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Portfolio (Quarterly) Guide ↗

Solitude Financial Services

· CIK 0001839890
13F Portfolio $338M AUM 39 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 19 Added 13 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 6,080.0 $655K 0.19% NEW $107.71 -25.4%
2 VOO VANGUARD INDEX FDS 636.0 $409K 0.12% NEW $643.45 +8.7%
3 AMZN AMAZON COM INC Consumer Cyclical 1,092.0 $271K 0.08% NEW $248.50 +2.0%
4 VTI VANGUARD INDEX FDS 785.0 $271K 0.08% NEW $345.24 +8.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.6%
Technology 22.9%
Energy 19.4%
Utilities 4.7%
Communication Services 3.7%
Consumer Cyclical 3.6%
Industrials 0.9%
Basic Materials 0.8%
Healthcare 0.6%