Solidarity Wealth, LLC — 13F Holdings & Portfolio

CIK 1906613 · latest 13F-HR filed 2026-07-31

Solidarity Wealth, LLC manages $574.2M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (9.60%), GOOGL (7.25%), AMZN (6.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 9, added to 44, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3600 N OUTLET PARKWAY
SUITE 200
LEHI, UT 84048
Phone
(385) 374-1665
Filing Manager
Solidarity Wealth, LLC
Lehi, UT
Signatory
Jeffrey McClean
Chief Compliance Officer
Loading holdings…
AUM

$574.2M

Long-equity book

Holdings

93

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+18 / −9 / ↑44 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$17.5M +524.4%
  • ALPHABET INC$6.8M +19.5%
  • BOOKING HOLDINGS INC$5.5M +60.8%
  • PITNEY BOWES INC$4.6M +55.5%
  • AMAZON COM INC$3.9M +11.4%
Show all 44

Top Trims

  • MCDONALDS CORP-$10.1M -89.5%
  • INVESCO EXCHANGE TRADED FD T-$8.8M -24.4%
  • CITIGROUP INC-$7.1M -85.3%
  • NATURAL RESOURCE PARTNERS LP-$3.2M -11.2%
  • JPMORGAN CHASE & CO-$1.2M -34.4%
Show all 15

New Positions

  • ISHARES TR$16.7M
  • TIDAL TRUST I$9.7M
  • JOHNSON & JOHNSON$3.9M
  • AMERICAN CENTY ETF TR$1.9M
  • T ROWE PRICE EXCHANGE-TRADED$1.2M
Show all 18

Exited Positions

  • METTLER TOLEDO INTERNATIONAL$8.5M
  • COSTAR GROUP INC$3.3M
  • GE VERNOVA INC$1.6M
  • SLB LIMITED$1.6M
  • NETFLIX INC.$1.1M
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $55.1M 9.60% 190,482 SH
2 ALPHABET INC GOOGL 02079K305 $41.6M 7.25% 116,544 SH
3 AMAZON COM INC AMZN 023135106 $37.9M 6.60% 159,043 SH
4 ALLISON TRANSMISSION HLDGS I ALSN 01973R101 $34.2M 5.95% 303,035 SH
5 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $27.2M 4.73% 127,760 SH
6 MICROSOFT CORP MSFT 594918104 $25.3M 4.41% 67,901 SH
7 NATURAL RESOURCE PARTNERS LP NRP 63900P608 $25.3M 4.40% 260,480 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $25.0M 4.36% 49,985 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $21.0M 3.65% 28,087 SH
10 INVESCO QQQ TR QQQ 46090E103 $20.8M 3.62% 28,253 SH
11 VISA INC V 92826C839 $19.1M 3.33% 55,809 SH
12 ISHARES TR MTUM 46432F396 $16.7M 2.91% 48,687 SH
13 ASML HLDG NV ASML N07059210 $14.9M 2.59% 7,481 SH
14 BOOKING HOLDINGS INC BKNG 09857L108 $14.6M 2.54% 81,721 SH
15 MARKEL GROUP INC MKL 570535104 $13.6M 2.36% 6,939 SH
16 OREILLY AUTOMOTIVE INC ORLY 67103H107 $13.4M 2.33% 145,429 SH
17 GOLDMAN SACHS GROUP INC GS 38141G104 $13.1M 2.28% 12,936 SH
18 PITNEY BOWES INC PBI 724479100 $12.8M 2.23% 732,433 SH
19 AUTOZONE INC AZO 053332102 $12.8M 2.22% 3,995 SH
20 FAIR ISAAC CORP FICO 303250104 $11.2M 1.94% 9,339 SH
21 MASTERCARD INCORPORATED MA 57636Q104 $11.0M 1.91% 21,377 SH
22 AIR PRODUCTS AND CHEMICALS I APD 009158106 $9.8M 1.71% 33,511 SH
23 TIDAL TRUST I GRNY 886364231 $9.7M 1.69% 351,851 SH
24 META PLATFORMS INC META 30303M102 $8.4M 1.47% 14,963 SH
25 NRG ENERGY INC NRG 629377508 $7.7M 1.35% 52,931 SH
26 NVIDIA CORPORATION NVDA 67066G104 $4.8M 0.84% 24,074 SH
27 CBOE GLOBAL MKTS INC CBOE 12503M108 $4.6M 0.80% 18,899 SH
28 JOHNSON & JOHNSON JNJ 478160104 $3.9M 0.69% 15,532 SH
29 ALPHABET INC GOOG 02079K107 $3.3M 0.58% 9,367 SH
30 VANGUARD INDEX FDS VOO 922908363 $2.8M 0.48% 4,022 SH
31 CME GROUP INC CME 12572Q105 $2.8M 0.48% 12,485 SH
32 WALMART INC WMT 931142103 $2.6M 0.45% 22,641 SH
33 UNITEDHEALTH GROUP INC UNH 91324P102 $2.5M 0.43% 5,902 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 0.40% 7,104 SH
35 HOME DEPOT INC HD 437076102 $2.1M 0.36% 5,815 SH
36 AMERICAN CENTY ETF TR AVUS 025072885 $1.9M 0.34% 15,117 SH
37 WASTE MGMT INC DEL WM 94106L109 $1.9M 0.34% 8,675 SH
38 VANGUARD INDEX FDS VTI 922908769 $1.9M 0.32% 5,043 SH
39 BROADCOM INC AVGO 11135F101 $1.5M 0.26% 3,923 SH
40 SIMON PPTY GROUP INC NEW SPG 828806109 $1.4M 0.24% 6,210 SH
41 T ROWE PRICE EXCHANGE-TRADED TCAF 87283Q867 $1.2M 0.22% 30,182 SH
42 CITIGROUP INC C 172967424 $1.2M 0.21% 8,701 SH
43 SCHWAB STRATEGIC TR SCHD 808524797 $1.2M 0.21% 38,248 SH
44 MCDONALDS CORP MCD 580135101 $1.2M 0.21% 4,411 SH
45 SOFI TECHNOLOGIES INC SOFI 83406F102 $1.2M 0.21% 65,661 SH
46 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $1.1M 0.19% 2,786 SH
47 RTX CORPORATION RTX 75513E101 $1.1M 0.19% 5,663 SH
48 MERCADOLIBRE INC MELI 58733R102 $1.1M 0.19% 628 SH
49 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $1.0M 0.18% 16,000 SH
50 PAYPAL HLDGS INC PYPL 70450Y103 $993.1K 0.17% 23,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $574.2M 93 0001172661-26-002993
2026-03-31 2026-04-29 $520.7M 83 0001172661-26-001560
2025-12-31 2026-01-29 $488.8M 78 0001172661-26-000375