StockDriftsStockDriftsTop 50 Solutions 4 Wealth, Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VVR | INVESCO SR INCOME TR | 10.48% | 2.71M | $8.1M | -4.08%(-115.25K) | $4.06(-26.93%) | 2026-06-30 | |
| WTPI | WISDOMTREE TR | 10.18% | 240.5K | $7.9M | +22.10%(+43.53K) | $32.64(+2.34%) | 2026-06-30 | |
| QYLD | GLOBAL X FDS | 8.21% | 345.0K | $6.4M | +3.03%(+10.14K) | $17.45(+3.92%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.98% | 24.3K | $4.6M | +0.07%(+18) | $90.55(+106.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.44% | 11.9K | $3.4M | +0.23%(+27) | $182.29(+68.23%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.33% | 59.3K | $3.4M | +23.35%(+11.23K) | $56.70(+1.92%) | 2026-06-30 | |
| AIQ | GLOBAL X FDS | 4.11% | 48.5K | $3.2M | -0.49%(-239) | $48.26(+30.83%) | 2026-06-30 | |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 4.09% | 21.7K | $3.2M | -2.66%(-591) | $98.95(+48.38%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3.24% | 22.2K | $2.5M | +14.50%(+2.81K) | $103.57(+14.99%) | 2026-06-30 | |
| SCYB | SCHWAB STRATEGIC TR | 2.73% | 80.8K | $2.1M | +123.83%(+44.71K) | $26.14(-0.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.53% |
Solutions 4 Wealth, Ltd reports $77.47M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are VVR (10.5%), WTPI (10.2%) and QYLD (8.2%). The top 20 holdings account for 77.44% of reported assets. Its disclosed equity book has returned +15.52% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Solutions 4 Wealth, Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006405). View Solutions 4 Wealth, Ltd’s 13F filings on SEC