Solidarity Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Solidarity Wealth, LLC reported 81 stock positions worth $464.8 million. Its top holding was Apple (AAPL) at 10.8% of the portfolio, followed by Amazon.com (AMZN, 6.2%) and Microsoft (MSFT, 6.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 50 and reduced 12. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale ASML Holding NV-NY Reg SHS (ASML, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $464.8M (Q3 2025)
- SEC Filing
- 0001172661-25-004422 ↗ filed Oct 24, 2025
Holdings Value
Holdings 81 stocks · $464.8M
| AAPL Apple Inc. | 10.84% | 197,932 | $50.4M | Add +2.1% |
| AMZN Amazon.com Inc. | 6.21% | 131,515 | $28.9M | Add +1.1% |
| MSFT Microsoft Corp. | 6.01% | 53,897 | $27.9M | Reduce -11.5% |
| GOOGL Alphabet Inc. Class A | 5.58% | 106,644 | $25.9M | Reduce -0.3% |
| ALSN Allison Transmission Holding | 5.08% | 278,090 | $23.6M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.98% | 46,033 | $23.1M | Add +1.7% |
| NRP Natural Resource Partners LP | 4.45% | 197,045 | $20.7M | Add +5.7% |
| AZO AutoZone Inc. | 3.49% | 3,786 | $16.2M | Reduce -0.3% |
| V Visa Inc. Class A | 3.40% | 46,234 | $15.8M | Add +3.4% |
| ORLY O'reilly Automotive Inc. | 3.34% | 144,102 | $15.5M | Add +1.6% |
| MA Mastercard Inc. Class A | 3.01% | 24,572 | $14.0M | Add +1.8% |
| FICO Fair Isaac Corp. | 2.83% | 8,788 | $13.2M | Add +11.0% |
| MCD McDonald's Corp. | 2.60% | 39,791 | $12.1M | Add +30.9% |
| MKL Markel Group Inc. | 2.41% | 5,855 | $11.2M | Add +3.5% |
| RTX RTX Corp. | 2.20% | 61,228 | $10.2M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 2.15% | 12,528 | $10.0M | Add +2.0% |
| BKNG Booking Holdings Inc. | 2.05% | 1,764 | $9.5M | Add +3.9% |
| VZ Verizon Communications Inc. | 1.72% | 182,270 | $8.0M | Add +4.3% |
| APD Air Products & Chemicals Inc. | 1.66% | 28,347 | $7.7M | Add +4.9% |
| NKE Nike Inc. Class B | 1.51% | 99,881 | $7.0M | Add +5.4% |
| CBOE Cboe Global Markets Inc. | 1.49% | 28,310 | $6.9M | Add +62.6% |
| MTD Mettler-Toledo International | 1.39% | 5,254 | $6.4M | Add +4.7% |
| ADBE Adobe Inc. | 1.39% | 18,252 | $6.4M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 9,457 | $6.3M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.35% | 6,481 | $6.3M | Reduce -53.4% |
| IJR iShares Core S&P Small-Cap E | 1.15% | 44,824 | $5.3M | Add +7.6% |
| META Meta Platforms Inc. Class A | 1.05% | 6,656 | $4.9M | Add +814.3% |
| CSGP Costar Group Inc. | 1.02% | 56,116 | $4.7M | Reduce -22.7% |
| FDX FedEx Corp. | 0.93% | 18,172 | $4.3M | Add +3.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.92% | 76,918 | $4.3M | Add +7.7% |
| C Citigroup Inc. | 0.89% | 40,773 | $4.1M | Add +1.9% |
| NRG NRG Energy Inc. | 0.83% | 23,844 | $3.9M | Add +0.0% |
| NVDA Nvidia Corp. | 0.82% | 20,454 | $3.8M | Add +26.2% |
| WMT Walmart Inc. | 0.81% | 36,494 | $3.8M | Reduce -4.5% |
| CME Cme Group Inc. | 0.73% | 12,523 | $3.4M | Reduce -0.1% |
| WM Waste Management Inc. | 0.70% | 14,693 | $3.2M | Add +303.8% |
| DE Deere & Co. | 0.51% | 5,143 | $2.4M | Add +352.3% |
| JPM JPMorgan Chase & Co. | 0.49% | 7,259 | $2.3M | Add +6.2% |
| PEP Pepsico Inc. | 0.47% | 15,596 | $2.2M | New |
| GOOG Alphabet Inc. Class C | 0.47% | 8,974 | $2.2M | Add +5.4% |
