Institutions / Clarion Wealth Managment Partners, LLC
Clarion Wealth Managment Partners, LLC
CIK 2081211 · Institution · as of Dec 31, 2025
Portfolio value
$108.06M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Whitehall Fds | $12.39M | 11.5% |
| Apple Inc. | $8.77M | 8.1% |
| ETF Opportunities Trust | $7.20M | 6.7% |
| American Healthcare REIT, Inc. | $7.05M | 6.5% |
| American Centy ETF Tr | $6.93M | 6.4% |
| iShares Tr | $4.58M | 4.2% |
| Vanguard Tax-Managed Fds | $3.15M | 2.9% |
| iShares Tr | $2.21M | 2.0% |
| Vanguard Scottsdale Fds | $2.16M | 2.0% |
| Microsoft Corp | $2.10M | 1.9% |
| Amazon.com Inc | $2.00M | 1.8% |
| Tapestry Inc | $1.94M | 1.8% |
| Home Depot, Inc. | $1.83M | 1.7% |
| iShares Tr | $1.61M | 1.5% |
| Vanguard Scottsdale Fds | $1.61M | 1.5% |
| Johnson & Johnson | $1.61M | 1.5% |
| Visa Inc | $1.50M | 1.4% |
| iShares Gold Tr | $1.43M | 1.3% |
| NVIDIA Corp | $1.38M | 1.3% |
| iShares Tr | $1.26M | 1.2% |
| WP Carey Inc | $1.26M | 1.2% |
| Exxon Mobil Corp | $1.23M | 1.1% |
| Costco Wholesale Corp /New | $1.22M | 1.1% |
| SPDR S&P 500 ETF Tr | $1.21M | 1.1% |
| iShares Tr | $1.11M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.