Solitude Financial Services

CIK 0001839890 · CHARLOTTESVILLE, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Solitude Financial Services reported 42 positions worth $361.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPYM (22.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$361.2M
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.6%
Est. Net Flow (Q)
2026 Q2
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$80.7M22.35%918,816
2BRK-BBERKSHIRE HATHAWAY INC DELSH$66.6M18.43%133,063
3FNDASCHWAB STRATEGIC TRSH$39.8M11.03%1,046,847
4FNDFSCHWAB STRATEGIC TRSH$30.4M8.42%576,347
5FNDXSCHWAB STRATEGIC TRSH$29.4M8.14%945,622
6KNGFIRST TR EXCHANGE-TRADED FDSH$14.3M3.96%282,994
7XLESELECT SECTOR SPDR TRSH$12.6M3.49%237,235
8QQQMINVESCO EXCH TRADED FD TR IISH$11.9M3.30%39,361
9BUFRFIRST TR EXCHNG TRADED FD VISH$10.6M2.94%291,131
10FTGCFIRST TR EXCHANGE TRAD FD VISH$9.2M2.54%338,563

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Solitude Financial Services hold as of Q2 2026?

Solitude Financial Services reported 42 positions worth $361.2M in its Q2 2026 13F filing. Largest positions: SPYM (22.4%), BRK-B (18.4%), FNDA (11.0%), FNDF (8.4%) and FNDX (8.1%).

What did Solitude Financial Services buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Solitude Financial Services sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.