Solitude Financial Services
CIK
1839890
City
CHARLOTTESVILLE
State / Country
VA
Top Portfolio Positions
23 positions ·
$111,089,140 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
125,184 | $59,988,172 | 54.00% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
40,238 | $8,800,855 | 7.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
34,373 | $5,831,723 | 5.25% | |
| CVX |
Chevron Corp
Energy
|
24,879 | $5,147,465 | 4.63% | |
| AAPL |
Apple Inc.
Technology
|
19,517 | $4,953,219 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,240 | $4,053,056 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,592 | $3,998,222 | 3.60% | |
| MKL |
Markel Group Inc.
Financial Services
|
1,365 | $2,612,705 | 2.35% | |
| AXP |
American Express Co
Financial Services
|
8,473 | $2,562,913 | 2.31% | |
| AEP |
American Electric Power Co Inc
Utilities
|
18,359 | $2,406,497 | 2.17% |
Portfolio Trend
22 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,800,855 | 40,238 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,885,826 | 43,219 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,746,824 | 58,911 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,556,458 | 61,936 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,790,624 | 67,897 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,350,561 | 66,945 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,120,287 | 71,677 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,367,189 | 71,540 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,602,297 | 69,134 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,581,110 | 72,304 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,154,226 | 73,134 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,141,046 | 70,782 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $5,802,324 | 63,615 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,449,989 | 61,078 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,461,914 | 67,323 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,212,639 | 61,088 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,768,166 | 112,075 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $9,372,839 | 104,783 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,859,556 | 102,470 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $8,427,801 | 87,380 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,398,772 | 79,840 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $7,246,999 | 73,239 | Shares | Sole | 2021-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||