Solitude Financial Services
Solitude Financial Services reported 38 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (22.6%), BRK.B (18.3%) and FNDA (10.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to SPYM, BRK.B and FNDA, trimmed XLE, QQQM and FTGC and sold out of XOM, VSAT and XLU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $83.5M | 22.6% | 930K | +11K (+1%) | 5 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $67.6M | 18.3% | 136K | +2,660 (+2%) | 8 of 8 | |
| 3 |  FNDA Schwab Fundamental U.s. Small Company ETF | $37M | 10.0% | 1.1M | +10K (+1%) | 8 of 8 | |
| 4 |  FNDF Schwab Fundamental International Equity ETF | $31.2M | 8.4% | 581K | +4,402 (+1%) | 8 of 8 | |
| 5 |  FNDX Schwab Fundamental U.s. Large Company ETF | $30.3M | 8.2% | 964K | +18K (+2%) | 8 of 8 | |
| 6 |  XLE Select Sector Spdr TR | $14.4M | 3.9% | 235K | −2,276 (−1%) | 8 of 8 | |
| 7 |  KNG First Trust | $13.8M | 3.7% | 287K | +4,431 (+2%) | 8 of 8 | |
| 8 |  QQQM Invesco Nasdaq | $11.9M | 3.2% | 39K | −215 (−1%) | 5 of 8 | |
| 9 |  BUFR First Trust | $10.9M | 3.0% | 291K | +353 (+0%) | 8 of 8 | |
| 10 |  FTGC First Trust Global Tactical Commodity Strategy Fund | $10.3M | 2.8% | 337K | −1,446 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Solitude Financial Services 13F FAQ
What does Solitude Financial Services own?
Solitude Financial Services reported 38 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (22.6%), BRK.B (18.3%) and FNDA (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Solitude Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 23 added to, 13 trimmed and 4 sold out. New positions include XOM. It sold all of XOM, VSAT and XLU.
When will Solitude Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Solitude Financial Services's portfolio worth?
The Q3 2026 filing reports $370M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.