Solutions 4 Wealth, Ltd
RIA/Wealth
Solutions 4 Wealth, Ltd is a RIA/Wealth based in Southlake, TX led by Melissa Ann Hatcher, reporting $173.6M in AUM as of Q3 2025 with 65% ETF concentration, 61% concentrated in top 10 holdings, and 19% allocation to VVR.
PartnerMelissa Ann Hatcher
- Portfolio Value
- $64.4M
- Positions
- 56
- Top Holding
- VVR at 18.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Solutions 4 Wealth, Ltd's portfolio (61.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $12.0M | 18.64% | +$793.3K Bought | — 3.5M shares | |
ETF ETF | $6.2M | 9.65% | +$682.7K Bought | — 186.9K shares | |
ETF ETF | $5.5M | 8.52% | +$736.0K Bought | — 322.8K shares | |
ETF ETF | $3.5M | 5.42% | -$10.4K Sold | — 12.4K shares | |
Consumer Electronics Technology | $3.1M | 4.77% | -$17.3K Sold | 0.00% 12.1K shares | |
ETF ETF | $2.8M | 4.36% | +$1.1K Bought | — 22.4K shares | |
ETF ETF | $2.0M | 3.03% | -$30.8K Sold | — 40.5K shares | |
Unknown Unknown | $1.7M | 2.63% | -$128.2 Sold | — 13.2K shares | |
ETF ETF | $1.5M | 2.25% | +$366.0K Bought | — 25.4K shares | |
ETF ETF | $1.3M | 1.94% | +$1.3K Bought | — 4.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Solutions 4 Wealth, Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+34.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-35.89% | |
-35.57% | |
-29.51% | |
-5.18% |
Analytics
Portfolio insights and performance metrics for Solutions 4 Wealth, Ltd
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