DOSSIER · 13F-HR · Q3 2026

Solutions 4 Wealth, Ltd

$83M in tracked AUM across 59 positions as of Q3 2026.

S4
CIK 0002006405 · last filed Sep 30, 2026
Total AUM
$83M
as of Q3 2026
Holdings
59
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Solutions 4 Wealth, Ltd filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
WTPI
WISDOMTREE TR
$9M277K10.9%
02
QYLD
GLOBAL X FDS
$7M384K8.6%
03
VVR
INVESCO SR INCOME TR
$6M2.2M7.6%
04
XLK
SELECT SECTOR SPDR TR
$5M24K5.8%
05
JEPI
J P MORGAN EXCHANGE TRADED F
$4M79K5.4%
06
AAPL
APPLE INC
$4M12K4.7%
07
AIQ
GLOBAL X FDS
$4M59K4.6%
08
FNX
FIRST TR EXCHANGE-TRADED ALP
$3M22K3.5%
09
XMHQ
INVESCO EXCHANGE TRADED FD T
$3M26K3.4%
10
VONG
VANGUARD SCOTTSDALE FDS
$3M20K3.1%

Filing history

2026Q3Sep 30
$83M▲ 7.5%
59 positionsView →
2026Q2Jun 30
$77M▲ 16.5%
58 positionsView →
2026Q1Mar 31
$66M▲ 0.5%
55 positionsView →
2025Q4Dec 31
$66M▲ 21.5%
57 positionsView →
2025Q3Sep 30
$54M▼ 9.2%
41 positionsLocked
2025Q2Jun 30
$60M▲ 27.7%
52 positionsLocked
2025Q1Mar 31
$47M▼ 14.9%
36 positionsLocked
2024Q4Dec 31
$55M▲ 8.0%
51 positionsLocked
2024Q3Sep 30
$51M▲ 16.0%
53 positionsLocked
2024Q2Jun 30
$44M▲ 23.8%
45 positionsLocked
2024Q1Mar 31
$36M▲ 16.3%
40 positionsLocked
2023Q4Dec 31
$31M—
36 positionsLocked