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Solidarity Wealth, LLC Portfolio
$578.1M across 92 positions as of 2026-09-30, with 57% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+5.8%
-8.6% a year vs the S&P 500
3 years
+17.0%
-4.2% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
7 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $59.5M | 10.3% | 178,701 |
| GOOGLAlphabet Inc | $39.6M | 6.9% | 115,110 |
| AMZNAmazon.com Inc | $39M | 6.8% | 156,663 |
| MSFTMicrosoft Corp | $35.5M | 6.1% | 69,147 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $33.8M | 5.9% | 298,684 |
| NATURAL RESOURCE PARTNERS LP | $29.4M | 5.1% | 270,586 |
| RSPInvesco S&P 500 Equal Weight ETF | $25.3M | 4.4% | 121,724 |
| BRK.BBerkshire Hathaway Inc | $24.4M | 4.2% | 48,975 |
| QQQInvesco QQQ Trust, Series 1 | $21.8M | 3.8% | 29,472 |
| SPYState Street SPDR S&P 500 ETF Trust | $20.7M | 3.6% | 27,121 |
| VVisa Inc | $19.8M | 3.4% | 55,133 |
| MTUMiShares MSCI USA Momentum Factor ETF | $15.9M | 2.8% | 50,248 |
| ASML HLDG NV | $13.2M | 2.3% | 7,283 |
| GSGoldman Sachs Group Inc | $12.7M | 2.2% | 14,148 |
| ORLYO'Reilly Automotive Inc | $12.7M | 2.2% | 148,183 |
| BKNGBooking Holdings Inc | $12.5M | 2.2% | 76,450 |
| MKLMarkel Group Inc | $12.2M | 2.1% | 7,100 |
| MAMastercard Inc | $11.7M | 2.0% | 21,146 |
| PITNEY BOWES INC | $11.5M | 2.0% | 707,297 |
| AZOAutozone Inc | $11.5M | 2.0% | 4,049 |
| METAMeta Platforms Inc | $10.8M | 1.9% | 14,893 |
| TIDAL TRUST I | $10.4M | 1.8% | 372,305 |
| APDAir Products and Chemicals Inc | $8.7M | 1.5% | 31,348 |
| CBOECboe Global Markets Inc | $6.5M | 1.1% | 23,662 |
| NVDANVIDIA Corp | $5.6M | 1.0% | 24,733 |
| FICOFair Isaac Corp | $5.3M | 0.9% | 8,981 |
| NRGNRG Energy Inc | $5.1M | 0.9% | 52,931 |
| CCitigroup Inc | $5M | 0.9% | 38,793 |
| CMECME Group Inc | $3.3M | 0.6% | 12,475 |
| GOOGAlphabet Inc | $3.2M | 0.6% | 9,507 |
| CHUBB LIMITED | $2.8M | 0.5% | 8,737 |
| UNHUnitedHealth Group Inc | $2.6M | 0.4% | 6,977 |
| NFLXNetflix Inc | $2.5M | 0.4% | 36,414 |
| JPMJPMorgan Chase & Co | $2.4M | 0.4% | 7,240 |
| AVUSAvantis U.S. Equity ETF | $2.4M | 0.4% | 18,519 |
| WMTWalmart Inc | $2.3M | 0.4% | 22,123 |
| VTIVanguard Total Stock Market ETF | $1.9M | 0.3% | 5,043 |
| HDHome Depot Inc | $1.7M | 0.3% | 6,114 |
| VOOVanguard S&P 500 ETF | $1.7M | 0.3% | 2,425 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $1.4M | 0.2% | 33,646 |
| AVGOBroadcom Inc | $1.4M | 0.2% | 3,870 |
| SCHDSchwab US Dividend Equity ETF | $1.3M | 0.2% | 41,216 |
| SPGSimon Property Group Inc | $1.3M | 0.2% | 6,231 |
| COSTCostco Wholesale Corp | $1.2M | 0.2% | 1,333 |
| ANETArista Networks Inc | $1.1M | 0.2% | 5,413 |