| LLY Eli Lilly & Co. | 0.41% | 2,493 | $1.9M | Add +2.9% |
| SOFI Sofi Technologies Inc. | 0.37% | 65,661 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 4,690 | $1.5M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.29% | 3,965 | $1.4M | Reduce -7.3% |
| FCNCA First Citizens Bcshs Class A | 0.28% | 737 | $1.3M | No change |
| MELI MercadoLibre Inc. | 0.27% | 538 | $1.3M | New |
| TXN Texas Instruments Inc. | 0.27% | 6,708 | $1.2M | Add +574.2% |
| SPG Simon Property Group Inc. | 0.25% | 6,216 | $1.2M | Add +0.8% |
| ABBV Abbvie Inc. | 0.19% | 3,904 | $904K | Add +5.0% |
| COST Costco Wholesale Corp. | 0.18% | 917 | $849K | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.18% | 1,686 | $842K | No change |
| TSLA Tesla Inc. | 0.17% | 1,746 | $776K | Add +21.1% |
| LOW Lowe's Cos Inc. | 0.16% | 2,951 | $742K | Add +0.2% |
| DTI Drilling Tools International | 0.13% | 272,524 | $627K | No change |
| VOO Vanguard S&P 500 ETF | 0.13% | 994 | $610K | Add +8.4% |
| ANET Arista Networks Inc. | 0.12% | 3,861 | $563K | Add +2.1% |
| HD Home Depot Inc. | 0.12% | 1,345 | $545K | Add +7.7% |
| AXP American Express Co. | 0.12% | 1,627 | $540K | Reduce -82.7% |
| VXUS Vanguard Total Intl Stock | 0.11% | 7,191 | $528K | No change |
| IAU iShares Gold Trust | 0.11% | 7,087 | $516K | No change |
| AVGO Broadcom Inc. | 0.11% | 1,527 | $504K | Reduce -78.3% |
| CPNG Coupang Inc. | 0.10% | 15,000 | $483K | New |
| ADI Analog Devices Inc. | 0.10% | 1,903 | $468K | Add +4.8% |
| CVX Chevron Corp. | 0.09% | 2,823 | $438K | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,293 | $430K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 5,223 | $373K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 618 | $372K | Add +30.9% |
| VFH Vanguard Financials ETF | 0.08% | 2,761 | $362K | No change |
| VDC Vanguard Consumer Staple ETF | 0.07% | 1,544 | $330K | No change |
| ABT Abbott Laboratories | 0.07% | 2,455 | $329K | Add +1.5% |
| KLAC KLA Corp. | 0.07% | 303 | $327K | Add +1.0% |
| KMI Kinder Morgan Inc. | 0.07% | 11,016 | $312K | Add +1.3% |
| CAT Caterpillar Inc. | 0.07% | 644 | $307K | Add +12.2% |
| VPU Vanguard Utilities ETF | 0.07% | 1,603 | $304K | No change |
| LWLG Lightwave Logic Inc. | 0.06% | 77,895 | $289K | Add +2.7% |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 5,016 | $286K | No change |
| INTU Intuit Inc. | 0.06% | 388 | $265K | No change |
| VONE Vanguard Russell 1000 | 0.05% | 824 | $249K | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 1,830 | $221K | Reduce -1.1% |
| MAR Marriott International Class A | 0.05% | 826 | $215K | No change |
| UNP Union Pacific Corp. | 0.04% | 864 | $204K | New |
Portfolio Sells Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | Reduce -53.4% | 1.35% | −1.26 |
| MSFT Microsoft Corp. | Reduce -11.5% | 6.01% | −1.08 |
| AXP American Express Co. | Reduce -82.7% | 0.12% | −0.58 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.38 |
| CSGP Costar Group Inc. | Reduce -22.7% | 1.02% | −0.35 |
| AVGO Broadcom Inc. | Reduce -78.3% | 0.11% | −0.34 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.23 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.10 |
| CME Cme Group Inc. | Reduce -0.1% | 0.73% | −0.08 |
