Solidarilty Wealth
Latest statistics and disclosures from Solidarity Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, GOOGL, ALSN, and represent 33.72% of Solidarity Wealth's stock portfolio.
- Added to shares of these 10 stocks: META, MCD, CBOE, WM, PEP, DE, FICO, MELI, NRP, AAPL.
- Started 4 new stock positions in MELI, PEP, UNP, CPNG.
- Reduced shares in these 10 stocks: ASML (-$7.2M), MSFT, AXP, AVGO, BLK, CSGP, SHOP, ELV, MKC, .
- Sold out of its positions in ELV, BLK, USMV, MKC, SHOP, ACN.
- Solidarity Wealth was a net buyer of stock by $9.9M.
- Solidarity Wealth has $465M in assets under management (AUM), dropping by 8.75%.
- Central Index Key (CIK): 0001906613
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Portfolio Holdings for Solidarity Wealth
Solidarity Wealth holds 81 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.8 | $50M | +2% | 198k | 254.63 |
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| Amazon (AMZN) | 6.2 | $29M | 132k | 219.57 |
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| Microsoft Corporation (MSFT) | 6.0 | $28M | -11% | 54k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $26M | 107k | 243.10 |
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| Allison Transmission Hldngs I (ALSN) | 5.1 | $24M | +2% | 278k | 84.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $23M | 46k | 502.74 |
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| Natural Resource Partners L Com Unit Ltd Par (NRP) | 4.5 | $21M | +5% | 197k | 105.00 |
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| AutoZone (AZO) | 3.5 | $16M | 3.8k | 4290.24 |
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| Visa Com Cl A (V) | 3.4 | $16M | +3% | 46k | 341.38 |
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| O'reilly Automotive (ORLY) | 3.3 | $16M | 144k | 107.81 |
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| Mastercard Incorporated Cl A (MA) | 3.0 | $14M | 25k | 568.81 |
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| Fair Isaac Corporation (FICO) | 2.8 | $13M | +10% | 8.8k | 1496.53 |
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| McDonald's Corporation (MCD) | 2.6 | $12M | +30% | 40k | 303.89 |
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| Markel Corporation (MKL) | 2.4 | $11M | +3% | 5.9k | 1911.20 |
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| Raytheon Technologies Corp (RTX) | 2.2 | $10M | +3% | 61k | 167.33 |
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| Goldman Sachs (GS) | 2.1 | $10M | 13k | 796.35 |
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| Booking Holdings (BKNG) | 2.0 | $9.5M | +3% | 1.8k | 5399.27 |
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| Verizon Communications (VZ) | 1.7 | $8.0M | +4% | 182k | 43.95 |
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| Air Products & Chemicals (APD) | 1.7 | $7.7M | +4% | 28k | 272.72 |
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| Nike CL B (NKE) | 1.5 | $7.0M | +5% | 100k | 70.12 |
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| CBOE Holdings (CBOE) | 1.5 | $6.9M | +62% | 28k | 245.25 |
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| Mettler-Toledo International (MTD) | 1.4 | $6.4M | +4% | 5.3k | 1227.61 |
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| Adobe Systems Incorporated (ADBE) | 1.4 | $6.4M | +6% | 18k | 352.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $6.3M | 9.5k | 666.61 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $6.3M | -53% | 6.5k | 968.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $5.3M | +7% | 45k | 118.83 |
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| Meta Platforms Cl A (META) | 1.1 | $4.9M | +814% | 6.7k | 734.38 |
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| CoStar (CSGP) | 1.0 | $4.7M | -22% | 56k | 84.37 |
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| FedEx Corporation (FDX) | 0.9 | $4.3M | +3% | 18k | 237.23 |
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| Novo-nordisk A S Adr (NVO) | 0.9 | $4.3M | +7% | 77k | 55.79 |
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| Citigroup Com New (C) | 0.9 | $4.1M | 41k | 101.50 |
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| Nrg Energy Com New (NRG) | 0.8 | $3.9M | 24k | 161.95 |
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| NVIDIA Corporation (NVDA) | 0.8 | $3.8M | +26% | 21k | 186.59 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.8M | -4% | 37k | 103.06 |
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| Cme (CME) | 0.7 | $3.4M | 13k | 270.19 |
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| Waste Management (WM) | 0.7 | $3.2M | +303% | 15k | 220.83 |
