Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarion Wealth Managment Partners, LLC (CIK 2081211) reported $110.4M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVDE ($12.2M, 11.06%), VSLU ($10.5M, 9.53%), VIGI ($8.9M, 8.08%), AAPL ($8.0M, 7.21%), AHR ($5.9M, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $12.2M | 11.06% | 143,946 | Added |
| 2 | VSLU | ETF OPPORTUNITIES TRUST | $10.5M | 9.53% | 251,482 | Added |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $8.9M | 8.08% | 100,764 | Trimmed |
| 4 | AAPL | APPLE INC | $8.0M | 7.21% | 31,361 | Trimmed |
| 5 | AHR | AMERICAN HEALTHCARE REIT INC | $5.9M | 5.32% | 124,582 | Trimmed |
| 6 | IWF | ISHARES TR | $3.7M | 3.38% | 8,745 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 2.70% | 46,438 | Trimmed |
| 8 | IWD | ISHARES TR | $2.1M | 1.95% | 10,056 | Trimmed |
| 9 | TPR | TAPESTRY INC | $2.1M | 1.94% | 15,192 | Added |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | $1.9M | 1.74% | 17,502 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.73% | 7,798 | Added |
| 12 | XOM | EXXON MOBIL CORP | $1.9M | 1.69% | 10,962 | Added |
| 13 | HD | HOME DEPOT INC | $1.8M | 1.60% | 5,364 | Added |
| 14 | AMZN | AMAZON COM INC | $1.7M | 1.58% | 8,364 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $1.6M | 1.47% | 4,376 | Added |
| 16 | VONV | VANGUARD SCOTTSDALE FDS | $1.6M | 1.47% | 17,290 | Trimmed |
| 17 | IWP | ISHARES TR | $1.5M | 1.35% | 11,639 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.5M | 1.32% | 2,240 | Added |
| 19 | IAU | ISHARES GOLD TR | $1.4M | 1.29% | 16,188 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 1.25% | 1,389 | Trimmed |
| 21 | IWS | ISHARES TR | $1.3M | 1.19% | 8,976 | Added |
| 22 | V | VISA INC | $1.3M | 1.17% | 4,282 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 1.16% | 7,340 | Trimmed |
| 24 | WPC | WP CAREY INC | $1.3M | 1.14% | 18,580 | Trimmed |
| 25 | PG | PROCTER & GAMBLE CO | $1.1M | 1.00% | 7,658 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31