Clarion Wealth Managment Partners, LLC Portfolio Holdings

Clarion Wealth Managment Partners, LLC

  • $91.3 Billion
  • Q2 2025

Clarion Wealth Managment Partners, LLC has filed its 13F form on August 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $91.3 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Di with a value of $13.1B, Apple Inc. with a value of $7.43B, American Healthcare Reit Inc with a value of $5.51B, Ishares Russell 1000 Gr ETF with a value of $4.54B, and Vanguard Ftse Developed Market with a value of $3.28B.

Examining the 13F form we can see an increase of $91.3B in the current position value.

Clarion Wealth Managment Partners, LLC is based out at Fairfax, VA

Below you can find more details about Clarion Wealth Managment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $91.3 Billion
ETFs: $43.8 Billion
Technology: $12 Billion
Consumer Cyclical: $6.4 Billion
Industrials: $4.29 Billion
Consumer Defensive: $3.55 Billion
Financial Services: $2.98 Billion
Healthcare: $2.56 Billion
Communication Services: $1.75 Billion
Other: $5.28 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.43 Billion 8.14% of portfolio
36,233
Q2 2025 New
$3.95T
$1.92 Billion 2.1% of portfolio
3,858
Q2 2025 New
$405B
$1.89 Billion 2.07% of portfolio
5,149
Q2 2025 New
$2.26T
$1.74 Billion 1.9% of portfolio
7,920
Q2 2025 New
$551B
$1.55 Billion 1.7% of portfolio
4,364
Q2 2025 New
$439B
$1.38 Billion 1.51% of portfolio
1,395
Q2 2025 New
$13.5B
$1.32 Billion 1.44% of portfolio
21,084
Q2 2025 New
$26.8B
$1.32 Billion 1.44% of portfolio
15,003
Q2 2025 New
$452B
$1.2 Billion 1.31% of portfolio
7,832
Q2 2025 New
$442B
$1.18 Billion 1.29% of portfolio
10,963
Q2 2025 New
$368B
$1.09 Billion 1.19% of portfolio
6,817
Q2 2025 New
$19.9B
$1 Billion 1.1% of portfolio
2,679
Q2 2025 New
$456B
$941 Million 1.03% of portfolio
5,956
Q2 2025 New
$621B
$848 Million 0.93% of portfolio
1,745
Q2 2025 New
$51B
$806 Million 0.88% of portfolio
14,258
Q2 2025 New
$306B
$804 Million 0.88% of portfolio
3,123
Q2 2025 New
$95.8B
$720 Million 0.79% of portfolio
6,100
Q2 2025 New
$25.6B
$622 Million 0.68% of portfolio
5,469
Q2 2025 New
$351B
$618 Million 0.68% of portfolio
3,329
Q2 2025 New
$859B
$583 Million 0.64% of portfolio
2,012
Q2 2025 New
$1.21T
$545 Million 0.6% of portfolio
3,091
Q2 2025 New
$218B
$496 Million 0.54% of portfolio
1,278
Q2 2025 New
$118B
$492 Million 0.54% of portfolio
8,388
Q2 2025 New
$229B
$483 Million 0.53% of portfolio
3,306
Q2 2025 New
$203B
$483 Million 0.53% of portfolio
16,679
Q2 2025 New
$545B
$465 Million 0.51% of portfolio
347
Q2 2025 New
$222B
$447 Million 0.49% of portfolio
1,531
Q2 2025 New
$1.08T
$442 Million 0.48% of portfolio
1,391
Q2 2025 New
$302B
$414 Million 0.45% of portfolio
2,891
Q2 2025 New
$138B
$334 Million 0.37% of portfolio
13,787
Q2 2025 New
$56B
$329 Million 0.36% of portfolio
870
Q2 2025 New
$24.3B
$310 Million 0.34% of portfolio
1,966
Q2 2025 New
$152B
$308 Million 0.34% of portfolio
1,388
Q2 2025 New
$113B
$302 Million 0.33% of portfolio
651
Q2 2025 New
$281B
$305 Million 0.33% of portfolio
3,120
Q2 2025 New
$210B
$295 Million 0.32% of portfolio
1,000
Q2 2025 New
$306B
$284 Million 0.31% of portfolio
4,009
Q2 2025 New
$367B
$286 Million 0.31% of portfolio
2,095
Q2 2025 New
$6.81B
$263 Million 0.29% of portfolio
2,069
Q2 2025 New
$207B
$259 Million 0.28% of portfolio
2,086
Q2 2025 New
$14.7B
$239 Million 0.26% of portfolio
2,488
Q2 2025 New
$87.3B
$221 Million 0.24% of portfolio
1,452
Q2 2025 New
$92.8B
$223 Million 0.24% of portfolio
650
Q2 2025 New
$139B
$209 Million 0.23% of portfolio
999
Q2 2025 New
$86B
$210 Million 0.23% of portfolio
3,045
Q2 2025 New
$86.2B
$205 Million 0.22% of portfolio
704
Q2 2025 New
$229B
$202 Million 0.22% of portfolio
1,486
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $91.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 81 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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