Solidarity Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$520,749
Net value change ($000)
+31,955 (6.5%)
New positions
8
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ALSN 6,989 24.8%
NRP 6,034 26.9%
RSP 5,999 20.0%
C 3,434 70.6%
ASML 2,851 34.3%
APD 2,588 38.1%
NRG 2,394 63.0%
ORLY 2,225 19.3%
PBI 2,017 32.3%
META 2,017 30.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,656 -15.3%
MA -3,896 -26.9%
SPY -1,968 -9.2%
GOOGL -1,794 -4.9%
DE -1,772 -75.6%
AMZN -1,547 -4.3%
UNH -1,378 -58.7%
TXN -1,151 -100.0%
ELV -1,144 -79.8%
SHOP -966 -71.0%
Instrument mix + QoQ Δ (ex-options)
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