Clarion Wealth Managment Partners, LLC

Est. AUM

$110.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	INTL EQT ETF	$12.2M	143946	11.06%	SOLE
2	ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$10.5M	251482	9.53%	SOLE
3	VANGUARD WHITEHALL FDS	INTL DVD ETF	$8.9M	100764	8.08%	SOLE
4	APPLE INC	COM	$8.0M	31361	7.21%	SOLE
5	AMERICAN HEALTHCARE REIT INC	COM SHS	$5.9M	124582	5.32%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$3.7M	8745	3.38%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	46438	2.70%	SOLE
8	ISHARES TR	RUS 1000 VAL ETF	$2.1M	10056	1.95%	SOLE
9	TAPESTRY INC	COM	$2.1M	15192	1.94%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.9M	17502	1.74%	SOLE
11	JOHNSON & JOHNSON	COM	$1.9M	7798	1.73%	SOLE
12	EXXON MOBIL CORP	COM	$1.9M	10962	1.69%	SOLE
13	HOME DEPOT INC	COM	$1.8M	5364	1.60%	SOLE
14	AMAZON COM INC	COM	$1.7M	8364	1.58%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.6M	17290	1.47%	SOLE
16	MICROSOFT CORP	COM	$1.6M	4376	1.47%	SOLE
17	ISHARES TR	RUS MD CP GR ETF	$1.5M	11639	1.35%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	2240	1.32%	SOLE
19	ISHARES GOLD TR	ISHARES NEW	$1.4M	16188	1.29%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1389	1.25%	SOLE
21	ISHARES TR	RUS MDCP VAL ETF	$1.3M	8976	1.19%	SOLE
22	VISA INC	COM CL A	$1.3M	4282	1.17%	SOLE
23	NVIDIA CORPORATION	COM	$1.3M	7340	1.16%	SOLE
24	WP CAREY INC	COM	$1.3M	18580	1.14%	SOLE
25	PROCTER & GAMBLE CO	COM	$1.1M	7658	1.00%	SOLE
26	ISHARES TR	RUS 2000 GRW ETF	$1.1M	3408	0.97%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	3153	0.92%	SOLE
28	ISHARES TR	RUS 2000 VAL ETF	$1.0M	5285	0.91%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$950K	17568	0.86%	SOLE
30	DUKE ENERGY CORP NEW	COM NEW	$908K	6938	0.82%	SOLE
31	CARLISLE COS INC	COM	$894K	2679	0.81%	SOLE
32	GE AEROSPACE	COM NEW	$876K	3086	0.79%	SOLE
33	DOMINION ENERGY INC	COM	$842K	13624	0.76%	SOLE
34	CATERPILLAR INC	COM	$794K	1121	0.72%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$770K	1606	0.70%	SOLE
36	ABBVIE INC	COM	$747K	3435	0.68%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$718K	1643	0.65%	SOLE
38	RTX CORPORATION	COM	$705K	3657	0.64%	SOLE
39	CHEVRON CORPORATION	COM	$695K	3357	0.63%	SOLE
40	ALPHABET INC	CAP STK CL C	$692K	2411	0.63%	SOLE
41	JPMORGAN CHASE & CO	COM	$664K	2257	0.60%	SOLE
42	GE VERNOVA INC	COM	$644K	738	0.58%	SOLE
43	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$626K	10514	0.57%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$626K	3191	0.57%	SOLE
45	ALPHABET INC	CAP STK CL A	$606K	2106	0.55%	SOLE
46	ISHARES TR	NATIONAL MUN ETF	$582K	5480	0.53%	SOLE
47	PPG INDS INC	COM	$582K	5449	0.53%	SOLE
48	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$550K	9936	0.50%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$545K	913	0.49%	SOLE
50	ALTRIA GROUP INC	COM	$530K	8027	0.48%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.