1y return+13.6%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $166 against $182 in the S&P 500.2
Solidarity Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $55.1M | 9.6% | −10.4% |
| GOOGLAlphabet Inc | $41.6M | 7.3% | −3.8% |
| AMZNAmazon Com Inc | $37.9M | 6.6% | −2.6% |
| ALSNAllison Transmission Hldgs I | $34.2M | 5.9% | +1.0% |
| RSPInvesco Exchange Traded Fd T | $27.2M | 4.7% | −31.8% |
| MSFTMicrosoft Corp | $25.3M | 4.4% | −2.4% |
| NRPNatural Resource Partners LP | $25.3M | 4.4% | +10.8% |
| BRK/BBerkshire Hathaway Inc Del | $25.0M | 4.4% | |
| SPYState Str Spdr S&p 500 Etf T | $21.0M | 3.7% | −5.5% |
| QQQInvesco Qqq Tr | $20.8M | 3.6% | +389.4% |
| VVisa Inc | $19.1M | 3.3% | |
| MTUMIshares Tr | $16.7M | 2.9% | New |
| Asml Hldg NvCUSIP N07059210 | $14.9M | 2.6% | −11.5% |
| BKNGBooking Holdings Inc | $14.6M | 2.5% | +52.0% |
| MKLMarkel Group Inc | $13.6M | 2.4% | +1.6% |
| ORLYOreilly Automotive Inc | $13.4M | 2.3% | −2.4% |
| GSGoldman Sachs Group Inc | $13.1M | 2.3% | −11.7% |
| PBIPitney Bowes Inc | $12.8M | 2.2% | −1.9% |
| AZOAutozone Inc | $12.8M | 2.2% | −1.8% |
| FICOFair Isaac Corp | $11.2M | 1.9% | +14.3% |
| MAMastercard Incorporated | $11.0M | 1.9% | |
| APDAir Products And Chemicals I | $9.8M | 1.7% | +3.8% |
| GRNYTidal Trust I | $9.7M | 1.7% | New |
| METAMeta Platforms Inc | $8.4M | 1.5% | −1.4% |
| NRGNrg Energy Inc | $7.7M | 1.3% | +24.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $4.8M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $41.6M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $3.3M |
| GSGoldman Sachs Group Inc | March 31, 2023 | +209.2% | $13.1M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2023 | +192.3% | $14.9M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $2.3M |
| ALSNAllison Transmission Hldgs I | March 31, 2023 | +149.2% | $34.2M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $37.9M |
| WMTWalmart Inc | March 31, 2023 | +130.4% | $2.6M |
| SPGSimon Ppty Group Inc New | March 31, 2023 | +99.7% | $1.4M |
Sold off last quarter
- MTDMettler Toledo International was $8.5M
- CSGPCostar Group Inc was $3.3M
- GEVGe Vernova Inc was $1.6M
- SLBSlb Limited was $1.6M
- NFLXNetflix Inc. was $1.1M
- SBUXStarbucks Corp was $237K
- IJRIshares Tr was $235K
- VOVanguard Index Fds was $230K
- ABTAbbott Laboratories was $226K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +4.8% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| December 31, 2022 | +4.3% | +7.1% |
| September 30, 2022 | −9.1% | −5.3% |
| June 30, 2022 | −17.9% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Solidarity Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1906613&type=13F-HR&dateb=&owner=include&count=40CIK 1906613
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1906613/000117266126002993/Filed July 31, 2026 · accession 0001172661-26-002993