Solitude Financial Services

Institutional manager (13F) · CIK 1839890

13F holdings · as of 2026-03-31 · top 39 · reported portfolio $338M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$75M	910,220
2	BERKSHIRE HATHAWAY INC DEL	$59M	125,184
3	SCHWAB STRATEGIC TR	$36M	1,029,893
4	SCHWAB STRATEGIC TR	$29M	570,283
5	SCHWAB STRATEGIC TR	$27M	935,707
6	FIRST TR EXCHANGE-TRADED FD	$13M	272,015
7	SELECT SECTOR SPDR TR	$12M	215,229
8	FIRST TR EXCHNG TRADED FD VI	$10M	288,004
9	INVESCO EXCH TRADED FD TR II	$10M	38,127
10	FIRST TR EXCHANGE TRAD FD VI	$10M	336,336
11	ABRDN PRECIOUS METALS BASKET	$9M	40,238
12	APPLE INC	$5M	19,517
13	EXXON MOBIL CORP	$5M	34,373
14	NVIDIA CORPORATION	$5M	23,240
15	CHEVRON CORPORATION	$5M	24,879
16	JPMORGAN CHASE & CO	$4M	13,592
17	AMERICAN EXPRESS CO	$3M	8,473
18	MARKEL GROUP INC	$3M	1,365
19	AMERICAN ELEC PWR CO INC	$2M	18,359
20	BROADCOM INC	$2M	5,728
21	ALPHABET INC	$2M	5,547
22	TESLA INC	$2M	4,102
23	CITIGROUP INC	$1M	10,187
24	ALPHABET INC	$1M	3,855
25	US BANCORP	$1M	21,158
26	STATE STR SPDR S&P 500 ETF T	$900k	1,286
27	ISHARES BITCOIN TRUST ETF	$770k	18,089
28	NETFLIX INC.	$655k	6,080
29	INVESCO EXCHANGE TRADED FD T	$537k	10,750
30	OCCIDENTAL PETE CORP	$492k	8,820
31	UNITED PARCEL SVCS INC	$456k	4,400
32	VANGUARD INDEX FDS	$409k	636
33	RIO TINTO PLC	$404k	4,100
34	BRISTOL-MYERS SQUIBB CO	$325k	5,610
35	INVESCO EXCH TRD SLF IDX FD	$280k	14,300
36	AMAZON COM INC	$271k	1,092
37	VANGUARD INDEX FDS	$271k	785
38	SELECT SECTOR SPDR TR	$217k	4,720
39	VANGUARD INDEX FDS	$212k	1,048

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.