Solidarity Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Solidarity Wealth, LLC reported 77 stock positions worth $488.8 million. Its top holding was Apple (AAPL) at 11.1% of the portfolio, followed by Alphabet Class A (GOOGL, 7.5%) and Amazon.com (AMZN, 7.3%). Compared with Q3 2025, it opened 7 new positions, sold out of 11, added to 25 and reduced 30. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale RTX (RTX, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $488.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000375 ↗ filed Jan 29, 2026
Holdings Value
Holdings 77 stocks · $488.8M
| AAPL Apple Inc. | 11.11% | 199,720 | $54.3M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 7.50% | 117,059 | $36.6M | Add +9.8% |
| AMZN Amazon.com Inc. | 7.28% | 154,080 | $35.6M | Add +17.2% |
| MSFT Microsoft Corp. | 6.22% | 62,873 | $30.4M | Add +16.6% |
| RSP Invesco S&P 500 Equal Weight | 6.13% | 156,477 | $30.0M | New |
| ALSN Allison Transmission Holding | 5.75% | 287,285 | $28.1M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.78% | 46,482 | $23.4M | Add +1.0% |
| NRP Natural Resource Partners LP | 4.59% | 214,776 | $22.4M | Add +9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.36% | 31,236 | $21.3M | Add +230.3% |
| V Visa Inc. Class A | 3.49% | 48,689 | $17.1M | Add +5.3% |
| MA Mastercard Inc. Class A | 2.97% | 25,415 | $14.5M | Add +3.4% |
| MKL Markel Group Inc. | 2.70% | 6,143 | $13.2M | Add +4.9% |
| AZO AutoZone Inc. | 2.59% | 3,739 | $12.7M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 2.36% | 126,439 | $11.5M | Reduce -12.3% |
| GS Goldman Sachs Group Inc. | 2.28% | 12,701 | $11.2M | Add +1.4% |
| MCD McDonald's Corp. | 1.98% | 31,606 | $9.7M | Reduce -20.6% |
| FICO Fair Isaac Corp. | 1.85% | 5,342 | $9.0M | Reduce -39.2% |
| BKNG Booking Holdings Inc. | 1.75% | 1,597 | $8.6M | Reduce -9.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.70% | 7,768 | $8.3M | Add +19.9% |
| MTD Mettler-Toledo International | 1.60% | 5,615 | $7.8M | Add +6.9% |
| APD Air Products & Chemicals Inc. | 1.39% | 27,473 | $6.8M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 1.36% | 10,093 | $6.7M | Add +51.6% |
| PBI Pitney Bowes Inc. | 1.28% | 589,929 | $6.2M | New |
| C Citigroup Inc. | 0.99% | 41,661 | $4.9M | Add +2.2% |
| CBOE Cboe Global Markets Inc. | 0.94% | 18,222 | $4.6M | Reduce -35.6% |
| CSGP Costar Group Inc. | 0.83% | 60,669 | $4.1M | Add +8.1% |
| NRG NRG Energy Inc. | 0.78% | 23,878 | $3.8M | Add +0.1% |
| NVDA Nvidia Corp. | 0.73% | 19,218 | $3.6M | Reduce -6.0% |
| CME Cme Group Inc. | 0.70% | 12,485 | $3.4M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 4,693 | $2.9M | Add +659.4% |
| GOOG Alphabet Inc. Class C | 0.58% | 9,019 | $2.8M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.48% | 7,106 | $2.3M | Add +79.2% |
| DE Deere & Co. | 0.48% | 5,018 | $2.3M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.48% | 7,268 | $2.3M | Add +0.1% |
