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Latest Solidarilty Wealth, LLC Stock Portfolio

$520Million | No. of Holdings #83

Solidarilty Wealth, LLC Performance

2026 Q1-4.25%
YTD-4.25%
2025+10.56%

About Solidarilty Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solidarity Wealth, LLC reported an equity portfolio of $520.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Solidarity Wealth, LLC are AAPL, CSD, ALSN. The fund has invested 10.4% of it's portfolio in APPLE INC and 6.9% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off TEXAS INSTRS INC (TXN) and INTUIT (INTU) stocks. They significantly reduced their stock positions in DEERE & CO (DE), ELEVANCE HEALTH INC FORMERLY (ANTX) and SHOPIFY INC (SHOP). Solidarity Wealth, LLC opened new stock positions in GE VERNOVA INC, SLB LIMITED (SLB) and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), VANGUARD INTL EQUITY INDEX F (VEU) and NRG ENERGY INC (NRG).
Solidarilty Wealth, LLC Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$520Million
  as of Apr 29, 2026

Solidarilty Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Solidarity Wealth, LLC made a return of -4.25% in the last quarter. In trailing 12 months, it's portfolio return was 8.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge vernova inc1,575,580
slb limited1,567,400
netflix inc.1,074,760
mercadolibre inc1,037,410
eli lilly & co296,166
wells fargo & co268,763
starbucks corp237,414
ishares tr218,743
New stocks bought by Solidarilty Wealth, LLC

Additions

Ticker% Inc.
broadcom inc290
vanguard intl equity index f119
nrg energy inc77.56
citigroup inc75.56
stonex group inc74.01
jpmorgan chase & co65.86
fair isaac corp53.00
meta platforms inc50.3
Additions to existing portfolio by Solidarilty Wealth, LLC

Reductions

Ticker% Reduced
deere & co-79.73
elevance health inc formerly-75.85
shopify inc-60.67
unitedhealth group inc-49.66
vanguard star fds-22.18
mastercard incorporated-16.42
abbott laboratories-7.78
lightwave logic inc-6.42
Solidarilty Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
texas instrs inc-1,150,590
intuit-257,019
Solidarilty Wealth, LLC got rid off the above stocks

Sector Distribution

Solidarity Wealth, LLC has about 23% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Energy
  • Industrials
  • Healthcare
  • Basic Materials
  • Utilities
Sector%
Consumer Cyclical23
Others21.1
Technology18.3
Financial Services13.5
Communication Services9.3
Energy5.9
Industrials2.4
Healthcare2.1
Basic Materials1.9
Utilities1.2

Market Cap. Distribution

Solidarity Wealth, LLC has about 64.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
MEGA-CAP45.8
UNALLOCATED21.1
LARGE-CAP19.1
SMALL-CAP7.1
MID-CAP6.8

Stocks belong to which Index?

About 63.7% of the stocks held by Solidarity Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50061.9
Others36.3
RUSSELL 20001.8
Top 5 Winners (%)%
LWLG
lightwave logic inc
113.2 %
drilling tools intl corp
76.7 %
CVX
chevron corporation
35.3 %
LMT
lockheed martin corp
24.9 %
CAT
caterpillar inc
22.6 %
Top 5 Winners ($)$
ALSN
allison transmission hldgs i
5.6 M
NRP
natural resource partners lp
3.7 M
ASML
asml hldg nv
2.0 M
APD
air products and chemicals i
1.3 M
cboe global mkts inc
0.6 M
Top 5 Losers (%)%
SOFI
sofi technologies inc
-39.3 %
CSGP
costar group inc
-36.8 %
FICO
fair isaac corp
-32.5 %
MSFT
microsoft corp
-22.6 %
BKNG
booking holdings inc
-19.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-7.5 M
FICO
fair isaac corp
-4.2 M
AAPL
apple inc
-3.7 M
AMZN
amazon com inc
-3.6 M
GOOG
alphabet inc
-3.0 M

Solidarilty Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Solidarilty Wealth, LLC

Solidarity Wealth, LLC has 83 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ALSN was the most profitable stock for Solidarity Wealth, LLC last quarter.

$520.75MTotal Value
85.00Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Solidarilty Wealth, LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Solidarilty Wealth, LLC's holding in Asml Hldg Nv over time
2.14%8,451
$11.16M
2.14%
increased 8.79 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Solidarilty Wealth, LLC's holding in J P Morgan Exchange Traded F over time
0.06%5,039
$285.6K
0.06%
increased 0.68 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Solidarilty Wealth, LLC's holding in Vanguard Scottsdale Fds over time
0.05%824
$243.2K
0.05%
unchanged 0 percentunchanged