Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Solutions 4 Wealth, Ltd (CIK 2006405) reported $66.5M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VVR ($9.1M, 13.67%), WTPI ($6.3M, 9.45%), QYLD ($5.7M, 8.64%), XLK ($3.2M, 4.86%), AAPL ($3.0M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VVR | INVESCO SR INCOME TR | $9.1M | 13.67% | 2.8M | Trimmed |
| 2 | WTPI | WISDOMTREE TR | $6.3M | 9.45% | 196,992 | Added |
| 3 | QYLD | GLOBAL X FDS | $5.7M | 8.64% | 334,859 | Trimmed |
| 4 | XLK | SELECT SECTOR SPDR TR | $3.2M | 4.86% | 24,315 | Trimmed |
| 5 | AAPL | APPLE INC | $3.0M | 4.52% | 11,851 | Trimmed |
| 6 | FNX | FIRST TR EXCHANGE-TRADED ALP | $2.9M | 4.29% | 22,247 | Trimmed |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.7M | 4.10% | 48,103 | Added |
| 8 | AIQ | GLOBAL X FDS | $2.3M | 3.42% | 48,733 | Added |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.0M | 3.02% | 19,409 | Added |
| 10 | NVS | NOVARTIS AG | $1.6M | 2.47% | 10,730 | Trimmed |
| 11 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.4M | 2.16% | 21,028 | Added |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | $1.4M | 2.15% | 13,033 | Added |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $1.4M | 2.10% | 29,098 | Trimmed |
| 14 | PWV | INVESCO EXCHANGE TRADED FD T | $1.3M | 1.99% | 18,990 | Added |
| 15 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | $1.3M | 1.96% | 19,773 | Added |
| 16 | CIBR | FIRST TR EXCHANGE-TRADED FD | $1.1M | 1.65% | 17,521 | Added |
| 17 | SLYG | SPDR SERIES TRUST | $1.1M | 1.62% | 11,143 | Added |
| 18 | IHAK | ISHARES TR | $947,611 | 1.43% | 21,709 | Hold |
| 19 | VPN | GLOBAL X FDS | $948,481 | 1.43% | 39,586 | New |
| 20 | SCYB | SCHWAB STRATEGIC TR | $938,766 | 1.41% | 36,106 | Added |
| 21 | RYLD | GLOBAL X FDS | $921,823 | 1.39% | 61,660 | Added |
| 22 | XMVM | INVESCO EXCHANGE TRADED FD T | $922,059 | 1.39% | 14,159 | Added |
| 23 | XLU | SELECT SECTOR SPDR TR | $836,218 | 1.26% | 18,222 | Trimmed |
| 24 | SBSI | SOUTHSIDE BANCSHARES INC | $753,684 | 1.13% | 24,242 | Hold |
| 25 | GRID | FIRST TR EXCHANGE-TRADED FD | $745,292 | 1.12% | 4,556 | New |
Source: SEC Form 13F filings · as of 2026-03-31