Solidarity Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Solidarity Wealth, LLC reported 83 stock positions worth $520.7 million. Its top holding was Apple (AAPL) at 10.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 6.9%) and Allison Transmission (ALSN, 6.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 2, added to 42 and reduced 19. The biggest buy was Allison Transmission (ALSN, shares +4%) and the biggest sale Mastercard Class A (MA, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $520.7M (Q1 2026)
- SEC Filing
- 0001172661-26-001560 ↗ filed Apr 29, 2026
Holdings Value
Holdings 83 stocks · $520.7M
| AAPL Apple Inc. | 10.36% | 212,550 | $53.9M | Add +6.4% |
| RSP Invesco S&P 500 Equal Weight | 6.91% | 187,440 | $36.0M | Add +19.8% |
| ALSN Allison Transmission Holding | 6.74% | 299,967 | $35.1M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 6.69% | 121,178 | $34.8M | Add +3.5% |
| AMZN Amazon.com Inc. | 6.53% | 163,337 | $34.0M | Add +6.0% |
| NRP Natural Resource Partners LP | 5.46% | 235,184 | $28.5M | Add +9.5% |
| MSFT Microsoft Corp. | 4.95% | 69,566 | $25.8M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.56% | 49,570 | $23.8M | Add +6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.71% | 29,735 | $19.3M | Reduce -4.8% |
| V Visa Inc. Class A | 3.21% | 55,351 | $16.7M | Add +13.7% |
| ORLY O'reilly Automotive Inc. | 2.64% | 149,046 | $13.8M | Add +17.9% |
| AZO AutoZone Inc. | 2.64% | 4,068 | $13.7M | Add +8.8% |
| MKL Markel Group Inc. | 2.51% | 6,833 | $13.1M | Add +11.2% |
| GS Goldman Sachs Group Inc. | 2.38% | 14,656 | $12.4M | Add +15.4% |
| MCD McDonald's Corp. | 2.17% | 36,434 | $11.3M | Add +15.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.14% | 8,451 | $11.2M | Add +8.8% |
| MA Mastercard Inc. Class A | 2.04% | 21,241 | $10.6M | Reduce -16.4% |
| APD Air Products & Chemicals Inc. | 1.80% | 32,270 | $9.4M | Add +17.5% |
| BKNG Booking Holdings Inc. | 1.74% | 2,151 | $9.1M | Add +34.7% |
| FICO Fair Isaac Corp. | 1.68% | 8,173 | $8.7M | Add +53.0% |
| META Meta Platforms Inc. Class A | 1.67% | 15,170 | $8.7M | Add +50.3% |
| MTD Mettler-Toledo International | 1.63% | 6,710 | $8.5M | Add +19.5% |
| C Citigroup Inc. | 1.59% | 73,139 | $8.3M | Add +75.6% |
| PBI Pitney Bowes Inc. | 1.58% | 746,833 | $8.3M | Add +26.6% |
| NRG NRG Energy Inc. | 1.19% | 42,397 | $6.2M | Add +77.6% |
| CBOE Cboe Global Markets Inc. | 1.05% | 19,422 | $5.5M | Add +6.6% |
| NVDA Nvidia Corp. | 0.79% | 23,456 | $4.1M | Add +22.1% |
| CME Cme Group Inc. | 0.71% | 12,485 | $3.7M | No change |
| JPM JPMorgan Chase & Co. | 0.68% | 12,055 | $3.5M | Add +65.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 5,773 | $3.3M | Add +23.0% |
| CSGP Costar Group Inc. | 0.63% | 81,303 | $3.3M | Add +34.0% |
| GOOG Alphabet Inc. Class C | 0.52% | 9,517 | $2.7M | Add +5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 5,056 | $1.6M | Add +7.9% |
| GEV GE Vernova Inc. | 0.30% | 1,805 | $1.6M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.30% | 30,500 | $1.6M | New |
| AVGO Broadcom Inc. | 0.25% | 4,288 | $1.3M | Add +290.5% |
| DTI Drilling Tools International | 0.23% | 272,524 | $1.2M | No change |
| SPG Simon Property Group Inc. | 0.22% | 6,210 | $1.2M | Reduce -0.1% |
| RTX RTX Corp. | 0.22% | 5,902 | $1.1M | Reduce -0.7% |
| WMT Walmart Inc. | 0.21% | 8,717 | $1.1M | Add +9.0% |
| NFLX Netflix Inc. | 0.21% | 11,178 | $1.1M | New |
| SOFI Sofi Technologies Inc. | 0.20% | 65,661 | $1.0M | No change |
