Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Solitude Financial Services (CIK 1839890) reported $338.1M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($75.0M, 22.18%), BRK/B ($59.3M, 17.55%), FNDA ($35.6M, 10.52%), FNDF ($29.4M, 8.68%), FNDX ($27.1M, 8.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $75.0M | 22.18% | 910,220 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.3M | 17.55% | 125,184 | Added |
| 3 | FNDA | SCHWAB STRATEGIC TR | $35.6M | 10.52% | 1.0M | Added |
| 4 | FNDF | SCHWAB STRATEGIC TR | $29.4M | 8.68% | 570,283 | Trimmed |
| 5 | FNDX | SCHWAB STRATEGIC TR | $27.1M | 8.03% | 935,707 | Added |
| 6 | KNG | FIRST TR EXCHANGE-TRADED FD | $13.4M | 3.96% | 272,015 | Added |
| 7 | XLE | SELECT SECTOR SPDR TR | $12.0M | 3.55% | 215,229 | Trimmed |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $10.1M | 3.00% | 288,004 | Added |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $10.0M | 2.96% | 38,127 | Added |
| 10 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $9.6M | 2.85% | 336,336 | Trimmed |
| 11 | GLTR | ABRDN PRECIOUS METALS BASKET | $9.1M | 2.70% | 40,238 | Trimmed |
| 12 | AAPL | APPLE INC | $5.2M | 1.54% | 19,517 | Added |
| 13 | XOM | EXXON MOBIL CORP | $5.1M | 1.51% | 34,373 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $4.6M | 1.37% | 23,240 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $4.6M | 1.36% | 24,879 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.23% | 13,592 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $2.8M | 0.82% | 8,473 | Added |
| 18 | MKL | MARKEL GROUP INC | $2.7M | 0.80% | 1,365 | Added |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $2.5M | 0.73% | 18,359 | Added |
| 20 | AVGO | BROADCOM INC | $2.3M | 0.67% | 5,728 | Added |
| 21 | GOOG | ALPHABET INC | $1.9M | 0.55% | 5,547 | Added |
| 22 | TSLA | TESLA INC | $1.6M | 0.48% | 4,102 | Trimmed |
| 23 | C | CITIGROUP INC | $1.3M | 0.40% | 10,187 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $1.3M | 0.38% | 3,855 | Added |
| 25 | USB | US BANCORP | $1.2M | 0.35% | 21,158 | Added |
Source: SEC Form 13F filings · as of 2026-03-31