Clarion Wealth Managment Partners, LLC Portfolio Holdings

Clarion Wealth Managment Partners, LLC

  • $101 Billion
  • Q3 2025

Clarion Wealth Managment Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 82 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 $12.7B, Apple Inc. with a value of $8.21B, American Healthcare Reit Inc with a value of $6.78B, Ishares Russell 1000 Gr ETF with a value of $4.96B, and ETF Opportunities Tr Applied F with a value of $4.64B.

Examining the 13F form we can see an increase of $10B in the current position value, from $91.3B to 101B.

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 $101 Billion
ETFs: $46.6 Billion
Technology: $13.3 Billion
Consumer Cyclical: $7.18 Billion
Industrials: $4.69 Billion
Consumer Defensive: $3.58 Billion
Financial Services: $2.94 Billion
Healthcare: $2.77 Billion
Communication Services: $1.85 Billion
Other: $5.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 12.52% of portfolio
141,609
Q3 2025 Reduced 2.31%
$4.3T
$8.21 Billion 8.11% of portfolio
32,259
Q3 2025 Reduced 10.97%
American Healthcare Reit Inc
-
$6.78 Billion 6.69% of portfolio
-
Q3 2025 Added 7.68%
$0
$4.96 Billion 4.9% of portfolio
10,590
Q3 2025 Reduced 1.0%
$0
$4.64 Billion 4.58% of portfolio
108,666
Q3 2025 Added 127.4%
$0
$3.51 Billion 3.46% of portfolio
44,460
Q3 2025 Added 253.92%
$0
$3.24 Billion 3.2% of portfolio
54,045
Q3 2025 Reduced 6.18%
$0
$2.32 Billion 2.29% of portfolio
11,413
Q3 2025 Reduced 0.9%
$0
$2.15 Billion 2.12% of portfolio
17,813
Q3 2025 Reduced 6.69%
$367B
$2.15 Billion 2.12% of portfolio
5,304
Q3 2025 Added 3.01%
$3.78T
$2 Billion 1.97% of portfolio
3,861
Q3 2025 Added 0.08%
$0
$1.76 Billion 1.74% of portfolio
12,385
Q3 2025 Reduced 3.23%
$2.39T
$1.72 Billion 1.7% of portfolio
7,846
Q3 2025 Reduced 0.93%
$24.5B
$1.69 Billion 1.67% of portfolio
14,954
Q3 2025 Reduced 0.33%
$0
$1.56 Billion 1.54% of portfolio
17,416
Q3 2025 Reduced 7.18%
$533B
$1.49 Billion 1.47% of portfolio
4,365
Q3 2025 Added 0.02%
$14B
$1.43 Billion 1.41% of portfolio
21,213
Q3 2025 Added 0.61%
$65.3B
$1.32 Billion 1.3% of portfolio
18,143
Q3 2025 Added 1.34%
$404B
$1.31 Billion 1.3% of portfolio
1,418
Q3 2025 Added 1.65%
$0
$1.3 Billion 1.28% of portfolio
9,322
Q3 2025 Reduced 5.01%
$490B
$1.21 Billion 1.2% of portfolio
10,751
Q3 2025 Reduced 1.93%
$0
$1.18 Billion 1.16% of portfolio
1,770
Q3 2025 Added 0.4%
$465B
$1.16 Billion 1.15% of portfolio
6,243
Q3 2025 Added 4.82%
$346B
$1.15 Billion 1.14% of portfolio
7,517
Q3 2025 Added 10.27%
$0
$1.15 Billion 1.13% of portfolio
3,581
Q3 2025 Reduced 8.01%
$0
$1.13 Billion 1.11% of portfolio
19,790
Q3 2025 Reduced 10.0%
$0
$1.03 Billion 1.02% of portfolio
5,831
Q3 2025 Reduced 4.71%
$0
$1.03 Billion 1.02% of portfolio
17,155
Q3 2025 Reduced 2.02%
$0
$1.02 Billion 1.01% of portfolio
18,909
Q3 2025 Reduced 6.53%
$593B
$1 Billion 0.99% of portfolio
3,563
Q3 2025 Added 1.45%
$328B
$940 Million 0.93% of portfolio
3,123
Q2 2025 New
$15.9B
$881 Million 0.87% of portfolio
2,679
Q2 2025 New
$50.4B
$863 Million 0.85% of portfolio
14,106
Q3 2025 Reduced 1.07%
$662B
$807 Million 0.8% of portfolio
1,606
Q3 2025 Reduced 7.97%
$414B
$783 Million 0.77% of portfolio
3,383
Q3 2025 Added 1.62%
$0
$765 Million 0.76% of portfolio
1,595
Q3 2025 Reduced 4.32%
$96.4B
$770 Million 0.76% of portfolio
6,219
Q3 2025 Added 1.95%
$881B
$646 Million 0.64% of portfolio
2,047
Q3 2025 Added 1.74%
$291B
$631 Million 0.62% of portfolio
1,322
Q3 2025 Added 3.44%
$0
$612 Million 0.6% of portfolio
1,864
Q3 2025 Added 0.05%
$1.29T
$606 Million 0.6% of portfolio
1,363
Q3 2025 Reduced 2.01%
$0
$596 Million 0.59% of portfolio
5,593
Q3 2025 Added 0.41%
$22.8B
$572 Million 0.56% of portfolio
5,444
Q3 2025 Reduced 0.46%
$258B
$554 Million 0.55% of portfolio
3,312
Q3 2025 Added 0.18%
$0
$547 Million 0.54% of portfolio
2,930
Q3 2025 Reduced 56.06%
$104B
$523 Million 0.52% of portfolio
7,920
Q3 2025 Reduced 5.58%
$0
$530 Million 0.52% of portfolio
866
Q2 2025 New
$1.65T
$512 Million 0.5% of portfolio
2,105
Q3 2025 Reduced 31.9%
$303B
$483 Million 0.48% of portfolio
3,112
Q3 2025 Added 7.64%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $101 Billion
  • Prior Value $91.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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