Solutions 4 Wealth, Ltd

Est. AUM

$66.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO SR INCOME TR	COM	$9.1M	2822329	13.67%	SOLE
2	WISDOMTREE TR	EQUITY PREMIUM	$6.3M	196992	9.45%	SOLE
3	GLOBAL X FDS	NASDAQ 100 COVER	$5.7M	334859	8.64%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.2M	24315	4.86%	SOLE
5	APPLE INC	COM	$3.0M	11851	4.52%	SOLE
6	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.9M	22247	4.29%	SOLE
7	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.7M	48103	4.10%	SOLE
8	GLOBAL X FDS	ARTIFICIAL ETF	$2.3M	48733	3.42%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.0M	19409	3.02%	SOLE
10	NOVARTIS AG	SPONSORED ADR	$1.6M	10730	2.47%	SOLE
11	EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$1.4M	21028	2.16%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.4M	13033	2.15%	SOLE
13	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	29098	2.10%	SOLE
14	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$1.3M	18990	1.99%	SOLE
15	EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$1.3M	19773	1.96%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.1M	17521	1.65%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11143	1.62%	SOLE
18	GLOBAL X FDS	DATA CTR & DIGIT	$948K	39586	1.43%	SOLE
19	ISHARES TR	CYBERSECURITY	$948K	21709	1.43%	SOLE
20	SCHWAB STRATEGIC TR	HIGH YIELD BD ET	$939K	36106	1.41%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P MDCP VLU MNT	$922K	14159	1.39%	SOLE
22	GLOBAL X FDS	RUSSELL 2000	$922K	61660	1.39%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET UTI	$836K	18222	1.26%	SOLE
24	SOUTHSIDE BANCSHARES INC	COM	$754K	24242	1.13%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$745K	4556	1.12%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$738K	1135	1.11%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$730K	2274	1.10%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$697K	7118	1.05%	SOLE
29	VANGUARD INDEX FDS	SML CP GRW ETF	$688K	2277	1.03%	SOLE
30	EXXON MOBIL CORP	COM	$667K	3934	1.00%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$581K	7646	0.87%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$511K	886	0.77%	SOLE
33	VANGUARD WORLD FD	ENERGY ETF	$489K	2824	0.74%	SOLE
34	VANGUARD WORLD FD	INF TECH ETF	$486K	697	0.73%	SOLE
35	CONOCOPHILLIPS	COM	$483K	3659	0.73%	SOLE
36	SCHWAB STRATEGIC TR	US BRD MKT ETF	$471K	18775	0.71%	SOLE
37	VANGUARD WORLD FD	MEGA CAP VAL ETF	$433K	2990	0.65%	SOLE
38	GLOBAL X FDS	S&P 500 COVERED	$400K	10214	0.60%	SOLE
39	VANGUARD INDEX FDS	SM CP VAL ETF	$400K	1841	0.60%	SOLE
40	JOHNSON & JOHNSON	COM	$399K	1631	0.60%	SOLE
41	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$361K	3144	0.54%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET FIN	$347K	7028	0.52%	SOLE
43	TESLA INC	COM	$291K	782	0.44%	SOLE
44	ALCON AG	ORD SHS	$273K	3629	0.41%	SOLE
45	SPDR GOLD TR	GOLD SHS	$257K	597	0.39%	SOLE
46	BANK AMERICA CORP	COM	$255K	5239	0.38%	SOLE
47	MICROSOFT CORP	COM	$255K	688	0.38%	SOLE
48	TRANE TECHNOLOGIES PLC	SHS	$253K	607	0.38%	SOLE
49	ALPHABET INC	CAP STK CL A	$241K	839	0.36%	SOLE
50	VANGUARD WORLD FD	HEALTH CAR ETF	$235K	862	0.35%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.