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Latest Solutions 4 Wealth, Ltd Stock Portfolio

$66.49Million | No. of Holdings #55

Solutions 4 Wealth, Ltd Performance

2026 Q1-1.72%
YTD-1.72%
2025+3.40%

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

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solutions 4 Wealth, Ltd reported an equity portfolio of $66.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 13.7% of it's portfolio in INVESCO SR INCOME TR and 9.4% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), SPDR SERIES TRUST (BIL) and EXXON MOBIL CORP (XOM). Solutions 4 Wealth, Ltd opened new stock positions in GLOBAL X FDS (AGNG), FIRST TR EXCHANGE-TRADED FD (GRID) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL).
Solutions 4 Wealth, Ltd Equity Portfolio Value
Last Reported on: 05 May, 2026
$66.49Million
  as of May 05, 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 -1.72% in the last quarter. In trailing 12 months, it's portfolio return was 6.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
global x fds948,481
first tr exchange-traded fd745,292
vanguard world fd488,665
vanguard world fd433,391
vanguard admiral fds inc361,026
eon resources inc41,088
New stocks bought by Solutions 4 Wealth, Ltd

Additions

Ticker% Inc.
schwab strategic tr173
invesco exchange traded fd t168
spdr series trust140
global x fds130
exchange traded concepts tru121
first tr exchange-traded fd102
invesco exchange traded fd t94.83
invesco exchange traded fd t76.49
Additions to existing portfolio by Solutions 4 Wealth, Ltd

Reductions

Ticker% Reduced
vanguard world fd-81.72
spdr series trust-50.91
exxon mobil corp-35.1
spdr gold tr-32.69
select sector spdr tr-27.45
invesco qqq tr-24.92
select sector spdr tr-20.54
novartis ag-18.8
Solutions 4 Wealth, Ltd reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-1,235,920
dimensional etf trust-1,090,690
dimensional etf trust-1,000,490
ishares tr-889,681
spdr series trust-311,893
nvidia corporation-213,356
amazon com inc-205,891
meta platforms inc-217,830
Solutions 4 Wealth, Ltd got rid off the above stocks

Sector Distribution

Solutions 4 Wealth, Ltd has about 80.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Financial Services
Sector%
Others80.1
Technology14.5
Energy2.1
Financial Services1.5

Market Cap. Distribution

Solutions 4 Wealth, Ltd has about 8.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.1
SMALL-CAP10.7
MEGA-CAP7.7
LARGE-CAP1.1

Stocks belong to which Index?

About 19.4% 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%
Others80.6
RUSSELL 200010.6
S&P 5008.8
Top 5 Winners (%)%
COP
conocophillips
41.0 %
XOM
exxon mobil corp
33.8 %
JNJ
johnson & johnson
18.1 %
NVS
novartis ag
9.8 %
GLD
spdr gold tr
7.2 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.2 M
NVS
novartis ag
0.2 M
COP
conocophillips
0.1 M
XLB
select sector spdr tr
0.1 M
JNJ
johnson & johnson
0.1 M
Top 5 Losers (%)%
GALT
galectin therapeutics inc
-32.7 %
QUBT
quantum computing inc
-32.2 %
MSFT
microsoft corp
-23.3 %
TSLA
tesla inc
-17.2 %
BAC
bank america corp
-11.4 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.3 M
AAPL
apple inc
-0.2 M
JAMF
wisdomtree tr
-0.2 M
AGNG
global x fds
-0.2 M
invesco sr income tr
-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 55 stocks in it's portfolio. About 58.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Solutions 4 Wealth, Ltd last quarter.

$66.49MTotal Value
63.00Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of Solutions 4 Wealth, Ltd, last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Solutions 4 Wealth, Ltd's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
8.64%334,859
$5.74M
8.64%
decreased 1.63 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
3.42%48,733
$2.27M
3.42%
increased 130.1 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
1.43%39,586
$948.5K
1.43%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
1.39%61,660
$921.8K
1.39%
increased 2.87 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Solutions 4 Wealth, Ltd's holding in Global X Fds over time
0.6%10,214
$399.7K
0.6%
decreased 15.12 percentreduced
ALC
Alcon Ag

Alcon Ag

ALC
Solutions 4 Wealth, Ltd's holding in Alcon Ag over time
0.41%3,629
$273.4K
0.41%
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
4.1%48,103
$2.73M
4.1%
increased 13.41 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Solutions 4 Wealth, Ltd's holding in Ishares Tr over time
1.43%21,709
$947.6K
1.43%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
1.62%11,143
$1.08M
1.62%
increased 140.15 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
1.05%7,118
$696.9K
1.05%
decreased 0.59 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Solutions 4 Wealth, Ltd's holding in Spdr Series Trust over time
0.32%6,432
$215.7K
0.32%
decreased 50.91 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
2.16%21,028
$1.44M
2.16%
increased 16.37 percentadded
BITQ
Exchange Traded Concepts Tru

Exchange Traded Concepts Tru

BITQ
Solutions 4 Wealth, Ltd's holding in Exchange Traded Concepts Tru over time
1.96%19,773
$1.30M
1.96%
increased 121.25 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Solutions 4 Wealth, Ltd's holding in Vanguard Scottsdale Fds over time
2.15%13,033
$1.43M
2.15%
increased 59.44 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
1.65%17,521
$1.10M
1.65%
increased 102.32 percentadded