Latest Solutions 4 Wealth, Ltd Stock Portfolio
Solutions 4 Wealth, Ltd Performance:
2025 Q4: -4.19%YTD: -2.09%2024: 6.19%
Performance for 2025 Q4 is -4.19%, and YTD is -2.09%, and 2024 is 6.19%.
About Solutions 4 Wealth, Ltd and 13F Hedge Fund Stock Holdings
On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solutions 4 Wealth, Ltd reported an equity portfolio of $66.2 Millions as of 31 Dec, 2025.
The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 15.2% of it's portfolio in INVESCO SR INCOME TR and 9.3% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off INVESCO ACTIVELY MANAGED EXC (GSY) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), TESLA INC (TSLA) and DIMENSIONAL ETF TRUST (DFAC). Solutions 4 Wealth, Ltd opened new stock positions in SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and TRANE TECHNOLOGIES PLC (TT). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO EXCHANGE TRADED FD T (CSD) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Solutions 4 Wealth, Ltd are , JAMF, AGNG. The fund has invested 15.2% of it's portfolio in INVESCO SR INCOME TR and 9.3% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off INVESCO ACTIVELY MANAGED EXC (GSY) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), TESLA INC (TSLA) and DIMENSIONAL ETF TRUST (DFAC). Solutions 4 Wealth, Ltd opened new stock positions in SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and TRANE TECHNOLOGIES PLC (TT). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO EXCHANGE TRADED FD T (CSD) and J P MORGAN EXCHANGE TRADED F (BBAX).
Solutions 4 Wealth, Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Solutions 4 Wealth, Ltd made a return of -4.19% in the last quarter. In trailing 12 months, it's portfolio return was -2.09%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 348,945 |
| invesco exchange traded fd t | 338,021 |
| trane technologies plc | 236,244 |
New stocks bought by Solutions 4 Wealth, Ltd
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 100 |
| select sector spdr tr | 97.25 |
| invesco exchange traded fd t | 92.49 |
| invesco exchange traded fd t | 85.87 |
| j p morgan exchange traded f | 66.73 |
| spdr series trust | 66.55 |
| exchange traded concepts tru | 51.32 |
| icahn enterprises lp | 48.87 |
Additions to existing portfolio by Solutions 4 Wealth, Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| amazon com inc | -39.61 |
| tesla inc | -34.53 |
| dimensional etf trust | -25.51 |
| nvidia corporation | -23.43 |
| invesco exchange traded fd t | -19.28 |
| vanguard index fds | -13.38 |
| invesco sr income tr | -11.67 |
| ishares tr | -6.24 |
Solutions 4 Wealth, Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| global x fds | -202,772 |
| invesco actively managed exc | -311,666 |
Solutions 4 Wealth, Ltd got rid off the above stocks
Sector Distribution
Solutions 4 Wealth, Ltd has about 78.8% of it's holdings in Others sector.
- Others
- Technology
- Energy
- Financial Services
| Sector | % |
|---|---|
| Others | 78.8 |
| Technology | 15.2 |
| Energy | 1.9 |
| Financial Services | 1.5 |
Market Cap. Distribution
Solutions 4 Wealth, Ltd has about 9.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 78.8 |
| MID-CAP | 9.6 |
| MEGA-CAP | 9.3 |
| SMALL-CAP | 1.1 |
Stocks belong to which Index?
About 20.6% 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 | % |
|---|---|
| Others | 79.4 |
| RUSSELL 2000 | 10.4 |
| S&P 500 | 10.2 |
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 57 stocks in it's portfolio. About 58.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AGNG was the most profitable stock for Solutions 4 Wealth, Ltd last quarter.
Last Reported on: 09 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.87 | 11,858 | 3,223,790 | reduced | -1.83 | ||
| AAXJ | ishares tr | 1.34 | 14,315 | 889,681 | reduced | -6.24 | ||
| AGNG | global x fds | 9.09 | 340,402 | 6,014,900 | added | 5.46 | ||
| AGNG | global x fds | 1.63 | 21,179 | 1,077,160 | added | 42.18 | ||
| AGNG | global x fds | 1.39 | 59,940 | 917,084 | added | 2.84 | ||
| AGNG | global x fds | 0.74 | 12,033 | 488,912 | added | 17.22 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.31 | 892 | 205,891 | reduced | -39.61 | ||
| BAC | bank america corp | 0.44 | 5,233 | 287,789 | added | 0.11 | ||
| BBAX | j p morgan exchange traded f | 3.67 | 42,416 | 2,427,870 | added | 66.73 | ||
| BGRN | ishares tr | 1.58 | 21,709 | 1,044,650 | added | 0.06 | ||
| BIL | spdr series trust | 1.15 | 7,160 | 763,965 | added | 0.43 | ||
| BIL | spdr series trust | 0.67 | 13,103 | 443,003 | added | 0.43 | ||
| BIL | spdr series trust | 0.66 | 4,640 | 437,085 | added | 66.55 | ||
| BIL | spdr series trust | 0.47 | 3,535 | 311,893 | unchanged | 0.00 | ||
| BITQ | exchange traded concepts tru | 1.89 | 18,070 | 1,252,460 | added | 0.26 | ||
| BITQ | exchange traded concepts tru | 0.86 | 8,937 | 567,489 | added | 51.32 | ||
| BNDW | vanguard scottsdale fds | 1.50 | 8,174 | 995,184 | added | 41.84 | ||
| CARZ | first tr exchange traded fd | 0.94 | 8,660 | 618,739 | added | 0.03 | ||
| COP | conocophillips | 0.52 | 3,658 | 342,463 | unchanged | 0.00 | ||