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Solutions 4 Wealth, Ltd

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13F filer, CIK 2006405, SOUTHLAKE, TX

Solutions 4 Wealth, Ltd reported $59,997,701 across 52 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 61.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002006405-25-000004

Period
2025-06-30
Reported value
$60M
Holdings
52
Top 10 weight
61.72%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WTPIadded+11,469$367K
SPYadded+546$337K
GTOnew+6,560$308K
METAnew+330$244K
QQQadded+394$217K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VVRreduced-175,576-$667K
TFLOexited-8,075-$409K
IWFexited-978-$353K
SLYGreduced-1,701-$151K
WBDexited-13,037-$140K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002006405-25-000004, largest first. % of portfolio is the value over $59,997,701, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693,740 shares; 2024Q4: 3,136,670 shares; 2025Q1: 3,418,454 shares; 2025Q2: 3,242,878 shares 3,242,878$12.3M20.54%-175,576Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,088 shares; 2024Q4: 119,175 shares; 2025Q1: 154,914 shares; 2025Q2: 166,383 shares 166,383$5.33M8.89%+11,469Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,560 shares; 2024Q4: 204,234 shares; 2025Q1: 269,678 shares; 2025Q2: 279,522 shares 279,522$4.67M7.79%+9,844Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 12,083 shares; 2025Q1: 11,910 shares; 2025Q2: 12,423 shares 12,423$3.15M5.24%+513Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 21,428 shares; 2025Q1: 21,352 shares; 2025Q2: 22,404 shares 22,404$2.57M4.29%+1,052Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 12,348 shares; 2025Q1: 12,149 shares; 2025Q2: 12,147 shares 12,147$2.49M4.15%-2Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,336 shares; 2024Q4: 46,086 shares; 2025Q1: 41,768 shares; 2025Q2: 41,123 shares 41,123$1.97M3.29%-645Timeline
VERITEX HLDGS INCVERITEX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,703 shares; 2024Q4: 41,670 shares; 2025Q1: 66,005 shares; 2025Q2: 66,005 shares 66,005$1.72M2.87%0
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,817 shares; 2025Q1: 13,215 shares; 2025Q2: 13,215 shares 13,215$1.6M2.67%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,912 shares; 2025Q1: 4,920 shares; 2025Q2: 4,816 shares 4,816$1.2M1.99%-104Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,888 shares; 2024Q4: 21,931 shares; 2025Q1: 21,931 shares; 2025Q2: 21,932 shares 21,932$1.17M1.95%+1Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 15,258 shares; 2025Q1: 15,441 shares; 2025Q2: 19,030 shares 19,030$1.08M1.8%+3,589Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,511 shares; 2024Q4: 35,511 shares; 2025Q1: 34,761 shares; 2025Q2: 34,761 shares 34,761$1.08M1.8%0Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,411 shares; 2024Q4: 17,474 shares; 2025Q1: 17,474 shares; 2025Q2: 18,024 shares 18,024$1.08M1.8%+550Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,999 shares; 2024Q4: 12,083 shares; 2025Q1: 12,156 shares; 2025Q2: 12,700 shares 12,700$1.04M1.73%+544Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 15,236 shares; 2025Q1: 15,243 shares; 2025Q2: 15,255 shares 15,255$956K1.59%+12Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,378 shares; 2024Q4: 21,378 shares; 2025Q1: 21,378 shares; 2025Q2: 21,378 shares 21,378$906K1.51%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,427 shares; 2024Q4: 23,941 shares; 2025Q1: 23,941 shares; 2025Q2: 23,908 shares 23,908$857K1.43%-33Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,275 shares; 2024Q4: 62,541 shares; 2025Q1: 64,990 shares; 2025Q2: 56,723 shares 56,723$846K1.41%-8,267Timeline
SBSISOUTHSIDE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 24,242 shares; 2025Q1: 24,242 shares; 2025Q2: 24,242 shares 24,242$713K1.19%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 628 shares; 2025Q1: 589 shares; 2025Q2: 1,135 shares 1,135$701K1.17%+546Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,767 shares; 2025Q1: 6,500 shares; 2025Q2: 6,295 shares 6,295$679K1.13%-205Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 9,785 shares; 2025Q1: 9,798 shares; 2025Q2: 9,805 shares 9,805$667K1.11%+7Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,372 shares; 2025Q1: 2,374 shares; 2025Q2: 2,374 shares 2,374$658K1.1%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,937 shares; 2025Q1: 7,937 shares; 2025Q2: 8,657 shares 8,657$654K1.09%+720Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,911 shares; 2025Q1: 6,684 shares; 2025Q2: 6,626 shares 6,626$632K1.05%-58Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 1,779 shares; 2025Q1: 1,815 shares; 2025Q2: 1,816 shares 1,816$577K0.96%+1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,106 shares; 2025Q1: 5,127 shares; 2025Q2: 5,197 shares 5,197$568K0.95%+70Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,237 shares; 2025Q1: 5,337 shares; 2025Q2: 5,409 shares 5,409$531K0.89%+72Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,740 shares 1,740$529K0.88%+549Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,670 shares; 2025Q1: 5,687 shares; 2025Q2: 5,706 shares 5,706$512K0.85%+19Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 8,984 shares; 2025Q1: 9,019 shares; 2025Q2: 9,042 shares 9,042$474K0.79%+23Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 697 shares 697$462K0.77%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 430 shares; 2025Q1: 432 shares; 2025Q2: 826 shares 826$456K0.76%+394Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 20,169 shares; 2025Q1: 20,186 shares; 2025Q2: 18,355 shares 18,355$437K0.73%-1,831Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 7,621 shares; 2025Q1: 7,649 shares; 2025Q2: 13,005 shares 13,005$437K0.73%+5,356Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares 1,841$359K0.6%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 820 shares; 2025Q1: 718 shares; 2025Q2: 718 shares 718$357K0.6%0Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 8,125 shares; 2025Q1: 8,516 shares; 2025Q2: 8,774 shares 8,774$342K0.57%+258Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,517 shares 1,517$333K0.55%-133Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,629 shares; 2025Q1: 3,629 shares; 2025Q2: 3,629 shares 3,629$320K0.53%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,560 shares 6,560$308K0.51%newTimeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,462 shares; 2025Q1: 4,629 shares; 2025Q2: 4,756 shares 4,756$296K0.49%+127Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares 3,535$287K0.48%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares 1,634$250K0.42%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,210 shares; 2025Q1: 5,216 shares; 2025Q2: 5,222 shares 5,222$247K0.41%+6Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares 330$244K0.41%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 792 shares 792$241K0.4%-48Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,054 shares; 2025Q1: 4,143 shares; 2025Q2: 2,442 shares 2,442$217K0.36%-1,701Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,274 shares 1,274$201K0.34%newTimeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares 10,200$196K0.33%0Timeline
GALTGALECTIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 36,003 shares; 2025Q1: 36,003 shares; 2025Q2: 36,003 shares 36,003$76K0.13%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TFLOISHARES TR8,075$409Kshares
IWFISHARES TR978$353Kshares
WBDWARNER BROS DISCOVERY INC13,037$140Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002006405-25-000004 base2025-08-13acceptance time not in the bulk data set