Solitude Financial Services

CHARLOTTESVILLE, VA · CIK 1839890 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCharlottesville, VA

$361.0m reported value +6.8% vs Q1 2026

41positions

84.6%in top 10

2 new 23 added 10 reduced 0 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($210.3k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	918,816	$80.7m22.37%	22.37%	Added +8.6k	+8,596 0.9%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	133,063	$66.6m18.44%	18.44%	Added +7.9k	+7,879 6.3%
3	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	1,046,847	$39.8m11.04%	11.04%	Added +17.0k	+16,954 1.6%
4	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	576,347	$30.4m8.42%	8.42%	Added +6.1k	+6,064 1.1%
5	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	945,622	$29.4m8.15%	8.15%	Added +9.9k	+9,915 1.1%
6	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	282,994	$14.3m3.96%	3.96%	Added +11.0k	+10,979 4.0%
7	SELECT SECTOR SPDR TR ENERGY XLE	XLE	237,235	$12.6m3.49%	3.49%	Added +22.0k	+22,006 10.2%
8	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	39,361	$11.9m3.30%	3.30%	Added +1.2k	+1,234 3.2%
9	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	291,131	$10.6m2.95%	2.95%	Added +3.1k	+3,127 1.1%
10	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	338,563	$9.2m2.54%	2.54%	Added +2.2k	+2,227 0.7%
11	ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET GLTR	GLTR	44,257	$8.0m2.22%	2.22%	Added +4.0k	+4,019 10.0%
12	APPLE INC COM AAPL	AAPL	19,514	$5.6m1.56%	1.56%	Reduced -3	-3 -0.0%
13	EXXON MOBIL CORP COM XOM	XOM	34,881	$4.8m1.32%	1.32%	Added +508	+508 1.5%
14	JPMORGAN CHASE & CO COM JPM	JPM	13,764	$4.5m1.25%	1.25%	Added +172	+172 1.3%
15	NVIDIA CORPORATION COM NVDA	NVDA	21,540	$4.3m1.19%	1.19%	Reduced -1.7k	-1,700 -7.3%
16	CHEVRON CORP NEW COM CVX	CVX	25,796	$4.3m1.18%	1.18%	Added +917	+917 3.7%
17	AMERICAN EXPRESS CO COM AXP	AXP	9,161	$3.1m0.86%	0.86%	Added +688	+688 8.1%
18	MARKEL GROUP INC COM MKL	MKL	1,346	$2.6m0.73%	0.73%	Reduced -19	-19 -1.4%
19	AMERICAN ELEC PWR CO INC COM AEP	AEP	18,687	$2.6m0.71%	0.71%	Added +328	+328 1.8%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	5,914	$2.1m0.58%	0.58%	Added +367	+367 6.6%
21	BROADCOM INC COM AVGO	AVGO	5,148	$1.9m0.54%	0.54%	Reduced -580	-580 -10.1%
22	US BANCORP DEL COM NEW USB	USB	26,395	$1.6m0.44%	0.44%	Added +5.2k	+5,237 24.8%
23	TESLA INC COM TSLA	TSLA	3,602	$1.5m0.42%	0.42%	Reduced -500	-500 -12.2%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,879	$1.4m0.38%	0.38%	Added +24	+24 0.6%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,286	$960.4k0.27%	0.27%	Unchanged
26	CITIGROUP INC COM NEW C	C	6,292	$880.6k0.24%	0.24%	Reduced -3.9k	-3,895 -38.2%
27	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	19,890	$662.1k0.18%	0.18%	Added +1.8k	+1,801 10.0%
28	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	10,750	$580.8k0.16%	0.16%	Unchanged
29	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,400	$473.0k0.13%	0.13%	Unchanged
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	637	$437.6k0.12%	0.12%	Added +1	+1 0.2%
31	NETFLIX INC COM NFLX	NFLX	6,080	$434.1k0.12%	0.12%	Unchanged
32	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,480	$322.5k0.09%	0.09%	Added +432	+432 41.2%
33	AMAZON COM INC COM AMZN	AMZN	1,292	$307.9k0.09%	0.09%	Added +200	+200 18.3%
34	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	782	$289.4k0.08%	0.08%	Reduced -3	-3 -0.4%
35	RIO TINTO PLC SPONSORED ADR RIO	RIO	3,000	$284.8k0.08%	0.08%	Reduced -1.1k	-1,100 -26.8%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	14,300	$279.2k0.08%	0.08%	Unchanged
37	OCCIDENTAL PETE CORP COM OXY	OXY	5,600	$272.0k0.08%	0.08%	Reduced -3.2k	-3,220 -36.5%
38	VIASAT INC COM VSAT	VSAT	2,785	$250.1k0.07%	0.07%	New
39	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,910	$225.3k0.06%	0.06%	Reduced -1.7k	-1,700 -30.3%
40	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	4,720	$214.0k0.06%	0.06%	Unchanged
41	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	3,750	$209.1k0.06%	0.06%	New

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Put	TSLA	Put	500	$210.3k500 shares	New