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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Billion 14.31% of portfolio
144,953
Q2 2025 New
$0
$4.54 Billion 4.98% of portfolio
10,697
Q2 2025 New
$0
$3.28 Billion 3.6% of portfolio
57,607
Q2 2025 New
$0
$2.24 Billion 2.45% of portfolio
11,517
Q2 2025 New
$0
$2.08 Billion 2.28% of portfolio
19,091
Q2 2025 New
$0
$1.87 Billion 2.05% of portfolio
47,787
Q2 2025 New
$0
$1.78 Billion 1.94% of portfolio
12,799
Q2 2025 New
$0
$1.6 Billion 1.75% of portfolio
18,763
Q2 2025 New
$0
$1.3 Billion 1.42% of portfolio
9,814
Q2 2025 New
$0
$1.23 Billion 1.35% of portfolio
21,990
Q2 2025 New
$0
$1.18 Billion 1.29% of portfolio
6,668
Q2 2025 New
$53.5B
$1.12 Billion 1.22% of portfolio
17,903
Q2 2025 New
$0
$1.11 Billion 1.22% of portfolio
3,893
Q2 2025 New
$0
$1.09 Billion 1.19% of portfolio
1,763
Q2 2025 New
$0
$1.05 Billion 1.15% of portfolio
17,509
Q2 2025 New
$0
$1 Billion 1.1% of portfolio
20,231
Q2 2025 New
$0
$930 Million 1.02% of portfolio
12,562
Q2 2025 New
$0
$731 Million 0.8% of portfolio
1,667
Q2 2025 New
$0
$582 Million 0.64% of portfolio
5,570
Q2 2025 New
$0
$566 Million 0.62% of portfolio
1,863
Q2 2025 New
$0
$496 Million 0.54% of portfolio
3,688
Q2 2025 New
$0
$492 Million 0.54% of portfolio
866
Q2 2025 New
$0
$355 Million 0.39% of portfolio
1,735
Q2 2025 New
$0
$327 Million 0.36% of portfolio
893
Q2 2025 New
$0
$286 Million 0.31% of portfolio
6,048
Q2 2025 New
$0
$233 Million 0.26% of portfolio
2,562
Q2 2025 New
$0
$201 Million 0.22% of portfolio
5,664
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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