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Q3 2026 13F · SEC CIK 1839890

Solitude Financial Services

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$369.5M
Reported positions
38
Top holdings a year, 3 yrs
+15.4%
Assets under management
$363.5M

Solitude Financial Services is a wealth manager that reported 38 positions worth $369.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Spdr Series Trust (SPLG, 22.6%), Berkshire Hathaway Inc Del (BRK-B, 18.3%), Schwab Strategic Tr (FNDA, 10.0%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Solitude Financial Services holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Solitude Financial Services 13F holdings
Stock% of 13F valueShare changeReported value
SPLGSpdr Series Trust22.6%+1.2%$83.5M
BRK-BBerkshire Hathaway Inc Del18.3%+2.0%$67.6M
FNDASchwab Strategic Tr10.0%+1.0%$37.0M
FNDFSchwab Strategic Tr8.4%+0.8%$31.2M
FNDXSchwab Strategic Tr8.2%+1.9%$30.3M
XLESelect Sector Spdr Tr3.9%-1.0%$14.4M
KNGFirst Tr Exchange-Traded Fd3.7%+1.6%$13.8M
QQQMInvesco Exch Traded Fd Tr II3.2%-0.5%$11.9M
BUFRFirst Tr Exchng Traded Fd Vi3.0%+0.1%$10.9M
FTGCFirst Trust Global Tactical Co2.8%-0.4%$10.3M
GLTRAbrdn Precious Metals Basket2.4%+8.5%$8.9M
AAPLApple Inc1.8%+0.2%$6.5M
XOMExxonmobil Holdings Corp1.6%—$5.7M
CVXChevron Corporation1.4%+1.6%$5.4M
NVDANvidia Corporation1.3%+0.1%$4.9M
JPMJpmorgan Chase & Co1.3%+1.9%$4.6M
AXPAmerican Express Co0.8%+4.1%$2.9M
MKLMarkel Group Inc0.6%+1.7%$2.3M
AEPAmerican Elec Pwr Co Inc0.6%+4.3%$2.3M
GOOGAlphabet Inc0.6%+3.0%$2.1M
AVGOBroadcom Inc0.5%+0.2%$1.8M
USBUS Bancorp0.4%+1.1%$1.5M
TSLATesla Inc0.3%+0.4%$1.3M
GOOGLAlphabet Inc0.3%-6.3%$1.3M
SPYState Str Spdr S&p 500 ETF T0.2%-7.8%$905K
IBITIshares Bitcoin Trust ETF0.2%-4.3%$901K
CCitigroup Inc0.2%-10.1%$732K
VTVVanguard Index Fds0.2%+81.4%$580K
PRFInvesco Exchange Traded Fd T0.2%-3.2%$567K
VOOVanguard Index Fds0.1%+4.7%$468K
VTIVanguard Index Fds0.1%+43.4%$420K
NFLXNetflix Inc.0.1%-1.0%$419K
UPSUnited Parcel Svcs Inc0.1%-1.4%$406K
AMZNAmazon Com Inc0.1%+8.4%$349K
OXYOccidental Pete Corp0.1%-1.8%$304K
BSCQInvesco Exch Trd Slf Idx Fd0.1%+0.0%$279K
RIORio Tinto PLC0.1%-3.3%$273K
BMYBristol-Myers Squibb Co0.1%-2.6%$238K

What Solitude Financial Services bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+21.5% /yr
S&P 500 +20.1%
3 years
+15.4% /yr
S&P 500 +20.4%
5 years
+8.4% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$369.5M38
Q2 2026$361.0M41
Q1 2026$338.1M39
Q4 2025$303.3M38
Q3 2025$292.2M37
Q2 2025$276.0M39
Q1 2025$257.5M36
Q4 2024$228.5M34
Q3 2024$234.3M34
Q2 2024$215.2M35
Q1 2024$217.2M36
Q4 2023$182.7M45

Questions about Solitude Financial Services's portfolio

What stocks does Solitude Financial Services own?

Solitude Financial Services's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 38 positions worth $369.5M. The largest are Spdr Series Trust (SPLG) at 22.6%, Berkshire Hathaway Inc Del (BRK-B) at 18.3%, Schwab Strategic Tr (FNDA) at 10.0%, Schwab Strategic Tr (FNDF) at 8.4% and Schwab Strategic Tr (FNDX) at 8.2%.

What did Solitude Financial Services buy last quarter?

In Q3 2026, Solitude Financial Services added a new position in Exxonmobil Holdings Corp (XOM), Vanguard Index Fds (VTV) (+81.4% shares), Vanguard Index Fds (VTI) (+43.4% shares) and Abrdn Precious Metals Basket (GLTR) (+8.5% shares), compared with its Q2 2026 filing.

What did Solitude Financial Services sell last quarter?

In Q3 2026, Solitude Financial Services sold all of Exxon Mobil Corp (XOM), sold all of Viasat Inc Com (VSAT), sold all of Select Sector Spdr Tr (XLU), sold all of Invesco Rafi US 1500 Small-Mid ETF (PRFZ), Citigroup Inc (C) (-10.1% shares), State Str Spdr S&p 500 ETF T (SPY) (-7.8% shares) and Alphabet Inc (GOOGL) (-6.3% shares), compared with its Q2 2026 filing.

How has Solitude Financial Services's portfolio performed?

A portfolio copying Solitude Financial Services's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.5% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Solitude Financial Services's next 13F filing due?

13F filings are due 45 days after each quarter ends. Solitude Financial Services's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Solitude Financial Services manage?

Solitude Financial Services reported $363.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $369.5M.