Solidarilty Wealth
Latest statistics and disclosures from Solidarity Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, RSP, ALSN, GOOGL, AMZN, and represent 37.23% of Solidarity Wealth's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$5.9M), C, AAPL, FICO, META, NRG, MSFT, NRP, BKNG, ORLY.
- Started 8 new stock positions in NFLX, SLB, LLY, SBUX, WFC, MELI, GEV, IWF.
- Reduced shares in these 10 stocks: DE, MA, TXN, SPY, UNH, ELV, SHOP, INTU, VXUS, LWLG.
- Sold out of its positions in INTU, TXN.
- Solidarity Wealth was a net buyer of stock by $53M.
- Solidarity Wealth has $521M in assets under management (AUM), dropping by 6.54%.
- Central Index Key (CIK): 0001906613
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Portfolio Holdings for Solidarity Wealth
Solidarity Wealth holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.4 | $54M | +6% | 213k | 253.79 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.9 | $36M | +19% | 187k | 191.92 |
|
| Allison Transmission Hldngs I (ALSN) | 6.7 | $35M | +4% | 300k | 117.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $35M | +3% | 121k | 287.56 |
|
| Amazon (AMZN) | 6.5 | $34M | +6% | 163k | 208.27 |
|
| Natural Resource Partners Com Unit Ltd Par (NRP) | 5.5 | $29M | +9% | 235k | 121.00 |
|
| Microsoft Corporation (MSFT) | 4.9 | $26M | +10% | 70k | 370.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $24M | +6% | 50k | 479.20 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.7 | $19M | -4% | 30k | 650.34 |
|
| Visa Com Cl A (V) | 3.2 | $17M | +13% | 55k | 302.24 |
|
| O'reilly Automotive (ORLY) | 2.6 | $14M | +17% | 149k | 92.31 |
|
| AutoZone (AZO) | 2.6 | $14M | +8% | 4.1k | 3377.78 |
|
| Markel Corporation (MKL) | 2.5 | $13M | +11% | 6.8k | 1914.21 |
|
| Goldman Sachs (GS) | 2.4 | $12M | +15% | 15k | 845.99 |
|
| McDonald's Corporation (MCD) | 2.2 | $11M | +15% | 36k | 310.80 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.1 | $11M | +8% | 8.5k | 1320.83 |
|
| Mastercard Incorporated Cl A (MA) | 2.0 | $11M | -16% | 21k | 499.66 |
|
| Air Products & Chemicals (APD) | 1.8 | $9.4M | +17% | 32k | 290.49 |
|
| Booking Holdings (BKNG) | 1.7 | $9.1M | +34% | 2.2k | 4210.33 |
|
| Fair Isaac Corporation (FICO) | 1.7 | $8.7M | +52% | 8.2k | 1067.54 |
|
| Meta Platforms Cl A (META) | 1.7 | $8.7M | +50% | 15k | 572.13 |
|
| Mettler-Toledo International (MTD) | 1.6 | $8.5M | +19% | 6.7k | 1261.20 |
|
| Citigroup Com New (C) | 1.6 | $8.3M | +75% | 73k | 113.41 |
|
| Pitney Bowes (PBI) | 1.6 | $8.3M | +26% | 747k | 11.05 |
|
| Nrg Energy Com New (NRG) | 1.2 | $6.2M | +77% | 42k | 146.14 |
|
| CBOE Holdings (CBOE) | 1.0 | $5.5M | +6% | 19k | 281.07 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $4.1M | +22% | 24k | 174.40 |
|
| Cme (CME) | 0.7 | $3.7M | 13k | 295.35 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.5M | +65% | 12k | 294.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.3M | +23% | 5.8k | 577.20 |
|
| CoStar (CSGP) | 0.6 | $3.3M | +34% | 81k | 40.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | +5% | 9.5k | 286.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | +7% | 5.1k | 320.81 |
|
| Ge Vernova (GEV) | 0.3 | $1.6M | NEW | 1.8k | 872.90 |
|
| SLB Com Stk (SLB) | 0.3 | $1.6M | NEW | 31k | 51.39 |
|
| Broadcom (AVGO) | 0.3 | $1.3M | +290% | 4.3k | 309.51 |
|
| Drilling Tools Intl Corp (DTI) | 0.2 | $1.2M | 273k | 4.33 |
|
|
