StockDriftsStockDriftsTop 50 Solidarity Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.6% | 190.5K | $55.1M | -10.38%(-22.07K) | $187.83(+63.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.25% | 116.5K | $41.6M | -3.82%(-4.63K) | $149.68(+134.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.6% | 159.0K | $37.9M | -2.63%(-4.29K) | $169.64(+62.07%) | 2026-06-30 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 5.95% | 303.0K | $34.2M | +1.02%(+3.07K) | $67.07(+88.88%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.73% | 127.8K | $27.2M | -31.84%(-59.68K) | $190.81(+15.72%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.41% | 67.9K | $25.3M | -2.39%(-1.67K) | $372.80(+34.86%) | 2026-06-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 4.4% | 260.5K | $25.3M | +10.76%(+25.30K) | $103.98(+0.88%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.36% | 50.0K | $25.0M | +0.84%(+415) | $395.28(+32.40%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.65% | 28.1K | $21.0M | -5.54%(-1.65K) | $642.66(+20.36%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.62% | 28.3K | $20.8M | +389.40%(+22.48K) | $636.94(+13.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.10% | +60.57% | — | — | +33.53% |
| Top 20 Holdings Unweighted | +15.79% | +55.23% | — | — | +28.44% |
Solidarity Wealth, LLC reports $574.24M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.6%), GOOGL (7.3%) and AMZN (6.6%). The top 20 holdings account for 79.3% of reported assets. Its disclosed equity book has returned +60.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Solidarity Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906613). View Solidarity Wealth, LLC’s 13F filings on SEC