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CIK: 0001839890
Total reported value
$361.2M
$361.2M
36 檔
48.1%
During the Q1 2025 filing period, Solitude Financial Services (CIK: 0001839890) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $361.2M across 36 reported positions.
In Q1 2025, Solitude Financial Services displayed an active expansion posture, initiating 36 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.03% | — | +57.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 19.87% | +0.88% | +6.79% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 10.31% | +0.51% | -9.97% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.35% | +0.11% | -3.69% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.85% | -0.26% | -2.74% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.61% | — | -33.68% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 4.47% | -0.06% | -2.79% | |
| 8 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 3.41% | -0.48% | +1.42% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.05% | -0.06% | -29.82% | |
| 10 | FTGC | First Trust Global Tactical | ETF-Other | 3.00% | -0.31% | +3.53% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.79% | — | +3647.43% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | -0.19% | +11.80% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.18% | +4.62% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.02% | +7.56% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.02% | +8.83% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.18% | — | |
| 17 | MKL | Markel Group Inc | Stock-Financials | 0.82% | -0.07% | +8.44% | |
| 18 | T | At&t Inc | Stock-Comm Services | 0.55% | — | -2.43% | |
| 19 | AXP | American Express Co | Stock-Financials | 0.54% | +0.04% | +28.30% | |
| 20 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.16% | +0.86% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | — | +5.90% | |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.30% | — | +22.50% | |
| 23 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.30% | -0.04% | +38.25% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.27% | -0.04% | +9.70% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.22% | — | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | — | -14.84% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.20% | — | -3.13% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | -0.13% | — | |
| 29 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.17% | — | +18.63% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.17% | -0.07% | — | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | -0.05% | +36.22% | |
| 32 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.11% | — | — | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.10% | — | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.01% | -31.57% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | — | -0.82% | |
| 36 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Solitude Financial Services reported a total U.S. public equity portfolio value of $361.2M across 36 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BRK-B, FNDA) accounted for 48.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $54.1M
During Q1 2025, Solitude Financial Services's top holdings by market value included SPY (21.0%)、BRK-B (19.9%)、FNDA (10.3%). The largest single position, SPY, represented 21.0% of total portfolio value.
In Q1 2025, Solitude Financial Services made 36 total portfolio adjustments, initiating 36 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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