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CIK: 0001906613
Total reported value
$578.1M
$578.1M
92 檔
33.9%
According to the latest 13F quarterly dataset, Solidarity Wealth, LLC managed an equity portfolio of $578.1M at the end of Q2 2026, spanning 92 distinct U.S. exchange-listed positions.
In Q2 2026, Solidarity Wealth, LLC displayed an active expansion posture, initiating 18 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, AMZN) accounted for 33.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
MTUM
市值: $16.7M
Top Position Liquidated / Trimmed
MTD
前期市值: $8.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.60% | +0.70% | -10.38% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.25% | -0.40% | -3.82% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.60% | +0.15% | -2.63% | |
| 4 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 5.95% | -0.10% | +1.02% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.73% | -0.35% | -31.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | +1.73% | -2.39% | |
| 7 | NRP | Natural Resource Partners LP | Stock-Other | 4.40% | +0.69% | +10.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.36% | -0.14% | +0.84% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.65% | -0.07% | -5.54% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.62% | +0.15% | +389.40% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.33% | +0.10% | +0.83% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.91% | -0.15% | — | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 2.59% | -0.31% | -11.48% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.54% | -0.39% | +3699.21% | |
| 15 | MKL | Markel Group Inc | Stock-Financials | 2.36% | -0.26% | +1.55% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.33% | -0.14% | -2.43% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.28% | -0.08% | -11.74% | |
| 18 | PBI | Pitney Bowes Inc | Stock-Other | 2.23% | -0.23% | -1.93% | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 2.22% | -0.24% | -1.79% | |
| 20 | FICO | Fair Isaac CORP | Stock-Tech | 1.94% | -1.02% | +14.27% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.91% | +0.11% | +0.64% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.71% | -0.20% | +3.85% | |
| 23 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.69% | +0.10% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | +0.40% | -1.36% | |
| 25 | NRG | Nrg Energy Inc | Stock-Utilities | 1.35% | -0.47% | +24.85% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.14% | +2.63% | |
| 27 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.80% | +0.33% | -2.69% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.69% | EXIT | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.02% | -1.58% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.19% | +189.56% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 0.48% | +0.09% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.05% | +159.73% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.01% | +65.00% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.01% | -41.07% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.06% | +356.44% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.34% | +0.07% | — | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.34% | -0.21% | +136.05% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.01% | -0.26% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | -0.02% | -8.51% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | -0.02% | — | |
| 41 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.22% | +0.03% | — | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.21% | +0.66% | -88.10% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.21% | +0.02% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.03% | -87.89% | |
| 45 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.21% | -0.02% | — | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.19% | -0.19% | EXIT | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.19% | -0.01% | -4.05% | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.19% | -0.19% | EXIT | |
| 49 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.18% | -0.18% | EXIT | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.17% | -0.17% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3% | +389.40% | Add |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +2.9% | NEW | New buy |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | +1.7% | NEW | New buy |
| 4 | BKNG | Booking Holdings Inc | +0.8% | +3699.21% | Add |
| 5 | JNJ | Johnson & Johnson | +0.7% | NEW | New buy |
| 6 | PBI | Pitney Bowes Inc | +0.7% | -1.93% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.82% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.5% | -11.48% | Trim |
| 9 | AVUS | Avantis U.s. Equity ETF | +0.3% | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +189.56% | Add |
| 11 | HD | Home Depot Inc | +0.3% | +356.44% | Add |
| 12 | FICO | Fair Isaac CORP | +0.3% | +14.27% | Add |
| 13 | UNH | Unitedhealth Group Inc | +0.2% | +65.00% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +159.73% | Add |
| 15 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | NEW | New buy |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | New buy |
| 17 | WM | Waste Management Inc | +0.2% | +136.05% | Add |
| 18 | GEHC | GE Healthcare Technology | +0.2% | NEW | New buy |
| 19 | PYPL | Paypal Holdings Inc | +0.2% | NEW | New buy |
| 20 | NRG | Nrg Energy Inc | +0.2% | +24.85% | Add |
| 21 | ELV | Elevance Health Inc | +0.1% | +182.27% | Add |
| 22 | V | Visa Inc-class A Shares | +0.1% | +0.83% | Add |
| 23 | DFAE | Dimensional Emerging Core Eq | +0.1% | NEW | New buy |
| 24 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 25 | AMZN | Amazon.com Inc | +0.1% | -2.63% | Trim |
| 26 | KLAC | Kla CORP | +0.1% | +926.40% | Add |
| 27 | AVDV | Avantis Intl S/c Value ETF | +0.1% | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -1.58% | Trim |
| 29 | NVDA | Nvidia CORP | +0.1% | +2.63% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 31 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 32 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 33 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 34 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 35 | ANET | Arista Networks Inc | 0% | -0.06% | Trim |
| 36 | CAT | Caterpillar Inc | 0% | +3.10% | Add |
| 37 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 38 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 39 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.26% | Trim |
| 41 | AVGO | Broadcom Inc | 0% | -8.51% | Trim |
| 42 | LWLG | Lightwave Logic Inc | 0% | -5.49% | Trim |
| 43 | ABBV | Abbvie Inc | 0% | +1.33% | Add |
| 44 | LLY | Eli Lilly & Co | 0% | +6.83% | Add |
| 45 | DE | Deere & Co | 0% | +5.41% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.19% | Add |
| 47 | JEPI | Jpmorgan Equity Premium Inco | 0% | +25.20% | Add |
| 48 | AMC | Amc Entertainment Hlds-cl A | 0% | NEW | New buy |
| 49 | SOFI | Sofi Technologies Inc | — | — | Unchanged |
| 50 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
According to official SEC Form 13F filings, Solidarity Wealth, LLC reported a total U.S. public equity portfolio value of $578.1M across 92 disclosed positions in Q2 2026.
During Q2 2026, Solidarity Wealth, LLC's top holdings by market value included AAPL (9.6%)、GOOGL (7.3%)、AMZN (6.6%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q2 2026, Solidarity Wealth, LLC made 84 total portfolio adjustments, initiating 18 new buys, adding to 31 positions, trimming 26 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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