Clarion Wealth Managment Partners, LLC
CIK 2081211 · Holdings on Jun 30, 2025 · First reported Aug 21, 2025
Top ten holdings
Q2 2025- VIGI14.31%
- AAPL8.14%
- AHR6.04%
- IWF4.98%
- VEA3.60%
- IWD2.45%
- VONG2.28%
- MSFT2.10%
- HD2.07%
- VSLU2.05%
Share classes counted separately48.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $13.06M | 14.31% | 144.95K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $7.43M | 8.14% | 36.23K shares | Prior unavailable — | — | ↗▾ |
| 03 | AHRAMERICAN HEALTHCARE REIT INCCOM SHS View history and evidence | $5.51M | 6.04% | 149.97K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $4.54M | 4.98% | 10.70K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $3.28M | 3.60% | 57.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $2.24M | 2.45% | 11.52K shares | Prior unavailable — | — | ↗▾ |
| 07 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $2.08M | 2.28% | 19.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $1.92M | 2.10% | 3.86K shares | Prior unavailable — | — | ↗▾ |
| 09 | HDHOME DEPOT INC View history and evidence | $1.89M | 2.07% | 5.15K shares | Prior unavailable — | — | ↗▾ |
| 10 | VSLUAPPLIED FINANCE VALUAT ETFAPPLIED FINA VAL View history and evidence | $1.87M | 2.05% | 47.79K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2081211 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 91289383
}Research all 81 reported holdings.
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