Solitude Financial Services

Est. AUM

$338.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$75.0M	910220	22.18%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$59.3M	125184	17.55%	SOLE
3	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$35.6M	1029893	10.52%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$29.4M	570283	8.68%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$27.1M	935707	8.03%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$13.4M	272015	3.96%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET ENE	$12.0M	215229	3.55%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$10.1M	288004	3.00%	SOLE
9	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$10.0M	38127	2.96%	SOLE
10	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$9.6M	336336	2.85%	SOLE
11	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$9.1M	40238	2.70%	SOLE
12	APPLE INC	COM	$5.2M	19517	1.54%	SOLE
13	EXXON MOBIL CORP	COM	$5.1M	34373	1.51%	SOLE
14	NVIDIA CORPORATION	COM	$4.6M	23240	1.37%	SOLE
15	CHEVRON CORPORATION	COM	$4.6M	24879	1.36%	SOLE
16	JPMORGAN CHASE & CO	COM	$4.2M	13592	1.23%	SOLE
17	AMERICAN EXPRESS CO	COM	$2.8M	8473	0.82%	SOLE
18	MARKEL GROUP INC	COM	$2.7M	1365	0.80%	SOLE
19	AMERICAN ELEC PWR CO INC	COM	$2.5M	18359	0.73%	SOLE
20	BROADCOM INC	COM	$2.3M	5728	0.67%	SOLE
21	ALPHABET INC	CAP STK CL C	$1.9M	5547	0.55%	SOLE
22	TESLA INC	COM	$1.6M	4102	0.48%	SOLE
23	CITIGROUP INC	COM NEW	$1.3M	10187	0.40%	SOLE
24	ALPHABET INC	CAP STK CL A	$1.3M	3855	0.38%	SOLE
25	US BANCORP	COM NEW	$1.2M	21158	0.35%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$900K	1286	0.27%	SOLE
27	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$770K	18089	0.23%	SOLE
28	NETFLIX INC.	COM	$655K	6080	0.19%	SOLE
29	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$537K	10750	0.16%	SOLE
30	OCCIDENTAL PETE CORP	COM	$492K	8820	0.15%	SOLE
31	UNITED PARCEL SVCS INC	CL B	$456K	4400	0.13%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$409K	636	0.12%	SOLE
33	RIO TINTO PLC	SPONSORED ADR	$404K	4100	0.12%	SOLE
34	BRISTOL-MYERS SQUIBB CO	COM	$325K	5610	0.10%	SOLE
35	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$280K	14300	0.08%	SOLE
36	AMAZON COM INC	COM	$271K	1092	0.08%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$271K	785	0.08%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET UTI	$217K	4720	0.06%	SOLE
39	VANGUARD INDEX FDS	VALUE ETF	$212K	1048	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.