Solutions 4 Wealth, Ltd reported 58 holdings worth US$77.5M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Solutions 4 Wealth, Ltd reported 58 holdings worth US$77.5M as of Jun 30, 2026. Largest: Apple Inc, Novartis Ag and Southside Bancshares, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$77.5M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,878 | US$3.44M | 4.4% |
| Novartis Ag | 10,026 | US$1.57M | 2.0% |
| Southside Bancshares, Inc. | 24,242 | US$853K | 1.1% |
| Exxon Mobil Corporation | 3,935 | US$538K | 0.69% |
| Johnson & Johnson | 1,641 | US$417K | 0.54% |
| Conocophillips | 3,660 | US$380K | 0.49% |
| Icahn Enterprises L.p. | 48,244 | US$348K | 0.45% |
| Tesla, Inc. | 754 | US$317K | 0.41% |
| Alphabet Inc (google) Class C | 839 | US$300K | 0.39% |
| Bank Of America Corporation | 5,244 | US$299K | 0.39% |
| Amazon.com, Inc. | 1,056 | US$252K | 0.32% |
| Nvidia Corporation | 1,171 | US$234K | 0.30% |
| Galectin Therapeutics Inc. | 25,027 | US$116K | 0.15% |
| Quantum Computing Inc. | 11,200 | US$109K | 0.14% |
| Eon Resources Inc. | 49,504 | US$21,856 | 0.03% |
| Getty Images Holdings, Inc. | 16,273 | US$13,995 | 0.02% |
| Microsoft Corp. | 0 | US$0 | 0.00% |