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Solutions 4 Wealth, Ltd

13F filer · CIK 0002006405
Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$77.5MU.S. long equity reported on 13F
Positions244 new · 1 closed
Net flow last quarter-$132KBuys minus sells
Top 10 positions weight25.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 29, 202624 positions
VVRInvesco Senior Income Trust$8.12M10.48%Not reported-4.1%Q4 2023
AAPLApple Inc.$3.44M4.44%0.00%+0.2%Q4 2023
AIQAlliance HealthCare Services, Inc$3.18M4.11%0.45%-0.5%Q3 2025
NVSNovartis AG$1.57M2.03%0.00%-6.6%Q2 2024
SBSISouthside Bancshares Inc$853K1.10%0.08%Not reportedQ4 2023
SPYSPDR S&P 500 ETF Trust$610K0.79%Not reported-28.0%Q4 2023
XOMExxonMobil Holdings Corp$538K0.69%0.00%0.0%Q4 2023
QQQInvesco QQQ Trust, Series 1$505K0.65%Not reported-22.6%Q3 2024
JNJJohnson & Johnson$417K0.54%0.00%+0.6%Q4 2023
COPConocophillips$380K0.49%0.00%0.0%Q4 2023
IEPIcahn Enterprises L.P.$348K0.45%0.01%+70.8%Q1 2024
SMHMarket Vectors ETF Trust$337K0.44%Not reportedNewQ2 2026
TSLATesla, Inc.$317K0.41%0.00%-3.6%Q4 2023
GOOGLAlphabet Inc.$300K0.39%0.00%Not reportedQ3 2025
BACBank of America Corp$299K0.39%0.00%+0.1%Q1 2024
TTTrane Technologies plc$298K0.38%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$252K0.32%0.00%Not reportedQ4 2023
ALCAlcon Inc$244K0.31%0.00%Not reportedQ2 2024
NVDANvidia Corp$234K0.30%0.00%Not reportedQ3 2024
GLDSPDR Gold Trust$220K0.28%0.00%Not reportedQ1 2025
GALTGalectin Therapeutics Inc$116K0.15%0.04%Not reportedQ4 2023
QUBTQuantum Computing Inc.$109K0.14%0.00%Not reportedQ4 2023
EONREON Resources Inc.$21.9K0.03%0.10%Not reportedQ1 2026
GETYGetty Images Holdings, Inc.$14K0.02%0.00%NewQ2 2026
Q1 2026Reported May 5, 202621 positions
VVRInvesco Senior Income Trust$9.09M13.67%Not reported-8.0%Q4 2023
AAPLApple Inc.$3.01M4.52%0.00%-0.1%Q4 2023
AIQAlliance HealthCare Services, Inc$2.27M3.42%0.45%+130.1%Q3 2025
NVSNovartis AG$1.64M2.47%0.00%-18.8%Q2 2024
SBSISouthside Bancshares Inc$754K1.13%0.08%Not reportedQ4 2023
SPYSPDR S&P 500 ETF Trust$738K1.11%Not reported-3.7%Q4 2023
XOMExxonMobil Holdings Corp$667K1.00%0.00%-35.1%Q4 2023
QQQInvesco QQQ Trust, Series 1$511K0.77%Not reported-24.9%Q3 2024
COPConocophillips$483K0.73%0.00%0.0%Q4 2023
JNJJohnson & Johnson$399K0.60%0.00%Not reportedQ4 2023
TSLATesla, Inc.$291K0.44%0.00%+2.1%Q4 2023
ALCAlcon Inc$273K0.41%0.00%Not reportedQ2 2024
GLDSPDR Gold Trust$257K0.39%0.00%-32.7%Q1 2025
BACBank of America Corp$255K0.38%0.00%+0.1%Q1 2024
MSFTMicrosoft Corp$255K0.38%0.00%-1.2%Q4 2023
TTTrane Technologies plc$253K0.38%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$241K0.36%0.00%-2.7%Q3 2025
IEPIcahn Enterprises L.P.$213K0.32%0.00%+33.9%Q1 2024
