Solitude Financial Services

Solitude Financial Services as of Dec. 31, 2025

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