| SOFI Sofi Technologies Inc. | 0.35% | 65,661 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 4,687 | $1.6M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.29% | 4,087 | $1.4M | New |
| SHOP Shopify Inc. Class A | 0.28% | 8,457 | $1.4M | New |
| SPG Simon Property Group Inc. | 0.24% | 6,216 | $1.2M | No change |
| TXN Texas Instruments Inc. | 0.24% | 6,632 | $1.2M | Reduce -1.1% |
| RTX RTX Corp. | 0.22% | 5,942 | $1.1M | Reduce -90.3% |
| TSLA Tesla Inc. | 0.19% | 2,087 | $939K | Add +19.5% |
| WMT Walmart Inc. | 0.18% | 7,997 | $893K | Reduce -78.1% |
| ABBV Abbvie Inc. | 0.17% | 3,690 | $843K | Reduce -5.5% |
| LMT Lockheed Martin Corp. | 0.17% | 1,686 | $815K | No change |
| WM Waste Management Inc. | 0.17% | 3,689 | $811K | Reduce -74.9% |
| VZ Verizon Communications Inc. | 0.16% | 18,848 | $768K | Reduce -89.7% |
| COST Costco Wholesale Corp. | 0.15% | 870 | $750K | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,186 | $744K | Add +19.3% |
| DTI Drilling Tools International | 0.14% | 272,524 | $668K | No change |
| IAU iShares Gold Trust | 0.12% | 7,087 | $575K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 7,570 | $571K | Add +5.3% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 3,747 | $557K | New |
| ADI Analog Devices Inc. | 0.10% | 1,871 | $507K | Reduce -1.7% |
| ANET Arista Networks Inc. | 0.10% | 3,802 | $498K | Reduce -1.5% |
| HD Home Depot Inc. | 0.09% | 1,287 | $443K | Reduce -4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,293 | $438K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 5,223 | $384K | No change |
| AXP American Express Co. | 0.08% | 1,028 | $380K | Reduce -36.8% |
| AVGO Broadcom Inc. | 0.08% | 1,098 | $380K | Reduce -28.1% |
| CVX Chevron Corp. | 0.08% | 2,475 | $377K | Reduce -12.3% |
| VFH Vanguard Financials ETF | 0.08% | 2,761 | $369K | No change |
| KLAC KLA Corp. | 0.08% | 303 | $368K | No change |
| SNEX Stonex Group Inc. | 0.07% | 3,678 | $350K | New |
| CAT Caterpillar Inc. | 0.07% | 596 | $341K | Reduce -7.5% |
| VDC Vanguard Consumer Staple ETF | 0.07% | 1,544 | $326K | No change |
| ABT Abbott Laboratories | 0.06% | 2,390 | $299K | Reduce -2.6% |
| KMI Kinder Morgan Inc. | 0.06% | 10,877 | $299K | Reduce -1.3% |
| VPU Vanguard Utilities ETF | 0.06% | 1,603 | $297K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 5,005 | $292K | Reduce -0.2% |
| INTU Intuit Inc. | 0.05% | 388 | $257K | No change |
| VONE Vanguard Russell 1000 | 0.05% | 824 | $255K | No change |
| LWLG Lightwave Logic Inc. | 0.05% | 77,895 | $252K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,974 | $237K | Reduce -95.6% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 1,830 | $226K | No change |
| LOW Lowe's Cos Inc. | 0.04% | 866 | $209K | Reduce -70.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 694 | $201K | New |
Options reported separately and not counted above: LWLG calls ($6K).
