Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

$464 Million
Q3 2025

Solidarilty Wealth, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $464 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.4M, Amazon Com Inc with a value of $28.9M, Microsoft Corp with a value of $27.9M, Alphabet Inc. with a value of $25.9M, and Allison Transmission Holdings Inc with a value of $23.6M.

Examining the 13F form we can see an increase of $39.1M in the current position value, from $425M to 464M.

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 $464 Million

Consumer Cyclical: $117 Million

Technology: $111 Million

Financial Services: $94.4 Million

Communication Services: $41 Million

Industrials: $21.5 Million

Energy: $21.4 Million

ETFs: $17.7 Million

Healthcare: $15.2 Million

Other: $24.6 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.22T	$50.4 Million 10.87% of portfolio	197,932	Q3 2025 Added 2.14%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$28.9 Million 6.23% of portfolio	131,515	Q3 2025 Added 1.08%
MSFT Microsoft Corp Technology	$3.86T	$27.9 Million 6.02% of portfolio	53,897	Q3 2025 Reduced 11.46%
GOOGL Alphabet Inc. Communication Services	$1.5T	$25.9 Million 5.59% of portfolio	106,644	Q3 2025 Reduced 0.3%
ALSN Allison Transmission Holdings Inc Consumer Cyclical	$7.83B	$23.6 Million 5.09% of portfolio	278,090	Q3 2025 Added 2.24%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$23.1 Million 4.99% of portfolio	46,033	Q3 2025 Added 1.68%
NRP Natural Resource Partners LP Energy	$1.32B	$20.7 Million 4.46% of portfolio	197,045	Q3 2025 Added 5.71%
AZO Autozone Inc Consumer Cyclical	$76B	$16.2 Million 3.5% of portfolio	3,786	Q3 2025 Reduced 0.34%
V Visa Inc. Financial Services	$568B	$15.8 Million 3.4% of portfolio	46,234	Q3 2025 Added 3.37%
ORLY O Reilly Automotive Inc Consumer Cyclical	$6.36B	$15.5 Million 3.35% of portfolio	144,102	Q3 2025 Added 1.62%
MA Mastercard Inc Financial Services	$546B	$14 Million 3.01% of portfolio	24,572	Q3 2025 Added 1.81%
FICO Fair Isaac Corp Technology	$39.5B	$13.2 Million 2.84% of portfolio	8,788	Q3 2025 Added 10.99%
MCD Mcdonalds Corp Consumer Cyclical	$226B	$12.1 Million 2.61% of portfolio	39,791	Q3 2025 Added 30.9%
MKL Markel Corp Financial Services	$25.8B	$11.2 Million 2.41% of portfolio	5,855	Q3 2025 Added 3.45%
RTX Raytheon Technologies Corp Industrials	$254B	$10.2 Million 2.21% of portfolio	61,228	Q3 2025 Added 3.05%
GS Goldman Sachs Group Inc Financial Services	$259B	$9.98 Million 2.15% of portfolio	12,528	Q3 2025 Added 1.97%
BKNG Booking Holdings Inc. Consumer Cyclical	$210B	$9.52 Million 2.05% of portfolio	1,764	Q3 2025 Added 3.89%
VZ Verizon Communications Inc Communication Services	$169B	$8.01 Million 1.73% of portfolio	182,270	Q3 2025 Added 4.3%
APD Air Products & Chemicals, Inc. Basic Materials	$56.5B	$7.73 Million 1.67% of portfolio	28,347	Q3 2025 Added 4.9%
NKE Nike, Inc. Consumer Cyclical	$86.1B	$6.96 Million 1.5% of portfolio	99,881	Q3 2025 Added 5.37%
CBOE Cboe Global Markets, Inc. Financial Services	$24.7B	$6.94 Million 1.5% of portfolio	28,310	Q3 2025 Added 62.6%
ADBE Adobe Inc. Technology	$166B	$6.44 Million 1.39% of portfolio	18,252	Q3 2025 Added 6.68%
