Q3 2026 13F · SEC CIK 1906613

Solidarity Wealth, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $578.1M
Reported positions: 92
Top holdings a year, 3 yrs: +18.0%
Assets under management: $704.2M

Solidarity Wealth, LLC is a wealth manager that reported 92 positions worth $578.1M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Apple Inc (AAPL, 10.3%), Alphabet Inc (GOOGL, 6.9%), Amazon Com Inc (AMZN, 6.8%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.

Solidarity Wealth, LLC holdings largest 50 of 92 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Solidarity Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	10.3%	9.6%	178,701	-6.2%	$59.5M
GOOGLAlphabet Inc	6.9%	7.3%	115,110	-1.2%	$39.6M
AMZNAmazon Com Inc	6.8%	6.6%	156,663	-1.5%	$39.0M
MSFTMicrosoft Corp	6.1%	4.4%	69,147	+1.8%	$35.5M
ALSNAllison Transmission Hldgs I	5.9%	6.0%	298,684	-1.4%	$33.8M
NRPNatural Resource Partners LP	5.1%	4.4%	270,586	+3.9%	$29.4M
RSPInvesco Exchange Traded Fd T	4.4%	4.7%	121,724	-4.7%	$25.3M
BRK-BBerkshire Hathaway Inc Del	4.2%	4.4%	48,975	-2.0%	$24.4M
QQQInvesco Qqq Tr	3.8%	3.6%	29,472	+4.3%	$21.8M
SPYState Str Spdr S&p 500 ETF T	3.6%	3.7%	27,121	-3.4%	$20.7M
VVisa Inc	3.4%	3.3%	55,133	-1.2%	$19.8M
MTUMIshares Tr	2.8%	2.9%	50,248	+3.2%	$15.9M
ASMLAsml Hldg NV	2.3%	2.6%	7,283	-2.6%	$13.2M
GSGoldman Sachs Group Inc	2.2%	2.3%	14,148	+9.4%	$12.7M
ORLYOreilly Automotive Inc	2.2%	2.3%	148,183	+1.9%	$12.7M
BKNGBooking Holdings Inc	2.2%	2.5%	76,450	-6.4%	$12.5M
MKLMarkel Group Inc	2.1%	2.4%	7,100	+2.3%	$12.2M
MAMastercard Incorporated	2.0%	1.9%	21,146	-1.1%	$11.7M
PBIPitney Bowes Inc	2.0%	2.2%	707,297	-3.4%	$11.5M
AZOAutozone Inc	2.0%	2.2%	4,049	+1.4%	$11.5M
METAMeta Platforms Inc	1.9%	1.5%	14,893	-0.5%	$10.8M
GRNYTidal Trust I	1.8%	1.7%	372,305	+5.8%	$10.4M
APDAir Products and Chemicals I	1.5%	1.7%	31,348	-6.5%	$8.7M
CBOECboe Global Mkts Inc	1.1%	0.8%	23,662	+25.2%	$6.5M
NVDANvidia Corporation	1.0%	0.8%	24,733	+2.7%	$5.6M
FICOFair Isaac Corp	0.9%	1.9%	8,981	-3.8%	$5.3M
NRGNrg Energy Inc	0.9%	1.3%	52,931	+0.0%	$5.1M
CCitigroup Inc	0.9%	0.2%	38,793	+345.8%	$5.0M
CMECme Group Inc	0.6%	0.5%	12,475	-0.1%	$3.3M
GOOGAlphabet Inc	0.6%	0.6%	9,507	+1.5%	$3.2M
CBChubb Limited	0.5%	—	8,737	—	$2.8M
UNHUnitedhealth Group Inc	0.4%	0.4%	6,977	+18.2%	$2.6M
NFLXNetflix Inc.	0.4%	—	36,414	—	$2.5M
JPMJpmorgan Chase & Co	0.4%	0.4%	7,240	+1.9%	$2.4M
AVUSAvantis U.S. Equity ETF	0.4%	0.3%	18,519	+22.5%	$2.4M
WMTWalmart Inc	0.4%	0.4%	22,123	-2.3%	$2.3M
VTIVanguard Index Fds	0.3%	0.3%	5,043	+0.0%	$1.9M
HDHome Depot Inc	0.3%	0.4%	6,114	+5.1%	$1.7M
VOOVanguard Index Fds	0.3%	0.5%	2,425	-39.7%	$1.7M
TCAFT Rowe Price Exchange-Traded	0.2%	0.2%	33,646	+11.5%	$1.4M
AVGOBroadcom Inc	0.2%	0.3%	3,870	-1.4%	$1.4M
SCHDSchwab Strategic Tr	0.2%	0.2%	41,216	+7.8%	$1.3M
SPGSimon Ppty Group Inc New	0.2%	0.2%	6,231	+0.3%	$1.3M
COSTCostco Wholesale Corporation	0.2%	—	1,333	—	$1.2M
ANETArista Networks Inc	0.2%	—	5,413	—	$1.1M
RTXRtx Corporation	0.2%	0.2%	5,592	-1.3%	$1.0M
SOFISofi Technologies Inc	0.2%	0.2%	65,661	+0.0%	$1.0M
MCDMcdonalds Corp	0.2%	0.2%	4,382	-0.7%	$1.0M
ABBVAbbvie Inc	0.2%	—	3,834	—	$1.0M
VEUVanguard Intl Equity Index F	0.2%	—	11,490	—	$953K

What Solidarity Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +20.4%
5 years: +16.9% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$578.1M	92
Q2 2026	$574.2M	92
Q1 2026	$520.7M	83
Q4 2025	$488.8M	77
Q3 2025	$464.8M	81
Q2 2025	$427.4M	83
Q1 2025	$405.6M	89
Q4 2024	$383.8M	85
Q3 2024	$369.2M	93
Q2 2024	$329.5M	84
Q1 2024	$319.5M	82
Q4 2023	$277.2M	83

Questions about Solidarity Wealth, LLC's portfolio

What stocks does Solidarity Wealth, LLC own?

Solidarity Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 92 positions worth $578.1M. The largest are Apple Inc (AAPL) at 10.3%, Alphabet Inc (GOOGL) at 6.9%, Amazon Com Inc (AMZN) at 6.8%, Microsoft Corp (MSFT) at 6.1% and Allison Transmission Hldgs I (ALSN) at 5.9%.

What did Solidarity Wealth, LLC buy last quarter?

In Q3 2026, Solidarity Wealth, LLC added Citigroup Inc (C) (+345.8% shares), Cboe Global Mkts Inc (CBOE) (+25.2% shares) and Avantis U.S. Equity ETF (AVUS) (+22.5% shares), compared with its Q2 2026 filing.

What did Solidarity Wealth, LLC sell last quarter?

In Q3 2026, Solidarity Wealth, LLC cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Elevance Health Inc Formerly (ELV), cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Ge Healthcare Technologies I (GEHC), Vanguard Index Fds (VOO) (-39.7% shares), Air Products and Chemicals I (APD) (-6.5% shares) and Booking Holdings Inc (BKNG) (-6.4% shares), compared with its Q2 2026 filing.

How has Solidarity Wealth, LLC's portfolio performed?

A portfolio copying Solidarity Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +16.9% a year against +16.8%.

When is Solidarity Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Solidarity Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Solidarity Wealth, LLC manage?

Solidarity Wealth, LLC reported $704.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $578.1M.