Solidarity Wealth, LLC

CIK

1906613

Location

Lehi, UT

Portfolio Value

Small $502,694,485

Diversification

Diversified

Filing Date

Global Rank

#2,852 / 8,700 ▲ 588

Top Industry

Auto Parts 13.1%

Period ended 3 months ago

Filed Jul 31, 2026 · 46d

17 quarters · since Mar 2022

Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.0%

+0.6 pts

Top 5

38.6%

+0.8 pts

Top 10

60.7%

+1.0 pts

HHI

491

Diversified+30

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.5%	$118,132,259	10
Technology	23.2%	$116,740,395	13
Financial Services	19.2%	$96,659,618	15
Communication Services	10.1%	$50,981,279	4
Unclassified	8.4%	$42,315,176	3
Energy	5.3%	$26,545,977	4
Industrials	3.6%	$18,252,245	7
Basic Materials	2.1%	$10,476,500	2
Healthcare	2.0%	$9,852,783	6
Utilities	1.5%	$7,731,101	1
Consumer Defensive	0.7%	$3,618,286	3
Real Estate	0.3%	$1,388,866	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+79,570	81,721	$14,565,951
NRP	Natural Resource Partners LP	+25,296	260,480	$25,266,560
QQQ	Invesco Qqq Trust, Series 1	+22,480	28,253	$20,805,509
WMT	Walmart Inc.	+13,924	22,641	$2,564,319
NRG	Nrg Energy, Inc.	+10,534	52,931	$7,731,101
WM	Waste Management Inc	+5,000	8,675	$1,933,484
HD	Home Depot, Inc.	+4,541	5,815	$2,050,834
ALSN	Allison Transmission Holdings Inc	+3,068	303,035	$34,164,165
KLAC	Kla Corp	+2,807	3,110	$938,318
UNH	Unitedhealth Group Inc	+2,325	5,902	$2,453,048
ELV	Elevance Health, Inc.	+1,799	2,786	$1,077,429
APD	Air Products & Chemicals, Inc.	+1,241	33,511	$9,824,754
FICO	Fair Isaac Corp	+1,166	9,339	$11,158,050
SHOP	Shopify Inc.	+931	4,257	$486,064
NVDA	Nvidia Corp	+618	24,074	$4,816,966
V	Visa Inc.	+458	55,809	$19,147,509
BRK-B	Berkshire Hathaway Inc	+415	49,985	$25,011,994
KMI	Kinder Morgan, Inc.	+200	11,077	$354,131
MA	Mastercard Inc	+136	21,377	$10,979,227
MKL	Markel Group Inc.	+106	6,939	$13,551,936
AXP	American Express Co	+63	1,191	$402,855
COST	Costco Wholesale Corp /New	+60	914	$855,019
DE	Deere & Co	+55	1,072	$680,001
ABBV	AbbVie Inc.	+49	3,739	$940,881
MELI	Mercadolibre Inc	+28	628	$1,065,960
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
C	Citigroup Inc	−64,438	8,701	$1,217,791
MCD	Mcdonalds Corp	−32,023	4,411	$1,192,337
AAPL	Apple Inc.	−22,068	190,482	$55,117,871
PBI	Pitney Bowes Inc /De/	−14,400	732,433	$12,832,226
GOOGL	Alphabet Inc.	−14,151	116,544	$41,649,329
JPM	Jpmorgan Chase & Co	−4,951	7,104	$2,325,352
AMZN	Amazon Com Inc	−4,294	159,043	$37,906,308
LWLG	Lightwave Logic, Inc.	−4,000	68,895	$651,746
ORLY	O Reilly Automotive Inc	−3,617	145,429	$13,392,556
GS	Goldman Sachs Group Inc	−1,720	12,936	$13,083,082
MSFT	Microsoft Corp	−1,665	67,901	$25,328,431
SPY	Spdr S&P 500 ETF Trust	−1,648	28,087	$20,974,528
SNEX	StoneX Group Inc.	−1,522	4,878	$867,064
ASML	Asml Holding NV	−970	7,481	$14,882,999
CBOE	Cboe Global Markets, Inc.	−523	18,899	$4,586,220
AVGO	Broadcom Inc.	−365	3,923	$1,481,913
RTX	RTX Corp	−239	5,663	$1,074,440
META	Meta Platforms, Inc.	−207	14,963	$8,428,508
LMT	Lockheed Martin Corp	−186	1,493	$760,623
TSLA	Tesla, Inc.	−150	1,883	$791,989
AZO	Autozone Inc	−73	3,995	$12,767,779
WFC	Wells Fargo & Company/Mn	−23	3,353	$277,091
ANET	Arista Networks, Inc.	−3	5,399	$917,182
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	15,532	$3,944,662
GEHC	GE HealthCare Technologies Inc.	16,000	$1,024,160
PYPL	PayPal Holdings, Inc.	23,000	$993,140
MU	Micron Technology Inc	395	$455,944
MS	Morgan Stanley	1,349	$281,994
DAL	Delta Air Lines, Inc.	2,800	$262,248
TXN	Texas Instruments Inc	748	$222,956
AMAT	Applied Materials Inc /De	279	$201,717
KO	Coca Cola Co	2,448	$198,948
AMC	Amc Entertainment Holdings, Inc.	21,500	$40,850
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	187,440	$35,973,484
MTD	Mettler Toledo International Inc/	6,710	$8,462,652
CSGP	Costar Group, Inc.	81,303	$3,279,763
VB	Vanguard Morningstar Small-Cap ETF	9,538	$2,959,333
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	7,984	$1,030,804
EDV	Vanguard World Funds Extended Duration ETF	5,908	$997,940
VEU	Vanguard FTSE All-World Ex-US ETF	11,490	$862,899
VXUS	Vanguard Total International Stock ETF	5,891	$454,255
SBUX	Starbucks Corp	2,650	$237,413
ABT	Abbott Laboratories	2,204	$226,284
