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Solutions 4 Wealth, LTD
Solutions 4 Wealth, Ltd. is a Registered Investment Advisor based in Southlake, Texas, founded in 2002 and owned by Donald Hatcher and Melissa Hatcher. The firm provides a range of financial planning and investment management services, including portfolio management for individuals, small businesses, and institutional clients. As of March 2025, it manages over $173 million in assets and primarily serves retail and high-net-worth clients. With a team of approximately 6–7 employees, most of whom are investment professionals, Solutions 4 Wealth delivers client education, tailored portfolio construction, and ongoing advisory support, focusing on helping clients make informed financial decisions.
Investment Strategy
Solutions 4 Wealth employs a client-centric investment strategy centered on comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients. Their approach balances asset allocation, risk management, and diversification in line with each client's goals, risk tolerance, and investment horizon. The firm provides extensive financial education, emphasizes disciplined, long-term investing, and avoids selling products outside of its fiduciary investment advisory services. They offer capabilities such as market timing analysis, portfolio rebalancing, and tailored asset selection for both discretionary and non-discretionary accounts, and may include pooled investment vehicles as part of client portfolios.
Latest 13F Filing Activity
Solutions 4 Wealth, LTD filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $60M. The fund increased holdings in Select Sector SPDR TR, SPDR S&P 500 Etf TR, Invesco Actively Managed Exc among other positions. Solutions 4 Wealth, LTD reduced exposure to Invesco SR Income TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VVR | INVESCO SR INCOME TR | 20.54% | $12.3M | 3,242,878 | $4.12 | $3.80 | -$496.3K |
Q QYLD | GLOBAL X FDS | 7.79% | $4.7M | 279,522 | $17.50 | $16.72 | +$188.9K |
X XLK | SELECT SECTOR SPDR TR | 5.24% | $3.1M | 12,423 | $195.50 | $253.23 | +$686.8K |
F FNX | FIRST TR EXCHANGE-TRADED ALP | 4.29% | $2.6M | 22,404 | $104.97 | $114.85 | +$246.1K |
A AAPL | APPLE INC | 4.15% | $2.5M | 12,147 | $193.02 | $205.17 | -$206.5K |
Industry Allocation
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