Solidarity Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Solidarity Wealth, LLC reported 83 stock positions worth $427.4 million. Its top holding was Apple (AAPL) at 9.3% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Amazon.com (AMZN, 6.7%). Compared with Q1 2025, it opened 6 new positions, sold out of 12, added to 24 and reduced 31. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +473%) and the biggest sale Meta Platforms Class A (META, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $427.4M (Q2 2025)
- SEC Filing
- 0001172661-25-003125 ↗ filed Aug 13, 2025
Holdings Value
Holdings 83 stocks · $427.4M
| AAPL Apple Inc. | 9.30% | 193,784 | $39.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 7.08% | 60,871 | $30.3M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 6.68% | 130,105 | $28.5M | Reduce -2.6% |
| ALSN Allison Transmission Holding | 6.04% | 272,001 | $25.8M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.14% | 45,271 | $22.0M | Add +32.4% |
| GOOGL Alphabet Inc. Class A | 4.41% | 106,965 | $18.9M | Add +0.1% |
| NRP Natural Resource Partners LP | 4.16% | 186,393 | $17.8M | Add +12.9% |
| V Visa Inc. Class A | 3.72% | 44,726 | $15.9M | Reduce -3.9% |
| FICO Fair Isaac Corp. | 3.39% | 7,918 | $14.5M | Add +57.7% |
| AZO AutoZone Inc. | 3.30% | 3,799 | $14.1M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 3.17% | 24,135 | $13.6M | Add +43.1% |
| ORLY O'reilly Automotive Inc. | 2.99% | 141,806 | $12.8M | Reduce -1.2% |
| MKL Markel Group Inc. | 2.65% | 5,660 | $11.3M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 2.61% | 13,909 | $11.1M | Add +37.2% |
| BKNG Booking Holdings Inc. | 2.30% | 1,698 | $9.8M | Reduce -3.9% |
| MCD McDonald's Corp. | 2.08% | 30,399 | $8.9M | Reduce -19.6% |
| GS Goldman Sachs Group Inc. | 2.03% | 12,286 | $8.7M | Reduce -12.7% |
| RTX RTX Corp. | 2.03% | 59,417 | $8.7M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 1.78% | 27,023 | $7.6M | Add +9.8% |
| VZ Verizon Communications Inc. | 1.77% | 174,763 | $7.6M | Reduce -0.6% |
| NKE Nike Inc. Class B | 1.58% | 94,792 | $6.8M | Add +16.3% |
| ADBE Adobe Inc. | 1.55% | 17,109 | $6.6M | Add +2.2% |
| MTD Mettler-Toledo International | 1.38% | 5,020 | $5.9M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 9,440 | $5.8M | Add +472.8% |
| CSGP Costar Group Inc. | 1.37% | 72,625 | $5.8M | Add +4.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.15% | 71,435 | $4.9M | Add +521.1% |
| IJR iShares Core S&P Small-Cap E | 1.07% | 41,657 | $4.6M | Add +6.2% |
| CBOE Cboe Global Markets Inc. | 0.95% | 17,411 | $4.1M | Add +0.4% |
| FDX FedEx Corp. | 0.94% | 17,498 | $4.0M | Reduce -8.4% |
| NRG NRG Energy Inc. | 0.90% | 23,841 | $3.8M | Add +159.0% |
| WMT Walmart Inc. | 0.87% | 38,232 | $3.7M | Add +9.4% |
| CME Cme Group Inc. | 0.81% | 12,533 | $3.5M | No change |
| C Citigroup Inc. | 0.80% | 40,003 | $3.4M | Add +0.8% |
| AXP American Express Co. | 0.70% | 9,375 | $3.0M | Reduce -11.3% |
| NVDA Nvidia Corp. | 0.60% | 16,208 | $2.6M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.46% | 6,834 | $2.0M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.45% | 7,021 | $1.9M | New |
| LLY Eli Lilly & Co. | 0.44% | 2,422 | $1.9M | Add +0.0% |
| BLK BlackRock Inc. | 0.38% | 1,547 | $1.6M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 8,513 | $1.5M | No change |
| FCNCA First Citizens Bcshs Class A | 0.34% | 737 | $1.4M | Reduce -8.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 4,691 | $1.4M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.31% | 4,278 | $1.3M | Reduce -38.8% |
