Solutions 4 Wealth, Ltd
All 13F Filings
- Location
- Southlake, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 66,182
- 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 |
|---|---|---|---|---|---|
| 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 | 58.96 K | 89.1% | 1.349 K | 0 | 1.349 K |
| ETFs | 7.22 K | 10.9% | 392 | 0 | 392 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
66,182
Holdings
57
QoQ value change ($000)
1,740
(2.7%)
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.