Funds › Clarion Wealth Managment Partners, LLC
Clarion Wealth Managment Partners, LLC
13F for Q3 2026, filed Nov 13, 2026. 85 positions worth $123.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr Intl Eqt Etf | 195,976 | $17.7M | 14.3% | +12.4% | 13F ↗ |
| 2 | ETF Opportunities Trust Applied Fina Val | 309,036 | $15.0M | 12.1% | +8.1% | 13F ↗ |
| 3 | AAPL Apple Inc. | 30,786 | $10.3M | 8.3% | -2.7% | 13F ↗ |
| 4 | Vanguard Whitehall Fds Etf | 79,719 | $7.5M | 6.1% | -10.6% | 13F ↗ |
| 5 | AHR American Healthcare REIT, Inc. | 104,799 | $5.4M | 4.3% | -12.9% | 13F ↗ |
| 6 | iShares Tr Rus 1000 Grw Etf | 34,684 | $4.3M | 3.5% | -0.9% | 13F ↗ |
| 7 | Vanguard Tax-Managed Fds | 46,188 | $3.3M | 2.6% | +1.5% | 13F ↗ |
| 8 | iShares Tr Rus 1000 Val Etf | 9,888 | $2.5M | 2.0% | -1.0% | 13F ↗ |
| 9 | Vanguard Scottsdale Fds Vng RUS1000GRW | 17,561 | $2.3M | 1.8% | +0.1% | 13F ↗ |
| 10 | AMZN Amazon.com, Inc. | 8,271 | $2.1M | 1.7% | -1.3% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 3,994 | $2.0M | 1.7% | -6.0% | 13F ↗ |
| 12 | JNJ Johnson & Johnson | 7,654 | $2.0M | 1.6% | -2.1% | 13F ↗ |
| 13 | Vanguard Scottsdale Fds Vng RUS1000VAL | 17,582 | $1.9M | 1.5% | Unchanged | 13F ↗ |
| 14 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,270 | $1.7M | 1.4% | +1.2% | 13F ↗ |
| 15 | TPR Tapestry, Inc. | 14,749 | $1.7M | 1.4% | -2.9% | 13F ↗ |
| 16 | NVDA NVIDIA Corporation | 7,002 | $1.6M | 1.3% | -8.6% | 13F ↗ |
| 17 | XOM ExxonMobil Holdings Corporation | 9,637 | $1.6M | 1.3% | New | 13F ↗ |
| 18 | iShares Tr Rus Md Cp Gr Etf | 11,008 | $1.5M | 1.2% | -3.2% | 13F ↗ |
| 19 | HD Home Depot, Inc. | 5,182 | $1.5M | 1.2% | -3.6% | 13F ↗ |
| 20 | V Visa Inc. | 4,076 | $1.5M | 1.2% | -7.0% | 13F ↗ |
| 21 | iShares Tr Rus Mdcp Val Etf | 8,833 | $1.4M | 1.1% | -0.5% | 13F ↗ |
| 22 | IAU iShares Gold Trust · Ishares New | 16,218 | $1.3M | 1.0% | +0.9% | 13F ↗ |
| 23 | iShares Tr Rus 2000 Grw Etf | 3,345 | $1.2M | 1.0% | -0.2% | 13F ↗ |
| 24 | COST Costco Wholesale Corporation | 1,302 | $1.2M | 1.0% | Unchanged | 13F ↗ |
| 25 | Vanguard Index Fds Mrngstr Ttl Stk | 3,140 | $1.2M | 1.0% | -0.4% | 13F ↗ |
| 26 | iShares Tr Rus 2000 Val Etf | 5,286 | $1.1M | 0.9% | -0.3% | 13F ↗ |
| 27 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 18,247 | $1.1M | 0.9% | +2.3% | 13F ↗ |
| 28 | GE GE Aerospace | 3,108 | $970.4K | 0.8% | +0.7% | 13F ↗ |
| 29 | PG Procter & Gamble Company | 6,654 | $966.7K | 0.8% | -11.3% | 13F ↗ |
| 30 | ABBV AbbVie Inc. | 3,676 | $961.6K | 0.8% | +0.1% | 13F ↗ |
| 31 | WPC W. P. Carey Inc. REIT | 14,746 | $953.0K | 0.8% | -18.7% | 13F ↗ |
| 32 | CAT Caterpillar, Inc. | 1,096 | $888.6K | 0.7% | Unchanged | 13F ↗ |
| 33 | CSL Carlisle Companies Incorporated | 2,621 | $844.5K | 0.7% | -1.4% | 13F ↗ |
| 34 | GOOG Alphabet Inc. Class C | 2,410 | $821.3K | 0.7% | Unchanged | 13F ↗ |
| 35 | Schwab Strategic Tr Fund Em Equi Etf | 18,938 | $792.9K | 0.6% | +14.6% | 13F ↗ |
| 36 | D Dominion Energy, Inc. | 13,038 | $789.0K | 0.6% | -2.3% | 13F ↗ |
