StockDriftsStockDriftsTop 50 Clarion Wealth Managment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 12.55% | 174.3K | $15.5M | +21.09%(+30.36K) | $80.86(+16.30%) | 2026-06-30 | |
| VSLU | ETF OPPORTUNITIES TRUST | 10.68% | 286.0K | $13.2M | +13.71%(+34.49K) | $41.71(+17.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.39% | 31.6K | $9.2M | +0.89%(+279) | $214.60(+40.84%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 6.72% | 89.1K | $8.3M | -11.53%(-11.62K) | $86.69(+14.57%) | 2026-06-30 | |
| AHR | AMERICAN HEALTHCARE REIT INC | 5.06% | 120.3K | $6.3M | -3.45%(-4.30K) | $34.00(+54.69%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.51% | 35.0K | $4.3M | +0.01%(+3) | $98.14(+27.66%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.62% | 45.5K | $3.2M | -1.97%(-913) | $54.13(+35.43%) | 2026-06-30 | |
| IWD | ISHARES TR | 1.95% | 10.0K | $2.4M | -0.73%(-73) | $190.25(+35.49%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 1.81% | 17.5K | $2.2M | +0.27%(+47) | $101.00(+26.84%) | 2026-06-30 | |
| TPR | TAPESTRY INC | 1.8% | 15.2K | $2.2M | +0.01%(+2) | $79.69(+92.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.66% |
Clarion Wealth Managment Partners LLC reports $123.88M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are AVDE (12.6%), VSLU (10.7%) and AAPL (7.4%). The top 20 holdings account for 67.94% of reported assets. Its disclosed equity book has returned +16.56% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarion Wealth Managment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081211). View Clarion Wealth Managment Partners LLC’s 13F filings on SEC