13F Insight
DOSSIER · 13F-HR · Q1 2026

Solitude Financial Services

Solitude Financial Services's family office based in Stamford, CT — $338M in tracked AUM across 39 positions as of Q1 2026.

SF
Solitude Financial Services·Stamford, CT·Family Office
CIK 0001839890 · last filed Mar 31, 2026
Total AUM
$338M
▲ 19.1%
vs prior
Holdings
39
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Solitude Financial Services SEC 13F Filing
Portfolio Overview

Solitude Financial Services has reported a significant expansion in assets under management, with the total portfolio value growing by 128.5% from $132.75M to $303.31M quarter-over-quarter. This dramatic increase suggests substantial capital inflows or a marked appreciation in existing asset values during the period ending December 31, 2025. The portfolio consists of 38 holdings, indicat...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$75M910K22.2%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$59M125K17.6%
03
FNDA
SCHWAB STRATEGIC TR
$36M1.0M10.5%
04
FNDF
SCHWAB STRATEGIC TR
$29M570K8.7%
05
FNDX
SCHWAB STRATEGIC TR
$27M936K8.0%
06
KNG
FIRST TR EXCHANGE-TRADED FD
$13M272K4.0%
07
XLE
SELECT SECTOR SPDR TR
$12M215K3.5%
08
BUFR
FIRST TR EXCHNG TRADED FD VI
$10M288K3.0%
09
QQQM
INVESCO EXCH TRADED FD TR II
$10M38K3.0%
10
FTGC
FIRST TR EXCHANGE TRAD FD VI
$10M336K2.9%

Filing history

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