DOSSIER · 13F-HR · Q2 2026

Clarion Wealth Managment Partners, LLC

$124M in tracked AUM across 87 positions as of Q2 2026.

CW
CIK 0002081211 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
87
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clarion Wealth Managment Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVDE
AMERICAN CENTY ETF TR
$16M174K12.6%
02
VSLU
ETF OPPORTUNITIES TRUST
$13M286K10.7%
03
AAPL
APPLE INC
$9M32K7.4%
04
VIGI
VANGUARD WHITEHALL FDS
$8M89K6.7%
05
AHR
AMERICAN HEALTHCARE REIT INC
$6M120K5.1%
06
IWF
ISHARES TR
$4M35K3.5%
07
VEA
VANGUARD TAX-MANAGED FDS
$3M46K2.6%
08
IWD
ISHARES TR
$2M10K2.0%
09
VONG
VANGUARD SCOTTSDALE FDS
$2M18K1.8%
10
TPR
TAPESTRY INC
$2M15K1.8%

Filing history

2026Q2Jun 30
$124M 12.2%
87 positionsView →
2026Q1Mar 31
$110M 2.1%
84 positionsView →
2025Q4Dec 31
$108M 6.6%
81 positionsView →
2025Q3Sep 30
$101M 11.0%
82 positionsView →
2025Q2Jun 30
$91M
81 positionsLocked