Solutions 4 Wealth, Ltd
Annual return '25
+8.7%
SPY '25
+17.7%
Alpha
-9.0ptsvs SPY
Invested
$66.5M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VVR
INVESCO SR INCOME TR
Held since at least Q1 2024
13.7%
02
$WTPI
WISDOMTREE TR
Held since at least Q1 2024
9.5%
03
$QYLD
GLOBAL X FDS
Held since at least Q1 2024
8.6%
04
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
4.9%
05
$AAPL
APPLE INC
Q1 2026: Increased +14.8% (41.8k → 47.9k shares)
4.5%
06
$FNX
FIRST TR EXCHANGE-TRADED ALP
Held since at least Q1 2024
4.3%
07
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.1%
08
$AIQ
GLOBAL X FDS
Held since at least Q1 2024
3.4%
09
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.0%
10
$NVSN
NOVARTIS AG
Q1 2026: Increased +6.9% (2.0k → 2.1k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.