Clarion Wealth Managment Partners, LLC: 13F holdings
CIK 20812112026Q2
| Positions | 87 |
|---|
| Reported value | $123.9m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 87 (+3 vs prior quarter) |
|---|
| Reported value | $123.9m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVDE AMERICAN CENTY ETF TR | 174,309 | $15.5m | 12.6% |
| TRY=X ETF OPPORTUNITIES TRUST | 285,970 | $13.2m | 10.7% |
| AAPL APPLE INC | 31,640 | $9.2m | 7.4% |
| VIGI VANGUARD WHITEHALL FDS | 89,143 | $8.3m | 6.7% |
| AHR AMERICAN HEALTHCARE REIT INC | 120,281 | $6.3m | 5.1% |
| IWF ISHARES TR | 34,983 | $4.3m | 3.5% |
| VEA VANGUARD TAX-MANAGED FDS | 45,525 | $3.2m | 2.6% |
| IWD ISHARES TR | 9,983 | $2.4m | 2.0% |
| VONG VANGUARD SCOTTSDALE FDS | 17,549 | $2.2m | 1.8% |
| TPR TAPESTRY INC | 15,194 | $2.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2081211")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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