Solitude Financial Services
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES BITCOIN TRUST ETF | $700.3K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $647.7K | 0.2% |
| RIO TINTO PLC | $552.2K | 0.2% |
| United Parcel Service Inc | $446.4K | 0.1% |
| AT&T INC. | $435.2K | 0.1% |
| SELECT SECTOR SPDR TR | $426.0K | 0.1% |
| OCCIDENTAL PETROLEUM CORP /DE | $412.0K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $318.8K | 0.1% |
| US BANCORP \DE | $292.5K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $279.9K | 0.1% |
| United Airlines Holdings Inc | $279.7K | 0.1% |
| VANGUARD INDEX FDS | $219.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $208.8K | 0.1% |