| WMT Walmart Inc. | Reduce -4.5% | 0.81% | −0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.29% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.33% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 0.05% | −0.00 |
| AZO AutoZone Inc. | Reduce -0.3% | 3.49% | +0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 5.58% | +1.17 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.1% | 10.84% | +1.54 |
| META Meta Platforms Inc. Class A | Add +814.3% | 1.05% | +0.93 |
| CBOE Cboe Global Markets Inc. | Add +62.6% | 1.49% | +0.54 |
| MCD McDonald's Corp. | Add +30.9% | 2.60% | +0.52 |
| WM Waste Management Inc. | Add +303.8% | 0.70% | +0.50 |
| PEP Pepsico Inc. | New | 0.47% | +0.47 |
| DE Deere & Co. | Add +352.3% | 0.51% | +0.37 |
| ORLY O'reilly Automotive Inc. | Add +1.6% | 3.34% | +0.35 |
| NRP Natural Resource Partners LP | Add +5.7% | 4.45% | +0.29 |
| MELI MercadoLibre Inc. | New | 0.27% | +0.27 |
| NVDA Nvidia Corp. | Add +26.2% | 0.82% | +0.22 |
| TXN Texas Instruments Inc. | Add +574.2% | 0.27% | +0.22 |
| RTX RTX Corp. | Add +3.0% | 2.20% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +5.4% | 0.47% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 2.15% | +0.11 |
| CPNG Coupang Inc. | New | 0.10% | +0.10 |
| C Citigroup Inc. | Add +1.9% | 0.89% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +7.6% | 1.15% | +0.08 |
| TSLA Tesla Inc. | Add +21.1% | 0.17% | +0.06 |
| UNP Union Pacific Corp. | New | 0.04% | +0.04 |
| LWLG Lightwave Logic Inc. | Add +2.7% | 0.06% | +0.04 |
| ABBV Abbvie Inc. | Add +5.0% | 0.19% | +0.03 |
| ANET Arista Networks Inc. | Add +2.1% | 0.12% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +6.2% | 0.49% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +30.9% | 0.08% | +0.02 |
| SPG Simon Property Group Inc. | Add +0.8% | 0.25% | +0.02 |
| CAT Caterpillar Inc. | Add +12.2% | 0.07% | +0.01 |
| HD Home Depot Inc. | Add +7.7% | 0.12% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +8.4% | 0.13% | +0.01 |
| MTD Mettler-Toledo International | Add +4.7% | 1.39% | +0.01 |
| KLAC KLA Corp. | Add +1.0% | 0.07% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.16% | +0.01 |
| CVX Chevron Corp. | Add +4.5% | 0.09% | +0.00 |
| ADI Analog Devices Inc. | Add +4.8% | 0.10% | −0.00 |
| ABT Abbott Laboratories | Add +1.5% | 0.07% | −0.01 |
| KMI Kinder Morgan Inc. | Add +1.3% | 0.07% | −0.01 |
| FDX FedEx Corp. | Add +3.9% | 0.93% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 1.36% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.8% | 0.18% | −0.02 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.41% | −0.03 |
| VZ Verizon Communications Inc. | Add +4.3% | 1.72% | −0.05 |
| NRG NRG Energy Inc. | Add +0.0% | 0.83% | −0.06 |
| NKE Nike Inc. Class B | Add +5.4% | 1.51% | −0.08 |
| APD Air Products & Chemicals Inc. | Add +4.9% | 1.66% | −0.12 |
| ADBE Adobe Inc. | Add +6.7% | 1.39% | −0.16 |
| MA Mastercard Inc. Class A | Add +1.8% | 3.01% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 4.98% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +7.7% | 0.92% | −0.23 |
| MKL Markel Group Inc. | Add +3.5% | 2.41% | −0.24 |
| BKNG Booking Holdings Inc. | Add +3.9% | 2.05% | −0.25 |
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 |