Solidarity Wealth, LLC

CIK

1906613

Location

Lehi, UT

Portfolio Value

Small $474,872,933

Diversification

Diversified

Filing Date

Global Rank

#2,397 / 8,232 ▲ 213

Top Industry

Auto Parts 13.9%

3Y Alpha vs SPY

-3.8%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

16 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.3%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

−0.7 pts

Top 5

39.2%

−1.9 pts

Top 10

60.2%

−3.0 pts

HHI

486

Diversified−35

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	25.2%	$119,712,059	11
Technology	22.6%	$107,089,811	10
Financial Services	21.0%	$99,730,168	13
Communication Services	9.6%	$45,622,645	4
Energy	6.8%	$32,067,814	5
Unclassified	4.9%	$23,294,708	3
Industrials	2.9%	$13,856,372	7
Healthcare	2.3%	$11,044,483	6
Basic Materials	2.1%	$9,886,563	2
Utilities	1.3%	$6,195,897	1
Real Estate	0.9%	$4,438,114	2
Consumer Defensive	0.4%	$1,934,299	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBI	Pitney Bowes Inc /De/	+156,904	746,833	$8,252,504
C	Citigroup Inc	+31,478	73,139	$8,294,693
ORLY	O Reilly Automotive Inc	+22,607	149,046	$13,758,436
CSGP	Costar Group, Inc.	+20,634	81,303	$3,279,763
NRP	Natural Resource Partners LP	+20,408	235,184	$28,457,264
NRG	Nrg Energy, Inc.	+18,519	42,397	$6,195,897
AAPL	Apple Inc.	+12,830	212,550	$53,943,064
ALSN	Allison Transmission Holdings Inc	+12,682	299,967	$35,114,137
AMZN	Amazon Com Inc	+9,257	163,337	$34,018,196
MSFT	Microsoft Corp	+6,693	69,566	$25,751,246
V	Visa Inc.	+6,662	55,351	$16,729,286
META	Meta Platforms, Inc.	+5,077	15,170	$8,679,212
MCD	Mcdonalds Corp	+4,828	36,434	$11,323,322
APD	Air Products & Chemicals, Inc.	+4,797	32,270	$9,374,112
JPM	Jpmorgan Chase & Co	+4,787	12,055	$3,546,098
NVDA	Nvidia Corp	+4,238	23,456	$4,090,726
GOOGL	Alphabet Inc.	+4,119	121,178	$34,845,945
AVGO	Broadcom Inc.	+3,190	4,288	$1,327,178
BRK-B	Berkshire Hathaway Inc	+3,088	49,570	$23,753,944
FICO	Fair Isaac Corp	+2,831	8,173	$8,725,004
SNEX	StoneX Group Inc.	+2,722	6,400	$516,160
GS	Goldman Sachs Group Inc	+1,955	14,656	$12,398,829
ANET	Arista Networks, Inc.	+1,600	5,402	$663,257
VZ	Verizon Communications Inc	+1,525	20,373	$1,022,724
CBOE	Cboe Global Markets, Inc.	+1,200	19,422	$5,458,941
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
LWLG	Lightwave Logic, Inc.	−7,000	72,895	$512,451
SHOP	Shopify Inc.	−5,131	3,326	$394,530
MA	Mastercard Inc	−4,174	21,241	$10,613,278
DE	Deere & Co	−4,001	1,017	$572,876
UNH	Unitedhealth Group Inc	−3,529	3,577	$967,900
ELV	Elevance Health, Inc.	−3,100	987	$288,944
SPY	Spdr S&P 500 ETF Trust	−1,501	29,735	$19,337,859
ABT	Abbott Laboratories	−186	2,204	$226,284
CVX	Chevron Corp	−66	2,409	$498,422
TSLA	Tesla, Inc.	−54	2,033	$755,767
RTX	RTX Corp	−40	5,902	$1,138,495
ADI	Analog Devices Inc	−28	1,843	$586,332
COST	Costco Wholesale Corp /New	−16	854	$850,951
WM	Waste Management Inc	−14	3,675	$844,478
HD	Home Depot, Inc.	−13	1,274	$419,005
LMT	Lockheed Martin Corp	−7	1,679	$1,014,770
SPG	Simon Property Group Inc.	−6	6,210	$1,158,351
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	1,805	$1,575,584
SLB	Slb Limited/Nv	30,500	$1,567,395
NFLX	Netflix Inc	11,178	$1,074,764
MELI	Mercadolibre Inc	600	$1,037,412
LLY	ELI LILLY & Co	322	$296,165
WFC	Wells Fargo & Company/Mn	3,376	$268,763
SBUX	Starbucks Corp	2,650	$237,413
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	6,632	$1,150,585
INTU	Intuit Inc.	388	$257,018
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $474,872,933 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	212,550	+12,830	$53,943,064	−0.6%	11.36%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	299,967	+12,682	$35,114,137	+24.8%	7.39%
GOOGL	Alphabet Inc. Communication Services	Added	121,178	+4,119	$34,845,945	−4.9%	7.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	163,337	+9,257	$34,018,196	−4.3%	7.16%
