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Solitude Financial Services
RIA/Wealth
Solitude Financial Services is a RIA/Wealth based in Charlottesville, VA led by Ashley Jonathon Vice, managing $292.2M across 37 long positions as of Q3 2025 with 67% ETF concentration, 85% concentrated in top 10 holdings, and 21% allocation to SPLG.
CCOAshley Jonathon Vice
- Portfolio Value
- $292.2M
- Positions
- 37
- Top Holding
- SPLG at 21.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Solitude Financial Services's portfolio (85% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $62.3M | 21.34% | +$62.3M New | — 795.8K shares | |
Insurance - Diversified Financial Services | $52.7M | 18.03% | +$2.0M Bought | 0.00% 104.8K shares | |
ETF ETF | $30.4M | 10.41% | -$1.6M Sold | — 976.5K shares | |
ETF ETF | $25.4M | 8.68% | +$1.6M Bought | — 590.3K shares | |
ETF ETF | $24.7M | 8.45% | -$518.2K Sold | — 939.1K shares | |
ETF ETF | $12.9M | 4.41% | +$197.7K Bought | — 261.5K shares | |
ETF ETF | $12.2M | 4.17% | -$11.4K Sold | — 136.4K shares | |
Unknown Unknown | $9.7M | 3.34% | -$500.5K Sold | — 58.9K shares | |
ETF ETF | $9.6M | 3.29% | +$214.3K Bought | — 288.0K shares | |
ETF ETF | $8.4M | 2.88% | +$98.3K Bought | — 325.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Solitude Financial Services's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+48.03% | |
+46.18% | |
+37.77% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Solitude Financial Services
GthenA