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Investment manager · 13F filer · SEC CIK 2081211
Clarion Wealth Managment Partners, LLC
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Reported value$124Mas of Sep 30, 2026
Positions85 4 new, 6 sold out
Top 10 weight56.8%AVDE alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDEAmerican Centy ETF Tr
14.3%Added +12%
VSLUETF Opportunities Trust
12.1%Added +8%
AAPLApple Inc.
8.3%Trimmed −3%
VIGIVanguard Whitehall FDS
6.1%Trimmed −11%
AHRAmerican Healthcare REIT, Inc.
4.3%Trimmed −13%
IWFiShares Tr
3.5%
VEAVanguard Tax-Managed FDS
2.6%
IWDiShares Tr
2.0%
VONGVanguard Scottsdale FDS
1.8%
AMZNAmazon.com Inc
1.7%
MSFTMicrosoft Corp
1.7%
JNJJohnson & Johnson
1.6%
AVDEAmerican Centy ETF Tr
14.3%Added +12%
VSLUETF Opportunities Trust
12.1%Added +8%
AAPLApple Inc.
8.3%Trimmed −3%
VIGIVanguard Whitehall FDS
6.1%Trimmed −11%
AHRAmerican Healthcare REIT, Inc.
4.3%
IWFiShares Tr
3.5%
VEA2.6%
IWD2.0%
VONG
AMZNMSFTJNJBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVDE American Centy ETF Tr 14.3% Added +12%
VSLU ETF Opportunities Trust 12.1% Added +8%
AAPL Apple Inc. 8.3% Trimmed −3%VIGI Vanguard Whitehall FDS 6.1% Trimmed −11%
AHR American Healthcare REIT, Inc. 4.3% Trimmed −13%IWF iShares Tr 3.5% Held
VEA Vanguard Tax-Managed FDS 2.6% Held
IWD iShares Tr 2.0% Held
VONG Vanguard Scottsdale FDS 1.8% Held
AMZN Amazon.com Inc 1.7% HeldMSFT Microsoft Corp 1.7% Trimmed −6%JNJ Johnson & Johnson 1.6% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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