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Disclosery

13F-HR filed by Solitude Financial Services

Solitude Financial Services filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-15, with 38 holding rows worth $303,311,775.

Accession
0001839890-26-000001
Filer
CIK 1839890
Filed
2026-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 38 entries on the cover page, a total value of $303,311,775 stated on the cover page (in dollars after the unit check, H1), rows summing to $303,311,775 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 ETF78464A854SHS829,478$66,540,725dollars as filed
Berkshire Hathaway Inc084670702COM110,279$55,431,922dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S999,593$31,497,190dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL576,304$26,054,704dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L918,407$24,989,854dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 500259,134$12,736,436dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS257,500$11,512,803dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED273,730$9,377,990dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM35,748$9,041,384dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET43,219$8,885,826dollars as filed
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD338,675$7,867,420dollars as filed
NVIDIA Corp67066G104COM23,312$4,347,753dollars as filed
Apple Inc037833100COM15,468$4,205,126dollars as filed
EXXON MOBIL CORP30231G102COM33,919$4,081,776dollars as filed
JPMorgan Chase & Co46625H100COM11,939$3,846,985dollars as filed
Chevron Corporation166764100COM23,616$3,599,381dollars as filed
MARKELGROUPINC570535104STOK1,253$2,693,511dollars as filed
American Express Company025816109COM6,473$2,394,686dollars as filed
Tesla Motors, Inc88160R101COM4,690$2,109,187dollars as filed
Broadcom Inc.11135F101COM5,699$1,972,424dollars as filed
Citigroup Inc.172967424COM11,890$1,387,444dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock8,415$970,334dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,048$954,040dollars as filed
SPY78462F103SHS1,286$877,003dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,286$717,347dollars as filed
IShares Bitcoin Trust Registered46438F101SHS14,104$700,264dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF13,805$647,731dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR6,900$552,207dollars as filed
United Parcel Service,Inc. Class B911312106COM4,500$446,355dollars as filed
AT&T Inc00206R102COM17,520$435,197dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS9,980$426,046dollars as filed
OCCIDENTAL PETE CORP674599105COM10,020$412,022dollars as filed
Bristol-Myers Squibb Company110122108COM5,910$318,785dollars as filed
USBANCORPDEL902973304COM NEW5,481$292,466dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF14,300$279,923dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock2,501$279,662dollars as filed
Vanguard Value ETF922908744SHS1,147$219,066dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 15004,550$208,800dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839890-26-000001this filing2026-01-15acceptance time not in the bulk data set