Portfolio Sells Q3 2025 → Q4 2025
| RTX RTX Corp. | Reduce -90.3% | 0.22% | −1.98 |
| VZ Verizon Communications Inc. | Reduce -89.7% | 0.16% | −1.57 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.51 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.39 |
| IJR iShares Core S&P Small-Cap E | Reduce -95.6% | 0.05% | −1.10 |
| ORLY O'reilly Automotive Inc. | Reduce -12.3% | 2.36% | −0.98 |
| FICO Fair Isaac Corp. | Reduce -39.2% | 1.85% | −0.98 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.93 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.92 |
| AZO AutoZone Inc. | Reduce -1.2% | 2.59% | −0.90 |
| WMT Walmart Inc. | Reduce -78.1% | 0.18% | −0.63 |
| MCD McDonald's Corp. | Reduce -20.6% | 1.98% | −0.63 |
| CBOE Cboe Global Markets Inc. | Reduce -35.6% | 0.94% | −0.56 |
| WM Waste Management Inc. | Reduce -74.9% | 0.17% | −0.53 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.47 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.41 |
| BKNG Booking Holdings Inc. | Reduce -9.5% | 1.75% | −0.30 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.28 |
| APD Air Products & Chemicals Inc. | Reduce -3.1% | 1.39% | −0.27 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.27 |
| LOW Lowe's Cos Inc. | Reduce -70.7% | 0.04% | −0.12 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.10 |
| NVDA Nvidia Corp. | Reduce -6.0% | 0.73% | −0.09 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.04 |
| AXP American Express Co. | Reduce -36.8% | 0.08% | −0.04 |
| AVGO Broadcom Inc. | Reduce -28.1% | 0.08% | −0.03 |
| CME Cme Group Inc. | Reduce -0.3% | 0.70% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -1.1% | 0.24% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -5.1% | 0.15% | −0.03 |
| HD Home Depot Inc. | Reduce -4.3% | 0.09% | −0.03 |
| DE Deere & Co. | Reduce -2.4% | 0.48% | −0.03 |
| ABBV Abbvie Inc. | Reduce -5.5% | 0.17% | −0.02 |
| ANET Arista Networks Inc. | Reduce -1.5% | 0.10% | −0.02 |
| CVX Chevron Corp. | Reduce -12.3% | 0.08% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.32% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.06% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -1.3% | 0.06% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 0.06% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.7% | 0.10% | +0.00 |
| CAT Caterpillar Inc. | Reduce -7.5% | 0.07% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| RSP Invesco S&P 500 Equal Weight | New | 6.13% | +6.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +230.3% | 4.36% | +3.00 |
| GOOGL Alphabet Inc. Class A | Add +9.8% | 7.50% | +1.92 |
| PBI Pitney Bowes Inc. | New | 1.28% | +1.28 |
| AMZN Amazon.com Inc. | Add +17.2% | 7.28% | +1.06 |
| ALSN Allison Transmission Holding | Add +3.3% | 5.75% | +0.68 |
| QQQ Invesco QQQ Trust Series 1 | Add +659.4% | 0.59% | +0.51 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.9% | 1.70% | +0.35 |
| META Meta Platforms Inc. Class A | Add +51.6% | 1.36% | +0.31 |
| MKL Markel Group Inc. | Add +4.9% | 2.70% | +0.29 |
| ELV Elevance Health Inc. | New | 0.29% | +0.29 |
| SHOP Shopify Inc. Class A | New | 0.28% | +0.28 |
| AAPL Apple Inc. | Add +0.9% | 11.11% | +0.27 |
| MSFT Microsoft Corp. | Add +16.6% | 6.22% | +0.22 |
| MTD Mettler-Toledo International | Add +6.9% | 1.60% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +79.2% | 0.48% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 2.28% | +0.14 |
| NRP Natural Resource Partners LP | Add +9.0% | 4.59% | +0.14 |
| ITOT iShares Core S&P Total U.S. | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.58% | +0.11 |
| C Citigroup Inc. | Add +2.2% | 0.99% | +0.10 |
| V Visa Inc. Class A | Add +5.3% | 3.49% | +0.10 |
| SNEX Stonex Group Inc. | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +19.5% | 0.19% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +19.3% | 0.15% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +5.3% | 0.12% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.48% | −0.01 |
| MA Mastercard Inc. Class A | Add +3.4% | 2.97% | −0.04 |
| NRG NRG Energy Inc. | Add +0.1% | 0.78% | −0.05 |
| CSGP Costar Group Inc. | Add +8.1% | 0.83% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 4.78% | −0.20 |
Options Activity Q3 2025 → Q4 2025
| LWLG Lightwave Logic Inc. | call | New | 2,000 | $6K |
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 |