Clarion Wealth Managment Partners, LLC holds a focused book of 87 stocks worth $123.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard Int Div App Indx FD. Their largest long position is Avantis International Equity at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarion Wealth Managment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $531.2B |
| UBS Group AG | 80 / 80 | $161.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $97.7B |
| LPL Financial LLC | 80 / 80 | $93.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.7B |
| NewEdge Advisors, LLC | 80 / 80 | $11.4B |
| FMR LLC | 79 / 80 | $722.3B |
| MORGAN STANLEY | 79 / 80 | $614.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Clarion Wealth Managment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR INTL EQT ETF | $15.5M | 174.3K | 12.6% | ▲+21% Added · +30K sh | |
| 2 | ETF Opportunities Trust APPLIED FINA VAL | $13.2M | 286.0K | 10.7% | ▲+14% Added · +34K sh | |
| 3 | Apple Inc COM | $9.2M | 31.6K | 7.4% | ▲+0.9% Added · +279 sh | |
| 4 | Vanguard Whitehall FDS INTL DVD ETF | $8.3M | 89.1K | 6.7% | ▼−12% Reduced · −12K sh | |
| 5 | American Healthcare REIT Inc COM SHS | $6.3M | 120.3K | 5.1% | ▼−3.5% Reduced · −4K sh | |
| 6 | Ishares TR RUS 1000 GRW ETF | $4.3M | 35.0K | 3.5% | ▲+300% Added · +26K sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.2M | 45.5K | 2.6% | ▼−2.0% Reduced · −913 sh | |
| 8 | Ishares TR RUS 1000 VAL ETF | $2.4M | 10.0K | 2.0% | ▼−0.7% Reduced · −73 sh | |
| 9 | Vanguard Scottsdale FDS VNG RUS1000GRW | $2.2M | 17.5K | 1.8% | ▲+0.3% Added · +47 sh | |
| 10 | Tapestry Inc COM | $2.2M | 15.2K | 1.8% | ▲~0% Added · +2 sh | |
| 11 | Amazon Com Inc COM | $2.0M | 8.4K | 1.6% | ▲+0.1% Added · +12 sh | |
| 12 | Johnson & Johnson COM | $2.0M | 7.8K | 1.6% | ▲+0.2% Added · +18 sh | |
| 13 | Home Depot Inc COM | $1.9M | 5.4K | 1.5% | ▲+0.2% Added · +11 sh | |
| 14 | Vanguard Scottsdale FDS VNG RUS1000VAL | $1.9M | 17.6K | 1.5% | ▲+1.7% Added · +300 sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $1.7M | 2.2K | 1.4% | ▲+0.1% Added · +3 sh | |
| 16 | Ishares TR RUS MD CP GR ETF | $1.7M | 11.4K | 1.3% | ▼−2.3% Reduced · −265 sh | |
| 17 | Microsoft Corp COM | $1.6M | 4.2K | 1.3% | ▼−2.9% Reduced · −127 sh | |
| 18 | Nvidia Corporation COM | $1.5M | 7.7K | 1.2% | ▲+4.4% Added · +324 sh | |
| 19 | Visa Inc COM CL A | $1.5M | 4.4K | 1.2% | ▲+2.3% Added · +100 sh | |
| 20 | Ishares TR RUS MDCP VAL ETF | $1.5M | 8.9K | 1.2% | ▼−1.1% Reduced · −99 sh | |
| 21 | Exxon Mobil Corp COM | $1.3M | 9.8K | 1.1% | ▼−11% Reduced · −1K sh | |
| 22 | Ishares TR RUS 2000 GRW ETF | $1.3M | 3.4K | 1.1% | ▼−1.6% Reduced · −56 sh | |
| 23 | WP Carey Inc COM | $1.3M | 18.1K | 1.0% | ▼−2.4% Reduced · −447 sh | |
| 24 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 1.0% | ▼−6.3% Reduced · −87 sh | |
| 25 | Ishares Gold TR ISHARES NEW | $1.2M | 16.1K | 1.0% | ▼−0.7% Reduced · −113 sh | |
| 26 | Ishares TR RUS 2000 VAL ETF | $1.2M | 5.3K | 0.9% | ▲+0.3% Added · +15 sh | |
| 27 | Caterpillar Inc COM | $1.2M | 1.1K | 0.9% | ▼−2.2% Reduced · −25 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.2K | 0.9% | —Held | |
| 29 | Ge Aerospace COM NEW | $1.2M | 3.1K | 0.9% | —Held | |
| 30 | Procter & Gamble Co COM | $1.1M | 7.5K | 0.9% | ▼−2.1% Reduced · −159 sh | |
| 31 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.1M | 17.8K | 0.9% | ▲+1.5% Added · +269 sh | |
| 32 | Carlisle Cos Inc COM | $964K | 2.7K | 0.8% | ▼−0.8% Reduced · −21 sh | |
| 33 | Abbvie Inc COM | $924K | 3.7K | 0.7% | ▲+7.0% Added · +239 sh | |
| 34 | Dominion Energy Inc COM | $911K | 13.3K | 0.7% | ▼−2.0% Reduced · −278 sh | |
| 35 | Duke Energy Corp New COM NEW | $869K | 6.9K | 0.7% | ▼−1.1% Reduced · −74 sh | |
| 36 | Ge Vernova Inc COM | $867K | 738 | 0.7% | —Held | |
| 37 | Alphabet Inc CAP STK CL C | $852K | 2.4K | 0.7% | ▼~0% Reduced · −1 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $803K | 1.6K | 0.6% | ▼−0.1% Reduced · −2 sh | |
| 39 | Alphabet Inc CAP STK CL A | $778K | 2.2K | 0.6% | ▲+3.4% Added · +71 sh | |
| 40 | Vanguard Index FDS GROWTH ETF | $775K | 9.0K | 0.6% | ▲+448% Added · +7K sh | |
| 41 | JPMorgan Chase & Co COM | $723K | 2.2K | 0.6% | ▼−2.1% Reduced · −48 sh | |
| 42 | RTX Corporation COM | $697K | 3.7K | 0.6% | ▲+0.4% Added · +16 sh | |
| 43 | PPG Inds Inc COM | $658K | 5.4K | 0.5% | ▼−0.4% Reduced · −22 sh | |
| 44 | Schwab Strategic TR FUND EM EQUI ETF | $656K | 16.5K | 0.5% | ▲+83% Added · +7K sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $628K | 915 | 0.5% | ▲+0.2% Added · +2 sh | |
| 46 | Vanguard Index FDS VALUE ETF | $612K | 2.8K | 0.5% | ▼−12% Reduced · −381 sh | |
| 47 | Quanta Svcs Inc COM | $590K | 820 | 0.5% | ▼−5.7% Reduced · −50 sh | |
| 48 | Ishares TR NATIONAL MUN ETF | $588K | 5.5K | 0.5% | ▼−0.4% Reduced · −20 sh | |
| 49 | Altria Group Inc COM | $581K | 8.1K | 0.5% | ▲+0.6% Added · +46 sh | |
| 50 | Advanced Micro Devices Inc COM | $562K | 968 | 0.5% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2081211/holdings"
Use Arkolith to show Clarion Wealth Managment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.