Institutional Fund
Solutions 4 Wealth, Ltd
Southlake, TXCIK 20064055 filings on record
Portfolio Value
$66.49M
Q1 2026
Holdings
55
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+0.5%
from $66.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Sr Income Tr13.7%
- Wisdomtree Tr9.5%
- Global X Fds8.6%
- Select Sector Spdr Tr4.9%
- Apple Inc4.5%
- First Tr Exchange-Traded Alp4.3%
- Other54.6%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Sr Income Tr | 2.82M | $9.09M | 13.7% | −244.5K | Reduced |
| 2 | Wisdomtree Tr | 197.0K | $6.29M | 9.5% | +10.0K | Added |
| 3 | Global X Fds | 334.9K | $5.74M | 8.6% | −5.5K | Reduced |
| 4 | Select Sector Spdr Tr | 24.3K | $3.23M | 4.9% | −460 | Reduced |
| 5 | Apple Inc | 11.9K | $3.01M | 4.5% | −7 | Reduced |
| 6 | First Tr Exchange-Traded Alp | 22.2K | $2.85M | 4.3% | −82 | Reduced |
| 7 | J P Morgan Exchange Traded F | 48.1K | $2.73M | 4.1% | +5.7K | Added |
| 8 | Global X Fds | 48.7K | $2.27M | 3.4% | +27.6K | Added |
| 9 | Invesco Exchange Traded Fd T | 19.4K | $2.01M | 3.0% | +8.4K | Added |
| 10 | Novartis AG | 10.7K | $1.64M | 2.5% | −2.5K | Reduced |
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