13F Filings History of Solitude Financial Services

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$303,311,775
Signature - Title
Ty Bilderback - Chief Compliance Officer
Location
Charlottesville, VA
Summary
This page shows a list of all the recent 13F filings made by Solitude Financial Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Solitude Financial Services reported 38 stock holdings with total value $303,311,775 as of Q4 2025. Top holdings included SPYM, BRKB, FNDA, FNDF, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $303,311,775 +$18,878,955 -$8,835,037 +$10,043,918 SPYM, BRKB, FNDA, FNDF, FNDX 13F-HR 15 Jan 2026, 10:54
Q3 2025 37 $292,212,238 +$75,353,134 -$77,758,639 -$2,405,505 SPLG, BRKB, FNDA, FNDF, FNDX 13F-HR 05 Nov 2025, 11:54
Q2 2025 39 $276,006,332 +$13,961,439 -$2,936,319 +$11,025,120 SPY, BRKB, FNDA, FNDX, FNDF 13F-HR 23 Jul 2025, 10:29
Q1 2025 36 $257,481,486 +$35,842,207 -$14,946,425 +$20,895,782 SPY, BRKB, FNDA, FNDX, FNDF 13F-HR 09 May 2025, 10:22
Q4 2024 34 $228,473,397 +$33,120,399 -$4,682,632 +$28,437,767 BRKB, SPY, FNDA, FNDX, FNDF 13F-HR 07 Feb 2025, 13:54
Q3 2024 34 $234,296,864 +$6,414,958 -$2,302,238 +$4,112,720 BRKB, SPY, FNDA, FNDX, FNDF 13F-HR 30 Oct 2024, 09:39
Q2 2024 35 $215,223,463 +$13,692,200 -$14,299,965 -$607,765 BRKB, SPY, FNDA, FNDX, FNDF 13F-HR 19 Jul 2024, 09:59
Q1 2024 36 $217,199,588 +$96,468,687 -$72,030,622 +$24,438,065 BRKB, SPY, FNDA, FNDX, FNDF 13F-HR 22 Apr 2024, 12:20
Q4 2023 45 $182,725,020 +$4,168,412 -$10,559,068 -$6,390,656 SPY, BRKB, VEA, VB, KNG 13F-HR 09 Feb 2024, 09:32
Q3 2023 47 $177,123,462 +$12,502,229 -$5,787,342 +$6,714,887 SPY, BRKB, VEA, KNG, VB 13F-HR 24 Oct 2023, 10:22
Q2 2023 49 $176,402,185 +$16,874,903 -$1,682,092 +$15,192,811 SPY, BRKB, VEA, VB, KNG 13F-HR 06 Jul 2023, 10:04
Q1 2023 44 $155,864,678 +$6,267,219 -$2,100,328 +$4,166,891 SPY, BRKB, VEA, VB, KNG 13F-HR 25 Apr 2023, 09:50
Q4 2022 44 $145,977,598 +$3,038,605 -$6,248,869 -$3,210,264 SPY, BRKB, VEA, VB, KNG 13F-HR 12 Jan 2023, 13:00
Q3 2022 44 $136,899,000 +$9,599,375 -$4,921,400 +$4,677,975 SPY, BRKB, VEA, VB, KNG 13F-HR 13 Oct 2022, 14:25
Q2 2022 44 $142,556,000 +$46,012,933 -$41,809,197 +$4,203,736 SPY, BRKB, VEA, VB, KNG 13F-HR 11 Jul 2022, 15:59
Q1 2022 38 $159,936,000 +$23,411,827 -$14,595,232 +$8,816,595 BRKB, PRF, SPY, GLTR, PXF 13F-HR 12 Apr 2022, 09:37
Q4 2021 40 $150,280,000 +$10,642,285 -$16,543,374 -$5,901,089 PRF, BRKB, SPY, AAPL, VEA 13F-HR 18 Jan 2022, 09:27
Q3 2021 40 $145,166,000 +$17,979,363 -$7,498,455 +$10,480,908 BRKB, SPY, PRF, AAPL, VEA 13F-HR 03 Nov 2021, 10:11
Q2 2021 39 $137,864,000 +$14,577,718 -$8,708,241 +$5,869,477 BRKB, SPY, PRF, AAPL, GLTR 13F-HR 02 Aug 2021, 09:07
Q1 2021 39 $124,042,000 +$18,911,995 -$15,826,690 +$3,085,305 BRKB, PRF, AAPL, SPY, GLTR 13F-HR 19 Apr 2021, 10:35
Q4 2020 38 $113,807,000 $0 $0 $0 BRKB, AAPL, PRF, SPY, GLTR 13F-HR 19 Jan 2021, 20:03