§ 13F · FUND PROFILE
Solutions 4 Wealth, Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $64M (13F)Positions · 56Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | 2.82M | $9M | 13.7% | −8% |
| 2 | WTPI | WISDOMTREE TR | 197K | $6M | 9.5% | +5% |
| 3 | QYLD | GLOBAL X FDS | 335K | $6M | 8.6% | −2% |
| 4 | XLK | SELECT SECTOR SPDR TR | 24K | $3M | 4.9% | −2% |
| 5 | AAPL | APPLE INC | 12K | $3M | 4.5% | ±0% |
| 6 | FNX | FIRST TR EXCHANGE-TRADED ALP | 22K | $3M | 4.3% | ±0% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 48K | $3M | 4.1% | +13% |
| 8 | AIQ | GLOBAL X FDS | 49K | $2M | 3.4% | +130% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 19K | $2M | 3.0% | +76% |
| 10 | NVS | NOVARTIS AG | 11K | $2M | 2.5% | −19% |
§ 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 $64 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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