Clarion Wealth Managment Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| PROCTER & GAMBLE Co | $1.10M | 1.0% |
| VANGUARD INDEX FDS | $1.05M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $1.02M | 0.9% |
| ISHARES TR | $1.00M | 0.9% |
| VANGUARD SCOTTSDALE FDS | $989.7K | 0.9% |
| GENERAL ELECTRIC CO | $961.2K | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $937.7K | 0.9% |
| CARLISLE COMPANIES INC | $856.9K | 0.8% |
| Warren E. Buffett | $807.3K | 0.7% |
| DOMINION ENERGY, INC | $800.1K | 0.7% |
| VANGUARD INDEX FDS | $778.0K | 0.7% |
| AbbVie Inc. | $766.5K | 0.7% |
| Duke Energy Corp | $756.6K | 0.7% |
| Alphabet Inc. | $756.3K | 0.7% |
| CATERPILLAR INC | $728.7K | 0.7% |
| JPMORGAN CHASE & CO | $726.7K | 0.7% |
| ORACLE CORP | $694.6K | 0.6% |
| Alphabet Inc. | $659.0K | 0.6% |
| Tesla Inc | $616.6K | 0.6% |
| RTX Corp | $608.4K | 0.6% |
| ISHARES TR | $598.8K | 0.6% |
| VANGUARD INDEX FDS | $580.2K | 0.5% |
| VANGUARD INDEX FDS | $572.2K | 0.5% |
| PPG INDUSTRIES INC | $558.0K | 0.5% |
| GE Vernova Inc. | $490.3K | 0.5% |