Solutions 4 Wealth, Ltd portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$83.25M
Full value: $83,250,298 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 59 | $83,250,298 | +$9,493,337 | -$3,070,332 | +$6,423,005 | WTPI, QYLD, VVR, XLK, JEPI | 13F-HR | 03 Nov 2026, 14:27 |
| Q2 2026 | 58 | $77,473,296 | +$6,727,322 | -$2,158,486 | +$4,568,836 | VVR, WTPI, QYLD, XLK, AAPL | 13F-HR | 29 Jul 2026, 15:35 |
| Q1 2026 | 55 | $66,487,808 | +$10,429,344 | -$9,024,329 | +$1,405,015 | VVR, WTPI, QYLD, XLK, AAPL | 13F-HR | 05 May 2026, 10:32 |
| Q4 2025 | 57 | $66,181,889 | +$6,843,031 | -$3,179,956 | +$3,663,075 | VVR, WTPI, QYLD, XLK, AAPL | 13F-HR | 09 Feb 2026, 13:15 |
| Q3 2025 | 56 | $64,442,155 | +$4,969,911 | -$2,391,768 | +$2,578,143 | VVR, WTPI, QYLD, XLK, AAPL | 13F-HR | 04 Nov 2025, 15:57 |
| Q2 2025 | 52 | $59,997,701 | +$2,810,083 | -$2,017,077 | +$793,006 | VVR, WTPI, QYLD, XLK, FNX | 13F-HR | 13 Aug 2025, 12:10 |
| Q1 2025 | 52 | $56,676,260 | +$4,690,931 | -$459,804 | +$4,231,127 | VVR, WTPI, QYLD, AAPL, XLK | 13F-HR | 09 May 2025, 16:29 |
| Q4 2024 | 51 | $55,240,758 | +$6,254,707 | -$1,800,054 | +$4,454,653 | VVR, PUTW, QYLD, AAPL, XLK | 13F-HR | 28 Jan 2025, 10:17 |
| Q3 2024 | 53 | $51,134,901 | +$8,404,159 | -$3,066,646 | +$5,337,513 | VVR, AAPL, XLK, FNX, DFSD | 13F-HR | 14 Nov 2024, 11:59 |
| Q2 2024 | 45 | $44,098,919 | +$9,079,001 | -$1,114,728 | +$7,964,273 | VVR, AAPL, XLK, XLF, FNX | 13F-HR | 14 Aug 2024, 10:13 |
| Q1 2024 | 40 | $35,607,441 | +$4,115,057 | -$221,028 | +$3,894,029 | VVR, XLK, XLF, FNX, AAPL | 13F-HR | 02 May 2024, 12:26 |
| Q4 2023 | 36 | $30,625,634 | $0 | $0 | $0 | VVR, AAPL, XLK, XLF, FNX | 13F-HR | 06 Feb 2024, 11:11 |
Showing 1-12 of 12 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 03 Nov 2026
- Latest reported 13F value
- $83,250,298
- Largest 13F holdings
-
WTPI QYLD VVR XLK JEPI AAPL AIQ FNX XMHQ VONG SCYB PWV
+8 more
CIBR SLYG ROBO XMVM IHAK NVS DTCR NUKZ - Form 13F summary
-
- Solutions 4 Wealth, Ltd Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Solutions 4 Wealth, Ltd reported 59 equity holdings with a total reported market value of $83,250,298 for Q3 2026. Top reported holdings included WTPI, QYLD, VVR, XLK, and JEPI.
- Manager signature
- Donald Hatcher - President
- Manager location
- Southlake, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
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Holdings Value