Solidarity Wealth, LLC
13F Reported Value
ⓘ$520.7M
Holdings
83
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Solidarity Wealth, LLC disclosed 83 positions worth $520.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 10.4% of the equity portfolio, followed by $IVZ and $ALSN. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $GEV and a full exit from $TXN. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from Solidarity Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1906613.
AI Fund Analysis
Diversifying
$AAPL
$ALSN
$GOOG
$AMZN
$NRP
$MTD$NRP
$C
$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$53.9M212,550 sh - —
Quality
$36.0M187,440 sh - 68.5#411
Quality
$35.1M299,967 sh - 80.2
Quality
$34.8M121,178 sh - 74.6
Quality
$34.0M163,337 sh - 57.4
Quality
$28.5M235,184 sh - 83.7
Quality
$25.8M69,566 sh - 64.5
Quality
$23.8M49,570 sh - —
Quality
$19.3M29,735 sh - 83.5
Quality
$16.7M55,351 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $53.9M | 212,550 |
 Invesco Ltd.$IVZ | — | $36.0M | 187,440 |
| Allison Transmission Holdings Inc$ALSN | 68.5#411 | $35.1M | 299,967 |
| Alphabet Inc.$GOOG | 80.2 | $34.8M | 121,178 |
| AMAZON COM INC$AMZN | 74.6 | $34.0M | 163,337 |
| NATURAL RESOURCE PARTNERS LP$NRP | 57.4 | $28.5M | 235,184 |
 MICROSOFT CORP$MSFT | 83.7 | $25.8M | 69,566 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $23.8M | 49,570 |
 SPDR S&P 500 ETF TRUST$SPY | — | $19.3M | 29,735 |
 VISA INC.$V | 83.5 | $16.7M | 55,351 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Solidarity Wealth, LLC's 83 positions.
Showing top 10 of 83 holdings.
Sector Allocation
Technology
$160.5M
Financials
$136.3M
Consumer Discretionary
$85.8M
Industrials
$53.5M
Energy
$32.1M
Other
$29.8M
Materials
$9.9M
Utilities
$7.0M
Full Holdings — Solidarity Wealth, LLC (Q1 2026)
All 83 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $53.9M | 10.4% | +6% | 76.1 |
| 2 | $IVZ | Invesco Ltd. | $36.0M | 6.9% | +20% | — |
| 3 | $ALSN | Allison Transmission Holdings Inc | $35.1M | 6.7% | +4% | 68.5 |
| 4 | $GOOG | Alphabet Inc. | $34.8M | 6.7% | +4% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $34.0M | 6.5% | +6% | 74.6 |
| 6 | $NRP | NATURAL RESOURCE PARTNERS LP | $28.5M | 5.5% | +10% | 57.4 |
| 7 | $MSFT | MICROSOFT CORP | $25.8M | 5.0% | +11% | 83.7 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $23.8M | 4.6% | +7% | 64.5 |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $19.3M | 3.7% | -5% | — |
| 10 | $V | VISA INC. | $16.7M | 3.2% | +14% | 83.5 |
| 11 |  $ORLY | O REILLY AUTOMOTIVE INC | $13.8M | 2.6% | +18% | 72.7 |
| 12 |  $AZO | AUTOZONE INC | $13.7M | 2.6% | +9% | 66.5 |
| 13 |  $MKL | MARKEL GROUP INC. | $13.1M | 2.5% | +11% | 68.2 |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $12.4M | 2.4% | +15% | — |
| 15 |  $MCD | MCDONALDS CORP | $11.3M | 2.2% | +15% | 73.9 |
| 16 |  $ASML | ASML HOLDING NV | $11.2M | 2.1% | +9% | — |
| 17 |  $MA | Mastercard Inc | $10.6M | 2.0% | -16% | 81.7 |
| 18 |  $APD | Air Products & Chemicals, Inc. | $9.4M | 1.8% | +17% | 41.2 |
| 19 |  $BKNG | Booking Holdings Inc. | $9.1M | 1.7% | +35% | 55.3 |
| 20 |  $FICO | FAIR ISAAC CORP | $8.7M | 1.7% | +53% | 75.6 |
| 21 |  $META | Meta Platforms, Inc. | $8.7M | 1.7% | +50% | 80.9 |
| 22 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $8.5M | 1.6% | +20% | 68.8 |
| 23 | $C | CITIGROUP INC | $8.3M | 1.6% | +76% | 54.8 |
| 24 |  $PBI | PITNEY BOWES INC /DE/ | $8.3M | 1.6% | +27% | 54.4 |
| 25 |  $NRG | NRG ENERGY, INC. | $6.2M | 1.2% | +78% | 59.5 |
| 26 |  $CBOE | Cboe Global Markets, Inc. | $5.5M | 1.1% | +7% | 81.2 |
| 27 |  $NVDA | NVIDIA CORP | $4.1M | 0.8% | +22% | 90.2 |
