Clarion Wealth Managment Partners, LLC 13F Holdings
CIK 0002081211 · FAIRFAX, VA
As of Sep 30, 2025, Clarion Wealth Managment Partners, LLC reported 82 positions worth
CIK 0002081211 · FAIRFAX, VA
As of Sep 30, 2025, Clarion Wealth Managment Partners, LLC reported 82 positions worth
01.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 141,609 | 2.7M | 12.52% |
| APPLE INC | AAPL | Technology | 32,259 | $8.2M | 8.11% |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 161,479 | $6.8M | 6.69% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 10,590 | $5.0M | 4.90% |
| ETF OPPORTUNITIES TRUST | VSLU | — | 108,666 | $4.6M | 4.58% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 44,460 | $3.5M | 3.46% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 54,045 | $3.2M | 3.20% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 11,413 | $2.3M | 2.29% |
| HOME DEPOT INC | HD | Consumer Cyclical | 5,304 | $2.1M | 2.12% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 17,813 | $2.1M | 2.12% |
| MICROSOFT CORP | MSFT | Technology | 3,861 | $2.0M | 1.97% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 12,385 | .8M | 1.74% |
| AMAZON.COM INC | AMZN | Equity | 7,846 | .7M | 1.70% |
| TAPESTRY INC | TPR | Consumer Cyclical | 14,954 | .7M | 1.67% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 17,416 | .6M | 1.54% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,365 | .5M | 1.47% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 7,768 | .4M | 1.42% |
| W P CAREY INC | WPC | Real Estate | 21,213 | .4M | 1.41% |
| ISHARES GOLD TRUST | IAU | — | 18,143 | .3M | 1.30% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,418 | .3M | 1.30% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 9,322 | .3M | 1.28% |
| EXXON MOBIL CORP | XOM | Energy | 10,751 | .2M | 1.20% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,770 | .2M | 1.16% |
| NVIDIA CORP | NVDA | Technology | 6,243 | .2M | 1.15% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 7,517 | .2M | 1.14% |