| MELI MercadoLibre Inc. | 0.20% | 600 | $1.0M | New |
| VZ Verizon Communications Inc. | 0.20% | 20,373 | $1.0M | Add +8.1% |
| LMT Lockheed Martin Corp. | 0.19% | 1,679 | $1.0M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.19% | 3,577 | $968K | Reduce -49.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 11,490 | $863K | Add +120.0% |
| COST Costco Wholesale Corp. | 0.16% | 854 | $851K | Reduce -1.8% |
| WM Waste Management Inc. | 0.16% | 3,675 | $844K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,389 | $830K | Add +17.1% |
| ABBV Abbvie Inc. | 0.15% | 3,690 | $803K | No change |
| TSLA Tesla Inc. | 0.15% | 2,033 | $756K | Reduce -2.6% |
| ANET Arista Networks Inc. | 0.13% | 5,402 | $663K | Add +42.1% |
| IAU iShares Gold Trust | 0.12% | 7,087 | $625K | No change |
| ADI Analog Devices Inc. | 0.11% | 1,843 | $586K | Reduce -1.5% |
| DE Deere & Co. | 0.11% | 1,017 | $573K | Reduce -79.7% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 3,747 | $534K | No change |
| SNEX Stonex Group Inc. | 0.10% | 6,400 | $516K | Add +74.0% |
| LWLG Lightwave Logic Inc. | 0.10% | 72,895 | $512K | Reduce -6.4% |
| CVX Chevron Corp. | 0.10% | 2,409 | $498K | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.09% | 646 | $458K | Add +8.4% |
| VXUS Vanguard Total Intl Stock | 0.09% | 5,891 | $454K | Reduce -22.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,293 | $450K | No change |
| KLAC KLA Corp. | 0.09% | 303 | $446K | No change |
| HD Home Depot Inc. | 0.08% | 1,274 | $419K | Reduce -1.0% |
| SHOP Shopify Inc. Class A | 0.08% | 3,326 | $395K | Reduce -60.7% |
| KMI Kinder Morgan Inc. | 0.07% | 10,877 | $365K | No change |
| VDC Vanguard Consumer Staple ETF | 0.07% | 1,544 | $347K | No change |
| AXP American Express Co. | 0.07% | 1,128 | $341K | Add +9.7% |
| VFH Vanguard Financials ETF | 0.06% | 2,761 | $334K | No change |
| VPU Vanguard Utilities ETF | 0.06% | 1,603 | $318K | No change |
| LLY Eli Lilly & Co. | 0.06% | 322 | $296K | New |
| ELV Elevance Health Inc. | 0.06% | 987 | $289K | Reduce -75.8% |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 5,039 | $286K | Add +0.7% |
| WFC Wells Fargo & Co. | 0.05% | 3,376 | $269K | New |
| LOW Lowe's Cos Inc. | 0.05% | 1,063 | $251K | Add +22.8% |
| VONE Vanguard Russell 1000 | 0.05% | 824 | $243K | No change |
| SBUX Starbucks Corp. | 0.05% | 2,650 | $237K | New |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,894 | $235K | Reduce -4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 800 | $230K | Add +15.3% |
| ABT Abbott Laboratories | 0.04% | 2,204 | $226K | Reduce -7.8% |
| IWF iShares Russell 1000 Growth | 0.04% | 513 | $219K | New |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,830 | $207K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MA Mastercard Inc. Class A | Reduce -16.4% | 2.04% | −0.93 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 3.71% | −0.65 |
| DE Deere & Co. | Reduce -79.7% | 0.11% | −0.37 |
| UNH Unitedhealth Group Inc. | Reduce -49.7% | 0.19% | −0.29 |
| ELV Elevance Health Inc. | Reduce -75.8% | 0.06% | −0.24 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.24 |
| SHOP Shopify Inc. Class A | Reduce -60.7% | 0.08% | −0.20 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.15% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -22.2% | 0.09% | −0.03 |
| ABT Abbott Laboratories | Reduce -7.8% | 0.04% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -0.1% | 0.22% | −0.01 |
