Solidarity Wealth, LLC

CIK

1906613

Location

Lehi, UT

Portfolio Value

Small $475,131,014

Diversification

Diversified

Filing Date

Global Rank

#2,698 / 8,623 ▲ 122 · as of Mar 2026

Top Industry

Auto Parts 13.9%

3Y Alpha vs SPY

-1.2%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

16 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.2%

SPY

+65.3%

Annualised alpha

-1.2%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

66 tracked 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

60.1%

−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%	$119,712,060	11
Technology	22.5%	$107,089,811	10
Financial Services	21.0%	$99,988,248	13
Communication Services	9.6%	$45,622,645	4
Energy	6.7%	$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	$774,240
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 tracked positions · $475,131,014 total · filing declares 83 positions · $520,748,978 · 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%	11.35%
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%	7.33%
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	$9,056,398	+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%
SNEX	StoneX Group Inc. Financial Services	Added	6,400	+2,722	$774,240	+47.5%	0.16%
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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.