Q2 2026 13F · SEC CIK 2081211

Clarion Wealth Managment Partners, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $123.9M
Reported positions: 87
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.3 yrs

Clarion Wealth Managment Partners, LLC is a wealth manager that reported 87 positions worth $123.9M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Avantis International Equity ETF (AVDE, 12.6%), ETF Opportunities Trust (VSLU, 10.7%), Apple Inc (AAPL, 7.4%).

Clarion Wealth Managment Partners, LLC holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clarion Wealth Managment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVDEAvantis International Equity ETF	12.6%	11.1%	174,309	+21.1%	$15.5M
VSLUETF Opportunities Trust	10.7%	9.5%	285,970	+13.7%	$13.2M
AAPLApple Inc	7.4%	7.2%	31,640	+0.9%	$9.2M
VIGIVanguard Whitehall Fds	6.7%	8.1%	89,143	-11.5%	$8.3M
AHRAmerican Healthcare REIT Inc	5.1%	5.3%	120,281	-3.5%	$6.3M
IWFIshares Tr	3.5%	3.4%	34,983	+300.0%	$4.3M
VEAVanguard Ftse Developed Markets Index Fu	2.6%	2.7%	45,525	-2.0%	$3.2M
IWDIshares Tr	2.0%	1.9%	9,983	-0.7%	$2.4M
VONGVanguard Scottsdale Fds	1.8%	1.7%	17,549	+0.3%	$2.2M
TPRTapestry Inc	1.8%	1.9%	15,194	+0.0%	$2.2M
AMZNAmazon Com Inc	1.6%	1.6%	8,376	+0.1%	$2.0M
JNJJohnson & Johnson	1.6%	1.7%	7,816	+0.2%	$2.0M
HDHome Depot Inc	1.5%	1.6%	5,375	+0.2%	$1.9M
VONVVanguard Scottsdale Fds	1.5%	1.5%	17,590	+1.7%	$1.9M
SPYState Str Spdr S&p 500 ETF T	1.4%	1.3%	2,243	+0.1%	$1.7M
IWPIshares Tr	1.3%	1.4%	11,374	-2.3%	$1.7M
MSFTMicrosoft Corp	1.3%	1.5%	4,249	-2.9%	$1.6M
NVDANvidia Corporation	1.2%	1.2%	7,664	+4.4%	$1.5M
VVisa Inc	1.2%	1.2%	4,382	+2.3%	$1.5M
IWSIshares Tr	1.2%	1.2%	8,877	-1.1%	$1.5M
XOMExxon Mobil Corp	1.1%	1.7%	9,750	-11.1%	$1.3M
IWOIshares Tr	1.1%	1.0%	3,352	-1.6%	$1.3M
WPCWp Carey Inc	1.0%	1.1%	18,133	-2.4%	$1.3M
COSTCostco Wholesale Corporation	1.0%	1.3%	1,302	-6.3%	$1.2M
IAUIshares Gold Tr	1.0%	1.3%	16,075	-0.7%	$1.2M
IWNIshares Tr	0.9%	0.9%	5,300	+0.3%	$1.2M
CATCaterpillar Inc	0.9%	0.7%	1,096	-2.2%	$1.2M
VTIVanguard Index Fds	0.9%	0.9%	3,153	+0.0%	$1.2M
GEGe Aerospace	0.9%	0.8%	3,086	+0.0%	$1.2M
PGProcter & Gamble Co	0.9%	1.0%	7,499	-2.1%	$1.1M
VWOVanguard Intl Equity Index F	0.9%	0.9%	17,837	+1.5%	$1.1M
CSLCarlisle Cos Inc	0.8%	0.8%	2,658	-0.8%	$964K
ABBVAbbvie Inc	0.7%	0.7%	3,674	+7.0%	$924K
DDominion Energy Inc	0.7%	0.8%	13,346	-2.0%	$911K
DUKDuke Energy Corp New	0.7%	0.8%	6,864	-1.1%	$869K
GEVGe Vernova Inc	0.7%	0.6%	738	+0.0%	$867K
GOOGAlphabet Inc	0.7%	0.6%	2,410	-0.0%	$852K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	1,604	-0.1%	$803K
GOOGLAlphabet Inc	0.6%	0.5%	2,177	+3.4%	$778K
VUGVanguard Index Fds	0.6%	0.7%	9,000	+447.8%	$775K
JPMJpmorgan Chase & Co	0.6%	0.6%	2,209	-2.1%	$723K
RTXRtx Corporation	0.6%	0.6%	3,673	+0.4%	$697K
PPGPpg Inds Inc	0.5%	0.5%	5,427	-0.4%	$658K
FNDESchwab Strategic Tr	0.5%	—	16,530	—	$656K
VOOVanguard Index Fds	0.5%	0.5%	915	+0.2%	$628K
VTVVanguard Index Fds	0.5%	0.6%	2,810	-11.9%	$612K
PWRQuanta Svcs Inc	0.5%	—	820	—	$590K
MUBIshares Tr	0.5%	0.5%	5,460	-0.4%	$588K
MOAltria Group Inc	0.5%	0.5%	8,073	+0.6%	$581K
AMDAdvanced Micro Devices Inc	0.5%	—	968	—	$562K

What Clarion Wealth Managment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+447.8% shares
IWF Ishares Tr+300.0% shares
AVDE Avantis International Equity ETF+21.1% shares
VSLU ETF Opportunities Trust+13.7% shares
ABBV Abbvie Inc+7.0% shares

Reduced

VTV Vanguard Index Fds-11.9% shares
VIGI Vanguard Whitehall Fds-11.5% shares
XOM Exxon Mobil Corp-11.1% shares
COST Costco Wholesale Corporation-6.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.6% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$123.9M	87
Q1 2026	$110.4M	84
Q4 2025	$108.1M	81
Q3 2025	$101.3M	82
Q2 2025	$91.3M	81

Questions about Clarion Wealth Managment Partners, LLC's portfolio

What stocks does Clarion Wealth Managment Partners, LLC own?

Clarion Wealth Managment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 87 positions worth $123.9M. The largest are Avantis International Equity ETF (AVDE) at 12.6%, ETF Opportunities Trust (VSLU) at 10.7%, Apple Inc (AAPL) at 7.4%, Vanguard Whitehall Fds (VIGI) at 6.7% and American Healthcare REIT Inc (AHR) at 5.1%.

What did Clarion Wealth Managment Partners, LLC buy last quarter?

In Q2 2026, Clarion Wealth Managment Partners, LLC added Vanguard Index Fds (VUG) (+447.8% shares), Ishares Tr (IWF) (+300.0% shares) and Avantis International Equity ETF (AVDE) (+21.1% shares), compared with its Q1 2026 filing.

What did Clarion Wealth Managment Partners, LLC sell last quarter?

In Q2 2026, Clarion Wealth Managment Partners, LLC cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Vanguard Scottsdale Fds (VGIT), cut from its top 50 Vanguard Scottsdale Fds (VGLT), Vanguard Index Fds (VTV) (-11.9% shares), Vanguard Whitehall Fds (VIGI) (-11.5% shares) and Exxon Mobil Corp (XOM) (-11.1% shares), compared with its Q1 2026 filing.

When is Clarion Wealth Managment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarion Wealth Managment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.