Solutions 4 Wealth, Ltd
All 13F Filings
- Location
- Southlake, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 77,473
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 58 | 77,473 | 13F-HR | Solutions 4 Wealth, Ltd |
| Q1 2026 | 5/5/2026 | 55 | 66,488 | 13F-HR | Solutions 4 Wealth, Ltd |
| Q4 2025 | 2/9/2026 | 57 | 66,182 | 13F-HR | Solutions 4 Wealth, Ltd |
| Q3 2025 | 11/4/2025 | 56 | 64,442 | 13F-HR | Solutions 4 Wealth, Ltd |
| Q2 2025 | 8/13/2025 | 52 | 59,998 | 13F-HR | Solutions 4 Wealth, Ltd |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.66 K | 28.0% | 2.854 K | 0 | 2.854 K |
| ETFs | 55.81 K | 72.0% | 8.129 K | 0 | 8.129 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
77,473
Holdings
58
QoQ value change ($000)
10,985
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.