Clarion Wealth Managment Partners, LLC
Clarion Wealth Managment Partners, LLC reported 87 positions worth $123.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AVDE (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVDE | SH | $15.5M | 12.55% | 174,309 | — | — | |
| ▸ 2 | VSLU | SH | $13.2M | 10.68% | 285,970 | — | — | |
| ▸ 3 | AAPL | SH | $9.2M | 7.39% | 31,640 | — | — | |
| ▸ 4 | VIGI | SH | $8.3M | 6.72% | 89,143 | — | — | |
| ▸ 5 | AHR | SH | $6.3M | 5.06% | 120,281 | — | — | |
| ▸ 6 | IWF | SH | $4.3M | 3.51% | 34,983 | — | — | |
| ▸ 7 | VEA | SH | $3.2M | 2.62% | 45,525 | — | — | |
| ▸ 8 | IWD | SH | $2.4M | 1.95% | 9,983 | — | — | |
| ▸ 9 | VONG | SH | $2.2M | 1.81% | 17,549 | — | — | |
| ▸ 10 | TPR | SH | $2.2M | 1.80% | 15,194 | — | — |
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Frequently Asked Questions
What stocks does Clarion Wealth Managment Partners, LLC hold as of Q2 2026?
Clarion Wealth Managment Partners, LLC reported 87 positions worth $123.9M in its Q2 2026 13F filing. Largest positions: AVDE (12.6%), VSLU (10.7%), AAPL (7.4%), VIGI (6.7%) and AHR (5.1%).
What did Clarion Wealth Managment Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clarion Wealth Managment Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.