| 28 |  $CME | CME GROUP INC. | $3.7M | 0.7% | +0% | 74.5 |
| 29 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 0.7% | +66% | 35.6 |
| 30 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 0.6% | +23% | — |
| 31 |  $CSGP | COSTAR GROUP, INC. | $3.3M | 0.6% | +34% | 49.5 |
| 32 |  $GOOGL | Alphabet Inc. | $2.7M | 0.5% | +6% | 80.2 |
| 33 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | +8% | — |
| 34 |  $GEV | GE Vernova Inc. | $1.6M | 0.3% | NEW | 70.1 |
| 35 |  $SLB | SLB LIMITED/NV | $1.6M | 0.3% | NEW | 63.2 |
| 36 |  $AVGO | Broadcom Inc. | $1.3M | 0.3% | +291% | 86.4 |
| 37 |  $DTI | Drilling Tools International Corp | $1.2M | 0.2% | +0% | 39.2 |
| 38 |  $SPG | SIMON PROPERTY GROUP INC. | $1.2M | 0.2% | -0% | 76.9 |
| 39 |  $RTX | RTX Corp | $1.1M | 0.2% | -1% | 70 |
| 40 |  $WMT | Walmart Inc. | $1.1M | 0.2% | +9% | 63.2 |
| 41 |  $NFLX | NETFLIX INC | $1.1M | 0.2% | NEW | 86.7 |
| 42 |  $SOFI | SoFi Technologies, Inc. | $1.0M | 0.2% | +0% | 53.8 |
| 43 |  $MELI | MERCADOLIBRE INC | $1.0M | 0.2% | NEW | 77.5 |
| 44 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.2% | +8% | 71.6 |
| 45 |  $LMT | LOCKHEED MARTIN CORP | $1.0M | 0.2% | -0% | 65 |
| 46 |  $UNH | UNITEDHEALTH GROUP INC | $967,900 | 0.2% | -50% | 66.8 |
| 47 | — | VANGUARD INTL EQUITY INDEX F | $862,899 | 0.2% | +120% | — |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $850,951 | 0.2% | -2% | 67 |
| 49 |  $WM | WASTE MANAGEMENT INC | $844,478 | 0.2% | -0% | 70.7 |
| 50 | — | VANGUARD INDEX FDS | $829,997 | 0.2% | +17% | — |
| 51 |  $ABBV | AbbVie Inc. | $802,538 | 0.1% | +0% | 59.3 |
| 52 |  $TSLA | Tesla, Inc. | $755,768 | 0.1% | -3% | 50.1 |
| 53 |  $ANET | Arista Networks, Inc. | $663,258 | 0.1% | +42% | 86 |
| 54 |  $IAU | ISHARES GOLD TRUST | $624,790 | 0.1% | +0% | — |
| 55 |  $ADI | ANALOG DEVICES INC | $586,332 | 0.1% | -1% | 76.2 |
| 56 |  $DE | DEERE & CO | $572,876 | 0.1% | -80% | 57.4 |
| 57 | — | ISHARES TR | $533,685 | 0.1% | +0% | — |
| 58 |  $SNEX | StoneX Group Inc. | $516,160 | 0.1% | +74% | 60.3 |
| 59 |  $LWLG | Lightwave Logic, Inc. | $512,452 | 0.1% | -6% | — |
| 60 |  $CVX | CHEVRON CORP | $498,422 | 0.1% | -3% | 54.7 |
| 61 |  $CAT | CATERPILLAR INC | $457,665 | 0.1% | +8% | 67.8 |
| 62 | — | VANGUARD STAR FDS | $454,255 | 0.1% | -22% | — |
| 63 | — | VANGUARD INDEX FDS | $449,887 | 0.1% | +0% | — |
| 64 |  $KLAC | KLA CORP | $446,140 | 0.1% | +0% | 84.4 |
| 65 |  $HD | HOME DEPOT, INC. | $419,006 | 0.1% | -1% | 69.2 |
| 66 |  $SHOP | SHOPIFY INC. | $394,530 | 0.1% | -61% | — |
| 67 |  $KMI | KINDER MORGAN, INC. | $364,706 | 0.1% | +0% | 74.6 |
| 68 | — | VANGUARD WORLD FD | $346,767 | 0.1% | +0% | — |
| 69 |  $AXP | AMERICAN EXPRESS CO | $341,197 | 0.1% | +10% | 73.2 |
| 70 | — | VANGUARD WORLD FD | $333,556 | 0.1% | +0% | — |
| 71 | — | VANGUARD WORLD FD | $317,618 | 0.1% | +0% | — |
| 72 |  $LLY | ELI LILLY & Co | $296,166 | 0.1% | NEW | 89.3 |
| 73 |  $ELV | Elevance Health, Inc. | $288,944 | 0.1% | -76% | 59.4 |
| 74 | — | J P MORGAN EXCHANGE TRADED F | $285,611 | 0.1% | +1% | — |
| 75 |  $WFC | WELLS FARGO & COMPANY/MN | $268,763 | 0.1% | NEW | — |
| 76 |  $LOW | LOWES COMPANIES INC | $251,166 | 0.1% | +23% | 63.5 |
| 77 | — | VANGUARD SCOTTSDALE FDS | $243,179 | 0.1% | +0% | — |
| 78 |  $SBUX | STARBUCKS CORP | $237,414 | 0.1% | NEW | 54.6 |
| 79 | — | ISHARES TR | $235,443 | 0.1% | -4% | — |
| 80 | — | VANGUARD INDEX FDS | $229,744 | 0.0% | +15% | — |
| 81 |  $ABT | ABBOTT LABORATORIES | $226,285 | 0.0% | -8% | 67 |
| 82 | — | ISHARES TR | $218,743 | 0.0% | -86% | — |
| 83 | — | ISHARES TR | $206,991 | 0.0% | +0% | — |
New Positions (7)
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