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Solitude Financial Services

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13F filer, CIK 1839890, CHARLOTTESVILLE, VA

Solitude Financial Services reported $276,006,332 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 84.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839890-25-000005

Period
2025-06-30
Reported value
$276M
Holdings
39
Top 10 weight
84.95%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Badded+4,818$2.34M
FNDAadded+57,939$1.66M
NVDAadded+9,460$1.49M
FNDXadded+48,223$1.18M
XLEadded+13,262$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLTRreduced-5,961-$824K
Treduced-20,212-$585K
Creduced-4,296-$366K
BUDreduced-4,180-$287K
UALreduced-3,326-$265K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001839890-25-000005, largest first. % of portfolio is the value over $276,006,332, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,755 shares; 2024Q4: 61,579 shares; 2025Q1: 96,797 shares; 2025Q2: 97,401 shares 97,401$60.2M21.8%+604Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,442 shares; 2024Q4: 89,959 shares; 2025Q1: 96,065 shares; 2025Q2: 100,883 shares 100,883$49M17.76%+4,818Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,379 shares; 2024Q4: 1,076,684 shares; 2025Q1: 969,381 shares; 2025Q2: 1,027,320 shares 1,027,320$29.4M10.66%+57,939Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,322 shares; 2024Q4: 945,471 shares; 2025Q1: 910,560 shares; 2025Q2: 958,783 shares 958,783$23.5M8.52%+48,223Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,694 shares; 2024Q4: 575,365 shares; 2025Q1: 559,623 shares; 2025Q2: 554,053 shares 554,053$22.2M8.03%-5,570Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,465 shares; 2024Q4: 354,072 shares; 2025Q1: 234,835 shares; 2025Q2: 257,486 shares 257,486$12.6M4.58%+22,651Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,821 shares; 2024Q4: 126,769 shares; 2025Q1: 123,226 shares; 2025Q2: 136,488 shares 136,488$11.6M4.19%+13,262Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,773 shares; 2024Q4: 377,045 shares; 2025Q1: 264,626 shares; 2025Q2: 281,596 shares 281,596$8.95M3.24%+16,970Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,677 shares; 2024Q4: 66,945 shares; 2025Q1: 67,897 shares; 2025Q2: 61,936 shares 61,936$8.56M3.1%-5,961Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 15,327 shares; 2025Q2: 15,253 shares 15,253$8.41M3.05%-74Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,098 shares; 2024Q4: 292,793 shares; 2025Q1: 303,133 shares; 2025Q2: 321,621 shares 321,621$7.93M2.87%+18,488Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,466 shares; 2025Q2: 29,926 shares 29,926$4.73M1.71%+9,460Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,048 shares; 2024Q4: 30,585 shares; 2025Q1: 34,193 shares; 2025Q2: 36,727 shares 36,727$3.96M1.43%+2,534Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,165 shares; 2024Q4: 22,378 shares; 2025Q1: 23,412 shares; 2025Q2: 25,325 shares 25,325$3.63M1.31%+1,913Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,225 shares; 2025Q1: 10,040 shares; 2025Q2: 10,968 shares 10,968$3.18M1.15%+928Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: 11,149 shares; 2025Q1: 11,992 shares; 2025Q2: 14,141 shares 14,141$2.9M1.05%+2,149Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,043 shares; 2025Q1: 1,131 shares; 2025Q2: 1,200 shares 1,200$2.4M0.87%+69Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 3,993 shares; 2025Q1: 5,123 shares; 2025Q2: 6,193 shares 6,193$1.98M0.72%+1,070Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 5,429 shares 5,429$1.5M0.54%+2,530Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 16,356 shares; 2025Q1: 16,496 shares; 2025Q2: 12,200 shares 12,200$1.04M0.38%-4,296Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,120 shares; 2024Q4: 51,680 shares; 2025Q1: 50,422 shares; 2025Q2: 30,210 shares 30,210$874K0.32%-20,212Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,944 shares; 2024Q4: 20,344 shares; 2025Q1: 21,544 shares; 2025Q2: 19,344 shares 19,344$837K0.3%-2,200Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 9,150 shares; 2025Q1: 12,650 shares; 2025Q2: 12,750 shares 12,750$744K0.27%+100Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,805 shares; 2024Q4: 13,805 shares; 2025Q1: 13,805 shares; 2025Q2: 13,805 shares 13,805$584K0.21%0Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,220 shares; 2025Q1: 12,520 shares; 2025Q2: 8,340 shares 8,340$573K0.21%-4,180Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,779 shares; 2025Q2: 13,353 shares 13,353$561K0.2%+4,574Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 6,205 shares; 2025Q2: 8,503 shares 8,503$520K0.19%+2,298Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 10,310 shares; 2025Q1: 11,310 shares; 2025Q2: 10,810 shares 10,810$500K0.18%-500Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares 4,700$488K0.18%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,650 shares; 2025Q2: 4,500 shares 4,500$454K0.16%-150Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 7,945 shares; 2025Q1: 6,766 shares; 2025Q2: 5,442 shares 5,442$444K0.16%-1,324Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,002 shares; 2025Q1: 1,370 shares; 2025Q2: 1,356 shares 1,356$298K0.11%-14Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares 14,300$279K0.1%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,683 shares; 2025Q2: 2,132 shares 2,132$264K0.1%-551Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,367 shares; 2025Q1: 6,367 shares; 2025Q2: 3,041 shares 3,041$242K0.09%-3,326Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares 1,218$215K0.08%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 9,105 shares; 2025Q1: 9,030 shares; 2025Q2: 7,771 shares 7,771$206K0.07%-1,259Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 1,147 shares 1,147$203K0.07%newTimeline
LUCID GROUP INCLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$21.1K0.01%0

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001839890-25-000005 base2025-07-23acceptance time not in the bulk data set