Solutions 4 Wealth, Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$66.5M
Q ending 2026-03-31
Prior quarter
$66.2M
Q ending 2025-12-31
Change
+0.5% QoQ · +17.3% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Sr Income Tr | VVR | Shares | $9.1M | 2.8M |
| Wisdomtree Tr | WTPI | Shares | $6.3M | 197K |
| Global X Fds | QYLD | Shares | $5.7M | 335K |
| Select Sector Spdr Tr | XLK | Shares | $3.2M | 24K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| First Tr Exchange-Traded Alp | FNX | Shares | $2.9M | 22K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.7M | 48K |
| Global X Fds | AIQ | Shares | $2.3M | 49K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $2.0M | 19K |
| Novartis Ag | NVS | Shares | $1.6M | 11K |
| Exchange Traded Concepts Tru | ROBO | Shares | $1.4M | 21K |
| Vanguard Scottsdale Fds | VONG | Shares | $1.4M | 13K |
| Dimensional Etf Trust | DFSD | Shares | $1.4M | 29K |
| Invesco Exchange Traded Fd T | PWV | Shares | $1.3M | 19K |
| Exchange Traded Concepts Tru | NUKZ | Shares | $1.3M | 20K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $1.1M | 18K |
| Spdr Series Trust | SLYG | Shares | $1.1M | 11K |
| Global X Fds | DTCR | Shares | $948K | 40K |
| Ishares Tr | IHAK | Shares | $948K | 22K |
| Schwab Strategic Tr | SCYB | Shares | $939K | 36K |
| Invesco Exchange Traded Fd T | XMVM | Shares | $922K | 14K |
| Global X Fds | RYLD | Shares | $922K | 62K |
| Select Sector Spdr Tr | XLU | Shares | $836K | 18K |
| Southside Bancshares Inc | SBSI | Shares | $754K | 24K |
| First Tr Exchange-Traded Fd | GRID | Shares | $745K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $738K | 1K |
| Vanguard Index Fds | VTI | Shares | $730K | 2K |
| Spdr Series Trust | SPYG | Shares | $697K | 7K |
| Vanguard Index Fds | VBK | Shares | $688K | 2K |
| Exxon Mobil Corp | XOM | Shares | $667K | 4K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $581K | 8K |
| Invesco Qqq Tr | QQQ | Shares | $511K | 886 |
| Vanguard World Fd | VDE | Shares | $489K | 3K |
| Vanguard World Fd | VGT | Shares | $486K | 697 |
| Conocophillips | COP | Shares | $483K | 4K |
| Schwab Strategic Tr | SCHB | Shares | $471K | 19K |
| Vanguard World Fd | MGV | Shares | $433K | 3K |
| Vanguard Index Fds | VBR | Shares | $400K | 2K |
| Global X Fds | XYLD | Shares | $400K | 10K |
| Johnson & Johnson | JNJ | Shares | $399K | 2K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $361K | 3K |
| Select Sector Spdr Tr | XLF | Shares | $347K | 7K |
| Tesla Inc | TSLA | Shares | $291K | 782 |
| Alcon Ag | Shares | $273K | 4K | |
| Spdr Gold Tr | GLD | Shares | $257K | 597 |
| Bank America Corp | BAC | Shares | $255K | 5K |
| Microsoft Corp | MSFT | Shares | $255K | 688 |
| Trane Technologies Plc | Shares | $253K | 607 | |
| Alphabet Inc | GOOGL | Shares | $241K | 839 |
| Vanguard World Fd | VHT | Shares | $235K | 862 |
| Spdr Series Trust | SPIB | Shares | $216K | 6K |
| Icahn Enterprises Lp | IEP | Shares | $213K | 28K |
| Quantum Computing Inc | QUBT | Shares | $77K | 11K |
| Galectin Therapeutics Inc | GALT | Shares | $70K | 25K |
| Eon Resources Inc | EONR | Shares | $41K | 50K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.