Institutional filer · SEC 13F · Q2 2025
Clarion Wealth Managment Partners, LLC
The reported 13F portfolio of Clarion Wealth Managment Partners, LLC (CIK 2081211) - top holdings, how concentrated the book is, and what changed last quarter.
- $91.3M
- Reported book
- 81
- Positions
- #313
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Clarion Wealth Managment Partners, LLC ranks #313 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $91.3M across 81 positions, a moderately concentrated portfolio.
- $91.3M
- reported 13F value
- 81
- disclosed positions
- 14.3%
- in VANGUARD WHITEHALL FDS
- #313
- of 360 filers
Top-5 share 37.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Clarion Wealth Managment Partners, LLC ranks #313 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Clarion Wealth Managment Partners, LLC sits by disclosed position count
Clarion Wealth Managment Partners, LLC reports 81 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Clarion Wealth Managment Partners, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
81 210th of 360 higher than 150 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Clarion Wealth Managment Partners, LLC reports a book ($0.09B) spread across 81 disclosed positions -- more than the 71-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2081211 · Q2 2025 $91M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #313/360
- POS-FOCUS 81 names
- CONC-HEAVY 37% top-5
- LEAD-HEAVY 14.3% top
- PHOTO-FINISH Vista Cima Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Vista Cima Wealth Management LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Clarion Wealth Managment Partners, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$91.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | $13.1M | 14.3% |
| 2 | APPLE INC | $7.4M | 8.1% |
| 3 | AMERICAN HEALTHCARE REIT INC | $5.5M | 6.0% |
| 4 | ISHARES TR | $4.5M | 5.0% |
| 5 | VANGUARD TAX-MANAGED FDS | $3.3M | 3.6% |
| 6 | ISHARES TR | $2.2M | 2.5% |
| 7 | VANGUARD SCOTTSDALE FDS | $2.1M | 2.3% |
| 8 | MICROSOFT CORP | $1.9M | 2.1% |
| 9 | HOME DEPOT INC | $1.9M | 2.1% |
| 10 | ETF OPPORTUNITIES TRUST | $1.9M | 2.0% |
| 11 | ISHARES TR | $1.8M | 1.9% |
| 12 | AMAZON COM INC | $1.7M | 1.9% |
| 13 | VANGUARD SCOTTSDALE FDS | $1.6M | 1.8% |
| 14 | VISA INC | $1.5M | 1.7% |
| 15 | COSTCO WHSL CORP NEW | $1.4M | 1.5% |
| 16 | TAPESTRY INC | $1.3M | 1.4% |
| 17 | WP CAREY INC | $1.3M | 1.4% |
| 18 | ISHARES TR | $1.3M | 1.4% |
| 19 | VANGUARD SCOTTSDALE FDS | $1.2M | 1.4% |
| 20 | JOHNSON & JOHNSON | $1.2M | 1.3% |
| 21 | EXXON MOBIL CORP | $1.2M | 1.3% |
| 22 | VANGUARD INDEX FDS | $1.2M | 1.3% |
| 23 | ISHARES GOLD TR | $1.1M | 1.2% |
| 24 | ISHARES TR | $1.1M | 1.2% |
| 25 | SPDR S&P 500 ETF TR | $1.1M | 1.2% |
Latest Quarter Trades · Q2 2025
New positions (81)
Frequently Asked Questions
- How big is Clarion Wealth Managment Partners, LLC's 13F portfolio?
- Clarion Wealth Managment Partners, LLC reports $91.3M of long US-equity positions across 81 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Clarion Wealth Managment Partners, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Clarion Wealth Managment Partners, LLC ranks #313 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Clarion Wealth Managment Partners, LLC's largest position?
- Clarion Wealth Managment Partners, LLC's largest reported position is VANGUARD WHITEHALL FDS at $13.1M, about 14.3% of its reported book as of Q2 2025.
- What did Clarion Wealth Managment Partners, LLC trade last quarter?
- In its Q2 2025 filing, Clarion Wealth Managment Partners, LLC opened 81 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Clarion Wealth Managment Partners, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($91.3M here).
Similar holding count
Nearest filers by number of disclosed positions (81 here).
Using this filing
- The rankings sort every tracked filer the same way Clarion Wealth Managment Partners, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Vista Cima Wealth Management LLC reported the nearest book value ($92.9M) this quarter, a useful scale comparison for Clarion Wealth Managment Partners, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.