account_balance
Investment manager · 13F filer · SEC CIK 2006405
Solutions 4 Wealth, Ltd
Reported value$83.3Mas of Sep 30, 2026
Positions59 5 new, 4 sold out
Top 10 weight57.6%WTPI alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WTPIWisdomtree Tr
10.9%Added +15%
QYLDGlobal X FDS
8.6%Added +11%
VVRInvesco Sr Income Tr
7.6%Trimmed −19%
XLKSelect Sector SPDR Tr
5.8%
JEPIJ P Morgan Exchange Traded F
5.4%Added +34%
AAPLApple Inc
4.7%
AIQGlobal X FDS
4.6%Added +22%
FNXFirst Tr Exchange-traded Alp
3.5%
XMHQInvesco Exchange Traded Fd T
3.4%Added +15%
VONGVanguard Scottsdale FDS
3.1%Added +30%
SCYBSchwab Strategic Tr
3.0%Added +21%
PWVInvesco Exchange Traded Fd T
2.6%Added +22%
WTPIWisdomtree Tr
10.9%Added +15%
QYLDGlobal X FDS
8.6%Added +11%
VVRInvesco Sr Income Tr
7.6%Trimmed −19%
XLKSelect Sector SPDR Tr
5.8%
JEPIJ P Morgan Exchange Traded F
5.4%Added +34%
AIQ4.6%
FNX3.5%
XMHQ3.4%
VONG3.1%
SCYB3.0%
PWV2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WTPI Wisdomtree Tr 10.9% Added +15%
QYLD Global X FDS 8.6% Added +11%
VVR Invesco Sr Income Tr 7.6% Trimmed −19%XLK Select Sector SPDR Tr 5.8% Held
JEPI J P Morgan Exchange Traded F 5.4% Added +34%
AAPL Apple Inc 4.7% HeldAIQ Global X FDS 4.6% Added +22%
FNX First Tr Exchange-traded Alp 3.5% Held
XMHQ Invesco Exchange Traded Fd T 3.4% Added +15%
VONG Vanguard Scottsdale FDS 3.1% Added +30%
SCYB Schwab Strategic Tr 3.0% Added +21%
PWV Invesco Exchange Traded Fd T 2.6% Added +22%
What changed