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Solidarity Wealth, LLC
Solidarity Wealth, LLC is a registered investment adviser formed in 2021 under the laws of Delaware and headquartered in Lehi, Utah. The firm primarily serves successful individuals, families, and their related trusts and entities, offering a full suite of investment advisory, financial, tax, and estate planning services. Solidarity Wealth is independently owned (primarily by Solidarity Holdings, LLC), operates with a fiduciary duty, and focuses on long-term, client-aligned financial solutions. As of February 2025, the firm employs 13 professionals, with a majority serving as investment advisors.
Investment Strategy
Solidarity Wealth, LLC delivers comprehensive investment advisory and financial planning services to individuals, families, and associated entities, with a strong emphasis on high-net worth clients. The firm acts strictly as a fiduciary—developing customized solutions tailored to client goals, risk tolerance, and long-term outlook. Investment portfolios are diversified across equities and other asset classes, with ongoing monitoring and periodic rebalancing in accordance with clients’ objectives. The firm integrates holistic tax and estate planning, and maintains open communication channels to adapt client strategies as markets and needs evolve.
Latest 13F Filing Activity
Solidarity Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $427M. The fund increased holdings in Microsoft Corp., Fair Isaac Corp., SPDR S&P 500 Etf TR among other positions. Solidarity Wealth, LLC reduced exposure to Meta Platforms Inc., Apple Inc., Mcdonalds Corp. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.30% | $39.8M | 193,784 | $179.62 | $205.17 | -$3.3M |
M MSFT | MICROSOFT CORP | 7.08% | $30.3M | 60,871 | $329.75 | $497.41 | +$7.2M |
A AMZN | AMAZON COM INC | 6.68% | $28.5M | 130,105 | $123.77 | $219.39 | +$3.1M |
A ALSN | ALLISON TRANSMISSION HLDGS I | 6.04% | $25.8M | 272,001 | $64.37 | $94.99 | -$401.0K |
| BERKSHIRE HATHAWAY INC DEL | 5.14% | $22.0M | 45,271 | $372.44 | $485.77 | +$3.8M |
Industry Allocation
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