Top 39 Solitude Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 22.18% | 910.2K | $75.0M | +9.73%(+80.74K) | $75.91(+12.23%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17.55% | 125.2K | $59.3M | +13.52%(+14.90K) | $352.01(+32.25%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 10.52% | 1.03M | $35.6M | +3.03%(+30.30K) | $28.07(+27.65%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 8.68% | 570.3K | $29.4M | -1.04%(-6.02K) | $34.58(+50.59%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.03% | 935.7K | $27.1M | +1.88%(+17.30K) | $21.67(+39.33%) | 2026-03-31 | |
| KNG | FIRST TR EXCHANGE-TRADED FD | 3.96% | 272.0K | $13.4M | +4.97%(+12.88K) | $50.27(-2.79%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.55% | 215.2K | $12.0M | -16.42%(-42.27K) | $38.74(+53.44%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3% | 288.0K | $10.1M | +5.21%(+14.27K) | $27.96(+27.99%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.96% | 38.1K | $10.0M | +6.65%(+2.38K) | $239.41(+17.21%) | 2026-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 2.85% | 336.3K | $9.6M | -0.69%(-2.34K) | $24.76(+20.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.94% | +44.05% |
| Top 20 Holdings Unweighted | +15.28% | +53.20% |
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