Clarion Wealth Managment Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Clarion Wealth Managment Partners, LLC held in its portfolio 81 assets valued at $108,063,338 (i.e. $108.06M).
The most valuable assets in the portfolio included: VANGUARD WHITEHALL FDS ($12.39M), APPLE INC ($8.77M), and ETF OPPORTUNITIES TRUST ($7.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clarion Wealth Managment Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 135533 | 12394496 | INTL DVD ETF |
| APPLE INC | 32275 | 8774377 | COM |
| ETF OPPORTUNITIES TRUST | 162626 | 7197821 | APPLIED FINA VAL |
| AMERICAN HEALTHCARE REIT INC | 149822 | 7050644 | COM SHS |
| AMERICAN CENTY ETF TR | 84220 | 6932995 | INTL EQT ETF |
| ISHARES TR | 9675 | 4579324 | RUS 1000 GRW ETF |
| VANGUARD TAX-MANAGED FDS | 50418 | 3149598 | VAN FTSE DEV MKT |
| ISHARES TR | 10496 | 2207655 | RUS 1000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 17774 | 2164040 | VNG RUS1000GRW |
| MICROSOFT CORP | 4334 | 2095966 | COM |
| AMAZON COM INC | 8652 | 1997055 | COM |
| TAPESTRY INC | 15191 | 1940978 | COM |
| HOME DEPOT INC | 5332 | 1834903 | COM |
| ISHARES TR | 11782 | 1613410 | RUS MD CP GR ETF |
| VANGUARD SCOTTSDALE FDS | 17466 | 1612086 | VNG RUS1000VAL |
| JOHNSON & JOHNSON | 7781 | 1610252 | COM |
| VISA INC | 4281 | 1501388 | COM CL A |
| ISHARES GOLD TR | 17678 | 1434923 | ISHARES NEW |
| NVIDIA CORPORATION | 7380 | 1376414 | COM |
| ISHARES TR | 8903 | 1255828 | RUS MDCP VAL ETF |
| WP CAREY INC | 19512 | 1255794 | COM |
| EXXON MOBIL CORP | 10252 | 1233741 | COM |
| COSTCO WHSL CORP NEW | 1418 | 1223217 | COM |
| SPDR S&P 500 ETF TR | 1772 | 1208498 | TR UNIT |
| ISHARES TR | 3446 | 1113014 | RUS 2000 GRW ETF |
| PROCTER AND GAMBLE CO | 7676 | 1100014 | COM |
| VANGUARD INDEX FDS | 3132 | 1049938 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 16967 | 1016850 | INTER TERM TREAS |
| ISHARES TR | 5519 | 1000067 | RUS 2000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 17737 | 989697 | LONG TERM TREAS |
| GE AEROSPACE | 3121 | 961234 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 17442 | 937662 | FTSE EMR MKT ETF |
| CARLISLE COS INC | 2679 | 856905 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1606 | 807256 | CL B NEW |
| DOMINION ENERGY INC | 13656 | 800111 | COM |
| VANGUARD INDEX FDS | 1595 | 777967 | GROWTH ETF |
| ABBVIE INC | 3355 | 766536 | COM |
| DUKE ENERGY CORP NEW | 6455 | 756609 | COM NEW |
| ALPHABET INC | 2410 | 756310 | CAP STK CL C |
| CATERPILLAR INC | 1272 | 728691 | COM |
| JPMORGAN CHASE & CO. | 2255 | 726673 | COM |
| ORACLE CORP | 3564 | 694569 | COM |
| ALPHABET INC | 2105 | 658975 | CAP STK CL A |
| TESLA INC | 1371 | 616566 | COM |
| RTX CORPORATION | 3317 | 608424 | COM |
| ISHARES TR | 5590 | 598794 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 3038 | 580231 | VALUE ETF |
| VANGUARD INDEX FDS | 912 | 572184 | S&P 500 ETF SHS |
| PPG INDS INC | 5446 | 558004 | COM |
| GE VERNOVA INC | 750 | 490254 | COM |
| MCDONALDS CORP | 1511 | 461826 | COM |
| ALTRIA GROUP INC | 7969 | 459504 | COM |
| VANGUARD INTL EQUITY INDEX F | 3088 | 442593 | FTSE SMCAP ETF |
| AT&T INC | 16751 | 416091 | COM |
| JACOBS SOLUTIONS INC | 3073 | 407050 | COM |
| C H ROBINSON WORLDWIDE INC | 2488 | 399971 | COM NEW |
| CHEVRON CORP NEW | 2605 | 396968 | COM |
| ISHARES SILVER TR | 5930 | 382011 | ISHARES |
| VANGUARD WORLD FD | 892 | 368243 | MEGA GRWTH IND |
| QUANTA SVCS INC | 870 | 367192 | COM |
| VANGUARD SPECIALIZED FUNDS | 1667 | 366378 | DIV APP ETF |
| PALANTIR TECHNOLOGIES INC | 2031 | 361010 | CL A |
| LEIDOS HOLDINGS INC | 1974 | 356055 | COM |
| WALMART INC | 3145 | 350384 | COM |
| NETFLIX INC | 3470 | 325347 | COM |
| LOWES COS INC | 1285 | 309835 | COM |
| SPDR INDEX SHS FDS | 5845 | 294958 | MSCI EAFE FS ETF |
| PFIZER INC | 11553 | 287674 | COM |
| LINDE PLC | 673 | 286819 | SHS |
| COCA COLA CO | 4046 | 282873 | COM |
| LOCKHEED MARTIN CORP | 581 | 281199 | COM |
| INVESCO QQQ TR | 457 | 280807 | UNIT SER 1 |
| INTERNATIONAL BUSINESS MACHS | 831 | 246268 | COM |
| ABBOTT LABS | 1886 | 236297 | COM |
| DISNEY WALT CO | 2070 | 235511 | COM |
| GENERAL DYNAMICS CORP | 698 | 234867 | COM |
| NEXTERA ENERGY INC | 2919 | 234359 | COM |
| FS SPECIALTY LENDING FD | 15742 | 222592 | COM SH BEN INT |
| SHERWIN WILLIAMS CO | 650 | 210620 | COM |
| ISHARES TR | 3812 | 201575 | ISHS 1-5YR INVS |
| NUVEEN GLOBAL HIGH INCOME FD | 14871 | 187523 | SHS |
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