Solitude Financial Services Top Holdings and 13F Report (2026) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $361.23 million in total holdings as of June 30, 2026.Solitude Financial Services owns shares of 41 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.95% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 39 new stocks and bought additional shares in 23 stocks.Solitude Financial Services sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $80,745,550Berkshire Hathaway $66,583,395Schwab Fundamental U.S. Small Company ETF $39,842,997Schwab Fundamental International Equity ETF $30,408,071Schwab Fundamental U.S. Large Company ETF $29,408,844 Largest New Holdings this Quarter 92552V100 - Viasat $250,121 Holding46137V597 - Invesco RAFI US 1500 Small-Mid ETF $209,138 Holding Largest Purchases this Quarter Berkshire Hathaway 7,879 shares (about $3.94M)Energy Select Sector SPDR Fund 22,006 shares (about $1.17M)SPDR Portfolio S&P 500 ETF 8,596 shares (about $755.42K)abrdn Physical Precious Metals Basket Shares ETF 4,019 shares (about $728.04K)Schwab Fundamental U.S. Small Company ETF 16,954 shares (about $645.27K) Largest Sales this Quarter Citigroup 3,895 shares (about $545.14K)NVIDIA 1,700 shares (about $340.15K)Broadcom 580 shares (about $219.10K)Occidental Petroleum 3,220 shares (about $156.40K)Rio Tinto 1,100 shares (about $104.42K) 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$80,745,550$755,416 â–²0.9%918,81622.4%ETFBRK.BBerkshire Hathaway$66,583,395$3,942,573 â–²6.3%133,06318.4%FinanceFNDASchwab Fundamental U.S. Small Company ETF$39,842,997$645,269 â–²1.6%1,046,84711.0%ETFFNDFSchwab Fundamental International Equity ETF$30,408,071$319,937 â–²1.1%576,3478.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$29,408,844$308,356 â–²1.1%945,6228.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$14,291,197$554,440 â–²4.0%282,9944.0%ETFXLEEnergy Select Sector SPDR Fund$12,599,525$1,168,736 â–²10.2%237,2353.5%ETFQQQMInvesco NASDAQ 100 ETF$11,925,058$373,860 â–²3.2%39,3613.3%ETFBUFRFT Vest Laddered Buffer ETF$10,635,015$114,229 â–²1.1%291,1312.9%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$9,158,129$60,240 â–²0.7%338,5632.5%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$8,017,156$728,042 â–²10.0%44,2572.2%ETFAAPLApple$5,646,592$868 â–¼0.0%19,5141.6%TechnologyXOMExxonMobil$4,768,980$69,454 â–²1.5%34,8811.3%EnergyJPMJPMorgan Chase & Co.$4,505,370$56,301 â–²1.3%13,7641.2%FinanceNVDANVIDIA$4,309,939$340,153 â–¼-7.3%21,5401.2%TechnologyCVXChevron$4,275,887$152,000 â–²3.7%25,7961.2%EnergyAXPAmerican Express$3,098,708$232,716 â–²8.1%9,1610.9%FinanceMKLMarkel Group$2,628,751$37,107 â–¼-1.4%1,3460.7%FinanceAEPAmerican Electric Power$2,556,568$44,874 â–²1.8%18,6870.7%UtilitiesGOOGAlphabet$2,089,594$129,672 â–²6.6%5,9140.6%Communication ServicesAVGOBroadcom$1,944,657$219,095 â–¼-10.1%5,1480.5%TechnologyTSLATesla$1,725,3010.0%4,1020.5%Consumer DiscretionaryUSBU.S. Bancorp$1,594,258$316,315 â–²24.8%26,3950.4%FinanceGOOGLAlphabet$1,386,257$8,577 â–²0.6%3,8790.4%Communication ServicesSPYSPDR S&P 500 ETF Trust$960,4050.0%1,2860.3%ETFCCitigroup$880,628$545,144 â–¼-38.2%6,2920.2%FinanceISHARES BITCOIN TRUST ETF$662,138$59,955 â–²10.0%19,8900.2%SHS BEN INTPRFInvesco RAFI US 1000 ETF$580,8230.0%10,7500.2%ETFUPSUnited Parcel Service$473,0000.0%4,4000.1%IndustrialsVOOVanguard S&P 500 ETF$437,570$687 â–²0.2%6370.1%ETFNFLXNetflix$434,1120.0%6,0800.1%Communication ServicesVTVVanguard Value ETF$322,536$94,146 â–²41.2%1,4800.1%ETFAMZNAmazon.com$307,935$47,668 â–²18.3%1,2920.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$289,395$1,110 â–¼-0.4%7820.1%ETFRIORio Tinto$284,790$104,423 â–¼-26.8%3,0000.1%MaterialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$279,2080.0%14,3000.1%ETFOXYOccidental Petroleum$271,992$156,395 â–¼-36.5%5,6000.1%EnergyVSATViasat$250,121$250,121 â–²New Holding2,7850.1%TechnologyBMYBristol Myers Squibb$225,294$97,954 â–¼-30.3%3,9100.1%HealthcareXLUUtilities Select Sector SPDR Fund$214,0050.0%4,7200.1%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$209,138$209,138 â–²New Holding3,7500.1%ETFShowing largest 100 holdings. 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