Clarion Wealth Managment Partners, LLC

13F filer · CIK 0002081211

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$124MU.S. long equity reported on 13F

Positions595 new · 2 closed

Net flow last quarter+$752KBuys minus sells

Top 10 positions weight24.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202659 positions
AAPLApple Inc.	$9.16M	7.39%	0.00%	+0.9%	Q2 2025
AHRAmerican Healthcare REIT, Inc.	$6.27M	5.06%	0.06%	-3.5%	Q2 2025
TPRTapestry, Inc.	$2.22M	1.80%	0.01%	0.0%	Q2 2025
AMZNAmazon Com Inc	$2M	1.61%	0.00%	+0.1%	Q2 2025
JNJJohnson & Johnson	$1.98M	1.60%	0.00%	+0.2%	Q2 2025
HDHome Depot, Inc.	$1.9M	1.53%	0.00%	+0.2%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.68M	1.35%	Not reported	+0.1%	Q2 2025
MSFTMicrosoft Corp	$1.59M	1.28%	0.00%	-2.9%	Q2 2025
NVDANvidia Corp	$1.53M	1.24%	0.00%	+4.4%	Q2 2025
VVisa Inc.	$1.5M	1.21%	0.00%	+2.3%	Q2 2025
IWSImageware Systems Inc	$1.46M	1.18%	Not reported	-1.1%	Q2 2025
XOMExxonMobil Holdings Corp	$1.33M	1.08%	0.00%	-11.1%	Q2 2025
WPCW. P. Carey Inc.	$1.3M	1.05%	0.01%	-2.4%	Q2 2025
COSTCostco Wholesale Corp	$1.22M	0.98%	0.00%	-6.3%	Q2 2025
IAUIshares Gold Trust	$1.21M	0.98%	0.00%	-0.7%	Q2 2025
CATCaterpillar Inc	$1.17M	0.94%	0.00%	-2.2%	Q2 2025
GEGeneral Electric Co	$1.15M	0.93%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$1.1M	0.89%	0.00%	-2.1%	Q2 2025
CSLCarlisle Companies Inc	$964K	0.78%	0.01%	-0.8%	Q2 2025
ABBVAbbVie Inc.	$924K	0.75%	0.00%	+7.0%	Q2 2025
DDominion Energy, Inc	$911K	0.74%	0.00%	-2.0%	Q2 2025
DUKDuke Energy CORP	$869K	0.70%	0.00%	-1.1%	Q2 2025
GEVGE Vernova Inc.	$867K	0.70%	0.00%	Not reported	Q2 2025
GOOGAlphabet Inc.	$852K	0.69%	Not reported	0.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$803K	0.65%	Not reported	-0.1%	Q2 2025
GOOGLAlphabet Inc.	$778K	0.63%	0.00%	+3.4%	Q2 2025
JPMJPMorgan Chase & Co	$723K	0.58%	0.00%	-2.1%	Q2 2025
RTXRTX Corp	$697K	0.56%	0.00%	+0.4%	Q2 2025
PPGPPG Industries Inc	$658K	0.53%	0.00%	-0.4%	Q2 2025
PWRQuanta Services, Inc.	$590K	0.48%	0.00%	-5.8%	Q2 2025
MOAltria Group, Inc.	$581K	0.47%	0.00%	+0.6%	Q2 2025
AMDAdvanced Micro Devices Inc	$562K	0.45%	0.00%	New	Q2 2026
MUMicron Technology Inc	$541K	0.44%	0.00%	New	Q2 2026
TSLATesla, Inc.	$533K	0.43%	0.00%	Not reported	Q2 2025
ORCLOracle Corp	$523K	0.42%	0.00%	0.0%	Q2 2025
GLWCorning Inc	$498K	0.40%	0.00%	+1.4%	Q1 2026
CVXChevron Corp	$489K	0.40%	0.00%	-12.1%	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$469K	0.38%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$390K	0.31%	0.00%	+5.7%	Q2 2025
JJacobs Solutions Inc.	$387K	0.31%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$357K	0.29%	0.00%	-4.6%	Q2 2025
LINLinde PLC	$349K	0.28%	0.00%	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$337K	0.27%	Not reported	+0.2%	Q3 2025
TAt&T Inc.	$318K	0.26%	0.00%	-8.4%	Q2 2025
LMTLockheed Martin Corp	$299K	0.24%	0.00%	+0.5%	Q2 2025
LOWLowes Companies Inc	$283K	0.23%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$283K	0.23%	0.00%	+0.4%	Q2 2025
PFEPfizer Inc	$259K	0.21%	0.00%	-5.3%	Q2 2025