| RTXRTX Corp | $1M | 0.2% | 5,592 |
| SOFISoFi Technologies Inc | $1M | 0.2% | 65,661 |
| MCDMcDonald's Corp | $1M | 0.2% | 4,382 |
| ABBVAbbVie Inc | $1M | 0.2% | 3,834 |
| VEUVanguard FTSE All World Ex US ETF | $953.3K | 0.2% | 11,490 |
| VZVerizon Communications Inc | $925K | 0.2% | 20,166 |
| LMTLockheed Martin Corp | $760.3K | 0.1% | 1,493 |
| WMWaste Management Inc | $749.4K | 0.1% | 3,675 |
| DEDeere & Co | $743.4K | 0.1% | 1,107 |
| ADIAnalog Devices Inc | $735.9K | 0.1% | 1,855 |
| TSLATesla Inc | $693.3K | 0.1% | 1,954 |
| DRILLING TOOLS INTL CORP | $630.9K | 0.1% | 272,524 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $624.2K | 0.1% | 3,754 |
| KLACKLA Corp | $610.1K | 0.1% | 3,130 |
| DFAEDimensional Emerging Core Equity Market ETF | $580.2K | 0.1% | 14,761 |
| STONEX GROUP INC | $574.2K | 0.1% | 8,883 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $553.5K | 0.1% | 7,087 |
| CVXChevron Corp | $525.2K | 0.1% | 2,572 |
| CATCaterpillar Inc | $510K | 0.1% | 629 |
| JEPIJPMorgan Equity Premium Income ETF | $507.4K | 0.1% | 9,025 |
| VXUSVanguard Total International Stock ETF | $500.5K | 0.1% | 5,891 |
| SHOPShopify Inc | $498.1K | 0.1% | 3,359 |
| VTVVanguard Value ETF | $495.5K | 0.1% | 2,293 |
| LLYEli Lilly and Co | $473.2K | 0.1% | 409 |
| MUMicron Technology Inc | $441K | 0.1% | 414 |
| AVDVAvantis International Small Cap Value ETF | $409.1K | 0.1% | 3,740 |
| SBUXStarbucks Corp | $362K | 0.1% | 3,853 |
| VFHVanguard Financials ETF | $359.2K | 0.1% | 2,761 |
| LIGHTWAVE LOGIC INC | $344.5K | 0.1% | 68,895 |
| AXPAmerican Express Co | $343.9K | 0.1% | 1,131 |
| VDCVanguard Consumer Staples ETF | $336.9K | 0.1% | 1,544 |
| KMIKinder Morgan Inc | $333.1K | 0.1% | 11,047 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $320.5K | 0.1% | 8,921 |
| VONEVANGUARD SCOTTSDALE FDS | $283.5K | 0.0% | 824 |
| IWMiShares Russell 2000 Index Fund | $282.1K | 0.0% | 1,015 |
| VPUVanguard Utilities ETF | $274.1K | 0.0% | 1,603 |
| LHXL3Harris Technologies Inc | $273.5K | 0.0% | 1,155 |
| WFCWells Fargo & Co | $268.4K | 0.0% | 3,353 |
| MSMorgan Stanley | $262.4K | 0.0% | 1,395 |
| IVWiShares S&P 500 Growth ETF | $260.3K | 0.0% | 1,830 |
| PLUMAS BANCORP | $259.2K | 0.0% | 4,231 |
| IWFiShares Russell 1000 Growth ETF | $257K | 0.0% | 2,052 |
| DALDelta Air Lines Inc | $233.7K | 0.0% | 2,800 |
| TXNTexas Instruments Inc | $214.3K | 0.0% | 765 |
| EPDEnterprise Products Partners L.P | $209.4K | 0.0% | 5,881 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $208K | 0.0% | 456 |
| NU SKIN ENTERPRISES INC | $126K | 0.0% | 27,804 |
Quarter ending 2026-09-30.
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