| SOFI Sofi Technologies Inc. | 0.28% | 65,661 | $1.2M | No change |
| SPG Simon Property Group Inc. | 0.23% | 6,170 | $992K | No change |
| SHOP Shopify Inc. Class A | 0.23% | 8,424 | $972K | Add +18.3% |
| COST Costco Wholesale Corp. | 0.21% | 892 | $883K | Reduce -71.3% |
| WM Waste Management Inc. | 0.19% | 3,639 | $833K | Reduce -24.8% |
| LMT Lockheed Martin Corp. | 0.18% | 1,686 | $781K | Reduce -22.9% |
| DTI Drilling Tools International | 0.18% | 272,524 | $777K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.16% | 3,717 | $690K | No change |
| LOW Lowe's Cos Inc. | 0.15% | 2,944 | $653K | Reduce -49.0% |
| DE Deere & Co. | 0.14% | 1,137 | $580K | Reduce -26.1% |
| META Meta Platforms Inc. Class A | 0.13% | 728 | $537K | Reduce -94.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 917 | $522K | Add +32.3% |
| VXUS Vanguard Total Intl Stock | 0.12% | 7,191 | $497K | No change |
| TSLA Tesla Inc. | 0.11% | 1,442 | $458K | Add +1.1% |
| HD Home Depot Inc. | 0.11% | 1,249 | $458K | Reduce -64.8% |
| IAU iShares Gold Trust | 0.10% | 7,087 | $442K | No change |
| ADI Analog Devices Inc. | 0.10% | 1,816 | $432K | No change |
| ELV Elevance Health Inc. | 0.10% | 1,055 | $410K | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,293 | $407K | No change |
| CVX Chevron Corp. | 0.09% | 2,702 | $387K | Reduce -1.2% |
| ANET Arista Networks Inc. | 0.09% | 3,781 | $387K | New |
| VFH Vanguard Financials ETF | 0.08% | 2,761 | $351K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 5,223 | $351K | No change |
| VDC Vanguard Consumer Staple ETF | 0.08% | 1,544 | $338K | No change |
| ABT Abbott Laboratories | 0.08% | 2,418 | $329K | Reduce -2.0% |
| KMI Kinder Morgan Inc. | 0.07% | 10,877 | $320K | No change |
| INTU Intuit Inc. | 0.07% | 388 | $306K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 5,016 | $285K | No change |
| VPU Vanguard Utilities ETF | 0.07% | 1,603 | $283K | No change |
| KLAC KLA Corp. | 0.06% | 300 | $269K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 472 | $261K | New |
| VONE Vanguard Russell 1000 | 0.05% | 824 | $231K | No change |
| MAR Marriott International Class A | 0.05% | 826 | $226K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 2,950 | $224K | No change |
| CAT Caterpillar Inc. | 0.05% | 574 | $223K | Reduce -90.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 2,297 | $216K | No change |
| ACN Accenture PLC Class A | 0.05% | 695 | $208K | No change |
| TXN Texas Instruments Inc. | 0.05% | 995 | $207K | Reduce -13.6% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 1,850 | $204K | New |
| LWLG Lightwave Logic Inc. | 0.02% | 75,866 | $94K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Reduce -94.1% | 0.13% | −1.62 |
| AAPL Apple Inc. | Reduce -0.1% | 9.30% | −1.32 |
| MCD McDonald's Corp. | Reduce -19.6% | 2.08% | −0.83 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.72 |
| UNH Unitedhealth Group Inc. | Reduce -38.8% | 0.31% | −0.59 |
| COST Costco Wholesale Corp. | Reduce -71.3% | 0.21% | −0.52 |
| CAT Caterpillar Inc. | Reduce -90.5% | 0.05% | −0.44 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.43 |
| ALSN Allison Transmission Holding | Reduce -0.8% | 6.04% | −0.42 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.42 |
| ORLY O'reilly Automotive Inc. | Reduce -1.2% | 2.99% | −0.39 |
