Solitude Financial Services, a registered investment adviser based in Charlottesville, Virginia, has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026.
The filing lists 38 distinct equity positions held by the firm. The largest holding disclosed is Berkshire Hathaway Inc. Class B New, with 135,723 shares. The firm also holds significant positions in Chevron Corporation (26,204 shares), ExxonMobil Holdings Corp (35,266 shares), and NVIDIA Corporation (21,569 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top ETF holding is the Schwab Strategic Trust Fundamental US Large ETF, with 964,022 shares. Other major ETF positions include the Schwab Strategic Trust Fundamental US ETF (1,057,189 shares), the Schwab Strategic Trust Fundamental International ETF (580,749 shares), and the SPDR S&P 500 ETF Trust (929,834 shares).
Among individual stock positions, Solitude Financial Services holds 19,547 shares of Apple Inc. and 14,027 shares of JPMorgan Chase & Co. The firm also lists smaller positions in Alphabet Inc. Class A (3,634 shares), Amazon.com Inc. (1,400 shares), and American Express Co. (9,538 shares).
The filing was signed by Ty Wilson Bilderback, the Chief Compliance Officer for Solitude Financial Services.
