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Solitude Financial Services

Latest statistics and disclosures from Solitude Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, BRK.B, FNDA, FNDF, FNDX, and represent 67.43% of Solitude Financial Services's stock portfolio.
Added to shares of these 10 stocks: XLE (+$5.4M), BRK.B, SPYM, TSLA, QQQM, FNDA, GOOG, AAPL, GOOGL, FTGC.
Started 3 new stock positions in TSLA, GOOG, USB.
Reduced shares in these 10 stocks: GLTR, NVDA, VZ, , FNDF, FNDX, BUFR, BMY, RIO, OXY.
Sold out of its positions in BUD, VZ.
Solitude Financial Services was a net buyer of stock by $10M.
Solitude Financial Services has $303M in assets under management (AUM), dropping by 3.80%.
Central Index Key (CIK): 0001839890

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Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	21.9	$67M	+4%	830k	80.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	18.3	$55M	+5%	110k	502.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	10.4	$32M	+2%	1000k	31.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	8.6	$26M	-2%	576k	45.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	8.2	$25M	-2%	918k	27.21	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	4.2	$13M		259k	49.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.8	$12M	+88%	258k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.1	$9.4M	-4%	274k	34.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$9.0M	+17%	36k	252.92	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.9	$8.9M	-26%	43k	205.60	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	2.6	$7.9M	+4%	339k	23.23	View chart
NVIDIA Corporation (NVDA)	1.4	$4.3M	-14%	23k	186.50	View chart
Apple (AAPL)	1.4	$4.2M	+12%	16k	271.86	View chart
Exxon Mobil Corporation (XOM)	1.3	$4.1M	+6%	34k	120.34	View chart
JPMorgan Chase & Co. (JPM)	1.3	$3.8M	+8%	12k	322.22	View chart
Chevron Corporation (CVX)	1.2	$3.6M	+4%	24k	152.41	View chart
Markel Corporation (MKL)	0.9	$2.7M		1.3k	2149.65	View chart
American Express Company (AXP)	0.8	$2.4M	+10%	6.5k	369.95	View chart
Tesla Motors (TSLA)	0.7	$2.1M	NEW	4.7k	449.72	View chart
Broadcom (AVGO)	0.7	$2.0M	+7%	5.7k	346.10	View chart
Citigroup Com New (C)	0.5	$1.4M		12k	116.69	View chart
American Electric Power Company (AEP)	0.3	$970k	+30%	8.4k	115.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$954k	+69%	3.0k	313.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$877k		1.3k	681.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$717k	NEW	2.3k	313.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$700k	+27%	14k	49.65	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$648k		14k	46.92	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$552k	-44%	6.9k	80.03	View chart
United Parcel Service CL B (UPS)	0.1	$446k		4.5k	99.19	View chart
At&t (T)	0.1	$435k	-41%	18k	24.84	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$426k	+85%	10k	42.69	View chart
Occidental Petroleum Corporation (OXY)	0.1	$412k	-48%	10k	41.12	View chart
Bristol Myers Squibb (BMY)	0.1	$319k	-59%	5.9k	53.94	View chart
Us Bancorp Del Com New (USB)	0.1	$293k	NEW	5.5k	53.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$280k		14k	19.57	View chart
Hldgs (UAL)	0.1	$280k	-16%	2.5k	111.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$219k		1.1k	190.99	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$209k		4.6k	45.89	View chart

Past Filings by Solitude Financial Services

SEC 13F filings are viewable for Solitude Financial Services going back to 2020

Solitude Financial Services 2025 Q4 filed Jan. 15, 2026
Solitude Financial Services 2025 Q3 filed Nov. 5, 2025
Solitude Financial Services 2025 Q2 filed July 23, 2025
Solitude Financial Services 2025 Q1 filed May 9, 2025
Solitude Financial Services 2024 Q4 filed Feb. 7, 2025
Solitude Financial Services 2024 Q3 filed Oct. 30, 2024
Solitude Financial Services 2024 Q2 filed July 19, 2024
Solitude Financial Services 2024 Q1 filed April 22, 2024
Solitude Financial Services 2023 Q4 filed Feb. 9, 2024
Solitude Financial Services 2023 Q3 filed Oct. 24, 2023
Solitude Financial Services 2023 Q2 filed July 6, 2023
Solitude Financial Services 2023 Q1 filed April 25, 2023
Solitude Financial Services 2022 Q4 filed Jan. 12, 2023
Solitude Financial Services 2022 Q3 filed Oct. 13, 2022
Solitude Financial Services 2022 Q2 filed July 11, 2022
Solitude Financial Services 2022 Q1 filed April 12, 2022

View all past filings

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