Solitude Financial Services 13F Holdings
CIK 0001839890 · CHARLOTTESVILLE, VA
As of Sep 30, 2025, Solitude Financial Services reported 37 positions worth $292.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 795,823 | $62.3M | 21.34% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 104,811 | $52.7M | 18.03% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 976,531 | $30.4M | 10.41% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 590,288 | $25.4M | 8.68% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 939,079 | $24.7M | 8.45% |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | — | 261,496 |