Clarion Wealth Managment Partners, LLC
CIK 0002081211 · FAIRFAX, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$123.9M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVDE
AMERICAN CENTY ETF TR
12.6%
VSLU
ETF OPPORTUNITIES TRUST
10.7%
AAPL
APPLE INC
7.4%
VIGI
VANGUARD WHITEHALL FDS
6.7%
AHR
AMERICAN HEALTHCARE REIT INC
5.1%
IWF
ISHARES TR
3.5%
VEA
VANGUARD TAX-MANAGED FDS
2.6%
IWD
ISHARES TR
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.