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Livermore
Livermore
ZHEN

Solutions 4 Wealth, Ltd

SEC CIK
0002006405
Latest filing
Jul 29, 2026

The latest 13F from Solutions 4 Wealth, Ltd covers Q2 2026 (filed Jul 29, 2026): 58 long positions worth $77.5M. The top 10 holdings make up 57.8% of the portfolio, and the largest is Invesco Senior Income Trust (VVR) at 10.5%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$1.05M
Added
23
Est. +$5.10M
Reduced
18
Est. −$1.69M
Sold out
2
Est. −$470.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. VVRInvesco Senior Income Trust
    10.5%$8.12MHistory
  2. WisdomTree Tr97717X560
    10.2%$7.89M
  3. Global X FDS37954Y483
    8.2%$6.36M
  4. State Street Technology Select Sector SPDR ETF81369Y803
    6.0%$4.64M
  5. AAPLApple Inc.
    4.4%$3.44MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. WisdomTree Tr97717X560
    +$1.43MAdded
  2. Schwab Strategic Tr808524631
    +$1.17MAdded
  3. J P Morgan Exchange Traded F46641Q332
    +$634.4KAdded
  4. VanEck Semiconductor ETF92189F676
    +$337.5KNew
  5. Invesco Exchange Traded FD T46137V738
    +$326.5KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab Strategic Tr808524631
    +1.32 pp1.4% → 2.7%
  2. State Street Technology Select Sector SPDR ETF81369Y803
    +1.12 pp4.9% → 6.0%
  3. WisdomTree Tr97717X560
    +0.73 pp9.5% → 10.2%
  4. VanEck Semiconductor ETF92189F676
    +0.44 pp0.0% → 0.4%
  5. SPDR Series Trust78464A201
    +0.40 pp1.6% → 2.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. VVRInvesco Senior Income Trust
    −$345.8KReducedHistory
  2. Dimensional ETF Trust25434V864
    −$325.0KReduced
  3. MSFTMicrosoft Corp
    −$254.7KSold outHistory
  4. SPYSPDR S&P 500 ETF Trust
    −$237.4KReducedHistory
  5. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    −$215.7KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. VVRInvesco Senior Income Trust
    −3.19 pp13.7% → 10.5%History
  2. Dimensional ETF Trust25434V864
    −0.72 pp2.1% → 1.4%
  3. NVSNovartis AG
    −0.44 pp2.5% → 2.0%History
  4. MSFTMicrosoft Corp
    −0.38 pp0.4% → 0.0%History
  5. State Street Utilities Select Sector SPDR ETF81369Y886
    −0.36 pp1.3% → 0.9%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$77.5M
+$11.0M (+16.5%) vs. prior quarter
Positions
58
+3 vs. prior quarter
Top 10 concentration
57.8%
Top 10 as share of value
Turnover
3.0%
Q2 2026, one quarter
Average holding period
9.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $77.5M (Q2 2026)

Q4 2023: $30.6MQ1 2024: $35.6MQ2 2024: $44.1MQ3 2024: $51.1MQ4 2024: $55.2MQ1 2025: $56.7MQ2 2025: $60.0MQ3 2025: $64.4MQ4 2025: $66.2MQ1 2026: $66.5MQ2 2026: $77.5M
Q4 2023Q2 2026
13F filings of Solutions 4 Wealth, Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 202658$77.5MVVRWisdomTree TrGlobal X FDSvs. Q1 2026SEC
Q1 2026May 5, 202655$66.5MVVRWisdomTree TrGlobal X FDSvs. Q4 2025SEC
Q4 2025Feb 9, 202657$66.2MVVRWisdomTree TrGlobal X FDSvs. Q3 2025SEC
Q3 2025Nov 4, 202556$64.4MVVRWisdomTree TrGlobal X FDSvs. Q2 2025SEC
Q2 2025Aug 13, 202552$60.0MVVRWisdomTree TrGlobal X FDSvs. Q1 2025SEC
Q1 2025May 9, 202552$56.7MVVRWisdomTree TrGlobal X FDSvs. Q4 2024SEC
Q4 2024Jan 28, 202551$55.2MVVRWisdomTree TrGlobal X FDSvs. Q3 2024SEC
Q3 2024Nov 14, 202453$51.1MVVRAAPLState Street Technology Select Sector SPDR ETFvs. Q2 2024SEC
Q2 2024Aug 14, 202445$44.1MVVRAAPLState Street Technology Select Sector SPDR ETFvs. Q1 2024SEC
Q1 2024May 2, 202440$35.6MVVRState Street Technology Select Sector SPDR ETFState Street Financial Select Sector SPDR ETFvs. Q4 2023SEC
Q4 2023Feb 6, 202436$30.6MVVRAAPLState Street Technology Select Sector SPDR ETF–SEC