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Clarion Wealth Managment Partners, LLC

Clarion Wealth Managment Partners, LLC is an Investment Adviser institutional filer with the SEC under CIK 2081211, reporting 87 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: VA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-12

Top 10 portfolio positions

The largest reported holdings in Clarion Wealth Managment Partners, LLC's most recent 13F filing, ranked by reported market value.

  1. AMERICAN CENTY ETF TR (AVDE)
  2. ETF OPPORTUNITIES TRUST (VSLU)
  3. APPLE INC (AAPL)
  4. VANGUARD WHITEHALL FDS (VIGI)
  5. AMERICAN HEALTHCARE REIT INC (AHR)
  6. ISHARES TR (IWF)
  7. VANGUARD TAX-MANAGED FDS (VEA)
  8. ISHARES TR (IWD)
  9. VANGUARD SCOTTSDALE FDS (VONG)
  10. TAPESTRY INC (TPR)
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