Solitude Financial Services Top Holdings and 13F Report (2026) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $338.14 million in total holdings as of March 31, 2026.Solitude Financial Services owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 38 new stocks and bought additional shares in 19 stocks.Solitude Financial Services sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $74,983,924Berkshire Hathaway $59,348,483Schwab Fundamental U.S. Small Company ETF $35,572,504Schwab Fundamental International Equity ETF $29,352,466Schwab Fundamental U.S. Large Company ETF $27,144,860 Largest New Holdings this Quarter 64110L106 - Netflix $654,877 Holding922908363 - Vanguard S&P 500 ETF $409,234 Holding023135106 - Amazon.com $271,362 Holding922908769 - Vanguard Total Stock Market ETF $271,013 Holding Largest Purchases this Quarter Berkshire Hathaway 14,905 shares (about $7.07M)SPDR Portfolio S&P 500 ETF 80,742 shares (about $6.65M)American Electric Power 9,944 shares (about $1.34M)Alphabet 3,261 shares (about $1.09M)Apple 4,049 shares (about $1.08M) Largest Sales this Quarter Energy Select Sector SPDR Fund 42,271 shares (about $2.36M)abrdn Physical Precious Metals Basket Shares ETF 2,981 shares (about $676.69K)Schwab Fundamental International Equity ETF 6,021 shares (about $309.90K)Rio Tinto 2,800 shares (about $275.97K)Utilities Select Sector SPDR Fund 5,260 shares (about $242.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSolitude Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$74,983,924$6,651,526 ▲9.7%910,22022.2%ETFBRK.BBerkshire Hathaway$59,348,483$7,066,312 ▲13.5%125,18417.6%FinanceFNDASchwab Fundamental U.S. Small Company ETF$35,572,504$1,046,562 ▲3.0%1,029,89310.5%ETFFNDFSchwab Fundamental International Equity ETF$29,352,466$309,901 ▼-1.0%570,2838.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$27,144,860$501,873 ▲1.9%935,7078.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$13,374,978$633,359 ▲5.0%272,0154.0%ETFXLEEnergy Select Sector SPDR Fund$12,001,142$2,357,026 ▼-16.4%215,2293.5%ETFBUFRFT Vest Laddered Buffer ETF$10,143,501$502,730 ▲5.2%288,0043.0%ETFQQQMInvesco NASDAQ 100 ETF$10,007,575$624,440 ▲6.7%38,1273.0%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$9,646,116$67,083 ▼-0.7%336,3362.9%ManufacturingGLTRabrdn Physical Precious Metals Basket Shares ETF$9,134,026$676,687 ▼-6.9%40,2382.7%ETFAAPLApple$5,199,934$1,078,779 ▲26.2%19,5171.5%Computer and TechnologyXOMExxonMobil$5,121,925$67,651 ▲1.3%34,3731.5%EnergyNVDANVIDIA$4,621,739$14,319 ▼-0.3%23,2401.4%Computer and TechnologyCVXChevron$4,600,291$233,537 ▲5.3%24,8791.4%EnergyJPMJPMorgan Chase & Co.$4,158,201$505,702 ▲13.8%13,5921.2%FinanceAXPAmerican Express$2,788,125$658,120 ▲30.9%8,4730.8%FinanceMKLMarkel Group$2,707,109$222,122 ▲8.9%1,3650.8%Multi-Sector ConglomeratesAEPAmerican Electric Power$2,467,266$1,336,374 ▲118.2%18,3590.7%UtilitiesAVGOBroadcom$2,272,412$11,505 ▲0.5%5,7280.7%Computer and TechnologyGOOGAlphabet$1,855,305$1,090,707 ▲142.7%5,5470.5%Computer and TechnologyTSLATesla$1,607,779$230,467 ▼-12.5%4,1020.5%Auto/Tires/TrucksCCitigroup$1,341,526$224,268 ▼-14.3%10,1870.4%Financial ServicesGOOGLAlphabet$1,299,615$272,059 ▲26.5%3,8550.4%Computer and TechnologyUSBU.S. Bancorp$1,192,676$883,712 ▲286.0%21,1580.4%FinanceSPYSPDR S&P 500 ETF Trust$900,1780.0%1,2860.3%FinanceISHARES BITCOIN TRUST ETF$769,868$169,602 ▲28.3%18,0890.2%SHS BEN INTNFLXNetflix$654,877$654,877 ▲New Holding6,0800.2%Consumer DiscretionaryPRFInvesco RAFI US 1000 ETF$536,640$152,506 ▼-22.1%10,7500.2%ETFOXYOccidental Petroleum$492,421$66,996 ▼-12.0%8,8200.1%EnergyUPSUnited Parcel Service$455,708$10,357 ▼-2.2%4,4000.1%TransportationVOOVanguard S&P 500 ETF$409,234$409,234 ▲New Holding6360.1%ETFRIORio Tinto$404,096$275,968 ▼-40.6%4,1000.1%Basic MaterialsBMYBristol Myers Squibb$324,763$17,367 ▼-5.1%5,6100.1%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$279,7800.0%14,3000.1%ETFAMZNAmazon.com$271,362$271,362 ▲New Holding1,0920.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$271,013$271,013 ▲New Holding7850.1%ETFXLUUtilities Select Sector SPDR Fund$217,214$242,065 ▼-52.7%4,7200.1%ETFVTVVanguard Value ETF$211,738$20,002 ▼-8.6%1,0480.1%ETFTAT&T$0$435,197 ▼-100.0%00.0%Computer and TechnologyUALUnited Airlines$0$279,662 ▼-100.0%00.0%TransportationPRFZInvesco RAFI US 1500 Small-Mid ETF$0$208,800 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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