QUBTQuantum Computing Inc.$76.7K0.12%0.01%+9.8%Q4 2023
GALTGalectin Therapeutics Inc$69.8K0.11%0.04%-1.4%Q4 2023
EONREON Resources Inc.$41.1K0.06%0.10%NewQ1 2026
Q4 2025Reported Feb 9, 202623 positions
VVRInvesco Senior Income Trust$10M15.15%Not reported-11.7%Q4 2023
AAPLApple Inc.$3.22M4.87%0.00%-1.8%Q4 2023
NVSNovartis AG$1.82M2.75%0.00%Not reportedQ2 2024
AIQAlliance HealthCare Services, Inc$1.08M1.63%0.20%+42.2%Q3 2025
SPYSPDR S&P 500 ETF Trust$803K1.21%Not reported-5.7%Q4 2023
SBSISouthside Bancshares Inc$737K1.11%0.08%Not reportedQ4 2023
XOMExxonMobil Holdings Corp$730K1.10%0.00%-0.5%Q4 2023
QQQInvesco QQQ Trust, Series 1$725K1.10%Not reported+15.5%Q3 2024
GLDSPDR Gold Trust$352K0.53%0.00%+18.1%Q1 2025
TSLATesla, Inc.$344K0.52%0.00%-34.5%Q4 2023
COPConocophillips$342K0.52%0.00%Not reportedQ4 2023
JNJJohnson & Johnson$338K0.51%0.00%Not reportedQ4 2023
MSFTMicrosoft Corp$337K0.51%0.00%Not reportedQ4 2023
BACBank of America Corp$288K0.43%0.00%+0.1%Q1 2024
ALCAlcon Inc$286K0.43%0.00%Not reportedQ2 2024
GOOGLAlphabet Inc.$270K0.41%0.00%Not reportedQ3 2025
TTTrane Technologies plc$236K0.36%0.00%NewQ4 2025
METAMeta Platforms, Inc.$218K0.33%Not reportedNot reportedQ2 2025
NVDANvidia Corp$213K0.32%0.00%-23.4%Q3 2024
AMZNAmazon Com Inc$206K0.31%0.00%-39.6%Q4 2023
IEPIcahn Enterprises L.P.$159K0.24%0.00%+48.9%Q1 2024
GALTGalectin Therapeutics Inc$106K0.16%0.04%Not reportedQ4 2023
QUBTQuantum Computing Inc.$105K0.16%0.00%Not reportedQ4 2023
Q3 2025Reported Nov 4, 202522 positions
VVRInvesco Senior Income Trust$12M18.64%Not reported+7.1%Q4 2023
AAPLApple Inc.$3.08M4.77%0.00%-0.6%Q4 2023
NVSNovartis AG$1.69M2.63%0.00%0.0%Q2 2024
SPYSPDR S&P 500 ETF Trust$832K1.29%Not reported+10.0%Q4 2023
AIQAlliance HealthCare Services, Inc$736K1.14%0.14%NewQ3 2025
XOMExxonMobil Holdings Corp$687K1.07%0.00%-3.2%Q4 2023
SBSISouthside Bancshares Inc$685K1.06%0.08%Not reportedQ4 2023
QQQInvesco QQQ Trust, Series 1$614K0.95%Not reported+23.7%Q3 2024
TSLATesla, Inc.$520K0.81%0.00%-35.6%Q4 2023
MSFTMicrosoft Corp$360K0.56%0.00%-3.1%Q4 2023
COPConocophillips$346K0.54%0.00%-35.9%Q4 2023
AMZNAmazon Com Inc$324K0.50%0.00%-2.6%Q4 2023
JNJJohnson & Johnson$302K0.47%0.00%-0.2%Q4 2023
NVDANvidia Corp$279K0.43%0.00%+17.3%Q3 2024
ALCAlcon Inc$270K0.42%0.00%Not reportedQ2 2024
BACBank of America Corp$270K0.42%0.00%+0.1%Q1 2024
GLDSPDR Gold Trust$267K0.41%0.00%-5.2%Q1 2025
METAMeta Platforms, Inc.$242K0.38%Not reportedNot reportedQ2 2025
GOOGLAlphabet Inc.$210K0.33%0.00%NewQ3 2025
QUBTQuantum Computing Inc.$188K0.29%0.01%Not reportedQ4 2023
IEPIcahn Enterprises L.P.$119K0.19%0.00%Not reportedQ1 2024
GALTGalectin Therapeutics Inc$107K0.17%0.04%-29.5%Q4 2023
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