| 37 | DUK Duke Energy Corporation | 6,877 | $784.0K | 0.6% | +0.2% | 13F ↗ |
| 38 | BRK-B Berkshire Hathaway Inc. Class B | 1,554 | $773.8K | 0.6% | -3.1% | 13F ↗ |
| 39 | Vanguard Index Fds Mrngstr Grwt Etf | 8,388 | $755.8K | 0.6% | -6.8% | 13F ↗ |
| 40 | JPM JPMorgan Chase & Co. | 2,210 | $731.3K | 0.6% | Unchanged | 13F ↗ |
| 41 | GOOGL Alphabet Inc. Class A | 2,052 | $706.1K | 0.6% | -5.7% | 13F ↗ |
| 42 | GEV GE Vernova Inc. | 740 | $703.6K | 0.6% | +0.3% | 13F ↗ |
| 43 | Vanguard Index Fds S&P 500 Etf Shs | 915 | $641.1K | 0.5% | Unchanged | 13F ↗ |
| 44 | RTX RTX Corporation | 3,433 | $637.3K | 0.5% | -6.5% | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Val Etf | 2,722 | $588.2K | 0.5% | -3.1% | 13F ↗ |
| 46 | CVX Chevron Corporation | 2,855 | $583.1K | 0.5% | -3.3% | 13F ↗ |
| 47 | iShares Tr National Mun Etf | 5,661 | $572.4K | 0.5% | +3.7% | 13F ↗ |
| 48 | PPG PPG Industries, Inc. | 5,425 | $566.0K | 0.5% | Unchanged | 13F ↗ |
| 49 | MU Micron Technology, Inc. | 498 | $530.8K | 0.4% | +6.4% | 13F ↗ |
| 50 | MO Altria Group, Inc. | 7,553 | $508.6K | 0.4% | -6.4% | 13F ↗ |
Changes since Q2 2026
5 new, 26 added to, 42 trimmed, 7 exited, 12 unchanged. By estimated dollars.
New positions (5)
Added to (26)
| American Centy ETF Tr Intl Eqt Etf | 195,976 | +12.4% | $2.0M |
| ETF Opportunities Trust Applied Fina Val | 309,036 | +8.1% | $1.1M |
| Schwab Strategic Tr Fund Em Equi Etf | 18,938 | +14.6% | $100.8K |
| Vanguard Tax-Managed Fds | 46,188 | +1.5% | $46.8K |
| MU Micron Technology, Inc. | 498 | +6.4% | $32.0K |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 18,247 | +2.3% | $24.3K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,270 | +1.2% | $20.6K |
| iShares Tr National Mun Etf | 5,661 | +3.7% | $20.3K |
| IAU iShares Gold Trust · Ishares New | 16,218 | +0.9% | $11.2K |
| TSLA Tesla, Inc. | 1,292 | +2.0% | $8,870 |
Trimmed (42)
| Vanguard Whitehall Fds Etf | 79,719 | -10.6% | -$889.8K |
| AHR American Healthcare REIT, Inc. | 104,799 | -12.9% | -$793.6K |
| AAPL Apple Inc. | 30,786 | -2.7% | -$284.4K |
| WPC W. P. Carey Inc. REIT | 14,746 | -18.7% | -$218.9K |
| AMD Advanced Micro Devices, Inc. | 706 | -27.1% | -$160.3K |
| NVDA NVIDIA Corporation | 7,002 | -8.6% | -$151.2K |
| Vanguard Scottsdale Fds Inter Term Treas | 6,171 | -28.2% | -$137.5K |
| MSFT Microsoft Corporation | 3,994 | -6.0% | -$130.8K |
| PG Procter & Gamble Company | 6,654 | -11.3% | -$122.8K |
| V Visa Inc. | 4,076 | -7.0% | -$110.0K |
Exited (7)
| Exxon Mobil Corp | 9,750 | Exited | -$1.3M |
| Spdr Index Shs Fds St Str Msci Eafe | 5,870 | Exited | -$317.7K |
| IBM International Business Machines Corporation | 888 | Exited | -$249.8K |
| BA Boeing Company | 1,149 | Exited | -$248.7K |
| CVS CVS Health Corporation | 2,196 | Exited | -$227.2K |
| INTC Intel Corporation | 1,480 | Exited | -$206.7K |
| CSCO Cisco Systems, Inc. | 1,708 | Exited | -$200.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer