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Solidarity Wealth Portfolio holdings

AUM $574M
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
+6.57%
1 Year Est. Return
+22.42%
3 Year Est. Return
+73.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$427M
AUM Growth
+$21.8M
Cap. Flow
+$3.23M
Cap. Flow %
0.76%
Top 10 Hldgs %
53.23%
Holding
95
New
6
Increased
24
Reduced
31
Closed
12

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.63M
2
FICO icon
Fair Isaac
FICO
+$5.44M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.45M
4
NVO
Novo Nordisk
NVO
+$4.08M
5
MA icon
Mastercard
MA
+$4.02M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.13M
2
NEE icon
NextEra Energy
NEE
+$2.9M
3
MCD icon
McDonald's
MCD
+$2.29M
4
COST icon
Costco
COST
+$2.2M
5
CAT icon
Caterpillar
CAT
+$1.83M

Sector Composition

Rank Sector Weight
1 Technology 25.63%
2 Consumer Discretionary 25.39%
3 Financials 21.43%
4 Communication Services 6.66%
5 Energy 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$443B
$690K 0.16%
3,717
– –
LOW icon
52
Lowe's Companies
LOW
$117B
$653K 0.15%
2,944
-2,833
-49% -$632K
DE icon
53
Deere & Co
DE
$160B
$580K 0.14%
1,137
-401
-26% -$196K
META icon
54
Meta Platforms (Facebook)
META
$1.42T
$537K 0.13%
728
-11,538
-94% -$7.13M
VOO icon
55
Vanguard S&P 500 ETF
VOO
$979B
$522K 0.12%
917
+224
+32% +$118K
VXUS icon
56
Vanguard Total International Stock ETF
VXUS
$155B
$497K 0.12%
7,191
– –
TSLA icon
57
Tesla
TSLA
$1.23T
$458K 0.11%
1,442
+15
+1% +$4.52K
HD icon
58
Home Depot
HD
$331B
$458K 0.11%
1,249
-2,300
-65% -$832K
IAU icon
59
iShares Gold Trust
IAU
$62.9B
$442K 0.1%
7,087
– –
ADI icon
60
Analog Devices
ADI
$179B
$432K 0.1%
1,816
– –
ELV icon
61
Elevance Health
ELV
$81.5B
$410K 0.1%
1,055
-13
-1% -$5.23K
VTV icon
62
Vanguard Morningstar Value ETF
VTV
$188B
$407K 0.1%
2,293
– –
CVX icon
63
Chevron
CVX
$392B
$387K 0.09%
2,702
-34
-1% -$4.79K
ANET icon
64
Arista Networks
ANET
$227B
$387K 0.09%
+3,781
New +$327K
VFH icon
65
Vanguard Financials ETF
VFH
$13.5B
$351K 0.08%
2,761
– –
VEU icon
66
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$351K 0.08%
5,223
– –
VDC icon
67
Vanguard Consumer Staples ETF
VDC
$7.97B
$338K 0.08%
1,544
– –
ABT icon
68
Abbott
ABT
$183B
$329K 0.08%
2,418
-50
-2% -$6.59K
KMI icon
69
Kinder Morgan
KMI
$71.7B
$320K 0.07%
10,877
– –
INTU icon
70
Intuit
INTU
$86.5B
$306K 0.07%
388
– –
JEPI icon
71
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$285K 0.07%
5,016
– –
VPU
72
Vanguard Utilities ETF
VPU
$8.46B
$283K 0.07%
1,603
– –
KLAC icon
73
KLA
KLAC
$239B
$269K 0.06%
3,000
– –
QQQ icon
74
Invesco QQQ Trust
QQQ
$461B
$261K 0.06%
+472
New +$235K
VONE icon
75
Vanguard Russell 1000 ETF
VONE
$8.27B
$231K 0.05%
824
– –
1 2
3
4

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IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $572M AUM 24.16% 1-Year Est. Return

Solidarity Wealth's Q2 2025 Portfolio in Review

As of Q2 2025, Solidarity Wealth held 95 positions worth $427M, up 5.4% from $406M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Solidarity Wealth's Q2 2025 filing shows 6 new, 24 increased, 31 reduced and 12 closed positions. Its largest new stake was Broadcom: 7,021 shares worth $1.94M. The largest sale was Meta Platforms (Facebook), an estimated $7.13M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Solidarity Wealth's largest Q2 2025 buy was Broadcom: 7,021 shares worth $1.94M.
  • Solidarity Wealth added most to Berkshire Hathaway Class B in Q2 2025, an estimated $5.63M increase.
  • Solidarity Wealth's biggest Q2 2025 reduction was Meta Platforms (Facebook), cutting an estimated $7.13M.
  • Solidarity Wealth fully exited NextEra Energy in Q2 2025, selling an estimated $2.9M.
  • Solidarity Wealth's ten largest holdings make up 53% of its $427M portfolio in Q2 2025.
  • Solidarity Wealth opened 6 new positions and closed 12 in Q2 2025.
  • Solidarity Wealth's portfolio value rose 5.4% quarter-over-quarter to $427M.

Based on Solidarity Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.