StockDriftsStockDriftsTop 50 Solidarity Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.3% | 178.7K | $59.5M | -6.18%(-11.78K) | $187.83(+82.58%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.85% | 115.1K | $39.6M | -1.23%(-1.43K) | $149.68(+129.94%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.75% | 156.7K | $39.0M | -1.50%(-2.38K) | $169.64(+54.71%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.14% | 69.1K | $35.5M | +1.84%(+1.25K) | $374.06(+42.63%) | 2026-09-30 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 5.85% | 298.7K | $33.8M | -1.44%(-4.35K) | $67.07(+65.14%) | 2026-09-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 5.09% | 270.6K | $29.4M | +3.88%(+10.11K) | $103.94(+9.39%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.38% | 121.7K | $25.3M | -4.72%(-6.04K) | $190.81(+11.84%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.22% | 49.0K | $24.4M | -2.02%(-1.01K) | $395.28(+34.64%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.77% | 29.5K | $21.8M | +4.31%(+1.22K) | $641.12(+12.05%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.58% | 27.1K | $20.7M | -3.44%(-966) | $642.66(+19.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.26% | +61.25% | — | — | +35.30% |
| Top 20 Holdings Unweighted | +14.83% | +51.41% | — | — | +24.99% |
Solidarity Wealth LLC reports $578.05M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.3%), GOOGL (6.8%) and AMZN (6.8%). The top 20 holdings account for 80.04% of reported assets. Its disclosed equity book has returned +61.25% on a three-year cumulative basis. Figures reflect the Q3 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