Investor
Solitude Financial Services
CIK 0001839890 · filed 2026-04-16 · SEC filing
13F book
$338.1M
Positions
39
4 new · 3 sold
Largest name
22.2%
Spdr Series Trust
Est. mark
$14.6M
Price effect on 35 names still held. Flow $20.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 910.2K | $75M | 22.2% | $1.79M | Added$8.44M |
| Berkshire Hathaway Inc Del | — | 125.2K | $59.3M | 17.6% | −$3.15M | Added$3.92M |
| Schwab Strategic Tr | — | 1.03M | $35.6M | 10.5% | $3.03M | Added$4.08M |
| Schwab Strategic Tr | — | 570.3K | $29.4M | 8.7% | $3.57M | Cut$3.3M |
| Schwab Strategic Tr | — | 935.7K | $27.1M | 8.0% | $1.65M | Added$2.16M |
| First Tr Exchange-Traded Fd | — | 272K | $13.4M | 4.0% | $5.18K | Added$638.5K |
| Select Sector Spdr Tr | — | 215.2K | $12M | 3.5% | $2.38M | Cut$488.3K |
| First Tr Exchng Traded Fd Vi | — | 288K | $10.1M | 3.0% | $262.8K | Added$765.5K |
| Invesco Exch Traded Fd Tr Ii | — | 38.1K | $10M | 3.0% | $341.8K | Added$966.2K |
| First Tr Exchange Trad Fd Vi | — | 336.3K | $9.65M | 2.9% | $1.83M | Cut$1.78M |
| Abrdn Precious Metals Basket | — | 40.2K | $9.13M | 2.7% | $861.1K | Cut$248.2K |
| Apple Inc. | AAPL | 19.5K | $5.2M | 1.5% | −$84K | Added$994.8K |
| Exxon Mobil Corp | — | 34.4K | $5.12M | 1.5% | $972.5K | Added$1.04M |
| Nvidia Corp | NVDA | 23.2K | $4.62M | 1.4% | $287.4K | Cut$274K |
| Chevron Corp New | CVX | 24.9K | $4.6M | 1.4% | $767.4K | Added$1M |
| Jpmorgan Chase & Co. | — | 13.6K | $4.16M | 1.2% | −$194.5K | Added$311.2K |
| American Express Co | AXP | 8.47K | $2.79M | 0.8% | −$264.7K | Added$393.4K |
| Markel Group Inc. | MKL | 1.36K | $2.71M | 0.8% | −$208.5K | Added$13.6K |
| American Elec Pwr Co Inc | — | 18.4K | $2.47M | 0.7% | $160.6K | Added$1.5M |
| Broadcom Inc. | AVGO | 5.73K | $2.27M | 0.7% | $288.5K | Added$300K |
| Alphabet Inc | — | 5.55K | $1.86M | 0.5% | $47.3K | Added$1.14M |
| Tesla, Inc. | TSLA | 4.1K | $1.61M | 0.5% | −$237K | Cut−$501.4K |
| Citigroup Inc | — | 10.2K | $1.34M | 0.4% | $152.8K | Cut−$45.9K |
| Alphabet Inc | — | 3.85K | $1.3M | 0.4% | $73.5K | Added$345.6K |
| Us Bancorp Del | — | 21.2K | $1.19M | 0.4% | $16.5K | Added$900.2K |
| Spdr S&P 500 Etf Tr | — | 1.29K | $900.2K | 0.3% | $23.2K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 18.1K | $769.9K | 0.2% | −$100K | Added$69.6K |
| Netflix Inc | NFLX | 6.08K | $654.9K | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 10.8K | $536.6K | 0.2% | $32.2K | Cut−$111.1K |
| Occidental Pete Corp | — | 8.82K | $492.4K | 0.1% | $129.7K | Cut$80.4K |
| United Parcel Service Inc | UPS | 4.4K | $455.7K | 0.1% | $19.3K | Cut$9.35K |
| Vanguard Index Fds | — | 636 | $409.2K | 0.1% | — | New |
| Rio Tinto Plc | — | 4.1K | $404.1K | 0.1% | $76K | Cut−$148.1K |
| Bristol-Myers Squibb Co | — | 5.61K | $324.8K | 0.1% | $22.2K | Cut$5.98K |
| Invesco Exch Trd Slf Idx Fd | — | 14.3K | $279.8K | 0.1% | −$143 | Held |
| Amazon Com Inc | AMZN | 1.09K | $271.4K | 0.1% | — | New |
| Vanguard Index Fds | — | 785 | $271K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 4.72K | $217.2K | 0.1% | $15.7K | Cut−$208.8K |
| Vanguard Index Fds | — | 1.05K | $211.7K | 0.1% | $11.6K | Cut−$7.33K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.