Solutions 4 Wealth, Ltd

Q1 2026 13F-HR Holdings

Location
Southlake, TX
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$66,488
Net value change ($000)
+306 (0.5%)
New positions
6
Sold out positions
8
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AIQ 1,197 111.1%
DTCR 948 NEW
XMHQ 880 78.2%
GRID 745 NEW
NUKZ 733 129.3%
PWV 676 104.3%
SLYG 640 146.5%
SCYB 590 169.1%
XMVM 584 172.8%
VDE 489 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFIC -1,236 -100.0%
VHT -1,122 -82.7%
DFAC -1,091 -100.0%
DFAU -1,000 -100.0%
VVR -941 -9.4%
IHI -890 -100.0%
XLK -335 -9.4%
XHE -312 -100.0%
QYLD -272 -4.5%
XLU -236 -22.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type