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Disclosery

13F-HR filed by Solitude Financial Services

Solitude Financial Services filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-05, with 37 holding rows worth $292,212,238.

Accession
0001839890-25-000006
Filer
CIK 1839890
Filed
2025-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 37 entries on the cover page, a total value of $292,212,238 stated on the cover page (in dollars after the unit check, H1), rows summing to $292,212,238 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
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS795,823$62,344,774dollars as filed
Berkshire Hathaway Inc084670702COM104,811$52,692,865dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S976,531$30,428,721dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL590,288$25,358,772dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L939,079$24,697,778dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 500261,496$12,894,368dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS136,360$12,182,359dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET58,911$9,746,825dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED288,009$9,625,261dollars as filed
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD325,416$8,428,274dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM30,462$7,527,769dollars as filed
NVIDIA Corp67066G104COM27,212$5,077,280dollars as filed
EXXON MOBIL CORP30231G102COM31,975$3,605,213dollars as filed
Apple Inc037833100COM13,791$3,511,598dollars as filed
Chevron Corporation166764100COM22,507$3,495,160dollars as filed
JPMorgan Chase & Co46625H100COM11,041$3,482,663dollars as filed
MARKELGROUPINC570535104STOK1,231$2,352,884dollars as filed
American Express Company025816109COM5,884$1,954,429dollars as filed
Broadcom Inc.11135F101COM5,299$1,748,193dollars as filed
Citigroup Inc.172967424COM12,100$1,228,150dollars as filed
OCCIDENTAL PETE CORP674599105COM19,520$922,320dollars as filed
SPY78462F103SHS1,276$850,098dollars as filed
AT&T Inc00206R102COM29,880$843,811dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR12,400$818,524dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock6,440$724,500dollars as filed
IShares Bitcoin Trust Registered46438F101SHS11,055$718,575dollars as filed
Verizon Communications Inc92343V104COM16,254$714,363dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR11,490$684,919dollars as filed
Bristol-Myers Squibb Company110122108COM14,510$654,401dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF13,805$624,124dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS5,380$469,190dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,803$438,322dollars as filed
United Parcel Service,Inc. Class B911312106COM4,500$375,885dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock3,001$289,597dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF14,300$279,708dollars as filed
Vanguard Value ETF922908744SHS1,147$213,904dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 15004,550$206,661dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839890-25-000006this filing2025-11-05acceptance time not in the bulk data set