§ 13F · FUND PROFILE
Solutions 4 Wealth, Ltd.
AUM · $77M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | 2.71M | $8M | 10.5% | −4% |
| 2 | WTPI | WISDOMTREE TR | 241K | $8M | 10.2% | +22% |
| 3 | QYLD | GLOBAL X FDS | 345K | $6M | 8.2% | +3% |
| 4 | XLK | SELECT SECTOR SPDR TR | 24K | $5M | 6.0% | ±0% |
| 5 | AAPL | APPLE INC | 12K | $3M | 4.4% | ±0% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 59K | $3M | 4.3% | +23% |
| 7 | AIQ | GLOBAL X FDS | 48K | $3M | 4.1% | ±0% |
| 8 | FNX | FIRST TR EXCHANGE-TRADED ALP | 22K | $3M | 4.1% | −3% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 22K | $3M | 3.2% | +15% |
| 10 | SCYB | SCHWAB STRATEGIC TR | 81K | $2M | 2.7% | +124% |
§ 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 $77 million in assets. The fund runs a portfolio of 58 positions.
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