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Solitude Financial Services

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13F filer, CIK 1839890, CHARLOTTESVILLE, VA

Solitude Financial Services reported $338,142,370 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-16. Its ten largest share positions make up 83.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001839890-26-000003

Period
2026-03-31
Reported value
$338M
Holdings
39
Top 10 weight
83.27%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Badded+14,905$7.07M
SPYMadded+80,742$6.65M
AEPadded+9,944$1.34M
GOOGadded+3,261$1.09M
AAPLadded+4,049$1.08M

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
XLEreduced-42,271-$2.36M
GLTRreduced-2,981-$677K
Texited-17,520-$435K
FNDFreduced-6,021-$310K
UALexited-2,501-$280K

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, Q1 2026

Share positions as resolved from 13F-HR 0001839890-26-000003, largest first. % of portfolio is the value over $338,142,370, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795,823 shares; 2025Q4: 829,478 shares; 2026Q1: 910,220 shares 910,220$75M22.18%+80,742Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 125,184 shares 125,184$59.3M17.55%+14,905Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,029,893 shares 1,029,893$35.6M10.52%+30,300Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 570,283 shares 570,283$29.4M8.68%-6,021Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 935,707 shares 935,707$27.1M8.03%+17,300Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 272,015 shares 272,015$13.4M3.96%+12,881Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 215,229 shares 215,229$12M3.55%-42,271Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 288,004 shares 288,004$10.1M3%+14,274Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,462 shares; 2025Q4: 35,748 shares; 2026Q1: 38,127 shares 38,127$10M2.96%+2,379Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 336,336 shares 336,336$9.65M2.85%-2,339Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,238 shares 40,238$9.13M2.7%-2,981Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,517 shares 19,517$5.2M1.54%+4,049Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,373 shares 34,373$5.12M1.51%+454Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,466 shares; 2025Q2: 29,926 shares; 2025Q3: 27,212 shares; 2025Q4: 23,312 shares; 2026Q1: 23,240 shares 23,240$4.62M1.37%-72Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,879 shares 24,879$4.6M1.36%+1,263Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,592 shares 13,592$4.16M1.23%+1,653Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,473 shares 8,473$2.79M0.82%+2,000Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,365 shares 1,365$2.71M0.8%+112Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 6,440 shares; 2025Q4: 8,415 shares; 2026Q1: 18,359 shares 18,359$2.47M0.73%+9,944Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 5,429 shares; 2025Q3: 5,299 shares; 2025Q4: 5,699 shares; 2026Q1: 5,728 shares 5,728$2.27M0.67%+29Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: 5,547 shares 5,547$1.86M0.55%+3,261Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,690 shares; 2026Q1: 4,102 shares 4,102$1.61M0.48%-588Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,187 shares 10,187$1.34M0.4%-1,703Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares; 2025Q3: 1,803 shares; 2025Q4: 3,048 shares; 2026Q1: 3,855 shares 3,855$1.3M0.38%+807Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,481 shares; 2026Q1: 21,158 shares 21,158$1.19M0.35%+15,677Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,286 shares 1,286$900K0.27%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,089 shares 18,089$770K0.23%+3,985Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,080 shares 6,080$655K0.19%newTimeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,750 shares 10,750$537K0.16%-3,055Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,779 shares; 2025Q2: 13,353 shares; 2025Q3: 19,520 shares; 2025Q4: 10,020 shares; 2026Q1: 8,820 shares 8,820$492K0.15%-1,200Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,400 shares 4,400$456K0.13%-100Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares 636$409K0.12%newTimeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,100 shares 4,100$404K0.12%-2,800Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,610 shares 5,610$325K0.1%-300Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,300 shares 14,300$280K0.08%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,002 shares; 2025Q1: 1,370 shares; 2025Q2: 1,356 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,092 shares 1,092$271K0.08%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785$271K0.08%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,720 shares 4,720$217K0.06%-5,260Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,048 shares 1,048$212K0.06%-99Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TAT&T INC17,520$435Kshares
UALUNITED AIRLS HLDGS INC2,501$280Kshares
PRFZINVESCO EXCHANGE TRADED FD T4,550$209Kshares

How Q1 2026 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 0001839890-26-000003 base2026-04-16acceptance time not in the bulk data set