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Latest Solutions 4 Wealth, Ltd Stock Portfolio

$77.47Million | No. of Holdings #58

Solutions 4 Wealth, Ltd Performance

2026 Q2+6.85%
YTD+5.01%
2025+3.40%

About Solutions 4 Wealth, Ltd and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solutions 4 Wealth, Ltd reported an equity portfolio of $77.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 10.5% of it's portfolio in INVESCO SR INCOME TR and 10.2% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off MICROSOFT CORP (MSFT) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY), DIMENSIONAL ETF TRUST (DFAC) and INVESCO QQQ TR (QQQ). Solutions 4 Wealth, Ltd opened new stock positions in VANECK ETF TRUST (AFK), AMAZON COM INC (AMZN) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), SCHWAB STRATEGIC TR (FNDA) and ICAHN ENTERPRISES LP (IEP).
Solutions 4 Wealth, Ltd Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$77.47Million
  as of Jul 29, 2026

Solutions 4 Wealth, Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Solutions 4 Wealth, Ltd made a return of 6.85% in the last quarter. In trailing 12 months, it's portfolio return was 9.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck etf trust337,469
amazon com inc251,687
nvidia corporation234,320
dimensional etf trust211,047
getty images holdings inc13,995
New stocks bought by Solutions 4 Wealth, Ltd

Additions

Ticker% Inc.
vanguard world fd700
schwab strategic tr123
icahn enterprises lp70.81
j p morgan exchange traded f23.35
invesco exchange traded fd t23.02
invesco exchange traded fd t22.69
wisdomtree tr22.1
vanguard scottsdale fds18.08
Additions to existing portfolio by Solutions 4 Wealth, Ltd

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-28.02
dimensional etf trust-23.39
invesco qqq tr-22.57
select sector spdr tr-21.14
select sector spdr tr-15.67
novartis ag-6.56
exchange traded concepts tru-5.38
vanguard world fd-4.38
Solutions 4 Wealth, Ltd reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-215,713
microsoft corp-254,655
Solutions 4 Wealth, Ltd got rid off the above stocks

Sector Distribution

Solutions 4 Wealth, Ltd has about 79.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Financial Services
Sector%
Others79.6
Technology15.1
Energy1.6
Financial Services1.5

Market Cap. Distribution

Solutions 4 Wealth, Ltd has about 7.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
Category%
UNALLOCATED79.6
SMALL-CAP11.4
MEGA-CAP7.5

Stocks belong to which Index?

About 19.7% of the stocks held by Solutions 4 Wealth, Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others80.4
RUSSELL 200011.3
S&P 5008.4
Top 5 Winners (%)%
GALT
galectin therapeutics inc
66.3 %
XLB
select sector spdr tr
43.3 %
CARZ
first tr exchange-traded fd
42.9 %
QUBT
quantum computing inc
41.6 %
AGNG
global x fds
40.5 %
Top 5 Winners ($)$
XLB
select sector spdr tr
1.4 M
AGNG
global x fds
0.9 M
CARZ
first tr exchange-traded fd
0.5 M
AGNG
global x fds
0.4 M
AAPL
apple inc
0.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
HNRA
eon resources inc
-46.8 %
COP
conocophillips
-21.3 %
XOM
exxon mobil corp
-19.4 %
GLD
spdr gold tr
-14.4 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1.8 M
invesco sr income tr
-0.6 M
XOM
exxon mobil corp
-0.1 M
COP
conocophillips
-0.1 M
VAW
vanguard world fd
-0.1 M

Solutions 4 Wealth, Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Solutions 4 Wealth, Ltd

Solutions 4 Wealth, Ltd has 58 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Solutions 4 Wealth, Ltd last quarter.

$77.47MTotal Value
60.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Solutions 4 Wealth, Ltd, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Solutions 4 Wealth, Ltd's holding in Vaneck Etf Trust over time
0.44%515
$337.5K
0.44%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
8.21%344,995
$6.36M
8.21%
increased 3.03 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
4.11%48,494
$3.18M
4.11%
decreased 0.49 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
1.52%38,810
$1.18M
1.52%
decreased 1.96 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
1.31%63,461
$1.01M
1.31%
increased 2.92 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
0.55%10,454
$426.4K
0.55%
increased 2.35 percentadded
ALC
Alcon Ag

Alcon Ag

ALC
Solutions 4 Wealth, Ltd's holding in Alcon Ag over time
0.31%3,629
$243.5K
0.31%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Solutions 4 Wealth, Ltd's holding in J P Morgan Exchange Traded F over time
4.33%59,336
$3.35M
4.33%
increased 23.35 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Solutions 4 Wealth, Ltd's holding in Ishares Tr over time
1.7%21,712
$1.32M
1.7%
increased 0.01 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
2.02%13,125
$1.56M
2.02%
increased 17.79 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
1.06%6,915
$822.9K
1.06%
decreased 2.85 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BITQ
Exchange Traded Concepts Tru

Exchange Traded Concepts Tru

BITQ
Solutions 4 Wealth, Ltd's holding in Exchange Traded Concepts Tru over time
2.33%21,030
$1.80M
2.33%
increased 0.01 percentadded
BITQ
Exchange Traded Concepts Tru

Exchange Traded Concepts Tru

BITQ
Solutions 4 Wealth, Ltd's holding in Exchange Traded Concepts Tru over time
1.65%18,710
$1.28M
1.65%
decreased 5.38 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Solutions 4 Wealth, Ltd's holding in Vanguard Scottsdale Fds over time
2.54%15,390
$1.97M
2.54%
increased 18.08 percentadded
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
Solutions 4 Wealth, Ltd's holding in First Tr Exchange-Traded Fd over time
1.99%17,197
$1.55M
1.99%
decreased 1.85 percentreduced