Solidarilty Wealth
Latest statistics and disclosures from Solidarity Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, AMZN, MSFT, RSP, and represent 38.23% of Solidarity Wealth's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$30M), SPY (+$15M), PBI (+$6.2M), AMZN (+$5.2M), MSFT, GOOGL, QQQ, META, NRP, ELV.
- Started 7 new stock positions in SNEX, ELV, PBI, RSP, VO, ITOT, SHOP.
- Reduced shares in these 10 stocks: RTX (-$10M), NKE (-$7.0M), VZ (-$6.7M), , FICO (-$5.8M), IJR (-$5.1M), , NVO, WMT, CBOE.
- Sold out of its positions in ADBE, CPNG, FDX, FCNCA, LLY, MAR, MELI, NKE, NVO, PEP. UNP.
- Solidarity Wealth was a net buyer of stock by $9.5M.
- Solidarity Wealth has $489M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0001906613
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Portfolio Holdings for Solidarity Wealth
Solidarity Wealth holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.1 | $54M | 200k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $37M | +9% | 117k | 313.00 |
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| Amazon (AMZN) | 7.3 | $36M | +17% | 154k | 230.82 |
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| Microsoft Corporation (MSFT) | 6.2 | $30M | +16% | 63k | 483.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.1 | $30M | NEW | 157k | 191.56 |
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| Allison Transmission Hldngs I (ALSN) | 5.8 | $28M | +3% | 287k | 97.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $23M | 47k | 502.65 |
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| Natural Resource Partners L Com Unit Ltd Par (NRP) | 4.6 | $22M | +8% | 215k | 104.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.4 | $21M | +230% | 31k | 682.09 |
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| Visa Com Cl A (V) | 3.5 | $17M | +5% | 49k | 350.71 |
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| Mastercard Incorporated Cl A (MA) | 3.0 | $15M | +3% | 25k | 570.88 |
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| Markel Corporation (MKL) | 2.7 | $13M | +4% | 6.1k | 2149.82 |
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| AutoZone (AZO) | 2.6 | $13M | 3.7k | 3391.50 |
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| O'reilly Automotive (ORLY) | 2.4 | $12M | -12% | 126k | 91.21 |
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| Goldman Sachs (GS) | 2.3 | $11M | 13k | 879.00 |
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| McDonald's Corporation (MCD) | 2.0 | $9.7M | -20% | 32k | 305.63 |
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| Fair Isaac Corporation (FICO) | 1.8 | $9.0M | -39% | 5.3k | 1690.62 |
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| Booking Holdings (BKNG) | 1.7 | $8.6M | -9% | 1.6k | 5355.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $8.3M | +19% | 7.8k | 1069.86 |
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| Mettler-Toledo International (MTD) | 1.6 | $7.8M | +6% | 5.6k | 1394.19 |
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| Air Products & Chemicals (APD) | 1.4 | $6.8M | -3% | 28k | 247.02 |
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| Meta Platforms Cl A (META) | 1.4 | $6.7M | +51% | 10k | 660.09 |
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| Pitney Bowes (PBI) | 1.3 | $6.2M | NEW | 590k | 10.57 |
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| Citigroup Com New (C) | 1.0 | $4.9M | +2% | 42k | 116.69 |
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| CBOE Holdings (CBOE) | 0.9 | $4.6M | -35% | 18k | 251.00 |
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| CoStar (CSGP) | 0.8 | $4.1M | +8% | 61k | 67.24 |
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| Nrg Energy Com New (NRG) | 0.8 | $3.8M | 24k | 159.24 |
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| NVIDIA Corporation (NVDA) | 0.7 | $3.6M | -6% | 19k | 186.50 |
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| Cme (CME) | 0.7 | $3.4M | 13k | 273.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.9M | +659% | 4.7k | 614.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.8M | 9.0k | 313.80 |
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| UnitedHealth (UNH) | 0.5 | $2.3M | +79% | 7.1k | 330.11 |
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| Deere & Company (DE) | 0.5 | $2.3M | -2% | 5.0k | 467.26 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | 7.3k | 322.22 |
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| Sofi Technologies (SOFI) | 0.4 | $1.7M | 66k | 26.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | 4.7k | 335.27 |
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| Anthem (ELV) | 0.3 | $1.4M | NEW | 4.1k | 350.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.4M | NEW | 8.5k | 160.97 |
