13F Filings History of Solitude Financial Services

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$292,212,238
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 37 stock holdings with total value $292,212,238 as of Q3 2025. Top holdings included SPLG, BRKB, FNDA, FNDF, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 37 $292,212,238 +$75,353,134 -$77,758,640 -$2,405,506 SPLG, BRKB, FNDA, FNDF, FNDX 13F-HR 05 Nov 2025, 11:54
Q2 2025 39 $276,006,332 +$13,961,438 -$2,936,319 +$11,025,119 SPY, BRKB, FNDA, FNDX, FNDF 13F-HR 23 Jul 2025, 10:29
Q1 2025 36 $257,481,486 +$35,842,208 -$14,946,423 +$20,895,785 SPY, BRKB, FNDA, FNDX, FNDF 13F-HR 09 May 2025, 10:22
Q4 2024 34 $228,473,397 +$33,120,392 -$4,682,632 +$28,437,760 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 -$14,299,963 -$607,763 BRKB, SPY, FNDA, FNDX, FNDF 13F-HR 19 Jul 2024, 09:59
Q1 2024 36 $217,199,588 +$96,468,686 -$72,030,640 +$24,438,046 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 -$5,366,099 +$7,136,130 SPY, BRKB, VEA, KNG, VB 13F-HR 24 Oct 2023, 10:22
Q2 2023 49 $176,402,185 +$16,874,901 -$457,496 +$16,417,405 SPY, BRKB, VEA, VB, KNG 13F-HR 06 Jul 2023, 10:04
Q1 2023 44 $155,864,678 +$6,267,219 -$1,899,103 +$4,368,116 SPY, BRKB, VEA, VB, KNG 13F-HR 25 Apr 2023, 09:50
Q4 2022 44 $145,977,598 +$3,038,604 -$4,060,868 -$1,022,264 SPY, BRKB, VEA, VB, KNG 13F-HR 12 Jan 2023, 12:00
Q3 2022 44 $136,899,000 +$9,599,374 -$4,921,399 +$4,677,975 SPY, BRKB, VEA, VB, KNG 13F-HR 13 Oct 2022, 14:25
Q2 2022 44 $142,556,000 +$46,012,938 -$38,769,202 +$7,243,736 SPY, BRKB, VEA, VB, KNG 13F-HR 11 Jul 2022, 15:59
Q1 2022 38 $159,936,000 +$23,411,826 -$7,121,233 +$16,290,593 BRKB, PRF, SPY, GLTR, PXF 13F-HR 12 Apr 2022, 09:37
Q4 2021 40 $140,482,807 +$10,407,125 -$15,049,374 -$4,642,249 PRF, BRKB, SPY, AAPL, VEA 13F-HR 18 Jan 2022, 08:27
Q3 2021 40 $145,166,000 +$17,979,357 -$7,498,455 +$10,480,902 BRKB, SPY, PRF, AAPL, VEA 13F-HR 03 Nov 2021, 10:11
Q2 2021 39 $137,864,000 +$14,577,719 -$8,708,242 +$5,869,477 BRKB, SPY, PRF, AAPL, GLTR 13F-HR 02 Aug 2021, 09:07
Q1 2021 39 $124,042,000 +$18,911,998 -$15,826,694 +$3,085,304 BRKB, PRF, AAPL, SPY, GLTR 13F-HR 19 Apr 2021, 10:35
Q4 2020 38 $113,807,000 $0 BRKB, AAPL, PRF, SPY, GLTR 13F-HR 19 Jan 2021, 19:03