Solutions 4 Wealth, Ltd Portfolio Holdings - 13F Filings | 13F Fund Database
Solutions 4 Wealth, Ltd 13F Holdings
CIK 0002006405 · SOUTHLAKE, TX
As of Sep 30, 2025, Solutions 4 Wealth, Ltd reported
56 positions worth $64.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INVESCO SENIOR INCOME TRUST | VVR | — | 3,472,143 |
|
2.0M18.64% |
| WISDOMTREE TR | WTPI | — | 186,902 | $6.2M | 9.65% |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | QYLD | — | 322,790 | $5.5M | 8.52% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 12,386 | $3.5M | 5.42% |
| APPLE INC | AAPL | Technology | 12,079 | $3.1M | 4.77% |
| FIRST TRUST MID CAP CORE ALPHADEX FUND | FNX | — | 22,413 | $2.8M | 4.36% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 40,484 | $2.0M | 3.03% |
| NOVARTIS AG-SPONSORED ADR | NVSN | Healthcare | 13,214 |
.7M | 2.63% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 25,440 |
.5M | 2.25% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 4,821 |
.3M | 1.94% |
| ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF | ROBO | — | 18,023 |
.2M | 1.83% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 34,739 |
.1M | 1.77% |
| ISHARES CYBERSECURITY AND TECH ETF | IHAK | — | 21,695 |
.1M | 1.76% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 12,734 |
.1M | 1.72% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 21,378 | $978.3K | 1.52% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 23,881 | $921.1K | 1.43% |
| ISHARES US MEDICAL DEVICES ETF | IHI | — | 15,268 | $917.3K | 1.42% |
| GLOBAL X RUSSELL 2000 COVERED CALL ETF | RYLD | — | 58,283 | $877.2K | 1.36% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,249 | $831.8K | 1.29% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,341 | $768.3K | 1.19% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 7,129 | $745.1K | 1.16% |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | — | 14,896 | $735.7K | 1.14% |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | — | 9,812 | $721.9K | 1.12% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 2,376 | $707.2K | 1.10% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 5,763 | $694.4K | 1.08% |