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| Deere & Company (DE) | 0.5 | $2.4M | +352% | 5.1k | 457.26 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | +6% | 7.3k | 315.43 |
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| Pepsi (PEP) | 0.5 | $2.2M | NEW | 16k | 140.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | +5% | 9.0k | 243.55 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.9M | +2% | 2.5k | 763.00 |
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| Sofi Technologies (SOFI) | 0.4 | $1.7M | 66k | 26.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.5M | 4.7k | 329.11 |
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| UnitedHealth (UNH) | 0.3 | $1.4M | -7% | 4.0k | 345.30 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.3 | $1.3M | 737.00 | 1789.16 |
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| MercadoLibre (MELI) | 0.3 | $1.3M | NEW | 538.00 | 2336.94 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.2M | +574% | 6.7k | 183.73 |
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| Simon Property (SPG) | 0.3 | $1.2M | 6.2k | 187.67 |
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| Abbvie (ABBV) | 0.2 | $904k | +5% | 3.9k | 231.54 |
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| Costco Wholesale Corporation (COST) | 0.2 | $849k | +2% | 917.00 | 925.63 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $842k | 1.7k | 499.21 |
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| Tesla Motors (TSLA) | 0.2 | $777k | +21% | 1.7k | 444.72 |
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| Lowe's Companies (LOW) | 0.2 | $742k | 3.0k | 251.31 |
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| Drilling Tools Intl Corp (DTI) | 0.1 | $627k | 273k | 2.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $610k | +8% | 994.00 | 614.13 |
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| Arista Networks Com Shs (ANET) | 0.1 | $563k | +2% | 3.9k | 145.71 |
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| Home Depot (HD) | 0.1 | $545k | +7% | 1.3k | 405.19 |
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| American Express Company (AXP) | 0.1 | $540k | -82% | 1.6k | 332.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $528k | 7.2k | 73.46 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $516k | 7.1k | 72.77 |
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| Broadcom (AVGO) | 0.1 | $504k | -78% | 1.5k | 329.91 |
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| Coupang Cl A (CPNG) | 0.1 | $483k | NEW | 15k | 32.20 |
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| Analog Devices (ADI) | 0.1 | $468k | +4% | 1.9k | 245.70 |
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| Chevron Corporation (CVX) | 0.1 | $438k | +4% | 2.8k | 155.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $430k | 2.3k | 187.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $373k | 5.2k | 71.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $372k | +30% | 618.00 | 601.20 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $362k | 2.8k | 131.24 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $330k | 1.5k | 213.73 |
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| Abbott Laboratories (ABT) | 0.1 | $329k | 2.5k | 133.94 |
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| Kla Corp Com New (KLAC) | 0.1 | $327k | 303.00 | 1078.60 |
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| Kinder Morgan (KMI) | 0.1 | $312k | 11k | 28.31 |
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| Caterpillar (CAT) | 0.1 | $307k | +12% | 644.00 | 477.15 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $304k | 1.6k | 189.41 |
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| Lightwave Logic Inc C ommon (LWLG) | 0.1 | $289k | +2% | 78k | 3.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $286k | 5.0k | 57.10 |
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| Intuit (INTU) | 0.1 | $265k | 388.00 | 682.91 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $249k | 824.00 | 302.35 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $221k | 1.8k | 120.72 |
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| Marriott Intl Cl A (MAR) | 0.0 | $215k | 826.00 | 260.44 |
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| Union Pacific Corporation (UNP) | 0.0 | $204k | NEW | 864.00 | 236.37 |
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Past Filings by Solidarity Wealth
SEC 13F filings are viewable for Solidarity Wealth going back to 2022
- 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