StockDriftsStockDriftsTop 41 Solitude Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 22.37% | 918.8K | $80.7M | +0.94%(+8.60K) | $75.96(+20.14%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18.44% | 133.1K | $66.6M | +6.29%(+7.88K) | $359.39(+39.50%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 11.04% | 1.05M | $39.8M | +1.65%(+16.95K) | $28.18(+36.06%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 8.42% | 576.3K | $30.4M | +1.06%(+6.06K) | $34.74(+60.23%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 8.15% | 945.6K | $29.4M | +1.06%(+9.91K) | $21.75(+49.65%) | 2026-06-30 | |
| KNG | FIRST TR EXCHANGE-TRADED FD | 3.96% | 283.0K | $14.3M | +4.04%(+10.98K) | $50.24(+3.37%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 3.49% | 237.2K | $12.6M | +10.22%(+22.01K) | $40.49(+54.60%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.3% | 39.4K | $11.9M | +3.24%(+1.23K) | $240.26(+25.46%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.95% | 291.1K | $10.6M | +1.09%(+3.13K) | $28.03(+33.53%) | 2026-06-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 2.54% | 338.6K | $9.2M | +0.66%(+2.23K) | $24.78(+18.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.83% | +51.42% | +8.40% | +49.66% |
| Top 20 Holdings Unweighted | +16.76% | +59.18% | +8.05% | +47.26% |
Solitude Financial Services reports $361.23M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (22.4%), BRK.B (18.4%) and FNDA (11.0%). The top 20 holdings account for 96.26% of reported assets. Its disclosed equity book has returned +51.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Solitude Financial Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839890). View Solitude Financial Services’s 13F filings on SEC