Clarion Wealth Managment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 21, 2025), Clarion Wealth Managment Partners, LLC reported 81 stock positions worth $91.3 million. Its top holding was Vanguard Int Div App Indx FD (VIGI) at 14.3% of the portfolio, followed by Apple (AAPL, 8.1%) and American Healthcare REIT (AHR, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- FAIRFAX, VA
- CIK
- 0002081211
- Portfolio Value
- $91.3M (Q2 2025)
- SEC Filing
- 0001085146-25-005403 ↗ filed Aug 21, 2025
Holdings Value
Holdings 81 stocks · $91.3M
| VIGI Vanguard Int Div App Indx FD | 14.31% | 144,953 | $13.1M | — |
| AAPL Apple Inc. | 8.14% | 36,233 | $7.4M | — |
| AHR American Healthcare REIT Inc. | 6.04% | 149,968 | $5.5M | — |
| IWF iShares Russell 1000 Growth | 4.97% | 10,697 | $4.5M | — |
| VEA Vanguard Ftse Developed ETF | 3.60% | 57,607 | $3.3M | — |
| IWD iShares Russell 1000 Value E | 2.45% | 11,517 | $2.2M | — |
| VONG Vanguard Russell 1000 Growth | 2.28% | 19,091 | $2.1M | — |
| MSFT Microsoft Corp. | 2.10% | 3,858 | $1.9M | — |
| HD Home Depot Inc. | 2.07% | 5,149 | $1.9M | — |
| VSLU Applied Finance Valuat ETF | 2.05% | 47,787 | $1.9M | — |
| IWP iShares Russell Mid-Cap Grow | 1.94% | 12,799 | $1.8M | — |
| AMZN Amazon.com Inc. | 1.90% | 7,920 | $1.7M | — |
| VONV Vanguard Russell 1000 Value | 1.75% | 18,763 | $1.6M | — |
| V Visa Inc. Class A | 1.70% | 4,364 | $1.5M | — |
| COST Costco Wholesale Corp. | 1.51% | 1,395 | $1.4M | — |
| TPR Tapestry Inc. | 1.44% | 15,003 | $1.3M | — |
| WPC WP Carey Inc. | 1.44% | 21,084 | $1.3M | — |
| IWS iShares Russell Mid-Cap Valu | 1.42% | 9,814 | $1.3M | — |
| VGLT Vanguard Long-Term Treasury | 1.35% | 21,990 | $1.2M | — |
| JNJ Johnson & Johnson | 1.31% | 7,832 | $1.2M | — |
| XOM Exxon Mobil Corp. | 1.29% | 10,963 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.29% | 6,668 | $1.2M | — |
| IAU iShares Gold Trust | 1.22% | 17,903 | $1.1M | — |
| IWO iShares Russell 2000 Growth | 1.22% | 3,893 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 1,763 | $1.1M | — |
| PG The Procter & Gamble Co. | 1.19% | 6,817 | $1.1M | — |
| VGIT Vanguard Intermediate-Term T | 1.15% | 17,509 | $1.0M | — |
| VWO Vanguard Ftse Emerging Marke | 1.10% | 20,231 | $1.0M | — |
| CSL Carlisle Cos Inc. | 1.10% | 2,679 | $1.0M | — |
| IWN iShares Russell 2000 Value E | 1.06% | 6,119 | $965K | — |
| NVDA Nvidia Corp. | 1.03% | 5,956 | $941K | — |
| AVDE Avantis International Equity | 1.02% | 12,562 | $930K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 1,745 | $848K | — |
| D Dominion Energy Inc. | 0.88% | 14,258 | $806K | — |
| GE General Electric filed as GE AEROSPACE | 0.88% | 3,123 | $804K | — |
| ORCL Oracle Corp. | 0.84% | 3,512 | $768K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 1,667 | $731K | — |
| DUK Duke Energy Corp. | 0.79% | 6,100 | $720K | — |
| PPG PPG Industries Inc. | 0.68% | 5,469 | $622K | — |
| ABBV Abbvie Inc. | 0.68% | 3,329 | $618K | — |
| JPM JPMorgan Chase & Co. | 0.64% | 2,012 | $583K | — |
| MUB iShares National Muni Bond E | 0.64% | 5,570 | $582K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 1,863 | $566K | — |
| GOOGL Alphabet Inc. Class A | 0.60% | 3,091 | $545K | — |
| CAT Caterpillar Inc. | 0.54% | 1,278 | $496K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.54% | 3,688 | $496K | — |
| VOO Vanguard S&P 500 ETF | 0.54% | 866 | $492K | — |
| MO Altria Group Inc. | 0.54% | 8,388 | $492K | — |
| RTX RTX Corp. | 0.53% | 3,306 | $483K | — |
| T AT&T Inc. | 0.53% | 16,679 | $483K | — |
| NFLX Netflix Inc. | 0.51% | 347 | $465K | — |
| MCD McDonald's Corp. | 0.49% | 1,531 | $447K | — |
| TSLA Tesla Inc. | 0.48% | 1,391 | $442K | — |
| CVX Chevron Corp. | 0.45% | 2,891 | $414K | — |
| J Jacobs Solutions Inc. | 0.44% | 3,073 | $404K | — |
| GEV GE Vernova Inc. | 0.44% | 754 | $399K | — |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 1,735 | $355K | — |
| LIN Linde PLC | 0.38% | 739 | $347K | — |
| PFE Pfizer Inc. | 0.37% | 13,787 | $334K | — |
| PWR Quanta Services Inc. | 0.36% | 870 | $329K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 893 | $327K | — |
| LDOS Leidos Holdings Inc. | 0.34% | 1,966 | $310K | — |
| LOW Lowe's Cos Inc. | 0.34% | 1,388 | $308K | — |
| WMT Walmart Inc. | 0.33% | 3,120 | $305K | — |
| LMT Lockheed Martin Corp. | 0.33% | 651 | $302K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,000 | $295K | — |
| EFAX State Street SPDR MSCI Eafe | 0.31% | 6,048 | $286K | — |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 2,095 | $286K | — |
| KO The Coca-Cola Co. | 0.31% | 4,009 | $284K | — |
| CHH Choice Hotels Intl Inc. | 0.29% | 2,069 | $263K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 2,086 | $259K | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.26% | 2,488 | $239K | — |
| AVUV Avantis US Small Cap Value | 0.26% | 2,562 | $233K | — |
| SHW The Sherwin-Williams Co. | 0.24% | 650 | $223K | — |
| MMM 3M Co. | 0.24% | 1,452 | $221K | — |
| CVS CVS Health Corp. | 0.23% | 3,045 | $210K | — |
| BA The Boeing Co. | 0.23% | 999 | $209K | — |
| GD General Dynamics Corp. | 0.22% | 704 | $205K | — |
| ABT Abbott Laboratories | 0.22% | 1,486 | $202K | — |
| DUHP Dimensional US High Profi Et | 0.22% | 5,664 | $201K | — |
| JGH Nuveen Global High Income | 0.19% | 13,079 | $169K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.