StockDrifts LogoStockDrifts

Solitude Financial Services

Portfolio Manager
Solitude Financial Services
Performance
+1.59% (2026 Q1)
AUM (13F)
$338.14M
# of Holdings
39
Performance Rank
Allocation (Top 20)
96.01%

Solitude Financial Services Holdings Map

Top 39 Solitude Financial Services Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
22.18%910.2K$75.0M
+9.73%(+80.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 795.8K shares2025-Q4: 829.5K shares2026-Q1: 910.2K shares
$75.91(+12.23%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
17.55%125.2K$59.3M
+13.52%(+14.90K)
2025-Q1: 96.1K shares2025-Q2: 100.9K shares2025-Q3: 104.8K shares2025-Q4: 110.3K shares2026-Q1: 125.2K shares
$352.01(+32.25%)
2026-03-31
FNDA
SCHWAB STRATEGIC TR
10.52%1.03M$35.6M
+3.03%(+30.30K)
2025-Q1: 969.4K shares2025-Q2: 1.03M shares2025-Q3: 976.5K shares2025-Q4: 999.6K shares2026-Q1: 1.03M shares
$28.07(+27.65%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
8.68%570.3K$29.4M
-1.04%(-6.02K)
2025-Q1: 559.6K shares2025-Q2: 554.1K shares2025-Q3: 590.3K shares2025-Q4: 576.3K shares2026-Q1: 570.3K shares
$34.58(+50.59%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
8.03%935.7K$27.1M
+1.88%(+17.30K)
2025-Q1: 910.6K shares2025-Q2: 958.8K shares2025-Q3: 939.1K shares2025-Q4: 918.4K shares2026-Q1: 935.7K shares
$21.67(+39.33%)
2026-03-31
KNG
FIRST TR EXCHANGE-TRADED FD
3.96%272.0K$13.4M
+4.97%(+12.88K)
2025-Q1: 234.8K shares2025-Q2: 257.5K shares2025-Q3: 261.5K shares2025-Q4: 259.1K shares2026-Q1: 272.0K shares
$50.27(-2.79%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.55%215.2K$12.0M
-16.42%(-42.27K)
2025-Q1: 123.2K shares2025-Q2: 136.5K shares2025-Q3: 136.4K shares2025-Q4: 257.5K shares2026-Q1: 215.2K shares
$38.74(+53.44%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
3%288.0K$10.1M
+5.21%(+14.27K)
2025-Q1: 264.6K shares2025-Q2: 281.6K shares2025-Q3: 288.0K shares2025-Q4: 273.7K shares2026-Q1: 288.0K shares
$27.96(+27.99%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
2.96%38.1K$10.0M
+6.65%(+2.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 30.5K shares2025-Q4: 35.7K shares2026-Q1: 38.1K shares
$239.41(+17.21%)
2026-03-31
FTGC
FIRST TR EXCHANGE TRAD FD VI
2.85%336.3K$9.6M
-0.69%(-2.34K)
2025-Q1: 303.1K shares2025-Q2: 321.6K shares2025-Q3: 325.4K shares2025-Q4: 338.7K shares2026-Q1: 336.3K shares
$24.76(+20.55%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Solitude Financial Services, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all