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Disclosery

13F-HR filed by Solitude Financial Services

Solitude Financial Services filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-23, with 39 holding rows worth $276,006,332.

Accession
0001839890-25-000005
Filer
CIK 1839890
Filed
2025-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 39 entries on the cover page, a total value of $276,006,332 stated on the cover page (in dollars after the unit check, H1), rows summing to $276,006,332 with VALUE read as dollars as filed, 13F file number 028-20438. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS97,401$60,178,987dollars as filed
Berkshire Hathaway Inc084670702COM100,883$49,005,701dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,027,320$29,432,732dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L958,783$23,528,535dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL554,053$22,173,201dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 500257,486$12,642,563dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS136,488$11,575,506dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED281,596$8,954,753dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET61,936$8,556,458dollars as filed
INVESCO QQQ TR46090E103COM15,253$8,414,364dollars as filed
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD321,621$7,934,390dollars as filed
NVIDIA Corp67066G104COM29,926$4,727,975dollars as filed
EXXON MOBIL CORP30231G102COM36,727$3,959,137dollars as filed
Chevron Corporation166764100COM25,325$3,626,313dollars as filed
JPMorgan Chase & Co46625H100COM10,968$3,179,733dollars as filed
Apple Inc037833100COM14,141$2,901,306dollars as filed
MARKELGROUPINC570535104STOK1,200$2,396,832dollars as filed
American Express Company025816109COM6,193$1,975,443dollars as filed
Broadcom Inc.11135F101COM5,429$1,496,504dollars as filed
Citigroup Inc.172967424COM12,200$1,038,464dollars as filed
AT&T Inc00206R102COM30,210$874,277dollars as filed
Verizon Communications Inc92343V104COM19,344$837,015dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR12,750$743,708dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF13,805$583,537dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR8,340$573,125dollars as filed
OCCIDENTAL PETE CORP674599105COM13,353$560,966dollars as filed
IShares Bitcoin Trust Registered46438F101SHS8,503$520,469dollars as filed
Bristol-Myers Squibb Company110122108COM10,810$500,395dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock4,700$487,672dollars as filed
United Parcel Service,Inc. Class B911312106COM4,500$454,230dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS5,442$444,394dollars as filed
Amazon.com, Inc023135106COM1,356$297,557dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF14,300$279,136dollars as filed
Walt Disney Co254687106COM2,132$264,389dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock3,041$242,155dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,218$214,657dollars as filed
SCHD808524797COM7,771$205,932dollars as filed
Vanguard Value ETF922908744SHS1,147$202,721dollars as filed
LUCID GROUP INC549498103COM10,000$21,100dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839890-25-000005this filing2025-07-23acceptance time not in the bulk data set