Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

  • $425 Million
  • Q2 2025

Solidarilty Wealth, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.8M, Microsoft Corp with a value of $30.3M, Amazon Com Inc with a value of $28.5M, Allison Transmission Holdings Inc with a value of $25.8M, and Berkshire Hathaway Inc Class B with a value of $22M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $405M to 425M.

Solidarilty Wealth, LLC is based out at Lehi, UT

Below you can find more details about Solidarilty Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
Technology: $109 Million
Consumer Cyclical: $109 Million
Financial Services: $90 Million
Communication Services: $28.5 Million
Energy: $18.5 Million
ETFs: $16.2 Million
Healthcare: $15.5 Million
Industrials: $15.1 Million
Other: $23.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3B
$17.8 Million 4.19% of portfolio
186,393
Q2 2025 Added 12.95%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $425 Million
  • Prior Value $405 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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