Clarion Wealth Managment Partners, LLC
•CIK: 2081211•Filing: Q4 2025
**Clarion Wealth Managment Partners, LLC** manages $108M across a diversified portfolio of 81 positions. The fund exhibits significant concentration in technology and industrials, notably holding VIGI at $12.4M and AAPL at $8.8M. Further substantial allocations include VSLU ($7.2M), AHR ($7.1M), and AVDE ($6.9M). This structure suggests a tactical approach targeting established growth sectors within its current mandate.
Total AUM
$108.1M
QoQ Performance
+6.6%
Positions
66
Top 10 Concentration
52.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VIGI
AAPL
VSLU
AHR
AVDE
VIGI11.5%
AAPL8.1%
VSLU6.7%
AHR6.5%
AVDE6.4%
IWF4.2%
VEA2.9%
IWD2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.8%
Technology13.5%
Consumer6.3%
Financial2.8%
Healthcare2.7%
Industrial2.4%
Utilities1.7%
ETF1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑32 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025