NRP	Natural Resource Partners LP Energy	Added	235,184	+20,408	$28,457,264	+26.9%	5.99%
MSFT	Microsoft Corp Technology	Added	69,566	+6,693	$25,751,246	−15.3%	5.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	49,570	+3,088	$23,753,944	+1.7%	5.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,735	-1,501	$19,337,859	−9.2%	4.07%
V	Visa Inc. Financial Services	Added	55,351	+6,662	$16,729,286	−2.0%	3.52%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	149,046	+22,607	$13,758,436	+19.3%	2.90%
AZO	Autozone Inc Consumer Cyclical	Added	4,068	+329	$13,740,809	+8.4%	2.89%
MKL	Markel Group Inc. Financial Services	Added	6,833	+690	$13,078,839	−1.0%	2.75%
GS	Goldman Sachs Group Inc Financial Services	Added	14,656	+1,955	$12,398,829	+11.1%	2.61%
MCD	Mcdonalds Corp Consumer Cyclical	Added	36,434	+4,828	$11,323,322	+17.2%	2.38%
ASML	Asml Holding NV Technology	Added	8,451	+683	$11,162,334	+34.3%	2.35%
MA	Mastercard Inc Financial Services	Reduced	21,241	-4,174	$10,613,278	−26.8%	2.23%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	32,270	+4,797	$9,374,112	+38.1%	1.97%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,151	+554	$9,056,397	+5.9%	1.91%
FICO	Fair Isaac Corp Technology	Added	8,173	+2,831	$8,725,004	−3.4%	1.84%
META	Meta Platforms, Inc. Communication Services	Added	15,170	+5,077	$8,679,212	+30.3%	1.83%
MTD	Mettler Toledo International Inc/ Healthcare	Added	6,710	+1,095	$8,462,652	+8.1%	1.78%
C	Citigroup Inc Financial Services	Added	73,139	+31,478	$8,294,693	+70.6%	1.75%
PBI	Pitney Bowes Inc /De/ Industrials	Added	746,833	+156,904	$8,252,504	+32.3%	1.74%
NRG	Nrg Energy, Inc. Utilities	Added	42,397	+18,519	$6,195,897	+62.9%	1.30%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	19,422	+1,200	$5,458,941	+19.4%	1.15%
NVDA	Nvidia Corp Technology	Added	23,456	+4,238	$4,090,726	+14.1%	0.86%
CME	Cme Group Inc. Financial Services	Held	12,485	0	$3,687,444	+8.2%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,055	+4,787	$3,546,098	+51.4%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Added	5,773	+1,080	$3,332,060	+15.6%	0.70%
CSGP	Costar Group, Inc. Real Estate	Added	81,303	+20,634	$3,279,763	−19.6%	0.69%
GEV	GE Vernova Inc. Industrials	NEW	1,805	NEW	$1,575,584	NEW	0.33%
SLB	Slb Limited/Nv Energy	NEW	30,500	NEW	$1,567,395	NEW	0.33%
AVGO	Broadcom Inc. Technology	Added	4,288	+3,190	$1,327,178	+249.2%	0.28%
DTI	Drilling Tools International Corp Energy	Held	272,524	0	$1,180,028	+76.7%	0.25%
SPG	Simon Property Group Inc. Real Estate	Reduced	6,210	-6	$1,158,351	+0.7%	0.24%
RTX	RTX Corp Industrials	Reduced	5,902	-40	$1,138,495	+4.5%	0.24%
WMT	Walmart Inc. Consumer Defensive	Added	8,717	+720	$1,083,348	+21.6%	0.23%
NFLX	Netflix Inc Communication Services	NEW	11,178	NEW	$1,074,764	NEW	0.23%
SOFI	SoFi Technologies, Inc. Financial Services	Held	65,661	0	$1,042,696	−39.3%	0.22%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	600	NEW	$1,037,412	NEW	0.22%
VZ	Verizon Communications Inc Communication Services	Added	20,373	+1,525	$1,022,724	+33.2%	0.22%
LMT	Lockheed Martin Corp Industrials	Reduced	1,679	-7	$1,014,770	+24.4%	0.21%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,577	-3,529	$967,900	−58.7%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	854	-16	$850,951	+13.4%	0.18%
WM	Waste Management Inc Industrials	Reduced	3,675	-14	$844,478	+4.2%	0.18%
ABBV	AbbVie Inc. Healthcare	Held	3,690	0	$802,538	−4.8%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,033	-54	$755,767	−19.5%	0.16%
ANET	Arista Networks, Inc. Technology	Added	5,402	+1,600	$663,257	+33.1%	0.14%
IAU	Ishares Gold Trust	Held	7,087	0	$624,789	+8.6%	0.13%
ADI	Analog Devices Inc Technology	Reduced	1,843	-28	$586,332	+15.6%	0.12%