Solutions 4 Wealth, Ltd: 13F holdings
CIK 20064052026Q2
| Positions | 58 |
|---|---|
| Reported value | $77.5m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INVESCO SR INCOME TR | 2,707,077 | $8.1m | 10.5% |
| WISDOMTREE TR | 240,518 | $7.9m | 10.2% |
| QYLD GLOBAL X FDS | 344,995 | $6.4m | 8.2% |
| XLK SELECT SECTOR SPDR TR | 24,333 | $4.6m | 6.0% |
| AAPL APPLE INC | 11,878 | $3.4m | 4.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 59,336 | $3.4m | 4.3% |
| GLOBAL X FDS | 48,494 | $3.2m | 4.1% |
| FNX FIRST TR EXCHANGE-TRADED ALP | 21,656 | $3.2m | 4.1% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 22,223 | $2.5m | 3.2% |
| SCHWAB STRATEGIC TR | 80,816 | $2.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2006405")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.