Solidarity Wealth, LLC holds a focused book of 92 stocks worth $574.2M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishares Msci USA Momentum Fa and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book. They also disclosed $38K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Solidarity Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $55.1M | 190.5K | 9.6% | ▼−10% Reduced · −22K sh | |
| 2 | Alphabet Inc CAP STK CL A | $41.6M | 116.5K | 7.3% | ▼−3.8% Reduced · −5K sh | |
| 3 | Amazon Com Inc COM | $37.9M | 159.0K | 6.6% | ▼−2.6% Reduced · −4K sh | |
| 4 | Allison Transmission Hldgs I COM | $34.2M | 303.0K | 5.9% | ▲+1.0% Added · +3K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $27.2M | 127.8K | 4.7% | ▼−32% Reduced · −60K sh | |
| 6 | Microsoft Corp COM | $25.3M | 67.9K | 4.4% | ▼−2.4% Reduced · −2K sh | |
| 7 | Natural Resource Partners LP COM UNIT LTD PAR | $25.3M | 260.5K | 4.4% | ▲+11% Added · +25K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $25.0M | 50.0K | 4.4% | ▲+0.8% Added · +415 sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $21.0M | 28.1K | 3.7% | ▼−5.5% Reduced · −2K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $20.8M | 28.3K | 3.6% | ▲+389% Added · +22K sh | |
| 11 | Visa Inc COM CL A | $19.1M | 55.8K | 3.3% | ▲+0.8% Added · +458 sh | |
| 12 | Ishares TR MSCI USA MMENTM | $16.7M | 48.7K | 2.9% | ▲New New position | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $14.9M | 7.5K | 2.6% | ▼−11% Reduced · −970 sh | |
| 14 | Booking Holdings Inc COM | $14.6M | 81.7K | 2.5% | ▲38× Added · +80K sh | |
| 15 | Markel Group Inc COM | $13.6M | 6.9K | 2.4% | ▲+1.6% Added · +106 sh | |
| 16 | Oreilly Automotive Inc COM | $13.4M | 145.4K | 2.3% | ▼−2.4% Reduced · −4K sh | |
| 17 | Goldman Sachs Group Inc COM | $13.1M | 12.9K | 2.3% | ▼−12% Reduced · −2K sh | |
| 18 | Pitney Bowes Inc COM | $12.8M | 732.4K | 2.2% | ▼−1.9% Reduced · −14K sh | |
| 19 | Autozone Inc COM | $12.8M | 4.0K | 2.2% | ▼−1.8% Reduced · −73 sh | |
| 20 | Fair Isaac Corp COM | $11.2M | 9.3K | 1.9% | ▲+14% Added · +1K sh | |
| 21 | Mastercard Incorporated CL A | $11.0M | 21.4K | 1.9% | ▲+0.6% Added · +136 sh | |
| 22 | Air Products And Chemicals I COM | $9.8M | 33.5K | 1.7% | ▲+3.8% Added · +1K sh | |
| 23 | Tidal Trust I FUND GRAN US ETF | $9.7M | 351.9K | 1.7% | ▲New New position | |
| 24 | Meta Platforms Inc CL A | $8.4M | 15.0K | 1.5% | ▼−1.4% Reduced · −207 sh | |
| 25 | NRG Energy Inc COM NEW | $7.7M | 52.9K | 1.3% | ▲+25% Added · +11K sh | |
| 26 | Nvidia Corporation COM | $4.8M | 24.1K | 0.8% | ▲+2.6% Added · +618 sh | |
| 27 | Cboe Global MKTS Inc COM | $4.6M | 18.9K | 0.8% | ▼−2.7% Reduced · −523 sh | |
| 28 | Johnson & Johnson COM | $3.9M | 15.5K | 0.7% | ▲New New position | |
| 29 | Alphabet Inc CAP STK CL C | $3.3M | 9.4K | 0.6% | ▼−1.6% Reduced · −150 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.0K | 0.5% | ▲+190% Added · +3K sh | |
| 31 | Cme Group Inc COM | $2.8M | 12.5K | 0.5% | —Held | |
| 32 | Walmart Inc COM | $2.6M | 22.6K | 0.4% | ▲+160% Added · +14K sh | |
| 33 | Unitedhealth Group Inc COM | $2.5M | 5.9K | 0.4% | ▲+65% Added · +2K sh | |
| 34 | JPMorgan Chase & Co COM | $2.3M | 7.1K | 0.4% | ▼−41% Reduced · −5K sh | |
| 35 | Home Depot Inc COM | $2.1M | 5.8K | 0.4% | ▲+356% Added · +5K sh | |
| 36 | American Centy ETF TR US EQT ETF | $1.9M | 15.1K | 0.3% | ▲New New position | |
| 37 | Waste Mgmt Inc Del COM | $1.9M | 8.7K | 0.3% | ▲+136% Added · +5K sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.0K | 0.3% | ▼−0.3% Reduced · −13 sh | |
| 39 | Broadcom Inc COM | $1.5M | 3.9K | 0.3% | ▼−8.5% Reduced · −365 sh | |
| 40 | Simon Ppty Group Inc New COM | $1.4M | 6.2K | 0.2% | —Held | |
| 41 | T Rowe Price Exchange-Traded CAP APPRECIATION | $1.2M | 30.2K | 0.2% | ▲New New position | |
| 42 | Citigroup Inc COM NEW | $1.2M | 8.7K | 0.2% | ▼−88% Reduced · −64K sh | |
| 43 | Schwab Strategic TR US DIVIDEND EQ | $1.2M | 38.2K | 0.2% | ▲New New position | |
| 44 | McDonalds Corp COM | $1.2M | 4.4K | 0.2% | ▼−88% Reduced · −32K sh | |
| 45 | Sofi Technologies Inc COM | $1.2M | 65.7K | 0.2% | —Held | |
| 46 | Elevance Health Inc Formerly COM | $1.1M | 2.8K | 0.2% | ▲+182% Added · +2K sh | |
| 47 | RTX Corporation COM | $1.1M | 5.7K | 0.2% | ▼−4.0% Reduced · −239 sh | |
| 48 | Mercadolibre Inc COM | $1.1M | 628 | 0.2% | ▲+4.7% Added · +28 sh | |
| 49 | Ge Healthcare Technologies I COMMON STOCK | $1.0M | 16.0K | 0.2% | ▲New New position | |
| 50 | PayPal Hldgs Inc COM | $993K | 23.0K | 0.2% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | AMC ENTERTAINMENT HLDS-CL AAMC | $38K | 20K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 93 | $574.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 83 | $520.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 78 | $488.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 81 | $464.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 83 | $427.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 89 | $405.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 85 | $383.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 93 | $369.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.