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CIK: 0001839890
Total reported value
$361.2M
$361.2M
38 檔
56.6%
During the Q4 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 38 reported positions.
In Q4 2025, Solitude Financial Services displayed an active expansion posture, initiating 3 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 21.94% | +0.17% | +4.23% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 18.28% | +0.88% | +5.22% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 10.38% | +0.51% | +2.36% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.59% | -0.26% | -2.37% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.24% | +0.11% | -2.20% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.20% | — | -0.90% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.80% | -0.06% | +88.84% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.09% | -0.06% | -4.96% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.98% | +0.34% | +17.35% | |
| 10 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.93% | -0.48% | -26.64% | |
| 11 | FTGC | First Trust Global Tactical | ETF-Other | 2.59% | -0.31% | +4.07% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.18% | -14.33% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.02% | +12.16% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.19% | +6.08% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.02% | +8.13% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.18% | +4.93% | |
| 17 | MKL | Markel Group Inc | Stock-Financials | 0.89% | -0.07% | +1.79% | |
| 18 | AXP | American Express Co | Stock-Financials | 0.79% | +0.04% | +10.01% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.13% | +7.55% | |
| 21 | C | Citigroup Inc | Stock-Financials | 0.46% | -0.16% | -1.74% | |
| 22 | AEP | American Electric Power | Stock-Utilities | 0.32% | -0.02% | +30.67% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | — | +69.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | +0.78% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.03% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.23% | -0.05% | +27.58% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.21% | — | — | |
| 28 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.18% | -0.04% | -44.35% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.15% | — | — | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.14% | — | -41.37% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.14% | — | +85.50% | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.14% | -0.07% | -48.67% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.11% | -0.04% | -59.27% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.10% | +0.09% | — | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.09% | — | — | |
| 36 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.09% | — | -16.66% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.03% | — | |
| 38 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.07% | +0.06% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +4.23% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +17.35% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +5.22% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +12.16% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +69.05% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +6.08% | Add |
| 7 | AXP | American Express Co | +0.1% | +10.01% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +8.13% | Add |
| 9 | MKL | Markel Group Inc | +0.1% | +1.79% | Add |
| 10 | AEP | American Electric Power | +0.1% | +30.67% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +7.55% | Add |
| 12 | C | Citigroup Inc | 0% | -1.74% | Trim |
| 13 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.78% | Add |
| 15 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 16 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | — | — | Unchanged |
| 18 | CVX | Chevron CORP | 0% | +4.93% | Add |
| 19 | UAL | United Airlines Holdings Inc | 0% | -16.66% | Trim |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | — | Unchanged |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +85.50% | Add |
| 22 | IBIT | Ishares Bitcoin Trust ETF | 0% | +27.58% | Add |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +2.36% | Add |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | -2.37% | Trim |
| 25 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -44.35% | Trim |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | -59.27% | Trim |
| 27 | T | At&t Inc | -0.2% | -41.37% | Trim |
| 28 | OXY | Occidental Petroleum CORP | -0.2% | -48.67% | Trim |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -4.96% | Trim |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | -2.20% | Trim |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.2% | -0.90% | Trim |
| 32 | FTGC | First Trust Global Tactical | -0.3% | +4.07% | Add |
| 33 | NVDA | Nvidia CORP | -0.3% | -14.33% | Trim |
| 34 | XLE | Ss Energy Select Sector | -0.4% | +88.84% | Add |
| 35 | GLTR | Abrdn Precious Metals Basket | -0.4% | -26.64% | Trim |
| 36 | TSLA | Tesla Inc | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | — | EXIT | Sold out |
| 40 | USB | US Bancorp | — | NEW | New buy |
According to official SEC Form 13F filings, Solitude Financial Services reported a total U.S. public equity portfolio value of $361.2M across 38 disclosed positions in Q4 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 SPYM, BRK-B, FNDA) accounted for 56.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSLA
市值: $2.1M
Top Position Liquidated / Trimmed
VZ
前期市值: $714.4K
During Q4 2025, Solitude Financial Services's top holdings by market value included SPYM (21.9%)、BRK-B (18.3%)、FNDA (10.4%). The largest single position, SPYM, represented 21.9% of total portfolio value.
In Q4 2025, Solitude Financial Services made 35 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 2 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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