| Simon Property (SPG) | 0.2 | $1.2M | 6.2k | 186.53 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | 5.9k | 192.90 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | +9% | 8.7k | 124.28 |
|
| Netflix (NFLX) | 0.2 | $1.1M | NEW | 11k | 96.15 |
|
| Sofi Technologies (SOFI) | 0.2 | $1.0M | 66k | 15.88 |
|
|
| MercadoLibre (MELI) | 0.2 | $1.0M | NEW | 600.00 | 1729.02 |
|
| Verizon Communications (VZ) | 0.2 | $1.0M | +8% | 20k | 50.20 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 1.7k | 604.39 |
|
|
| UnitedHealth (UNH) | 0.2 | $968k | -49% | 3.6k | 270.59 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $863k | +119% | 12k | 75.10 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $851k | 854.00 | 996.43 |
|
|
| Waste Management (WM) | 0.2 | $845k | 3.7k | 229.79 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $830k | +17% | 1.4k | 597.55 |
|
| Abbvie (ABBV) | 0.2 | $803k | 3.7k | 217.49 |
|
|
| Tesla Motors (TSLA) | 0.1 | $756k | -2% | 2.0k | 371.75 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $663k | +42% | 5.4k | 122.78 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $625k | 7.1k | 88.16 |
|
|
| Analog Devices (ADI) | 0.1 | $586k | 1.8k | 318.14 |
|
|
| Deere & Company (DE) | 0.1 | $573k | -79% | 1.0k | 563.30 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $534k | 3.7k | 142.43 |
|
|
| Stonex Group (SNEX) | 0.1 | $516k | +74% | 6.4k | 80.65 |
|
| Lightwave Logic Inc C ommon (LWLG) | 0.1 | $513k | -8% | 73k | 7.03 |
|
| Chevron Corporation (CVX) | 0.1 | $498k | -2% | 2.4k | 206.90 |
|
| Caterpillar (CAT) | 0.1 | $458k | +8% | 646.00 | 708.46 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $454k | -22% | 5.9k | 77.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $450k | 2.3k | 196.20 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $446k | 303.00 | 1472.41 |
|
|
| Home Depot (HD) | 0.1 | $419k | 1.3k | 328.89 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $395k | -60% | 3.3k | 118.62 |
|
| Kinder Morgan (KMI) | 0.1 | $365k | 11k | 33.53 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $347k | 1.5k | 224.59 |
|
|
| American Express Company (AXP) | 0.1 | $341k | +9% | 1.1k | 302.48 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $334k | 2.8k | 120.81 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $318k | 1.6k | 198.14 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $296k | NEW | 322.00 | 919.77 |
|
| Anthem (ELV) | 0.1 | $289k | -75% | 987.00 | 292.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $286k | 5.0k | 56.68 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $269k | NEW | 3.4k | 79.61 |
|
| Lowe's Companies (LOW) | 0.0 | $251k | +22% | 1.1k | 236.28 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $243k | 824.00 | 295.12 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $237k | NEW | 2.7k | 89.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $235k | -4% | 1.9k | 124.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $230k | +15% | 800.00 | 287.18 |
|
| Abbott Laboratories (ABT) | 0.0 | $226k | -7% | 2.2k | 102.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $219k | NEW | 513.00 | 426.40 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $207k | 1.8k | 113.11 |
|
Past Filings by Solidarity Wealth
SEC 13F filings are viewable for Solidarity Wealth going back to 2022
- Solidarity Wealth 2026 Q1 filed April 29, 2026
- 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