Clarion Wealth Managment Partners, LLC Top Holdings and 13F Report (2026) About Clarion Wealth Managment Partners, LLCInvestment ActivityClarion Wealth Managment Partners, LLC has $110.37 million in total holdings as of March 31, 2026.Clarion Wealth Managment Partners, LLC owns shares of 84 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.38% of the portfolio was purchased this quarter.About 7.11% of the portfolio was sold this quarter.This quarter, Clarion Wealth Managment Partners, LLC has purchased 81 new stocks and bought additional shares in 31 stocks.Clarion Wealth Managment Partners, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avantis International Equity ETF $12,212,385Applied Finance Valuation Large Cap ETF $10,514,457Vanguard International Dividend Appreciation ETF $8,913,559Apple $7,959,058AMERICAN HEALTHCARE REIT INC $5,875,264 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $354,387 Holding808524730 - Schwab Fundamental Emerging Markets Equity ETF $345,679 Holding219350105 - Corning $261,488 Holding097023105 - Boeing $228,685 Holding169905106 - Choice Hotels International $214,957 Holding Largest Purchases this Quarter Avantis International Equity ETF 59,726 shares (about $5.07M)Applied Finance Valuation Large Cap ETF 88,856 shares (about $3.72M)Vanguard Total World Stock ETF 2,562 shares (about $354.39K)Schwab Fundamental Emerging Markets Equity ETF 9,035 shares (about $345.68K)SPDR S&P 500 ETF Trust 468 shares (about $304.32K) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 34,769 shares (about $3.08M)AMERICAN HEALTHCARE REIT INC 25,240 shares (about $1.19M)Vanguard Long-Term Treasury ETF 7,801 shares (about $431.82K)iShares Russell 1000 Growth ETF 930 shares (about $396.54K)Vanguard Intermediate-Term Treasury ETF 6,453 shares (about $384.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarion Wealth Managment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVDEAvantis International Equity ETF$12,212,385$5,067,156 â–²70.9%143,94611.1%ETFVSLUApplied Finance Valuation Large Cap ETF$10,514,457$3,715,067 â–²54.6%251,4829.5%ETFVIGIVanguard International Dividend Appreciation ETF$8,913,559$3,075,657 â–¼-25.7%100,7648.1%ETFAAPLApple$7,959,058$231,963 â–¼-2.8%31,3617.2%Computer and TechnologyAMERICAN HEALTHCARE REIT INC$5,875,264$1,190,314 â–¼-16.8%124,5825.3%COM SHSIWFiShares Russell 1000 Growth ETF$3,728,764$396,541 â–¼-9.6%8,7453.4%ETFVEAVanguard FTSE Developed Markets ETF$2,975,756$255,039 â–¼-7.9%46,4382.7%ETFIWDiShares Russell 1000 Value ETF$2,148,598$94,012 â–¼-4.2%10,0561.9%ETFTPRTapestry$2,143,799$141 â–²0.0%15,1921.9%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$1,919,772$29,835 â–¼-1.5%17,5021.7%ETFJNJJohnson & Johnson$1,906,062$4,155 â–²0.2%7,7981.7%MedicalXOMExxonMobil$1,859,840$120,460 â–²6.9%10,9621.7%EnergyHDHome Depot$1,764,255$10,525 â–²0.6%5,3641.6%Retail/WholesaleAMZNAmazon.com$1,741,970$59,982 â–¼-3.3%8,3641.6%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$1,620,759$16,498 â–¼-1.0%17,2901.5%ETFMSFTMicrosoft$1,619,746$15,546 â–²1.0%4,3761.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,491,252$18,322 â–¼-1.2%11,6391.4%ETFSPYSPDR S&P 500 ETF Trust$1,456,595$304,324 â–²26.4%2,2401.3%FinanceIAUiShares Gold Trust$1,427,134$131,358 â–¼-8.4%16,1881.3%FinanceCOSTCostco Wholesale$1,383,603$28,887 â–¼-2.0%1,3891.3%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$1,308,102$10,639 â–²0.8%8,9761.2%ETFVVisa$1,294,305$302 â–²0.0%4,2821.2%Business ServicesNVDANVIDIA$1,280,137$6,976 â–¼-0.5%7,3401.2%Computer and TechnologyWPCW.P. Carey$1,262,693$63,339 â–¼-4.8%18,5801.1%FinancePGProcter & Gamble$1,106,134$2,600 â–¼-0.2%7,6581.0%Consumer StaplesIWOiShares Russell 2000 Growth ETF$1,069,507$11,925 â–¼-1.1%3,4081.0%ETFVTIVanguard Total Stock Market ETF$1,011,538$6,737 â–²0.7%3,1530.9%ETFIWNiShares Russell 2000 