§ 13F · FUND PROFILE
Solitude Financial Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $292M (13F)Positions · 37Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 910K | $75M | 22.2% | +10% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 125K | $59M | 17.6% | +14% |
| 3 | FNDA | SCHWAB STRATEGIC TR | 1.03M | $36M | 10.5% | +3% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 570K | $29M | 8.7% | −1% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 936K | $27M | 8.0% | +2% |
| 6 | KNG | FIRST TR EXCHANGE-TRADED FD | 272K | $13M | 4.0% | +5% |
| 7 | XLE | SELECT SECTOR SPDR TR | 215K | $12M | 3.5% | −16% |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | 288K | $10M | 3.0% | +5% |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 38K | $10M | 3.0% | +7% |
| 10 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 336K | $10M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOLITUDE SIGNAL
AC read
Solitude Financial Services is a Other fund managing $292 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed