Solitude Financial Services - Portfolio overview

Solitude Financial Services has 45 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 18.60%
2. SPLG - SPDR SERIES TRUST, 15.46%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 14.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.