Solitude Financial Services Portfolio Holdings
Solitude Financial Services
- $291 Million
- Q3 2025
Solitude Financial Services has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $62.3M, Berkshire Hathaway Inc Class B with a value of $52.7M, Schwab Fundamental U S Small C with a value of $30.4M, Schwab Fundamental Intl Large with a value of $25.4M, and Schwab Fundamental U S Large C with a value of $24.7M.
Examining the 13F form we can see an increase of $16M in the current position value, from $275M to 291M.
Below you can find more details about Solitude Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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