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Solitude Financial Services

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13F filer, CIK 1839890, CHARLOTTESVILLE, VA

Solitude Financial Services reported $303,311,775 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 84.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839890-26-000001

Period
2025-12-31
Reported value
$303M
Holdings
38
Top 10 weight
84.42%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLEadded+121,140$5.42M
BRK-Badded+5,468$2.75M
SPYMadded+33,655$2.7M
TSLAnew+4,690$2.11M
QQQMadded+5,286$1.34M

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-15,692-$3.23M
NVDAreduced-3,900-$727K
VZexited-16,254-$714K
BUDexited-11,490-$685K
FNDFreduced-13,984-$632K

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, Q4 2025

Share positions as resolved from 13F-HR 0001839890-26-000001, largest first. % of portfolio is the value over $303,311,775, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795,823 shares; 2025Q4: 829,478 shares 829,478$66.5M21.94%+33,655Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,442 shares; 2024Q4: 89,959 shares; 2025Q1: 96,065 shares; 2025Q2: 100,883 shares; 2025Q3: 104,811 shares; 2025Q4: 110,279 shares 110,279$55.4M18.28%+5,468Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,379 shares; 2024Q4: 1,076,684 shares; 2025Q1: 969,381 shares; 2025Q2: 1,027,320 shares; 2025Q3: 976,531 shares; 2025Q4: 999,593 shares 999,593$31.5M10.38%+23,062Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,694 shares; 2024Q4: 575,365 shares; 2025Q1: 559,623 shares; 2025Q2: 554,053 shares; 2025Q3: 590,288 shares; 2025Q4: 576,304 shares 576,304$26.1M8.59%-13,984Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,322 shares; 2024Q4: 945,471 shares; 2025Q1: 910,560 shares; 2025Q2: 958,783 shares; 2025Q3: 939,079 shares; 2025Q4: 918,407 shares 918,407$25M8.24%-20,672Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,465 shares; 2024Q4: 354,072 shares; 2025Q1: 234,835 shares; 2025Q2: 257,486 shares; 2025Q3: 261,496 shares; 2025Q4: 259,134 shares 259,134$12.7M4.2%-2,362Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,821 shares; 2024Q4: 126,769 shares; 2025Q1: 123,226 shares; 2025Q2: 136,488 shares; 2025Q3: 136,360 shares; 2025Q4: 257,500 shares 257,500$11.5M3.8%+121,140Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,773 shares; 2024Q4: 377,045 shares; 2025Q1: 264,626 shares; 2025Q2: 281,596 shares; 2025Q3: 288,009 shares; 2025Q4: 273,730 shares 273,730$9.38M3.09%-14,279Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,462 shares; 2025Q4: 35,748 shares 35,748$9.04M2.98%+5,286Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,677 shares; 2024Q4: 66,945 shares; 2025Q1: 67,897 shares; 2025Q2: 61,936 shares; 2025Q3: 58,911 shares; 2025Q4: 43,219 shares 43,219$8.89M2.93%-15,692Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,098 shares; 2024Q4: 292,793 shares; 2025Q1: 303,133 shares; 2025Q2: 321,621 shares; 2025Q3: 325,416 shares; 2025Q4: 338,675 shares 338,675$7.87M2.59%+13,259Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,466 shares; 2025Q2: 29,926 shares; 2025Q3: 27,212 shares; 2025Q4: 23,312 shares 23,312$4.35M1.43%-3,900Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: 11,149 shares; 2025Q1: 11,992 shares; 2025Q2: 14,141 shares; 2025Q3: 13,791 shares; 2025Q4: 15,468 shares 15,468$4.21M1.39%+1,677Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,048 shares; 2024Q4: 30,585 shares; 2025Q1: 34,193 shares; 2025Q2: 36,727 shares; 2025Q3: 31,975 shares; 2025Q4: 33,919 shares 33,919$4.08M1.35%+1,944Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,225 shares; 2025Q1: 10,040 shares; 2025Q2: 10,968 shares; 2025Q3: 11,041 shares; 2025Q4: 11,939 shares 11,939$3.85M1.27%+898Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,165 shares; 2024Q4: 22,378 shares; 2025Q1: 23,412 shares; 2025Q2: 25,325 shares; 2025Q3: 22,507 shares; 2025Q4: 23,616 shares 23,616$3.6M1.19%+1,109Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,043 shares; 2025Q1: 1,131 shares; 2025Q2: 1,200 shares; 2025Q3: 1,231 shares; 2025Q4: 1,253 shares 1,253$2.69M0.89%+22Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 3,993 shares; 2025Q1: 5,123 shares; 2025Q2: 6,193 shares; 2025Q3: 5,884 shares; 2025Q4: 6,473 shares 6,473$2.39M0.79%+589Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,690 shares 4,690$2.11M0.7%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 5,429 shares; 2025Q3: 5,299 shares; 2025Q4: 5,699 shares 5,699$1.97M0.65%+400Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 16,356 shares; 2025Q1: 16,496 shares; 2025Q2: 12,200 shares; 2025Q3: 12,100 shares; 2025Q4: 11,890 shares 11,890$1.39M0.46%-210Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 6,440 shares; 2025Q4: 8,415 shares 8,415$970K0.32%+1,975Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares; 2025Q3: 1,803 shares; 2025Q4: 3,048 shares 3,048$954K0.31%+1,245Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,755 shares; 2024Q4: 61,579 shares; 2025Q1: 96,797 shares; 2025Q2: 97,401 shares; 2025Q3: 1,276 shares; 2025Q4: 1,286 shares 1,286$877K0.29%+10Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares 2,286$717K0.24%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 6,205 shares; 2025Q2: 8,503 shares; 2025Q3: 11,055 shares; 2025Q4: 14,104 shares 14,104$700K0.23%+3,049Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,805 shares; 2024Q4: 13,805 shares; 2025Q1: 13,805 shares; 2025Q2: 13,805 shares; 2025Q3: 13,805 shares; 2025Q4: 13,805 shares 13,805$648K0.21%0Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 9,150 shares; 2025Q1: 12,650 shares; 2025Q2: 12,750 shares; 2025Q3: 12,400 shares; 2025Q4: 6,900 shares 6,900$552K0.18%-5,500Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,650 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500$446K0.15%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,120 shares; 2024Q4: 51,680 shares; 2025Q1: 50,422 shares; 2025Q2: 30,210 shares; 2025Q3: 29,880 shares; 2025Q4: 17,520 shares 17,520$435K0.14%-12,360Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 7,945 shares; 2025Q1: 6,766 shares; 2025Q2: 5,442 shares; 2025Q3: 5,380 shares; 2025Q4: 9,980 shares 9,980$426K0.14%+4,600Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,779 shares; 2025Q2: 13,353 shares; 2025Q3: 19,520 shares; 2025Q4: 10,020 shares 10,020$412K0.14%-9,500Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 10,310 shares; 2025Q1: 11,310 shares; 2025Q2: 10,810 shares; 2025Q3: 14,510 shares; 2025Q4: 5,910 shares 5,910$319K0.11%-8,600Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,481 shares 5,481$292K0.1%newTimeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares 14,300$280K0.09%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,367 shares; 2025Q1: 6,367 shares; 2025Q2: 3,041 shares; 2025Q3: 3,001 shares; 2025Q4: 2,501 shares 2,501$280K0.09%-500Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147$219K0.07%0Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550$209K0.07%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VZVERIZON COMMUNICATIONS INC16,254$714Kshares
BUDANHEUSER BUSCH INBEV SA NV11,490$685Kshares

How Q4 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 0001839890-26-000001 base2026-01-15acceptance time not in the bulk data set