Solidarity Wealth, LLC holds a focused book of 92 reported positions 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 reported non-option book. They also disclosed $38K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Solidarity Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Solidarity Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Solidarity Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Greenbrier Partners Capital Management, LLC | 9 / 80 | $1.3B |
| Stuart Investment Advisors, Inc. | 11 / 80 | $235.9M |
| Prospect Hill Management, LLC | 9 / 80 | $239.1M |
| Uhlmann Price Securities, LLC | 38 / 80 | $2.5B |
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Ramsey Quantitative Systems | 8 / 80 | $95.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Solidarity Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Solidarity Wealth, LLC's latest holdings, largest changes, and filing provenance.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 93 | $574.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 83 | $520.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 78 | $488.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 24d | 81 | $464.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 83 | $427.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 89 | $405.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 85 | $383.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 93 | $369.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.