Clarion Wealth Managment Partners, LLC
CIK: 0002081211SEC EDGAR →
Portfolio Value
$108.1M
Holdings
81
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 135,533 | $12.4M | 11.47% |
| 2 | APPLE INC | 32,275 | $8.8M | 8.12% |
| 3 | ETF OPPORTUNITIES TRUST | 162,626 | $7.2M | 6.66% |
| 4 | AMERICAN HEALTHCARE REIT INC | 149,822 | $7.0M | 6.52% |
| 5 | AMERICAN CENTY ETF TR | 84,220 | $6.9M | 6.41% |
| 6 | ISHARES TR | 9,675 | $4.6M | 4.24% |
| 7 | VANGUARD TAX-MANAGED FDS | 50,418 | $3.1M | 2.91% |
| 8 | ISHARES TR | 10,496 | $2.2M | 2.04% |
| 9 | VANGUARD SCOTTSDALE FDS | 17,774 | $2.2M | 2.00% |
| 10 | MICROSOFT CORP | 4,334 | $2.1M | 1.94% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $56.8M | 52.6% |
| Technology | 11 | $15.1M | 14.0% |
| Real Estate | 2 | $8.3M | 7.7% |
| Consumer Cyclical | 6 | $7.2M | 6.6% |
| Industrials | 8 | $4.4M | 4.1% |
| Consumer Defensive | 5 | $3.4M | 3.2% |
| Healthcare | 4 | $2.9M | 2.7% |
| Unknown | 3 | $2.5M | 2.3% |
| Communication Services | 5 | $2.4M | 2.2% |
| Utilities | 4 | $2.3M | 2.1% |
| Energy | 2 | $1.6M | 1.5% |
| Basic Materials | 3 | $1.1M | 1.0% |