IBMInternational Business Machines Corp	$250K	0.20%	0.00%	+2.1%	Q2 2025
BABoeing Co	$249K	0.20%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 8, 202656 positions
AAPLApple Inc.	$7.96M	7.21%	0.00%	-2.8%	Q2 2025
AHRAmerican Healthcare REIT, Inc.	$5.88M	5.32%	0.07%	-16.9%	Q2 2025
TPRTapestry, Inc.	$2.14M	1.94%	0.01%	0.0%	Q2 2025
JNJJohnson & Johnson	$1.91M	1.73%	0.00%	+0.2%	Q2 2025
XOMExxonMobil Holdings Corp	$1.86M	1.69%	0.00%	+6.9%	Q2 2025
HDHome Depot, Inc.	$1.76M	1.60%	0.00%	+0.6%	Q2 2025
AMZNAmazon Com Inc	$1.74M	1.58%	0.00%	-3.3%	Q2 2025
MSFTMicrosoft Corp	$1.62M	1.47%	0.00%	+1.0%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.46M	1.32%	Not reported	+26.4%	Q2 2025
IAUIshares Gold Trust	$1.43M	1.29%	0.00%	-8.4%	Q2 2025
COSTCostco Wholesale Corp	$1.38M	1.25%	0.00%	-2.1%	Q2 2025
IWSImageware Systems Inc	$1.31M	1.19%	Not reported	+0.8%	Q2 2025
VVisa Inc.	$1.29M	1.17%	0.00%	0.0%	Q2 2025
NVDANvidia Corp	$1.28M	1.16%	0.00%	-0.5%	Q2 2025
WPCW. P. Carey Inc.	$1.26M	1.14%	0.01%	-4.8%	Q2 2025
PGPROCTER & GAMBLE Co	$1.11M	1.00%	0.00%	-0.2%	Q2 2025
DUKDuke Energy CORP	$908K	0.82%	0.00%	+7.5%	Q2 2025
CSLCarlisle Companies Inc	$894K	0.81%	0.01%	Not reported	Q2 2025
GEGeneral Electric Co	$876K	0.79%	0.00%	-1.1%	Q2 2025
DDominion Energy, Inc	$842K	0.76%	0.00%	-0.2%	Q2 2025
CATCaterpillar Inc	$794K	0.72%	0.00%	-11.9%	Q2 2025
BRK.BBerkshire Hathaway Inc	$770K	0.70%	Not reported	Not reported	Q2 2025
ABBVAbbVie Inc.	$747K	0.68%	0.00%	+2.4%	Q2 2025
RTXRTX Corp	$705K	0.64%	0.00%	+10.3%	Q2 2025
CVXChevron Corp	$695K	0.63%	0.00%	+28.9%	Q2 2025
GOOGAlphabet Inc.	$692K	0.63%	Not reported	0.0%	Q3 2025
JPMJPMorgan Chase & Co	$664K	0.60%	0.00%	+0.1%	Q2 2025
GEVGE Vernova Inc.	$644K	0.58%	0.00%	-1.6%	Q2 2025
GOOGLAlphabet Inc.	$606K	0.55%	0.00%	+0.1%	Q2 2025
PPGPPG Industries Inc	$582K	0.53%	0.00%	+0.1%	Q2 2025
MOAltria Group, Inc.	$530K	0.48%	0.00%	+0.7%	Q2 2025
ORCLOracle Corp	$524K	0.48%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$486K	0.44%	0.00%	+0.1%	Q2 2025
PWRQuanta Services, Inc.	$478K	0.43%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$471K	0.43%	0.00%	-7.6%	Q2 2025
MCDMcdonalds Corp	$431K	0.39%	0.00%	-8.3%	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$413K	0.37%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$405K	0.37%	0.00%	+3.7%	Q2 2025
JJacobs Solutions Inc.	$391K	0.35%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$353K	0.32%	0.00%	+0.3%	Q2 2025
NFLXNetflix Inc	$334K	0.30%	0.00%	Not reported	Q2 2025
LINLinde PLC	$334K	0.30%	0.00%	Not reported	Q2 2025
PFEPfizer Inc	$318K	0.29%	0.00%	-1.9%	Q2 2025
LDOSLeidos Holdings, Inc.	$308K	0.28%	0.00%	+0.3%	Q2 2025
LOWLowes Companies Inc	$304K	0.28%	0.00%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$297K	0.27%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$264K	0.24%	0.00%	-14.2%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$264K	0.24%	Not reported	Not reported	Q3 2025
GLWCorning Inc	$261K	0.24%	0.00%	New	Q1 2026
GDGeneral Dynamics Corp	$240K	0.22%	0.00%	+0.1%	Q2 2025

