Solitude Financial Services - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Solitude Financial Services held in its portfolio 38 assets valued at $303,311,775 (i.e. $303.31M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($66.54M), BERKSHIRE HATHAWAY INC DEL ($55.43M), and SCHWAB STRATEGIC TR ($31.50M).

The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Solitude Financial Services Portfolio

SPDR SERIES TRUST

BERKSHIRE HATHAWAY INC DEL

SCHWAB STRATEGIC TR

FIRST TR EXCHANGE-TRADED FD

SELECT SECTOR SPDR TR

FIRST TR EXCHNG TRADED FD VI

INVESCO EXCH TRADED FD TR II

ABRDN PRECIOUS METALS BASKET

Solitude Financial Services - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	829478	66540725	STATE STREET SPD
BERKSHIRE HATHAWAY INC DEL	110279	55431922	CL B NEW
SCHWAB STRATEGIC TR	999593	31497190	FUNDAMENTAL US S
SCHWAB STRATEGIC TR	576304	26054704	FUNDAMENTAL INTL
SCHWAB STRATEGIC TR	918407	24989854	FUNDAMENTAL US L
FIRST TR EXCHANGE-TRADED FD	259134	12736436	FT VEST S&P 500
SELECT SECTOR SPDR TR	257500	11512803	STATE STREET ENE
FIRST TR EXCHNG TRADED FD VI	273730	9377990	FT VEST LADDERED
INVESCO EXCH TRADED FD TR II	35748	9041384	NASDAQ 100 ETF
ABRDN PRECIOUS METALS BASKET	43219	8885826	PHYSCL PRECS MET
FIRST TR EXCHANGE TRAD FD VI	338675	7867420	FST TR GLB FD
NVIDIA CORPORATION	23312	4347753	COM
APPLE INC	15468	4205126	COM
EXXON MOBIL CORP	33919	4081776	COM
JPMORGAN CHASE & CO.	11939	3846985	COM
CHEVRON CORP NEW	23616	3599381	COM
MARKEL GROUP INC	1253	2693511	COM
AMERICAN EXPRESS CO	6473	2394686	COM
TESLA INC	4690	2109187	COM
BROADCOM INC	5699	1972424	COM
CITIGROUP INC	11890	1387444	COM NEW
AMERICAN ELEC PWR CO INC	8415	970334	COM
ALPHABET INC	3048	954040	CAP STK CL A
SPDR S&P 500 ETF TR	1286	877003	TR UNIT
ALPHABET INC	2286	717347	CAP STK CL C
ISHARES BITCOIN TRUST ETF	14104	700264	SHS BEN INT
INVESCO EXCHANGE TRADED FD T	13805	647731	RAFI US 1000 ETF
RIO TINTO PLC	6900	552207	SPONSORED ADR
UNITED PARCEL SERVICE INC	4500	446355	CL B
AT&T INC	17520	435197	COM
SELECT SECTOR SPDR TR	9980	426046	STATE STREET UTI
OCCIDENTAL PETE CORP	10020	412022	COM
BRISTOL-MYERS SQUIBB CO	5910	318785	COM
US BANCORP DEL	5481	292466	COM NEW
INVESCO EXCH TRD SLF IDX FD	14300	279923	BULSHS 2026 CB
UNITED AIRLS HLDGS INC	2501	279662	COM
VANGUARD INDEX FDS	1147	219066	VALUE ETF
INVESCO EXCHANGE TRADED FD T	4550	208800	RAFI US 1500