MTD Mettler Toledo International Inc Healthcare	$31.2B	$6.45 Million 1.39% of portfolio	5,254	Q3 2025 Added 4.66%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.3 Million 1.36% of portfolio	9,457	Q3 2025 Added 0.18%
ASML Asml Holding Nv Technology	$407B	$6.27 Million 1.35% of portfolio	6,481	Q3 2025 Reduced 53.4%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$5.33 Million 1.15% of portfolio	44,824	Q3 2025 Added 7.6%
META Meta Platforms, Inc. Communication Services	$1.65T	$4.89 Million 1.05% of portfolio	6,656	Q3 2025 Added 814.29%
CSGP Costar Group, Inc. Real Estate	$31.3B	$4.73 Million 1.02% of portfolio	56,116	Q3 2025 Reduced 22.73%
FDX Fedex Corp Industrials	$63.2B	$4.29 Million 0.92% of portfolio	18,172	Q3 2025 Added 3.85%
NVO Novo Nordisk A S Healthcare	$124B	$4.27 Million 0.92% of portfolio	76,918	Q3 2025 Added 7.68%
C Citigroup Inc Financial Services	$190B	$4.14 Million 0.89% of portfolio	40,773	Q3 2025 Added 1.92%
NRG Nrg Energy, Inc. Utilities	$38.5B	$3.86 Million 0.83% of portfolio	23,844	Q3 2025 Added 0.01%
NVDA Nvidia Corp Technology	$451B	$3.82 Million 0.82% of portfolio	20,454	Q3 2025 Added 26.2%
WMT Walmart Inc. Consumer Defensive	$288B	$3.76 Million 0.81% of portfolio	36,494	Q3 2025 Reduced 4.55%
CME Cme Group Inc. Financial Services	$96.5B	$3.38 Million 0.73% of portfolio	12,523	Q3 2025 Reduced 0.08%
WM Waste Management Inc Industrials	$88.2B	$3.24 Million 0.7% of portfolio	14,693	Q3 2025 Added 303.76%
DE Deere & CO Industrials	$139B	$2.35 Million 0.51% of portfolio	5,143	Q3 2025 Added 352.33%
JPM Jpmorgan Chase & CO Financial Services	$871B	$2.29 Million 0.49% of portfolio	7,259	Q3 2025 Added 6.22%
PEP Pepsico Inc Consumer Defensive	$211B	$2.19 Million 0.47% of portfolio	15,596	Q3 2025 New
GOOG Alphabet Inc. Communication Services	$1.53T	$2.19 Million 0.47% of portfolio	8,974	Q3 2025 Added 5.42%
LLY Eli Lilly & CO Healthcare	$760B	$1.9 Million 0.41% of portfolio	2,493	Q3 2025 Added 2.93%
SOFI So Fi Technologies, Inc. Financial Services	$22.9B	$1.73 Million 0.37% of portfolio	65,661	Q4 2023 Reduced 1.21%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.54 Million 0.33% of portfolio	4,690	Q3 2025 Reduced 0.02%
UNH Unitedhealth Group Inc Healthcare	$342B	$1.37 Million 0.3% of portfolio	3,965	Q3 2025 Reduced 7.32%
TXN Texas Instruments Inc Technology	$177B	$1.31 Million 0.28% of portfolio	6,708	Q3 2025 Added 574.17%
FCNCA First Citizens Bancshares Inc Financial Services	$26.4B	$1.32 Million 0.28% of portfolio	737	Q2 2025 Reduced 8.1%
MELI Mercadolibre Inc Consumer Cyclical	$108B	$1.26 Million 0.27% of portfolio	538	Q3 2025 New
SPG Simon Property Group Inc Real Estate	$58.5B	$1.17 Million 0.25% of portfolio	6,216	Q3 2025 Added 0.75%
ABBV Abb Vie Inc. Healthcare	$409B	$903,000 0.19% of portfolio	3,904	Q3 2025 Added 5.03%
COST Costco Wholesale Corp Consumer Defensive	$415B	$848,000 0.18% of portfolio	917	Q3 2025 Added 2.8%

Summary

Portfolio
No. of Stocks 81
Current Value $464 Million
Prior Value $425 Million
Filing
Period Q3 2025
Filing Date October 24, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 50 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks

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Solidarilty Wealth, LLC Portfolio Holdings