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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 66.95% of Solitude Financial Services's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$7.1M), SPYM (+$6.7M), AEP, GOOG, AAPL, FNDA, USB, AXP, NFLX, KNG.
Started 4 new stock positions in AMZN, VTI, VOO, NFLX.
Reduced shares in these 10 stocks: XLE, GLTR, , FNDF, UAL, RIO, XLU, TSLA, C, PRFZ.
Sold out of its positions in T, PRFZ, UAL.
Solitude Financial Services was a net buyer of stock by $20M.
Solitude Financial Services has $338M in assets under management (AUM), dropping by 11.48%.
Central Index Key (CIK): 0001839890

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Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	22.2	$75M	+9%	910k	82.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	17.6	$59M	+13%	125k	474.09	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	10.5	$36M	+3%	1.0M	34.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	8.7	$29M		570k	51.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	8.0	$27M		936k	29.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	4.0	$13M	+4%	272k	49.17	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.5	$12M	-16%	215k	55.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.0	$10M	+5%	288k	35.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$10M	+6%	38k	262.48	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	2.9	$9.6M		336k	28.68	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.7	$9.1M	-6%	40k	227.00	View chart
Apple (AAPL)	1.5	$5.2M	+26%	20k	266.43	View chart
Exxon Mobil Corporation (XOM)	1.5	$5.1M		34k	149.01	View chart
NVIDIA Corporation (NVDA)	1.4	$4.6M		23k	198.87	View chart
Chevron Corporation (CVX)	1.4	$4.6M	+5%	25k	184.91	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.2M	+13%	14k	305.93	View chart
American Express Company (AXP)	0.8	$2.8M	+30%	8.5k	329.06	View chart
Markel Corporation (MKL)	0.8	$2.7M	+8%	1.4k	1983.23	View chart
American Electric Power Company (AEP)	0.7	$2.5M	+118%	18k	134.39	View chart
Broadcom (AVGO)	0.7	$2.3M		5.7k	396.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.9M	+142%	5.5k	334.47	View chart
Tesla Motors (TSLA)	0.5	$1.6M	-12%	4.1k	391.95	View chart
Citigroup Com New (C)	0.4	$1.3M	-14%	10k	131.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.3M	+26%	3.9k	337.12	View chart
Us Bancorp Com New (USB)	0.4	$1.2M	+286%	21k	56.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$900k		1.3k	699.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$770k	+28%	18k	42.56	View chart
Netflix (NFLX)	0.2	$655k	NEW	6.1k	107.71	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$537k	-22%	11k	49.92	View chart
Occidental Petroleum Corporation (OXY)	0.1	$492k	-11%	8.8k	55.83	View chart
United Parcel Svcs CL B (UPS)	0.1	$456k	-2%	4.4k	103.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$409k	NEW	636.00	643.45	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$404k	-40%	4.1k	98.56	View chart
Bristol Myers Squibb (BMY)	0.1	$325k	-5%	5.6k	57.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$280k		14k	19.57	View chart
Amazon (AMZN)	0.1	$271k	NEW	1.1k	248.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$271k	NEW	785.00	345.24	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$217k	-52%	4.7k	46.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$212k	-8%	1.0k	202.04	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 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
Solitude Financial Services 2022 Q2 filed July 11, 2022

View all past filings

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