§ 13F · FUND PROFILE
Clarion Wealth Managment Partners, LLC.
AUM · $124M (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 174K | $16M | 12.6% | +21% |
| 2 | VSLU | ETF OPPORTUNITIES TRUST | 286K | $13M | 10.7% | +14% |
| 3 | AAPL | APPLE INC | 32K | $9M | 7.4% | +1% |
| 4 | VIGI | VANGUARD WHITEHALL FDS | 89K | $8M | 6.7% | −12% |
| 5 | AHR | AMERICAN HEALTHCARE REIT INC | 120K | $6M | 5.1% | −3% |
| 6 | IWF | ISHARES TR | 35K | $4M | 3.5% | +300% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 46K | $3M | 2.6% | −2% |
| 8 | IWD | ISHARES TR | 10K | $2M | 2.0% | −1% |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | 18K | $2M | 1.8% | ±0% |
| 10 | TPR | TAPESTRY INC | 15K | $2M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARION SIGNAL
AC read
Clarion Wealth Managment Partners, LLC is a Other fund managing $124 million in assets. The fund runs a portfolio of 87 positions.
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