Institutional Fund
Solidarity Wealth, LLC
Lehi, UTCIK 19066135 filings on record
Portfolio Value
$520.75M
Q1 2026
Holdings
83
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+6.5%
from $488.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.4%
- Invesco Exchange Traded Fd T6.9%
- Allison Transmission Hldgs I6.7%
- Alphabet Inc6.7%
- Amazon Com Inc6.5%
- Natural Resource Partners L5.5%
- Other57.3%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 212.6K | $53.94M | 10.4% | +12.8K | Added |
| 2 | Invesco Exchange Traded Fd T | 187.4K | $35.97M | 6.9% | +31.0K | Added |
| 3 | Allison Transmission Hldgs I | 300.0K | $35.11M | 6.7% | +12.7K | Added |
| 4 | Alphabet Inc | 121.2K | $34.85M | 6.7% | +4.1K | Added |
| 5 | Amazon Com Inc | 163.3K | $34.02M | 6.5% | +9.3K | Added |
| 6 | Natural Resource Partners L | 235.2K | $28.46M | 5.5% | +20.4K | Added |
| 7 | Microsoft Corp | 69.6K | $25.75M | 4.9% | +6.7K | Added |
| 8 | Berkshire Hathaway Inc Del | 49.6K | $23.75M | 4.6% | +3.1K | Added |
| 9 | Spdr S&P 500 ETF Tr | 29.7K | $19.34M | 3.7% | −1.5K | Reduced |
| 10 | Visa Inc | 55.4K | $16.73M | 3.2% | +6.7K | Added |
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