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Solutions 4 Wealth, Ltd
Updated 2 days agoManaged by Solutions 4 Wealth, Ltd • Latest filing Q3 2026
Portfolio value
$83.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $64.4M |
| Q4 2025 | $66.2M |
| Q1 2026 | $66.5M |
| Q2 2026 | $77.5M |
| Q3 2026 | $83.3M |
Top holdings
59 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $9.1M | 276.6K | 10.90% | — | |
| 2 | $7.1M | 384.5K | 8.57% | — | |
| 3 | $6.3M | 2.19M | 7.61% | — | |
| 4 | $4.8M | 24.5K | 5.76% | — | |
| 5 | $4.5M | 79.3K | 5.35% | — | |
| 6 | $3.9M | 11.8K | 4.72% | — | |
| 7 | $3.9M | 59.2K | 4.64% | — | |
| 8 | $2.9M | 21.8K | 3.53% | — | |
| 9 | $2.9M | 25.6K | 3.44% | — | |
| 10 | $2.6M | 19.9K | 3.09% | — | |
| 11 | ? N/A SCHWAB STRATEGIC TR | $2.5M | 97.6K | 2.96% | — |
| 12 | $2.2M | 28.4K | 2.60% | — | |
| 13 | $1.8M | 17.4K | 2.15% | — | |
| 14 | $1.7M | 16.3K | 2.09% | — | |
| 15 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $1.7M | 21.2K | 2.05% | — |
| 16 | ? N/A INVESCO EXCHANGE TRADED FD T | $1.6M | 22.7K | 1.90% | — |
| 17 | $1.5M | 21.7K | 1.76% | — | |
| 18 | $1.4M | 10.0K | 1.72% | — | |
| 19 | ? N/A GLOBAL X FDS | $1.3M | 49.3K | 1.61% | — |
| 20 | $1.2M | 19.4K | 1.40% | — |