Solutions 4 Wealth, Ltd

Q2 2026 13F-HR Holdings

Location
Southlake, TX
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$77,473
Net value change ($000)
+10,985 (16.5%)
New positions
5
Sold out positions
2
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
WTPI 1,601 25.5%
XLK 1,404 43.4%
SCYB 1,177 125.3%
AIQ 908 39.9%
JEPI 625 22.9%
QYLD 615 10.7%
VONG 537 37.6%
XMHQ 503 25.1%
SLYG 487 45.2%
CIBR 447 40.7%
Top Reduces (Value $000, Stocks/ETFs)
VVR -967 -10.6%
DFSD -329 -23.6%
MSFT -255 -100.0%
SPIB -216 -100.0%
XLU -139 -16.6%
XOM -129 -19.3%
SPY -128 -17.3%
COP -103 -21.3%
NVS -68 -4.1%
VDE -65 -13.3%
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