13F Insight
DOSSIER · 13F-HR · Q1 2026

Solutions 4 Wealth, Ltd

$66M in tracked AUM across 55 positions as of Q1 2026.

S4
CIK 0002006405 · last filed Mar 31, 2026
Total AUM
$66M
as of Q1 2026
Holdings
55
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Solutions 4 Wealth, Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VVR
INVESCO SR INCOME TR
$9M2.8M13.7%02
WTPI
WISDOMTREE TR
$6M197K9.5%03
QYLD
GLOBAL X FDS
$6M335K8.6%04
XLK
SELECT SECTOR SPDR TR
$3M24K4.9%05
AAPL
APPLE INC
$3M12K4.5%06
FNX
FIRST TR EXCHANGE-TRADED ALP
$3M22K4.3%07
JEPI
J P MORGAN EXCHANGE TRADED F
$3M48K4.1%08
AIQ
GLOBAL X FDS
$2M49K3.4%09
XMHQ
INVESCO EXCHANGE TRADED FD T
$2M19K3.0%10
NVS
NOVARTIS AG
$2M11K2.5%

Filing history

2026Q1Mar 31
$66M▲ 0.5%
55 positionsView →2025Q4Dec 31
$66M▲ 21.5%
57 positionsView →2025Q3Sep 30
$54M▼ 9.2%
41 positionsView →2025Q2Jun 30
$60M▲ 27.7%
52 positionsLocked2025Q1Mar 31
$47M▼ 14.9%
36 positionsLocked2024Q4Dec 31
$55M▲ 8.0%
51 positionsLocked2024Q3Sep 30
$51M▲ 16.0%
53 positionsLocked2024Q2Jun 30
$44M▲ 23.8%
45 positionsLocked2024Q1Mar 31
$36M▲ 16.3%
40 positionsLocked2023Q4Dec 31
$31M—
36 positionsLocked