Solidarity Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Solidarity Wealth, LLC reported 92 stock positions worth $574.2 million. Its top holding was Apple (AAPL) at 9.6% of the portfolio, followed by Alphabet Class A (GOOGL, 7.3%) and Amazon.com (AMZN, 6.6%). Compared with Q1 2026, it opened 18 new positions, sold out of 9, added to 30 and reduced 26. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +389%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $574.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002993 ↗ filed Jul 31, 2026
Holdings Value
Holdings 92 stocks · $574.2M
| AAPL Apple Inc. | 9.60% | 190,482 | $55.1M | Reduce -10.4% |
| GOOGL Alphabet Inc. Class A | 7.25% | 116,544 | $41.6M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 6.60% | 159,043 | $37.9M | Reduce -2.6% |
| ALSN Allison Transmission Holding | 5.95% | 303,035 | $34.2M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 4.73% | 127,760 | $27.2M | Reduce -31.8% |
| MSFT Microsoft Corp. | 4.41% | 67,901 | $25.3M | Reduce -2.4% |
| NRP Natural Resource Partners LP | 4.40% | 260,480 | $25.3M | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.36% | 49,985 | $25.0M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.65% | 28,087 | $21.0M | Reduce -5.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.62% | 28,253 | $20.8M | Add +389.4% |
| V Visa Inc. Class A | 3.33% | 55,809 | $19.1M | Add +0.8% |
| MTUM iShares MSCI USA Momentum Fa | 2.91% | 48,687 | $16.7M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.59% | 7,481 | $14.9M | Reduce -11.5% |
| BKNG Booking Holdings Inc. | 2.54% | 81,721 | $14.6M | Add +52.0% |
| MKL Markel Group Inc. | 2.36% | 6,939 | $13.6M | Add +1.6% |
| ORLY O'reilly Automotive Inc. | 2.33% | 145,429 | $13.4M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 2.28% | 12,936 | $13.1M | Reduce -11.7% |
| PBI Pitney Bowes Inc. | 2.23% | 732,433 | $12.8M | Reduce -1.9% |
| AZO AutoZone Inc. | 2.22% | 3,995 | $12.8M | Reduce -1.8% |
| FICO Fair Isaac Corp. | 1.94% | 9,339 | $11.2M | Add +14.3% |
| MA Mastercard Inc. Class A | 1.91% | 21,377 | $11.0M | Add +0.6% |
| APD Air Products & Chemicals Inc. | 1.71% | 33,511 | $9.8M | Add +3.9% |
| GRNY Fundstr Gran SH US LRG Cap | 1.69% | 351,851 | $9.7M | New |
| META Meta Platforms Inc. Class A | 1.47% | 14,963 | $8.4M | Reduce -1.4% |
| NRG NRG Energy Inc. | 1.35% | 52,931 | $7.7M | Add +24.9% |
| NVDA Nvidia Corp. | 0.84% | 24,074 | $4.8M | Add +2.6% |
| CBOE Cboe Global Markets Inc. | 0.80% | 18,899 | $4.6M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.69% | 15,532 | $3.9M | New |
| GOOG Alphabet Inc. Class C | 0.58% | 9,367 | $3.3M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.48% | 4,022 | $2.8M | Add +189.6% |
| CME Cme Group Inc. | 0.48% | 12,485 | $2.8M | No change |
| WMT Walmart Inc. | 0.45% | 22,641 | $2.6M | Add +159.7% |
| UNH Unitedhealth Group Inc. | 0.43% | 5,902 | $2.5M | Add +65.0% |
| JPM JPMorgan Chase & Co. | 0.41% | 7,104 | $2.3M | Reduce -41.1% |
| HD Home Depot Inc. | 0.36% | 5,815 | $2.1M | Add +356.4% |
| AVUS Avantis U.S. Equity ETF | 0.34% | 15,117 | $1.9M | New |
| WM Waste Management Inc. | 0.34% | 8,675 | $1.9M | Add +136.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 5,043 | $1.9M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.26% | 3,923 | $1.5M | Reduce -8.5% |
| SPG Simon Property Group Inc. | 0.24% | 6,210 | $1.4M | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.22% | 30,182 | $1.2M | New |
