Clarion Wealth Managment Partners

Clarion Wealth Managment Partners as of March 31, 2026

Portfolio Holdings for Clarion Wealth Managment Partners

Clarion Wealth Managment Partners holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Intl Eqt Etf (AVDE) 11.1 $12M 144k 84.84
Etf Opportunities Trust Applied Fina Val (VSLU) 9.5 $11M 252k 41.81
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 8.1 $8.9M 101k 88.46
Apple (AAPL) 7.2 $8.0M 31k 253.79
American Healthcare Reit Com Shs (AHR) 5.3 $5.9M 125k 47.16
Ishares Tr Rus 1000 Grw Etf (IWF) 3.4 $3.7M 8.7k 426.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $3.0M 46k 64.08
Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $2.1M 10k 213.66
Tapestry (TPR) 1.9 $2.1M 15k 141.11
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.7 $1.9M 18k 109.69
Johnson & Johnson (JNJ) 1.7 $1.9M 7.8k 244.43
Exxon Mobil Corporation (XOM) 1.7 $1.9M 11k 169.66
Home Depot (HD) 1.6 $1.8M 5.4k 328.91
Amazon (AMZN) 1.6 $1.7M 8.4k 208.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.5 $1.6M 17k 93.74
Microsoft Corporation (MSFT) 1.5 $1.6M 4.4k 370.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $1.5M 12k 128.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $1.5M 2.2k 650.27
Ishares Gold Tr Ishares New (IAU) 1.3 $1.4M 16k 88.16
Costco Wholesale Corporation (COST) 1.3 $1.4M 1.4k 996.11
Ishares Tr Rus Mdcp Val Etf (IWS) 1.2 $1.3M 9.0k 145.73
Visa Com Cl A (V) 1.2 $1.3M 4.3k 302.27
NVIDIA Corporation (NVDA) 1.2 $1.3M 7.3k 174.41
Wp Carey (WPC) 1.1 $1.3M 19k 67.96
Procter & Gamble Company (PG) 1.0 $1.1M 7.7k 144.44
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $1.1M 3.4k 313.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.0M 3.2k 320.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.0M 5.3k 189.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $950k 18k 54.05
Duke Energy Corp Com New (DUK) 0.8 $909k 6.9k 130.94
Carlisle Companies (CSL) 0.8 $894k 2.7k 333.62
Ge Aerospace Com New (GE) 0.8 $876k 3.1k 283.76
Dominion Resources (D) 0.8 $842k 14k 61.82
Caterpillar (CAT) 0.7 $794k 1.1k 708.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $770k 1.6k 479.20
Abbvie (ABBV) 0.7 $747k 3.4k 217.50
Vanguard Index Fds Growth Etf (VUG) 0.7 $718k 1.6k 436.74
Raytheon Technologies Corp (RTX) 0.6 $706k 3.7k 192.91
Chevron Corporation (CVX) 0.6 $695k 3.4k 206.91
Alphabet Cap Stk Cl C (GOOG) 0.6 $692k 2.4k 286.82
JPMorgan Chase & Co. (JPM) 0.6 $664k 2.3k 294.21
Ge Vernova (GEV) 0.6 $644k 738.00 873.08
Vanguard Index Fds Value Etf (VTV) 0.6 $626k 3.2k 196.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $626k 11k 59.55
Alphabet Cap Stk Cl A (GOOGL) 0.5 $606k 2.1k 287.58
PPG Industries (PPG) 0.5 $582k 5.4k 106.87
Ishares Tr National Mun Etf (MUB) 0.5 $582k 5.5k 106.15
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $550k 9.9k 55.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $545k 913.00 597.24
Altria (MO) 0.5 $530k 8.0k 65.99
Oracle Corporation (ORCL) 0.5 $524k 3.6k 147.13
At&t (T) 0.4 $486k 17k 28.99
Quanta Services (PWR) 0.4 $478k 870.00 549.02
Tesla Motors (TSLA) 0.4 $471k 1.3k 371.75
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $447k 3.1k 145.79
McDonald's Corporation (MCD) 0.4 $431k 1.4k 310.78
C H Robinson Worldwide In Com New (CHRW) 0.4 $413k 2.5k 166.07
Wal-Mart Stores (WMT) 0.4 $405k 3.3k 124.28
Jacobs Engineering Group (J) 0.4 $391k 3.1k 127.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $354k 2.6k 138.32
Lockheed Martin Corporation (LMT) 0.3 $353k 583.00 604.85
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $349k 1.6k 215.03
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $346k 9.0k 38.26
Netflix (NFLX) 0.3 $334k 3.5k 96.15
Linde SHS (LIN) 0.3 $334k 673.00 495.68
Vanguard World Mega Grwth Ind (MGK) 0.3 $319k 867.00 367.64
Pfizer (PFE) 0.3 $318k 11k 28.08
Leidos Holdings (LDOS) 0.3 $308k 2.0k 155.49
Lowe's Companies (LOW) 0.3 $304k 1.3k 236.28
Palantir Technologies Cl A (PLTR) 0.3 $297k 2.0k 146.28
Spdr Index Shs Fds State Street Spd (EFAX) 0.3 $291k 5.8k 49.76
Coca-Cola Company (KO) 0.2 $264k 3.5k 76.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $264k 457.00 577.35
Corning Incorporated (GLW) 0.2 $262k 1.9k 135.98
General Dynamics Corporation (GD) 0.2 $240k 699.00 343.42
Boeing Company (BA) 0.2 $229k 1.1k 199.03
Choice Hotels International (CHH) 0.2 $215k 2.1k 103.49
International Business Machines (IBM) 0.2 $211k 870.00 242.50
Sherwin-Williams Company (SHW) 0.2 $208k 650.00 320.55
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $208k 5.7k 36.76
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $201k 1.8k 110.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $200k 3.8k 52.56
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.2 $197k 16k 12.51
Nuveen Global High Income SHS (JGH) 0.2 $182k 15k 12.22