Q4 2025Reported Feb 5, 202657 positions
AAPLApple Inc.	$8.77M	8.12%	0.00%	+0.1%	Q2 2025
AHRAmerican Healthcare REIT, Inc.	$7.05M	6.52%	0.08%	-7.2%	Q2 2025
MSFTMicrosoft Corp	$2.1M	1.94%	0.00%	+12.3%	Q2 2025
AMZNAmazon Com Inc	$2M	1.85%	0.00%	+10.3%	Q2 2025
TPRTapestry, Inc.	$1.94M	1.80%	0.01%	+1.6%	Q2 2025
HDHome Depot, Inc.	$1.83M	1.70%	0.00%	+0.5%	Q2 2025
JNJJohnson & Johnson	$1.61M	1.49%	0.00%	+0.2%	Q2 2025
VVisa Inc.	$1.5M	1.39%	0.00%	-1.9%	Q2 2025
IAUIshares Gold Trust	$1.43M	1.33%	0.00%	-2.6%	Q2 2025
NVDANvidia Corp	$1.38M	1.27%	0.00%	+18.2%	Q2 2025
IWSImageware Systems Inc	$1.26M	1.16%	Not reported	-4.5%	Q2 2025
WPCW. P. Carey Inc.	$1.26M	1.16%	0.01%	-8.0%	Q2 2025
XOMExxonMobil Holdings Corp	$1.23M	1.14%	0.00%	-4.6%	Q2 2025
COSTCostco Wholesale Corp	$1.22M	1.13%	0.00%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.21M	1.12%	Not reported	+0.1%	Q2 2025
PGPROCTER & GAMBLE Co	$1.1M	1.02%	0.00%	+2.1%	Q2 2025
GEGeneral Electric Co	$961K	0.89%	0.00%	-0.1%	Q2 2025
CSLCarlisle Companies Inc	$857K	0.79%	0.01%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$807K	0.75%	Not reported	Not reported	Q2 2025
DDominion Energy, Inc	$800K	0.74%	0.00%	-3.2%	Q2 2025
ABBVAbbVie Inc.	$767K	0.71%	0.00%	-0.8%	Q2 2025
DUKDuke Energy CORP	$757K	0.70%	0.00%	+3.8%	Q2 2025
GOOGAlphabet Inc.	$756K	0.70%	Not reported	+172.6%	Q3 2025
CATCaterpillar Inc	$729K	0.67%	0.00%	-3.8%	Q2 2025
JPMJPMorgan Chase & Co	$727K	0.67%	0.00%	+10.2%	Q2 2025
ORCLOracle Corp	$695K	0.64%	0.00%	0.0%	Q2 2025
GOOGLAlphabet Inc.	$659K	0.61%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$617K	0.57%	0.00%	+0.6%	Q2 2025
RTXRTX Corp	$608K	0.56%	0.00%	+0.2%	Q2 2025
PPGPPG Industries Inc	$558K	0.52%	0.00%	0.0%	Q2 2025
GEVGE Vernova Inc.	$490K	0.45%	0.00%	-0.1%	Q2 2025
MCDMcdonalds Corp	$462K	0.43%	0.00%	+0.1%	Q2 2025
MOAltria Group, Inc.	$460K	0.43%	0.00%	+0.6%	Q2 2025
TAt&T Inc.	$416K	0.39%	0.00%	+0.1%	Q2 2025
JJacobs Solutions Inc.	$407K	0.38%	0.00%	Not reported	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$400K	0.37%	0.00%	Not reported	Q2 2025
CVXChevron Corp	$397K	0.37%	0.00%	-16.3%	Q2 2025
SLViShares Silver Trust	$382K	0.35%	0.00%	Not reported	Q3 2025
PWRQuanta Services, Inc.	$367K	0.34%	0.00%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$361K	0.33%	0.00%	+31.0%	Q2 2025
LDOSLeidos Holdings, Inc.	$356K	0.33%	0.00%	+0.3%	Q2 2025
WMTWalmart Inc.	$350K	0.32%	0.00%	+0.7%	Q2 2025
NFLXNetflix Inc	$325K	0.30%	0.00%	Not reported	Q2 2025
LOWLowes Companies Inc	$310K	0.29%	0.00%	-1.0%	Q2 2025
PFEPfizer Inc	$288K	0.27%	0.00%	-11.5%	Q2 2025
LINLinde PLC	$287K	0.27%	0.00%	-5.7%	Q2 2025
KOCoca Cola Co	$283K	0.26%	0.00%	+0.6%	Q2 2025
LMTLockheed Martin Corp	$281K	0.26%	0.00%	-11.2%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$281K	0.26%	Not reported	+28.0%	Q3 2025
IBMInternational Business Machines Corp	$246K	0.23%	0.00%	-17.0%	Q2 2025

