§ 13F · FUND PROFILE
Solutions 4 Wealth, Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $60.0T (13F)Positions · 52Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$923.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | 3.07M | $10.0T | 15.2% | −12% |
| 2 | WTPI | WISDOMTREE TR | 187K | $6.2T | 9.3% | ±0% |
| 3 | QYLD | GLOBAL X FDS | 340K | $6.0T | 9.1% | +5% |
| 4 | XLK | SELECT SECTOR SPDR TR | 25K | $3.6T | 5.4% | +100% |
| 5 | AAPL | APPLE INC | 12K | $3.2T | 4.9% | −2% |
| 6 | FNX | FIRST TR EXCHANGE-TRADED ALP | 22K | $2.8T | 4.3% | ±0% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 42K | $2.4T | 3.7% | +67% |
| 8 | NVS | NOVARTIS AG | 13K | $1.8T | 2.8% | ±0% |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 30K | $1.4T | 2.2% | −26% |
| 10 | VHT | VANGUARD WORLD FD | 5K | $1.4T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOLUTIONS SIGNAL
AC read
Solutions 4 Wealth, Ltd is a Other fund managing $59997.7 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed