StockDriftsStockDriftsTop 50 Clarion Wealth Managment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 11.06% | 143.9K | $12.2M | +70.92%(+59.73K) | $79.91(+12.53%) | 2026-03-31 | |
| VSLU | ETF OPPORTUNITIES TRUST | 9.53% | 251.5K | $10.5M | +54.64%(+88.86K) | $41.47(+12.81%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 8.08% | 100.8K | $8.9M | -25.65%(-34.77K) | $86.69(+9.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.21% | 31.4K | $8.0M | -2.83%(-914) | $214.12(+44.14%) | 2026-03-31 | |
| AHR | AMERICAN HEALTHCARE REIT INC | 5.32% | 124.6K | $5.9M | -16.85%(-25.24K) | $34.00(+61.89%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.38% | 8.7K | $3.7M | -9.61%(-930) | $392.56(-69.14%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.7% | 46.4K | $3.0M | -7.89%(-3.98K) | $54.13(+30.83%) | 2026-03-31 | |
| IWD | ISHARES TR | 1.95% | 10.1K | $2.1M | -4.19%(-440) | $190.25(+29.73%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 1.94% | 15.2K | $2.1M | +0.01%(+1) | $79.68(+80.99%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 1.74% | 17.5K | $1.9M | -1.53%(-272) | $100.95(+23.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.52% | +35.01% |
| Top 20 Holdings Unweighted | +9.91% | +32.77% |
Sign up free to track Clarion Wealth Managment Partners, LLC, compare funds side by side, and get alerts the moment positions change.