Clarion Wealth Managment Partners, LLC - Portfolio overview

Clarion Wealth Managment Partners, LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. AVDE - AMERICAN CENTY ETF TR, 10.97%
2. VSLU - ETF OPPORTUNITIES TRUST, 9.45%
3. VIGI - VANGUARD WHITEHALL FDS, 8.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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