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Jeffrey McClean

Solidarity Wealth, Llc

Assets Managed
$520.749M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
6.54%(2Q avg: 5.85%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Solidarity Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Solidarity Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 520.749M in assets, with a quarterly growth rate of 6.54% and a 2-quarter average growth rate of 5.85%. The portfolio is managed by Jeffrey McClean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.43%
10.36%
$53.943M
212,550 shares@ $253.8 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 19.79%
6.91%
$35.974M
187,440 shares@ $191.93 avg price
ALSN
Allison Transmission Holding
Recent Activity
Increased 4.42%
6.75%
$35.114M
299,967 shares@ $117.07 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.52%
6.7%
$34.846M
121,178 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.01%
6.54%
$34.018M
163,337 shares@ $208.28 avg price
NRP
Natural Resource Partners Lp
Recent Activity
Increased 9.51%
5.47%
$28.457M
235,184 shares@ $121.01 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.65%
4.95%
$25.751M
69,566 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.65%
4.57%
$23.754M
49,570 shares@ $479.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -4.8%
3.72%
$19.338M
29,735 shares@ $650.35 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 13.69%
3.22%
$16.729M
55,351 shares@ $302.25 avg price

1-10 of 83