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $502,694,485 total · filing declares 93 positions · $574,244,358 · as of Jun 30, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	190,482	-22,068	$55,117,871	+2.2%	10.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	116,544	-14,151	$41,649,329	+10.8%	8.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	159,043	-4,294	$37,906,308	+11.4%	7.54%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	303,035	+3,068	$34,164,165	−2.7%	6.80%
MSFT	Microsoft Corp Technology	Reduced	67,901	-1,665	$25,328,431	−1.6%	5.04%
NRP	Natural Resource Partners LP Energy	Added	260,480	+25,296	$25,266,560	−11.2%	5.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	49,985	+415	$25,011,994	+5.3%	4.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	28,087	-1,648	$20,974,528	+8.5%	4.17%
QQQ	Invesco Qqq Trust, Series 1	Added	28,253	+22,480	$20,805,509	+524.4%	4.14%
V	Visa Inc. Financial Services	Added	55,809	+458	$19,147,509	+14.5%	3.81%
ASML	Asml Holding NV Technology	Reduced	7,481	-970	$14,882,999	+33.3%	2.96%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	81,721	+79,570	$14,565,951	+60.8%	2.90%
MKL	Markel Group Inc. Financial Services	Added	6,939	+106	$13,551,936	+3.6%	2.70%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	145,429	-3,617	$13,392,556	−2.7%	2.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,936	-1,720	$13,083,082	+5.5%	2.60%
PBI	Pitney Bowes Inc /De/ Industrials	Reduced	732,433	-14,400	$12,832,226	+55.5%	2.55%
AZO	Autozone Inc Consumer Cyclical	Reduced	3,995	-73	$12,767,779	−7.1%	2.54%
FICO	Fair Isaac Corp Technology	Added	9,339	+1,166	$11,158,050	+27.9%	2.22%
MA	Mastercard Inc Financial Services	Added	21,377	+136	$10,979,227	+3.4%	2.18%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	33,511	+1,241	$9,824,754	+4.8%	1.95%
META	Meta Platforms, Inc. Communication Services	Reduced	14,963	-207	$8,428,508	−2.9%	1.68%
NRG	Nrg Energy, Inc. Utilities	Added	52,931	+10,534	$7,731,101	+24.8%	1.54%
NVDA	Nvidia Corp Technology	Added	24,074	+618	$4,816,966	+17.8%	0.96%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	18,899	-523	$4,586,220	−16.0%	0.91%
JNJ	Johnson & Johnson Healthcare	NEW	15,532	NEW	$3,944,662	NEW	0.78%
CME	Cme Group Inc. Financial Services	Held	12,485	0	$2,757,062	−25.2%	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	22,641	+13,924	$2,564,319	+136.7%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Added	5,902	+2,325	$2,453,048	+153.4%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,104	-4,951	$2,325,352	−34.4%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,815	+4,541	$2,050,834	+389.5%	0.41%
WM	Waste Management Inc Industrials	Added	8,675	+5,000	$1,933,484	+129.0%	0.38%
AVGO	Broadcom Inc. Technology	Reduced	3,923	-365	$1,481,913	+11.7%	0.29%
SPG	Simon Property Group Inc. Real Estate	Held	6,210	0	$1,388,866	+19.9%	0.28%
C	Citigroup Inc Financial Services	Reduced	8,701	-64,438	$1,217,791	−85.3%	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,411	-32,023	$1,192,337	−89.5%	0.24%
SOFI	SoFi Technologies, Inc. Financial Services	Held	65,661	0	$1,177,301	+12.9%	0.23%
ELV	Elevance Health, Inc. Healthcare	Added	2,786	+1,799	$1,077,429	+272.9%	0.21%
RTX	RTX Corp Industrials	Reduced	5,663	-239	$1,074,440	−5.6%	0.21%
MELI	Mercadolibre Inc Consumer Cyclical	Added	628	+28	$1,065,960	+2.8%	0.21%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	16,000	NEW	$1,024,160	NEW	0.20%
PYPL	PayPal Holdings, Inc. Financial Services	NEW	23,000	NEW	$993,140	NEW	0.20%
ABBV	AbbVie Inc. Healthcare	Added	3,739	+49	$940,881	+17.2%	0.19%
KLAC	Kla Corp Technology	Added	3,110	+2,807	$938,318	+110.3%	0.19%
ANET	Arista Networks, Inc. Technology	Reduced	5,399	-3	$917,182	+38.3%	0.18%
SNEX	StoneX Group Inc. Financial Services	Reduced	4,878	-1,522	$867,064	+68.0%	0.17%
VZ	Verizon Communications Inc Communication Services	Held	20,373	0	$862,592	−15.7%	0.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	914	+60	$855,019	+0.5%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,883	-150	$791,989	+4.8%	0.16%
LMT	Lockheed Martin Corp Industrials	Reduced	1,493	-186	$760,623	−25.0%	0.15%
ADI	Analog Devices Inc Technology	Held	1,843	0	$731,984	+24.8%	0.15%

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.