| C Citigroup Inc. | 0.21% | 8,701 | $1.2M | Reduce -88.1% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 38,248 | $1.2M | New |
| MCD McDonald's Corp. | 0.21% | 4,411 | $1.2M | Reduce -87.9% |
| SOFI Sofi Technologies Inc. | 0.20% | 65,661 | $1.2M | No change |
| ELV Elevance Health Inc. | 0.19% | 2,786 | $1.1M | Add +182.3% |
| RTX RTX Corp. | 0.19% | 5,663 | $1.1M | Reduce -4.0% |
| MELI MercadoLibre Inc. | 0.19% | 628 | $1.1M | Add +4.7% |
| GEHC GE Healthcare Technology | 0.18% | 16,000 | $1.0M | New |
| PYPL PayPal Holdings Inc. | 0.17% | 23,000 | $993K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 11,490 | $962K | No change |
| ABBV Abbvie Inc. | 0.16% | 3,739 | $941K | Add +1.3% |
| KLAC KLA Corp. | 0.16% | 3,110 | $938K | Add +2.6% |
| ANET Arista Networks Inc. | 0.16% | 5,399 | $917K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.15% | 20,373 | $863K | No change |
| COST Costco Wholesale Corp. | 0.15% | 914 | $855K | Add +7.0% |
| TSLA Tesla Inc. | 0.14% | 1,883 | $792K | Reduce -7.4% |
| LMT Lockheed Martin Corp. | 0.13% | 1,493 | $761K | Reduce -11.1% |
| ADI Analog Devices Inc. | 0.13% | 1,843 | $732K | No change |
| CAT Caterpillar Inc. | 0.12% | 666 | $709K | Add +3.1% |
| DE Deere & Co. | 0.12% | 1,072 | $680K | Add +5.4% |
| LWLG Lightwave Logic Inc. | 0.11% | 68,895 | $652K | Reduce -5.5% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 3,754 | $617K | Add +0.2% |
| SNEX Stonex Group Inc. | 0.10% | 4,878 | $578K | Reduce -23.8% |
| IAU iShares Gold Trust | 0.09% | 7,087 | $535K | No change |
| DTI Drilling Tools International | 0.09% | 272,524 | $526K | No change |
| VXUS Vanguard Total Intl Stock | 0.09% | 5,891 | $504K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,293 | $500K | No change |
| SHOP Shopify Inc. Class A | 0.08% | 4,257 | $486K | Add +28.0% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 11,836 | $476K | New |
| MU Micron Technology Inc. | 0.08% | 395 | $456K | New |
| LLY Eli Lilly & Co. | 0.07% | 344 | $413K | Add +6.8% |
| AXP American Express Co. | 0.07% | 1,191 | $403K | Add +5.6% |
| CVX Chevron Corp. | 0.07% | 2,409 | $399K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.07% | 3,655 | $377K | New |
| VFH Vanguard Financials ETF | 0.06% | 2,761 | $363K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 6,309 | $356K | Add +25.2% |
| KMI Kinder Morgan Inc. | 0.06% | 11,077 | $354K | Add +1.8% |
| VDC Vanguard Consumer Staple ETF | 0.06% | 1,544 | $348K | No change |
| VPU Vanguard Utilities ETF | 0.05% | 1,603 | $314K | No change |
| SCHG Schwab US Large-Cap Growth | 0.05% | 8,921 | $302K | New |
| MS Morgan Stanley | 0.05% | 1,349 | $282K | New |
| VONE Vanguard Russell 1000 | 0.05% | 824 | $279K | No change |
| WFC Wells Fargo & Co. | 0.05% | 3,353 | $277K | Reduce -0.7% |
| DAL Delta Air Lines Inc. | 0.05% | 2,800 | $262K | New |
| IWF iShares Russell 1000 Growth | 0.04% | 2,052 | $255K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,830 | $252K | No change |
| LOW Lowe's Cos Inc. | 0.04% | 1,063 | $234K | No change |
| TXN Texas Instruments Inc. | 0.04% | 748 | $223K | New |
| AMAT Applied Materials Inc. | 0.04% | 279 | $202K | New |
| KO The Coca-Cola Co. | 0.03% | 2,448 | $200K | New |
| AMC AMC Entertainment HLDS Class A | 0.00% | 1,500 | $3K | New |
Options reported separately and not counted above: AMC calls ($38K).
