Solutions 4 Wealth, Ltd
CIK: 0002006405SEC EDGAR →
Portfolio Value
$66.2M
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO SR INCOME TR | 3,066,844 | $10.0M | 15.15% |
| 2 | WISDOMTREE TR | 186,966 | $6.2M | 9.33% |
| 3 | GLOBAL X FDS | 340,402 | $6.0M | 9.09% |
| 4 | SELECT SECTOR SPDR TR | 24,775 | $3.6M | 5.39% |
| 5 | APPLE INC | 11,858 | $3.2M | 4.87% |
| 6 | FIRST TR EXCHANGE-TRADED ALP | 22,329 | $2.8M | 4.25% |
| 7 | J P MORGAN EXCHANGE TRADED F | 42,416 | $2.4M | 3.67% |
| 8 | NOVARTIS AG | 13,214 | $1.8M | 2.75% |
| 9 | DIMENSIONAL ETF TRUST | 30,158 | $1.4M | 2.18% |
| 10 | VANGUARD WORLD FD | 4,715 | $1.4M | 2.05% |
Quarterly Changes
New Positions (57)
$10.0M · 3.1M shares
$6.2M · 187K shares
$6.0M · 340K shares
$3.6M · 25K shares
$3.2M · 12K shares
$2.8M · 22K shares
$2.4M · 42K shares
$1.8M · 13K shares
$1.4M · 30K shares
$1.4M · 5K shares
$1.3M · 18K shares
$1.2M · 36K shares
$1.1M · 11K shares
$1.1M · 28K shares
$1.1M · 21K shares
$1.1M · 25K shares
$1.0M · 22K shares
$1.0M · 21K shares
$995K · 8K shares
$917K · 60K shares
$889K · 14K shares
$803K · 1K shares
$766K · 2K shares
$763K · 7K shares
$736K · 24K shares
$729K · 6K shares
$724K · 1K shares
$648K · 10K shares
$621K · 2K shares
$618K · 9K shares
$570K · 8K shares
$567K · 9K shares
$525K · 697 shares
$488K · 19K shares
$488K · 12K shares
$484K · 9K shares
$443K · 13K shares
$437K · 5K shares
$389K · 2K shares
$351K · 887 shares
$348K · 13K shares
$344K · 766 shares
$342K · 4K shares
$338K · 5K shares
$337K · 2K shares
$336K · 696 shares
$311K · 4K shares
$287K · 5K shares
$286K · 4K shares
$269K · 862 shares
$236K · 607 shares
$217K · 330 shares
$213K · 1K shares
$205K · 892 shares
$159K · 21K shares
$105K · 25K shares
$104K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $56.1M | 84.9% |
| Technology | 4 | $3.9M | 5.9% |
| Unknown | 4 | $3.0M | 4.5% |
| Energy | 2 | $1.1M | 1.6% |
| Healthcare | 2 | $623K | 0.9% |
| Consumer Cyclical | 2 | $549K | 0.8% |
| Communication Services | 2 | $486K | 0.7% |
| Industrials | 2 | $395K | 0.6% |