Solitude Financial Services

Q4 2025 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$303,312
Net value change ($000)
+11,100 (3.8%)
New positions
3
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 4,196 6.7%
BRK-B 2,739 5.2%
TSLA 2,109 NEW
QQQM 1,513 20.1%
FNDA 1,068 3.5%
GOOGL 717 NEW
FNDF 696 2.7%
AAPL 693 19.7%
GOOGL 516 117.8%
XOM 477 13.2%
Top Reduces (Value $000, Stocks/ETFs)
GLTR -861 -8.8%
NVDA -729 -14.4%
VZ -714 -100.0%
BUD -685 -100.0%
XLE -669 -5.5%
FTGC -561 -6.7%
OXY -510 -55.3%
T -409 -48.5%
BMY -335 -51.2%
RIO -267 -32.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type