Solitude Financial Services

Solitude Financial Services as of March 31, 2026

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