Solutions 4 Wealth
Solutions 4 Wealth reported 58 stocks worth $77.5M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VVR (10.5%), WTPI (10.2%) and QYLD (8.2%). Compared with Q1 2026, the fund opened new positions in SMH, AMZN and NVDA, added to WTPI, QYLD and AAPL, trimmed VVR, AIQ and FNX and sold out of MSFT and SPIB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VVR Invesco Snr Income CF | $8.1M | 10.5% | 2.7M | −115K (−4%) | 8 of 8 | |
| 2 |  WTPI Wisdomtree Equity | $7.9M | 10.2% | 241K | +44K (+22%) | 8 of 8 | |
| 3 |  QYLD Global X Fund Glb X Nsdq | $6.4M | 8.2% | 345K | +10K (+3%) | 8 of 8 | |
| 4 |  XLK Select Sector Spdr TR | $4.6M | 6.0% | 24K | No change | 8 of 8 | |
| 5 |  AAPL Apple Inc | $3.4M | 4.4% | 12K | +27 (+0%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $3.4M | 4.3% | 59K | +11K (+23%) | 8 of 8 | |
| 7 |  AIQ Global X | $3.2M | 4.1% | 48K | −239 (−0%) | 4 of 8 | |
| 8 |  FNX First Trust Mid Cap Core Alphadex Fund | $3.2M | 4.1% | 22K | −591 (−3%) | 8 of 8 | |
| 9 |  XMHQ Invesco S&P | $2.5M | 3.2% | 22K | +2,814 (+14%) | 8 of 8 | |
| 10 |  SCYB Schwab Strategic TR | $2.1M | 2.7% | 81K | +45K (+124%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Solutions 4 Wealth 13F FAQ
What does Solutions 4 Wealth own?
Solutions 4 Wealth reported 58 stocks worth $77.5M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VVR (10.5%), WTPI (10.2%) and QYLD (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Solutions 4 Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 17 added to, 18 trimmed and 2 sold out. New positions include SMH, AMZN and NVDA. It sold all of MSFT and SPIB.
When will Solutions 4 Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Solutions 4 Wealth's portfolio worth?
The Q2 2026 filing reports $77.5M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.