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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 68.37% of Solitude Financial Services's stock portfolio.
Added to shares of these 10 stocks: BRK.B, XLE, SPYM, GLTR, FNDA, KNG, QQQM, FNDF, USB, FNDX.
Started 2 new stock positions in PRFZ, VSAT.
Reduced shares in these 9 stocks: C, NVDA, AVGO, OXY, RIO, BMY, MKL, VTI, AAPL.
Solitude Financial Services was a net buyer of stock by $9.1M.
Solitude Financial Services has $361M in assets under management (AUM), dropping by 6.83%.
Central Index Key (CIK): 0001839890

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Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	22.4	$81M		919k	87.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	18.4	$67M	+6%	133k	500.39	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	11.0	$40M		1.0M	38.06	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	8.4	$30M		576k	52.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	8.1	$29M		946k	31.10	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	4.0	$14M	+4%	283k	50.50	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	3.5	$13M	+10%	237k	53.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.3	$12M	+3%	39k	302.97	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.9	$11M		291k	36.53	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	2.5	$9.2M		339k	27.05	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.2	$8.0M	+9%	44k	181.15	View chart
Apple (AAPL)	1.6	$5.6M		20k	289.36	View chart
Exxon Mobil Corporation (XOM)	1.3	$4.8M		35k	136.72	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.5M		14k	327.33	View chart
NVIDIA Corporation (NVDA)	1.2	$4.3M	-7%	22k	200.09	View chart
Chevron Corporation (CVX)	1.2	$4.3M	+3%	26k	165.76	View chart
American Express Company (AXP)	0.9	$3.1M	+8%	9.2k	338.25	View chart
Markel Corporation (MKL)	0.7	$2.6M		1.3k	1953.01	View chart
American Electric Power Company (AEP)	0.7	$2.6M		19k	136.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.1M	+6%	5.9k	353.33	View chart
Broadcom (AVGO)	0.5	$1.9M	-10%	5.1k	377.75	View chart
Tesla Motors (TSLA)	0.5	$1.7M		4.1k	420.60	View chart
Us Bancorp Com New (USB)	0.4	$1.6M	+24%	26k	60.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M		3.9k	357.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$960k		1.3k	746.82	View chart
Citigroup Com New (C)	0.2	$881k	-38%	6.3k	139.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$662k	+9%	20k	33.29	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$581k		11k	54.03	View chart
United Parcel Svcs CL B (UPS)	0.1	$473k		4.4k	107.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$438k		637.00	686.92	View chart
Netflix (NFLX)	0.1	$434k		6.1k	71.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$323k	+41%	1.5k	217.93	View chart
Amazon (AMZN)	0.1	$308k	+18%	1.3k	238.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$289k		782.00	370.07	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$285k	-26%	3.0k	94.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$279k		14k	19.52	View chart
Occidental Petroleum Corporation (OXY)	0.1	$272k	-36%	5.6k	48.57	View chart
ViaSat (VSAT)	0.1	$250k	NEW	2.8k	89.81	View chart
Bristol Myers Squibb (BMY)	0.1	$225k	-30%	3.9k	57.62	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$214k		4.7k	45.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$209k	NEW	3.8k	55.77	View chart

Past Filings by Solitude Financial Services

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

Solitude Financial Services 2026 Q2 filed July 24, 2026
Solitude Financial Services 2026 Q1 filed April 16, 2026
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

View all past filings

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