§ 13F · FUND PROFILE
Clarion Wealth Managment Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101M (13F)Positions · 82Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 144K | $12M | 11.1% | +71% |
| 2 | VSLU | ETF OPPORTUNITIES TRUST | 251K | $11M | 9.5% | +55% |
| 3 | VIGI | VANGUARD WHITEHALL FDS | 101K | $9M | 8.1% | −26% |
| 4 | AAPL | APPLE INC | 31K | $8M | 7.2% | −3% |
| 5 | AHR | AMERICAN HEALTHCARE REIT INC | 125K | $6M | 5.3% | −17% |
| 6 | IWF | ISHARES TR | 9K | $4M | 3.4% | −10% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 46K | $3M | 2.7% | −8% |
| 8 | IWD | ISHARES TR | 10K | $2M | 1.9% | −4% |
| 9 | TPR | TAPESTRY INC | 15K | $2M | 1.9% | ±0% |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | 18K | $2M | 1.7% | −2% |
§ 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 $101 million in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed