Solidarity Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Lehi, UT
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$488,794
Net value change ($000)
+23,958 (5.2%)
New positions
7
Sold out positions
11
Turnover %
14.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 29,975 NEW
SPY 15,002 238.0%
GOOGL 10,715 41.3%
AMZN 6,688 23.2%
PBI 6,236 NEW
ALSN 4,521 19.2%
AAPL 3,896 7.7%
QQQ 2,511 675.0%
MSFT 2,491 8.9%
ASML 2,037 32.5%
Top Reduces (Value $000, Stocks/ETFs)
RTX -9,155 -89.4%
VZ -7,243 -90.4%
NKE -7,004 -100.0%
ADBE -6,438 -100.0%
IJR -5,089 -95.6%
FDX -4,311 -100.0%
NVO -4,291 -100.0%
FICO -4,121 -31.3%
ORLY -4,003 -25.8%
AZO -3,562 -21.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type