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Ty Bilderback

Solitude Financial Services

Assets Managed
$361.229M
Holdings
41
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
6.83%(2Q avg: 9.16%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Solitude Financial Services's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Solitude Financial Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 361.229M in assets, with a quarterly growth rate of 6.83% and a 2-quarter average growth rate of 9.16%. The portfolio is managed by Ty Bilderback, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.95%
22.36%
$80.746M
918,816 shares@ $87.88 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.3%
18.44%
$66.583M
133,063 shares@ $500.4 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 1.65%
11.03%
$39.843M
1.047M shares@ $38.07 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 1.07%
8.42%
$30.408M
576,347 shares@ $52.77 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 1.06%
8.15%
$29.409M
945,622 shares@ $31.1 avg price
KNG
Ft Vest S&p 500 Dvd Arst Trg
Recent Activity
Increased 4.04%
3.96%
$14.291M
282,994 shares@ $50.5 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 10.23%
3.49%
$12.6M
237,235 shares@ $53.11 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.24%
3.31%
$11.925M
39,361 shares@ $302.97 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 1.09%
2.95%
$10.635M
291,131 shares@ $36.53 avg price
FTGC
First Trust Global Tactical
Recent Activity
Increased 0.67%
2.54%
$9.158M
338,563 shares@ $27.05 avg price

1-10 of 41