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| Simon Property (SPG) | 0.2 | $1.2M | 6.2k | 185.11 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 6.6k | 173.49 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | -90% | 5.9k | 183.40 |
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| Tesla Motors (TSLA) | 0.2 | $939k | +19% | 2.1k | 449.72 |
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| Wal-Mart Stores (WMT) | 0.2 | $893k | -78% | 8.0k | 111.64 |
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| Abbvie (ABBV) | 0.2 | $843k | -5% | 3.7k | 228.49 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $816k | 1.7k | 483.67 |
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| Waste Management (WM) | 0.2 | $811k | -74% | 3.7k | 219.71 |
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| Verizon Communications (VZ) | 0.2 | $768k | -89% | 19k | 40.73 |
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| Costco Wholesale Corporation (COST) | 0.2 | $750k | -5% | 870.00 | 862.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $744k | +19% | 1.2k | 627.13 |
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| Drilling Tools Intl Corp (DTI) | 0.1 | $668k | 273k | 2.45 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $575k | 7.1k | 81.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $571k | +5% | 7.6k | 75.44 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $557k | NEW | 3.7k | 148.69 |
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| Analog Devices (ADI) | 0.1 | $507k | 1.9k | 271.20 |
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| Arista Networks Com Shs (ANET) | 0.1 | $498k | 3.8k | 131.03 |
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| Home Depot (HD) | 0.1 | $443k | -4% | 1.3k | 344.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $438k | 2.3k | 190.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $384k | 5.2k | 73.56 |
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| American Express Company (AXP) | 0.1 | $380k | -36% | 1.0k | 369.95 |
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| Broadcom (AVGO) | 0.1 | $380k | -28% | 1.1k | 346.10 |
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| Chevron Corporation (CVX) | 0.1 | $377k | -12% | 2.5k | 152.41 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $369k | 2.8k | 133.49 |
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| Kla Corp Com New (KLAC) | 0.1 | $368k | 303.00 | 1215.08 |
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| Stonex Group (SNEX) | 0.1 | $350k | NEW | 3.7k | 95.13 |
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| Caterpillar (CAT) | 0.1 | $341k | -7% | 596.00 | 572.87 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $326k | 1.5k | 211.24 |
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| Abbott Laboratories (ABT) | 0.1 | $299k | -2% | 2.4k | 125.29 |
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| Kinder Morgan (KMI) | 0.1 | $299k | 11k | 27.49 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $297k | 1.6k | 185.04 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $292k | 5.0k | 58.42 |
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| Lightwave Logic Inc C ommon (LWLG) | 0.1 | $259k | +2% | 80k | 3.24 |
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| Intuit (INTU) | 0.1 | $257k | 388.00 | 662.42 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $255k | 824.00 | 309.04 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $237k | -95% | 2.0k | 120.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $226k | 1.8k | 123.26 |
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| Lowe's Companies (LOW) | 0.0 | $209k | -70% | 866.00 | 241.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $201k | NEW | 694.00 | 290.22 |
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Past Filings by Solidarity Wealth
SEC 13F filings are viewable for Solidarity Wealth going back to 2022
- Solidarity Wealth 2025 Q4 filed Jan. 29, 2026
- Solidarity Wealth 2025 Q3 filed Oct. 24, 2025
- Solidarity Wealth 2025 Q2 filed Aug. 13, 2025
- Solidarity Wealth 2025 Q1 filed May 7, 2025
- Solidarity Wealth 2024 Q4 filed Jan. 16, 2025
- Solidarity Wealth 2024 Q3 filed Oct. 25, 2024
- Solidarity Wealth 2024 Q2 filed Aug. 12, 2024
- Solidarity Wealth 2024 Q1 filed May 14, 2024
- Solidarity Wealth 2023 Q4 filed Feb. 12, 2024
- Solidarity Wealth 2023 Q3 filed Oct. 19, 2023
- Solidarity Wealth 2023 Q2 filed Aug. 10, 2023
- Solidarity Wealth 2023 Q1 filed May 15, 2023
- Solidarilty Wealth 2022 Q3 filed Nov. 14, 2022
- Solidarilty Wealth 2022 Q2 filed Aug. 8, 2022
- Solidarilty Wealth 2022 Q1 filed April 26, 2022