Institutions / Solitude Financial Services
Solitude Financial Services
CIK 1839890 · Institution · as of Dec 31, 2025
Portfolio value
$303.31M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $66.54M | 21.9% |
| Warren E. Buffett | $55.43M | 18.3% |
| Schwab Strategic Tr | $31.50M | 10.4% |
| Schwab Strategic Tr | $26.05M | 8.6% |
| Schwab Strategic Tr | $24.99M | 8.2% |
| First Tr Exchange-Traded Fd | $12.74M | 4.2% |
| Select Sector SPDR Tr | $11.51M | 3.8% |
| First Tr Exchng Traded Fd VI | $9.38M | 3.1% |
| Invesco Exch Traded Fd Tr II | $9.04M | 3.0% |
| Abrdn Precious Metals Basket | $8.89M | 2.9% |
| First Tr Exchange Trad Fd VI | $7.87M | 2.6% |
| NVIDIA Corp | $4.35M | 1.4% |
| Apple Inc. | $4.21M | 1.4% |
| Exxon Mobil Corp | $4.08M | 1.3% |
| JPMorgan Chase & Co | $3.85M | 1.3% |
| Chevron Corp | $3.60M | 1.2% |
| Markel Group Inc | $2.69M | 0.9% |
| American Express Co | $2.39M | 0.8% |
| Tesla Inc | $2.11M | 0.7% |
| Broadcom Inc. | $1.97M | 0.7% |
| Citigroup Inc | $1.39M | 0.5% |
| American Electric Power Co Inc | $970.3K | 0.3% |
| Alphabet Inc. | $954.0K | 0.3% |
| SPDR S&P 500 ETF Tr | $877.0K | 0.3% |
| Alphabet Inc. | $717.3K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.