| AZO AutoZone Inc. | Reduce -1.9% | 3.30% | −0.34 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.31 |
| V Visa Inc. Class A | Reduce -3.9% | 3.72% | −0.31 |
| WLFC Willis Lease Finance Corp. | Sold out | 0.00% | −0.28 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.27 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.24 |
| FDX FedEx Corp. | Reduce -8.4% | 0.94% | −0.22 |
| HD Home Depot Inc. | Reduce -64.8% | 0.11% | −0.21 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 1.77% | −0.20 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -49.0% | 0.15% | −0.18 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.12 |
| WM Waste Management Inc. | Reduce -24.8% | 0.19% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -22.9% | 0.18% | −0.06 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.05 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| DE Deere & Co. | Reduce -26.1% | 0.14% | −0.04 |
| FCNCA First Citizens Bcshs Class A | Reduce -8.1% | 0.34% | −0.03 |
| CVX Chevron Corp. | Reduce -1.2% | 0.09% | −0.02 |
| ELV Elevance Health Inc. | Reduce -1.2% | 0.10% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.08% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -13.6% | 0.05% | −0.00 |
| AXP American Express Co. | Reduce -11.3% | 0.70% | −0.00 |
| DTI Drilling Tools International | Reduce -3.5% | 0.18% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.46% | +0.04 |
| RTX RTX Corp. | Reduce -1.6% | 2.03% | +0.06 |
| GS Goldman Sachs Group Inc. | Reduce -12.7% | 2.03% | +0.14 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.60% | +0.16 |
| BKNG Booking Holdings Inc. | Reduce -3.9% | 2.30% | +0.29 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 6.68% | +0.41 |
| MSFT Microsoft Corp. | Reduce -0.8% | 7.08% | +1.40 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +472.8% | 1.37% | +1.14 |
| FICO Fair Isaac Corp. | Add +57.7% | 3.39% | +1.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +521.1% | 1.15% | +0.96 |
| ASML ASML Holding NV-NY Reg SHS | Add +37.2% | 2.61% | +0.95 |
| MA Mastercard Inc. Class A | Add +43.1% | 3.17% | +0.89 |
| NRG NRG Energy Inc. | Add +159.0% | 0.90% | +0.68 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +32.4% | 5.14% | +0.66 |
| AVGO Broadcom Inc. | New | 0.45% | +0.45 |
| BLK BlackRock Inc. | New | 0.38% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 4.41% | +0.34 |
| NKE Nike Inc. Class B | Add +16.3% | 1.58% | +0.30 |
| WMT Walmart Inc. | Add +9.4% | 0.87% | +0.12 |
| C Citigroup Inc. | Add +0.8% | 0.80% | +0.10 |
| ANET Arista Networks Inc. | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.06% | +0.06 |
| SHOP Shopify Inc. Class A | Add +18.3% | 0.23% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +6.2% | 1.07% | +0.05 |
| MAR Marriott International Class A | New | 0.05% | +0.05 |
| MKL Markel Group Inc. | Add +0.6% | 2.65% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +32.3% | 0.12% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.33% | +0.02 |
| TSLA Tesla Inc. | Add +1.1% | 0.11% | +0.02 |
| CSGP Costar Group Inc. | Add +4.9% | 1.37% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +9.8% | 1.78% | −0.01 |
| CBOE Cboe Global Markets Inc. | Add +0.4% | 0.95% | −0.02 |
| ADBE Adobe Inc. | Add +2.2% | 1.55% | −0.03 |
| MTD Mettler-Toledo International | Add +3.1% | 1.38% | −0.04 |
| LLY Eli Lilly & Co. | Add +0.0% | 0.44% | −0.05 |
| NRP Natural Resource Partners LP | Add +12.9% | 4.16% | −0.06 |
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 |