% | 13F ↗ |
| 28 | Select Sector Spdr Tr St Str Util Etf | 18,759 | $739.9K | 0.9% | +22.1% | 13F ↗ |
| 29 | SBSI Southside Bancshares, Inc. | 24,242 | $729.2K | 0.9% | Unchanged | 13F ↗ |
| 30 | Vanguard World Fd Inf Tech Etf | 5,576 | $700.7K | 0.8% | Unchanged | 13F ↗ |
| 31 | XOM ExxonMobil Holdings Corporation | 3,992 | $649.7K | 0.8% | New | 13F ↗ |
| 32 | Invesco Exchange Traded Fd T S&P Smlcp Moment | 7,707 | $628.8K | 0.8% | +1.3% | 13F ↗ |
| 33 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 810 | $617.7K | 0.7% | -0.9% | 13F ↗ |
| 34 | Schwab Strategic Tr Us Brd Mkt Etf | 20,984 | $615.0K | 0.7% | +0.4% | 13F ↗ |
| 35 | Invesco Qqq Tr | 675 | $499.2K | 0.6% | -1.6% | 13F ↗ |
| 36 | Vanguard World Fd Energy Etf | 2,824 | $486.2K | 0.6% | Unchanged | 13F ↗ |
| 37 | COP ConocoPhillips | 3,682 | $460.9K | 0.6% | +0.6% | 13F ↗ |
| 38 | Vanguard World Fd Mrngstr Val Etf | 2,859 | $460.5K | 0.6% | Unchanged | 13F ↗ |
| 39 | JNJ Johnson & Johnson | 1,699 | $449.8K | 0.5% | +3.5% | 13F ↗ |
| 40 | Vanguard Index Fds Mrngstr Sml Cp V | 1,841 | $425.3K | 0.5% | Unchanged | 13F ↗ |
| 41 | Vanguard Admiral Fds Inc Smllcp 600 Idx | 3,144 | $397.8K | 0.5% | Unchanged | 13F ↗ |
| 42 | J P Morgan Exchange Traded F Nasdaq Eqt Prem | 5,760 | $352.9K | 0.4% | New | 13F ↗ |
| 43 | IEP Icahn Enterprises L.P. | 51,478 | $347.5K | 0.4% | +6.7% | 13F ↗ |
| 44 | Select Sector Spdr Tr St Str Finl Etf | 5,835 | $311.6K | 0.4% | +5.3% | 13F ↗ |
| 45 | MSFT Microsoft Corporation | 594 | $304.7K | 0.4% | New | 13F ↗ |
| 46 | GOOGL Alphabet Inc. Class A | 879 | $302.5K | 0.4% | +4.8% | 13F ↗ |
| 47 | NVDA NVIDIA Corporation | 1,248 | $285.0K | 0.3% | +6.6% | 13F ↗ |
| 48 | BAC Bank of America Corporation | 5,215 | $283.9K | 0.3% | -0.6% | 13F ↗ |
| 49 | META Meta Platforms, Inc. | 381 | $276.3K | 0.3% | New | 13F ↗ |
| 50 | TT Trane Technologies plc | 611 | $276.2K | 0.3% | +0.7% | 13F ↗ |
Showing the top 50 of 59 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 31 added to, 8 trimmed, 5 exited, 14 unchanged. By estimated dollars.
New positions (6)
| XOM ExxonMobil Holdings Corporation | 3,992 | New | $649.7K |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem | 5,760 | New | $352.9K |
| MSFT Microsoft Corporation | 594 | New | $304.7K |
| META Meta Platforms, Inc. | 381 | New | $276.3K |
| First Tr Exchange-Traded Fd Ny Arca Biotech | 741 | New | $201.8K |
| Elevation Series Trust Rive Acti In Etf | 14,728 | New | $116.0K |
Added to (31)
| Wisdomtree Tr | 276,646 | +15.0% | $1.2M |
| J P Morgan Exchange Traded F Equity Premium | 79,291 | +33.6% | $1.1M |
| Global X Fds Nasdaq 100 Cover | 384,483 | +11.4% | $732.5K |
| Global X Fds Artificial Etf | 59,219 | +22.1% | $698.8K |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 19,950 | +29.6% | $587.9K |
| Schwab Strategic Tr Uie | 97,584 | +20.7% | $423.2K |
| Global X Fds S&P 500 Covered | 20,308 | +94.3% | $409.1K |
| Invesco Exchange Traded Fd T Large Cap Value | 28,393 | +21.9% | $388.7K |
| Invesco Exchange Traded Fd T S&P Mdcp Quality | 25,626 | +15.3% | $379.9K |
| Invesco Exchange Traded Fd T S&P Mdcp Vlu Mnt | 22,703 | +30.3% | $368.6K |
Trimmed (8)
| VVR Invesco Senior Income Trust | 2.19M | -19.0% | -$1.5M |
| Vanguard World Fd Health Car Etf | 700 | -17.6% | -$47.4K |
| Vanguard Index Fds Mrngstr Ttl Stk | 2,194 | -4.1% | -$34.8K |
| AAPL Apple Inc. | 11,796 | -0.7% | -$27.3K |
| Invesco Qqq Tr | 675 | -1.6% | -$8,136 |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 810 | -0.9% | -$5,338 |
| First Tr Exchange-Traded Fd | 4,431 | -0.3% | -$2,125 |
| BAC Bank of America Corporation | 5,215 | -0.6% | -$1,579 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 59 | $83.3M | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 58 | $77.5M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 55 | $66.5M | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 57 | $66.2M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 56 | $64.4M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 52 | $60.0M | Current | SEC ↗ |
| Q1 2025 | May 9, 2025 | 13F-HR | 52 | $56.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer