1y return+13.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $122 against $157 in the S&P 500.2
Solutions 4 Wealth, LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VVRInvesco Sr Income Tr | $8.1M | 10.5% | −4.1% |
| WTPIWisdomtree Tr | $7.9M | 10.2% | +22.1% |
| QYLDGlobal X Fds | $6.4M | 8.2% | +3.0% |
| XLKSelect Sector Spdr Tr | $4.6M | 6.0% | |
| AAPLApple Inc | $3.4M | 4.4% | |
| JEPIJ P Morgan Exchange Traded F | $3.4M | 4.3% | +23.4% |
| AIQGlobal X Fds | $3.2M | 4.1% | |
| FNXFirst Tr Exchange-traded Alp | $3.2M | 4.1% | −2.7% |
| XMHQInvesco Exchange Traded Fd T | $2.5M | 3.2% | +14.5% |
| SCYBSchwab Strategic Tr | $2.1M | 2.7% | +123.8% |
| VONGVanguard Scottsdale Fds | $2.0M | 2.5% | +18.1% |
| ROBOExchange Traded Concepts Tru | $1.8M | 2.3% | |
| PWVInvesco Exchange Traded Fd T | $1.8M | 2.3% | +22.7% |
| NVSNovartis Ag | $1.6M | 2.0% | −6.6% |
| SLYGSpdr Series Trust | $1.6M | 2.0% | +17.8% |
| CIBRFirst Tr Exchange-traded Fd | $1.5M | 2.0% | −1.8% |
| IHAKIshares Tr | $1.3M | 1.7% | |
| NUKZExchange Traded Concepts Tru | $1.3M | 1.6% | −5.4% |
| XMVMInvesco Exchange Traded Fd T | $1.2M | 1.6% | +23.0% |
| DTCRGlobal X Fds | $1.2M | 1.5% | −2.0% |
| DFSDDimensional Etf Trust | $1.1M | 1.4% | −23.4% |
| RYLDGlobal X Fds | $1.0M | 1.3% | +2.9% |
| SBSISouthside Bancshares Inc | $853K | 1.1% | |
| GRIDFirst Tr Exchange-traded Fd | $852K | 1.1% | −2.5% |
| VTIVanguard Index Fds | $846K | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $4.6M |
| VGTVanguard World Fd | December 31, 2023 | +97.6% | $666K |
| SPYGSpdr Series Trust | December 31, 2023 | +82.9% | $823K |
| CIBRFirst Tr Exchange-traded Fd | December 31, 2023 | +66.9% | $1.5M |
| XSMOInvesco Exchange Traded Fd T | December 31, 2023 | +65.3% | $713K |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $417K |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $610K |
| SCHBSchwab Strategic Tr | December 31, 2023 | +56.1% | $605K |
| VTIVanguard Index Fds | December 31, 2023 | +56.0% | $846K |
| VBKVanguard Index Fds | December 31, 2023 | +51.3% | $833K |
Sold off last quarter
- MSFTMicrosoft Corp was $255K
- SPIBSpdr Series Trust was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +3.6% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Solutions 4 Wealth, Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2006405&type=13F-HR&dateb=&owner=include&count=40CIK 2006405
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2006405/000200640526000005/Filed July 29, 2026 · accession 0002006405-26-000005