Q3 2025Reported Nov 12, 202558 positions
AAPLApple Inc.	$8.21M	8.11%	0.00%	-11.0%	Q2 2025
AHRAmerican Healthcare REIT, Inc.	$6.78M	6.69%	0.10%	+7.7%	Q2 2025
HDHome Depot, Inc.	$2.15M	2.12%	0.00%	+3.0%	Q2 2025
MSFTMicrosoft Corp	$2M	1.97%	0.00%	+0.1%	Q2 2025
AMZNAmazon Com Inc	$1.72M	1.70%	0.00%	-0.9%	Q2 2025
TPRTapestry, Inc.	$1.69M	1.67%	0.01%	-0.3%	Q2 2025
VVisa Inc.	$1.49M	1.47%	0.00%	0.0%	Q2 2025
JNJJohnson & Johnson	$1.44M	1.42%	0.00%	-0.8%	Q2 2025
WPCW. P. Carey Inc.	$1.43M	1.41%	0.01%	+0.6%	Q2 2025
IAUIshares Gold Trust	$1.32M	1.30%	0.00%	+1.3%	Q2 2025
COSTCostco Wholesale Corp	$1.31M	1.30%	0.00%	+1.7%	Q2 2025
IWSImageware Systems Inc	$1.3M	1.28%	Not reported	-5.0%	Q2 2025
XOMExxonMobil Holdings Corp	$1.21M	1.20%	0.00%	-1.9%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.18M	1.16%	Not reported	+0.4%	Q2 2025
NVDANvidia Corp	$1.16M	1.15%	0.00%	+4.8%	Q2 2025
PGPROCTER & GAMBLE Co	$1.15M	1.14%	0.00%	+10.3%	Q2 2025
ORCLOracle Corp	$1M	0.99%	0.00%	+1.5%	Q2 2025
GEGeneral Electric Co	$940K	0.93%	0.00%	Not reported	Q2 2025
CSLCarlisle Companies Inc	$881K	0.87%	0.01%	Not reported	Q2 2025
DDominion Energy, Inc	$863K	0.85%	0.00%	-1.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$807K	0.80%	Not reported	-8.0%	Q2 2025
ABBVAbbVie Inc.	$783K	0.77%	0.00%	+1.6%	Q2 2025
DUKDuke Energy CORP	$770K	0.76%	0.00%	+2.0%	Q2 2025
JPMJPMorgan Chase & Co	$646K	0.64%	0.00%	+1.7%	Q2 2025
CATCaterpillar Inc	$631K	0.62%	0.00%	+3.4%	Q2 2025
TSLATesla, Inc.	$606K	0.60%	0.00%	-2.0%	Q2 2025
PPGPPG Industries Inc	$572K	0.56%	0.00%	-0.5%	Q2 2025
RTXRTX Corp	$554K	0.55%	0.00%	+0.2%	Q2 2025
MOAltria Group, Inc.	$523K	0.52%	0.00%	-5.6%	Q2 2025
GOOGLAlphabet Inc.	$512K	0.50%	0.00%	-31.9%	Q2 2025
CVXChevron Corp	$483K	0.48%	0.00%	+7.6%	Q2 2025
TAt&T Inc.	$472K	0.47%	0.00%	+0.3%	Q2 2025
GEVGE Vernova Inc.	$462K	0.46%	0.00%	-0.4%	Q2 2025
JJacobs Solutions Inc.	$461K	0.45%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$459K	0.45%	0.00%	-1.4%	Q2 2025
NFLXNetflix Inc	$416K	0.41%	0.00%	Not reported	Q2 2025
LDOSLeidos Holdings, Inc.	$372K	0.37%	0.00%	+0.2%	Q2 2025
PWRQuanta Services, Inc.	$361K	0.36%	0.00%	Not reported	Q2 2025
LINLinde PLC	$339K	0.33%	0.00%	-3.4%	Q2 2025
PFEPfizer Inc	$333K	0.33%	0.00%	-5.3%	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$329K	0.33%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$326K	0.32%	0.00%	+0.5%	Q2 2025
LOWLowes Companies Inc	$326K	0.32%	0.00%	-6.5%	Q2 2025
WMTWalmart Inc.	$322K	0.32%	0.00%	+0.1%	Q2 2025
PLTRPalantir Technologies Inc.	$283K	0.28%	0.00%	-26.0%	Q2 2025
IBMInternational Business Machines Corp	$283K	0.28%	0.00%	+0.1%	Q2 2025
KOCoca Cola Co	$267K	0.26%	0.00%	+0.3%	Q2 2025
SLViShares Silver Trust	$251K	0.25%	0.00%	New	Q3 2025
GDGeneral Dynamics Corp	$241K	0.24%	0.00%	+0.3%	Q2 2025
DISWalt Disney Co	$237K	0.23%	0.00%	-0.8%	Q2 2025

Premium opens every quarter this fund has filed