| HD Home Depot Inc. | Reduce -1.0% | 0.08% | −0.01 |
| RTX RTX Corp. | Reduce -0.7% | 0.22% | −0.00 |
| WM Waste Management Inc. | Reduce -0.4% | 0.16% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.0% | 0.05% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.5% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.16% | +0.01 |
| CVX Chevron Corp. | Reduce -2.7% | 0.10% | +0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.4% | 0.19% | +0.03 |
| LWLG Lightwave Logic Inc. | Reduce -6.4% | 0.10% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| ALSN Allison Transmission Holding | Add +4.4% | 6.74% | +0.99 |
| NRP Natural Resource Partners LP | Add +9.5% | 5.46% | +0.88 |
| RSP Invesco S&P 500 Equal Weight | Add +19.8% | 6.91% | +0.78 |
| C Citigroup Inc. | Add +75.6% | 1.59% | +0.60 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.8% | 2.14% | +0.44 |
| NRG NRG Energy Inc. | Add +77.6% | 1.19% | +0.41 |
| APD Air Products & Chemicals Inc. | Add +17.5% | 1.80% | +0.41 |
| PBI Pitney Bowes Inc. | Add +26.6% | 1.58% | +0.31 |
| META Meta Platforms Inc. Class A | Add +50.3% | 1.67% | +0.30 |
| GEV GE Vernova Inc. | New | 0.30% | +0.30 |
| SLB SLB Ltd. | New | 0.30% | +0.30 |
| ORLY O'reilly Automotive Inc. | Add +17.9% | 2.64% | +0.28 |
| NFLX Netflix Inc. | New | 0.21% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +65.9% | 0.68% | +0.20 |
| MELI MercadoLibre Inc. | New | 0.20% | +0.20 |
| MCD McDonald's Corp. | Add +15.3% | 2.17% | +0.20 |
| AVGO Broadcom Inc. | Add +290.5% | 0.25% | +0.18 |
| CBOE Cboe Global Markets Inc. | Add +6.6% | 1.05% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +15.4% | 2.38% | +0.10 |
| VEU Vanguard Ftse All-World Ex-U | Add +120.0% | 0.17% | +0.09 |
| LLY Eli Lilly & Co. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +22.1% | 0.79% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.0% | 0.64% | +0.05 |
| SBUX Starbucks Corp. | New | 0.05% | +0.05 |
| AZO AutoZone Inc. | Add +8.8% | 2.64% | +0.04 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | Add +8.1% | 0.20% | +0.04 |
| SNEX Stonex Group Inc. | Add +74.0% | 0.10% | +0.03 |
| ANET Arista Networks Inc. | Add +42.1% | 0.13% | +0.03 |
| WMT Walmart Inc. | Add +9.0% | 0.21% | +0.03 |
| MTD Mettler-Toledo International | Add +19.5% | 1.63% | +0.02 |
| CAT Caterpillar Inc. | Add +8.4% | 0.09% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +17.1% | 0.16% | +0.01 |
| LOW Lowe's Cos Inc. | Add +22.8% | 0.05% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +15.3% | 0.04% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +0.7% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.9% | 0.31% | −0.01 |
| BKNG Booking Holdings Inc. | Add +34.7% | 1.74% | −0.01 |
| AXP American Express Co. | Add +9.7% | 0.07% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 0.52% | −0.05 |
| FICO Fair Isaac Corp. | Add +53.0% | 1.68% | −0.17 |
| MKL Markel Group Inc. | Add +11.2% | 2.51% | −0.19 |
| CSGP Costar Group Inc. | Add +34.0% | 0.63% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 4.56% | −0.22 |
| V Visa Inc. Class A | Add +13.7% | 3.21% | −0.28 |
| AMZN Amazon.com Inc. | Add +6.0% | 6.53% | −0.74 |
| AAPL Apple Inc. | Add +6.4% | 10.36% | −0.75 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 6.69% | −0.80 |
| MSFT Microsoft Corp. | Add +10.7% | 4.95% | −1.28 |
Options Activity Q4 2025 → Q1 2026
| LWLG Lightwave Logic Inc. | call | Sold out | 2,000 | $6Kbefore exit |
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 |