Solidarity Wealth, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$520.7M
Holdings
83
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 84.0% (199.7k → 32.0k shares)
10.4%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 156.5k shares)
6.9%
03
$ALSN
ALLISON TRANSMISSION HLDGS I
Q1 2026: Exited (was 287.3k shares)
6.7%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 83.8% (117.1k → 19.0k shares)
6.7%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 88.6% (154.1k → 17.6k shares)
6.5%
06
$NRP
NATURAL RESOURCE PARTNERS LP
Q1 2026: Exited (was 214.8k shares)
5.5%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 81.8% (62.9k → 11.5k shares)
4.9%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 89.2% (46.5k → 5.0k shares)
4.6%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 31.2k shares)
3.7%
10
$V
VISA INC
Q1 2026: Sold 96.9% (48.7k → 1.5k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:15 UTC.