Portfolio (Quarterly) Guide ↗

Solutions 4 Wealth, Ltd

· CIK 0002006405

13F Portfolio $77M AUM 58 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 16 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	688	$255K	0.38%	SOLD
2	SPIB	SPDR SERIES TRUST	—	6,432	$216K	0.32%	SOLD

Sector Allocation

Financial Services 55.3%

Technology 19.7%

Healthcare 12.2%

Energy 4.8%

Industrials 3.4%

Consumer Cyclical 3.0%

Communication Services 1.6%