Value ETF$1,002,041$44,367 â–¼-4.2%5,2850.9%ETFVWOVanguard FTSE Emerging Markets ETF$949,530$6,810 â–²0.7%17,5680.9%ETFDUKDuke Energy$908,491$63,246 â–²7.5%6,9380.8%UtilitiesCSLCarlisle Companies$893,7680.0%2,6790.8%Multi-Sector ConglomeratesGEGE Aerospace$875,673$9,931 â–¼-1.1%3,0860.8%AerospaceDDominion Energy$842,219$1,978 â–¼-0.2%13,6240.8%UtilitiesCATCaterpillar$794,184$106,978 â–¼-11.9%1,1210.7%IndustrialsBRK.BBerkshire Hathaway$769,5950.0%1,6060.7%FinanceABBVAbbVie$747,117$17,400 â–²2.4%3,4350.7%MedicalVUGVanguard Growth ETF$717,563$20,963 â–²3.0%1,6430.7%ETFRTXRTX$705,482$65,590 â–²10.3%3,6570.6%AerospaceCVXChevron$694,593$155,595 â–²28.9%3,3570.6%EnergyGOOGAlphabet$691,515$287 â–²0.0%2,4110.6%Computer and TechnologyJPMJPMorgan Chase & Co.$664,030$588 â–²0.1%2,2570.6%FinanceGE VERNOVA INC$644,334$10,477 â–¼-1.6%7380.6%COMVTVVanguard Value ETF$626,106$30,020 â–²5.0%3,1910.6%ETFVGITVanguard Intermediate-Term Treasury ETF$626,098$384,270 â–¼-38.0%10,5140.6%ETFGOOGLAlphabet$605,642$288 â–²0.0%2,1060.5%Computer and TechnologyPPGPPG Industries$582,345$321 â–²0.1%5,4490.5%Basic MaterialsMUBiShares National Muni Bond ETF$581,695$11,676 â–¼-2.0%5,4800.5%ETFVGLTVanguard Long-Term Treasury ETF$549,996$431,815 â–¼-44.0%9,9360.5%ETFVOOVanguard S&P 500 ETF$545,279$597 â–²0.1%9130.5%ETFMOAltria Group$529,702$3,827 â–²0.7%8,0270.5%Consumer StaplesORCLOracle$524,3720.0%3,5640.5%Computer and TechnologyTAT&T$486,234$609 â–²0.1%16,7720.4%Computer and TechnologyPWRQuanta Services$477,6470.0%8700.4%ConstructionTSLATesla$471,007$38,662 â–¼-7.6%1,2670.4%Auto/Tires/TrucksVSSVanguard FTSE All-World ex-US Small-Cap ETF$446,544$3,645 â–¼-0.8%3,0630.4%ETFMCDMcDonald's$430,740$38,847 â–¼-8.3%1,3860.4%Retail/WholesaleCHRWC.H. Robinson Worldwide$413,1820.0%2,4880.4%TransportationWALMART INC$405,147$14,292 â–²3.7%3,2600.4%COMJJacobs Solutions$391,1310.0%3,0730.4%Business ServicesVTVanguard Total World Stock ETF$354,387$354,387 â–²New Holding2,5620.3%ETFLMTLockheed Martin$352,630$1,210 â–²0.3%5830.3%AerospaceVIGVanguard Dividend Appreciation ETF$348,569$9,892 â–¼-2.8%1,6210.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$345,679$345,679 â–²New Holding9,0350.3%ETFNFLXNetflix$333,6410.0%3,4700.3%Consumer DiscretionaryLINDE PLC$333,5920.0%6730.3%SHSMGKVanguard Mega Cap Growth ETF$318,747$9,191 â–¼-2.8%8670.3%ETFPFEPfizer$318,380$6,037 â–¼-1.9%11,3380.3%MedicalLDOSLeidos$307,717$777 â–²0.3%1,9790.3%Computer and TechnologyLOWLowe's Companies$303,6170.0%1,2850.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$297,0950.0%2,0310.3%CL AEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$290,8660.0%5,8450.3%ETFKOCocaCola$264,064$43,656 â–¼-14.2%3,4720.2%Consumer StaplesQQQInvesco QQQ$263,8510.0%4570.2%FinanceGLWCorning$261,488$261,488 â–²New Holding1,9230.2%Computer and TechnologyGDGeneral Dynamics$240,049$343 â–²0.1%6990.2%AerospaceBABoeing$228,685$228,685 â–²New Holding1,1490.2%AerospaceCHHChoice Hotels International$214,957$214,957 â–²New Holding2,0770.2%Consumer DiscretionaryIBMInternational Business Machines$210,975$9,458 â–²4.7%8700.2%Computer and TechnologySHWSherwin-Williams$208,3580.0%6500.2%Basic MaterialsDUHPDimensional US High Profitability ETF$207,818$207,818 â–²New Holding5,6530.2%ETFAVUVAvantis U.S. Small Cap Value ETF$201,352$201,352 â–²New Holding1,8230.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$200,408$53 â–²0.0%3,8130.2%ManufacturingFS SPECIALTY LENDING FD$196,9330.0%15,7420.2%COM SH BEN INTJGHNuveen Global High Income Fund$181,7240.0%14,8710.2%Financial ServicesSLViShares Silver Trust$0$382,011 â–¼-100.0%00.0%ETFABTAbbott Laboratories$0$236,297 â–¼-100.0%00.0%MedicalDISWalt Disney$0$235,511 â–¼-100.0%00.0%Consumer DiscretionaryNEENextEra Energy$0$234,359 â–¼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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