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Size ($ in 1000's)
At 12/31/2025: $108,065
At 09/30/2025: $101,332Clarion Wealth Managment Partners LLC AUM history
Clarion Wealth Managment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarion Wealth Managment Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Clarion Wealth Managment Partners LLC top holdings by largest position size, as per the latest 13f filing made by Clarion Wealth Managment Partners LLC.
In the Clarion Wealth Managment Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clarion Wealth Managment Partners LLC in that top holding, then the share count change between reporting periods, and finally the Clarion Wealth Managment Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| VANGUARD WHITEHALL FDS (VIGI) |
135,533 |
-6,076 |
$12,394 | | VIGI | 135,533 | -6,076 | $12,394 | | APPLE INC |
32,275 |
+16 |
$8,774 | | AAPL | 32,275 | +16 | $8,774 | | ETF OPPORTUNITIES TRUST (VSLU) |
162,626 |
+53,960 |
$7,198 | | VSLU | 162,626 | +53,960 | $7,198 | | AMERICAN HEALTHCARE REIT INC |
149,822 |
-11,657 |
$7,051 | | AHR | 149,822 | -11,657 | $7,051 | | AMERICAN CENTY ETF TR (AVDE) |
84,220 |
+39,760 |
$6,933 | | AVDE | 84,220 | +39,760 | $6,933 | | ISHARES TR (IWF) |
9,675 |
-915 |
$4,579 | | IWF | 9,675 | -915 | $4,579 | | VANGUARD TAX MANAGED FDS (VEA) |
50,418 |
-3,627 |
$3,150 | | VEA | 50,418 | -3,627 | $3,150 | | ISHARES TR (IWD) |
10,496 |
-917 |
$2,208 | | IWD | 10,496 | -917 | $2,208 | | VANGUARD SCOTTSDALE FDS (VONG) |
17,774 |
-39 |
$2,164 | | VONG | 17,774 | -39 | $2,164 | | MICROSOFT CORP |
4,334 |
+473 |
$2,096 | | MSFT | 4,334 | +473 | $2,096 | | AMAZON COM INC |
8,652 |
+806 |
$1,997 | | AMZN | 8,652 | +806 | $1,997 | | TAPESTRY INC |
15,191 |
+237 |
$1,941 | | TPR | 15,191 | +237 | $1,941 | | HOME DEPOT INC |
5,332 |
+28 |
$1,835 | | HD | 5,332 | +28 | $1,835 | | ISHARES TR (IWP) |
11,782 |
-603 |
$1,613 | | IWP | 11,782 | -603 | $1,613 | | VANGUARD SCOTTSDALE FDS (VONV) |
17,466 |
+50 |
$1,612 | | VONV | 17,466 | +50 | $1,612 | | JOHNSON & JOHNSON |
7,781 |
+13 |
$1,610 | | JNJ | 7,781 | +13 | $1,610 | | VISA INC |
4,281 |
-84 |
$1,501 | | V | 4,281 | -84 | $1,501 | | ISHARES GOLD TR (IAU) |
17,678 |
-465 |
$1,435 | | IAU | 17,678 | -465 | $1,435 | | NVIDIA CORPORATION |
7,380 |
+1,137 |
$1,376 | | NVDA | 7,380 | +1,137 | $1,376 | | ISHARES TR (IWS) |
8,903 |
-419 |
$1,256 | | IWS | 8,903 | -419 | $1,256 | | WP CAREY INC |
19,512 |
-1,701 |
$1,256 | | WPC | 19,512 | -1,701 | $1,256 | | EXXON MOBIL CORP |
10,252 |
-499 |
$1,234 | | XOM | 10,252 | -499 | $1,234 | | COSTCO WHSL CORP NEW |
1,418 |
UNCH |
$1,223 | | COST | 1,418 | UNCH | $1,223 | | SPDR S&P 500 ETF TR (SPY) |
1,772 |
+2 |
$1,208 | | SPY | 1,772 | +2 | $1,208 | | ISHARES TR (IWO) |
3,446 |
-135 |
$1,113 | | IWO | 3,446 | -135 | $1,113 | | PROCTER AND GAMBLE CO |
7,676 |
+159 |
$1,100 | | PG | 7,676 | +159 | $1,100 | | VANGUARD INDEX FDS (VTI) |
3,132 |
+1,268 |
$1,050 | | VTI | 3,132 | +1,268 | $1,050 | | VANGUARD SCOTTSDALE FDS (VGIT) |
16,967 |
-188 |
$1,017 | | VGIT | 16,967 | -188 | $1,017 | | ISHARES TR (IWN) |
5,519 |
-312 |
$1,000 | | IWN | 5,519 | -312 | $1,000 | | VANGUARD SCOTTSDALE FDS (VGLT) |
17,737 |
-2,053 |
$990 | | VGLT | 17,737 | -2,053 | $990 | | GE AEROSPACE |
3,121 |
-2 |
$961 | | GE | 3,121 | -2 | $961 | | VANGUARD INTL EQUITY INDEX F (VWO) |
17,442 |
-1,467 |
$938 | | VWO | 17,442 | -1,467 | $938 | | CARLISLE COS INC |
2,679 |
UNCH |
$857 | | CSL | 2,679 | UNCH | $857 |  BERKSHIRE HATHAWAY INC DEL |
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$807 | | BRK.B | 1,606 | UNCH | $807 | | DOMINION ENERGY INC |
13,656 |
-450 |
$800 | | D | 13,656 | -450 | $800 | | VANGUARD INDEX FDS (VUG) |
1,595 |
UNCH |
$778 | | VUG | 1,595 | UNCH | $778 | | ABBVIE INC |
3,355 |
-28 |
$767 | | ABBV | 3,355 | -28 | $767 | | DUKE ENERGY CORP NEW |
6,455 |
+236 |
$757 | | DUK | 6,455 | +236 | $757 | | ALPHABET INC |
2,410 |
+1,526 |
$756 | | GOOG | 2,410 | +1,526 | $756 | | CATERPILLAR INC |
1,272 |
-50 |
$729 | | CAT | 1,272 | -50 | $729 | | JPMORGAN CHASE & CO. |
2,255 |
+208 |
$727 | | JPM | 2,255 | +208 | $727 | | ORACLE CORP |
3,564 |
+1 |
$695 | | ORCL | 3,564 | +1 | $695 | | ALPHABET INC |
2,105 |
UNCH |
$659 | | GOOGL | 2,105 | UNCH | $659 | | TESLA INC |
1,371 |
+8 |
$617 | | TSLA | 1,371 | +8 | $617 | | RTX CORPORATION |
3,317 |
+5 |
$608 | | RTX | 3,317 | +5 | $608 | | ISHARES TR (MUB) |
5,590 |
-3 |
$599 | | MUB | 5,590 | -3 | $599 | | VANGUARD INDEX FDS (VTV) |
3,038 |
+108 |
$580 | | VTV | 3,038 | +108 | $580 | | VANGUARD INDEX FDS (VOO) |
912 |
+46 |
$572 | | VOO | 912 | +46 | $572 | | PPG INDS INC |
5,446 |
+2 |
$558 | | PPG | 5,446 | +2 | $558 | | GE VERNOVA INC |
750 |
-1 |
$490 | | GEV | 750 | -1 | $490 |
See Full List: All Stocks Held By Clarion Wealth Managment Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clarion Wealth Managment Partners LLC
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