Solutions 4 Wealth, Ltd
•CIK: 2006405•Filing: Q4 2025
**Solutions 4 Wealth, Ltd.** manages $66M across a diversified portfolio of 57 positions. The fund exhibits notable concentration in income-generating and technology-sector names, highlighted by the $10.0M allocation to VVR and $6.2M in WTPI. Further significant exposure includes $6.0M in QYLD and $3.6M in XLK, indicating a strategic tilt toward yield and established growth sectors. This positioning suggests a focus on generating consistent returns through sector-specific and dividend-oriented holdings.
Total AUM
$66.2M
QoQ Performance
+2.7%
Positions
37
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VVR
WTPI
QYLD
XLK
VVR15.2%
WTPI9.3%
QYLD9.1%
XLK5.4%
AAPL4.9%
FNX4.3%
JEPI3.7%
NVSN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.0%
Technology6.4%
Energy1.6%
ETF1.2%
Consumer0.8%
Healthcare0.5%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑26 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023