Solidarity Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$574,244
Net value change ($000)
+53,495 (10.3%)
New positions
18
Sold out positions
9
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 17,474 524.4%
MTUM 16,691 NEW
GRNY 9,729 NEW
GOOGL 6,803 19.5%
BKNG 5,510 60.8%
PBI 4,579 55.5%
JNJ 3,945 NEW
AMZN 3,888 11.4%
ASML 3,721 33.3%
FICO 2,433 27.9%
Top Reduces (Value $000, Stocks/ETFs)
MCD -10,132 -89.5%
RSP -8,790 -24.4%
MTD -8,463 -100.0%
C -7,077 -85.3%
CSGP -3,280 -100.0%
NRP -3,190 -11.2%
GEV -1,576 -100.0%
SLB -1,567 -100.0%
JPM -1,221 -34.4%
NFLX -1,075 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 38 (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