Portfolio Sells Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | Reduce -31.8% | 4.73% | −2.17 |
| MCD McDonald's Corp. | Reduce -87.9% | 0.21% | −1.97 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −1.63 |
| C Citigroup Inc. | Reduce -88.1% | 0.21% | −1.38 |
| AAPL Apple Inc. | Reduce -10.4% | 9.60% | −0.76 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.63 |
| MSFT Microsoft Corp. | Reduce -2.4% | 4.41% | −0.53 |
| AZO AutoZone Inc. | Reduce -1.8% | 2.22% | −0.42 |
| ORLY O'reilly Automotive Inc. | Reduce -2.4% | 2.33% | −0.31 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.30 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.30 |
| JPM JPMorgan Chase & Co. | Reduce -41.1% | 0.41% | −0.28 |
| CBOE Cboe Global Markets Inc. | Reduce -2.7% | 0.80% | −0.25 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 1.47% | −0.20 |
| GS Goldman Sachs Group Inc. | Reduce -11.7% | 2.28% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -11.1% | 0.13% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.5% | 3.65% | −0.06 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| RTX RTX Corp. | Reduce -4.0% | 0.19% | −0.03 |
| TSLA Tesla Inc. | Reduce -7.4% | 0.14% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.7% | 0.05% | −0.00 |
| SNEX Stonex Group Inc. | Reduce -23.8% | 0.10% | +0.00 |
| AVGO Broadcom Inc. | Reduce -8.5% | 0.26% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.33% | +0.01 |
| LWLG Lightwave Logic Inc. | Reduce -5.5% | 0.11% | +0.02 |
| ANET Arista Networks Inc. | Reduce -0.1% | 0.16% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 0.58% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 6.60% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.5% | 2.59% | +0.45 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 7.25% | +0.56 |
| PBI Pitney Bowes Inc. | Reduce -1.9% | 2.23% | +0.65 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +389.4% | 3.62% | +2.98 |
| MTUM iShares MSCI USA Momentum Fa | New | 2.91% | +2.91 |
| GRNY Fundstr Gran SH US LRG Cap | New | 1.69% | +1.69 |
| BKNG Booking Holdings Inc. | Add +52.0% | 2.54% | +0.80 |
| JNJ Johnson & Johnson | New | 0.69% | +0.69 |
| AVUS Avantis U.S. Equity ETF | New | 0.34% | +0.34 |
| VOO Vanguard S&P 500 ETF | Add +189.6% | 0.48% | +0.32 |
| HD Home Depot Inc. | Add +356.4% | 0.36% | +0.28 |
| FICO Fair Isaac Corp. | Add +14.3% | 1.94% | +0.27 |
| UNH Unitedhealth Group Inc. | Add +65.0% | 0.43% | +0.24 |
| WMT Walmart Inc. | Add +159.7% | 0.45% | +0.24 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.22% | +0.22 |
| SCHD Schwab US DVD Equity ETF | New | 0.21% | +0.21 |
| GEHC GE Healthcare Technology | New | 0.18% | +0.18 |
| WM Waste Management Inc. | Add +136.1% | 0.34% | +0.17 |
| PYPL PayPal Holdings Inc. | New | 0.17% | +0.17 |
| NRG NRG Energy Inc. | Add +24.9% | 1.35% | +0.16 |
| ELV Elevance Health Inc. | Add +182.3% | 0.19% | +0.13 |
| V Visa Inc. Class A | Add +0.8% | 3.33% | +0.12 |
| DFAE Dimensional Emerging Core Eq | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| KLAC KLA Corp. | Add +2.6% | 0.16% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +2.6% | 0.84% | +0.05 |
| SCHG Schwab US Large-Cap Growth | New | 0.05% | +0.05 |
| MS Morgan Stanley | New | 0.05% | +0.05 |
| DAL Delta Air Lines Inc. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +3.1% | 0.12% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.07% | +0.01 |
| ABBV Abbvie Inc. | Add +1.3% | 0.16% | +0.01 |
| SHOP Shopify Inc. Class A | Add +28.0% | 0.08% | +0.01 |
| DE Deere & Co. | Add +5.4% | 0.12% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +25.2% | 0.06% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.2% | 0.11% | +0.00 |
| AXP American Express Co. | Add +5.6% | 0.07% | +0.00 |
| AMC AMC Entertainment HLDS Class A | New | 0.00% | +0.00 |
| KMI Kinder Morgan Inc. | Add +1.8% | 0.06% | −0.01 |
| MELI MercadoLibre Inc. | Add +4.7% | 0.19% | −0.01 |
| COST Costco Wholesale Corp. | Add +7.0% | 0.15% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +3.9% | 1.71% | −0.09 |
| MA Mastercard Inc. Class A | Add +0.6% | 1.91% | −0.13 |
| MKL Markel Group Inc. | Add +1.6% | 2.36% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 4.36% | −0.21 |
| ALSN Allison Transmission Holding | Add +1.0% | 5.95% | −0.79 |
| NRP Natural Resource Partners LP | Add +10.8% | 4.40% | −1.06 |
Options Activity Q1 2026 → Q2 2026
| AMC AMC Entertainment HLDS Class A | call | New | 20,000 | $38K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 92 | $574.2M | AAPL, GOOGL, AMZN, ALSN, RSP |
| Q1 2026 | 83 | $520.7M | AAPL, RSP, ALSN, GOOGL, AMZN |
| Q4 2025 | 77 | $488.8M | AAPL, GOOGL, AMZN, MSFT, RSP |
| Q3 2025 | 81 | $464.8M | AAPL, AMZN, MSFT, GOOGL, ALSN |
| Q2 2025 | 83 | $427.4M | AAPL, MSFT, AMZN, ALSN, BRK.B |
| Q1 2025 | 89 | $405.6M | AAPL, ALSN, AMZN, MSFT, BRK.B |
| Q4 2024 | 85 | $383.8M | AAPL, AMZN, MSFT, ALSN, GOOGL |
| Q3 2024 | 93 | $369.2M | AAPL, MSFT, AMZN, ALSN, BRK.B |
| Q2 2024 | 84 | $329.5M | AAPL, AMZN, MSFT, GOOGL, BRK.B |
| Q1 2024 | 82 | $319.5M | AAPL, AMZN, MSFT, ALSN, GOOGL |