Clarion Wealth Managment Partners, LLC

Q3 2026 13F-HR Holdings

Location
Fairfax, VA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$123,593
Net value change ($000)
-290 (-0.2%)
New positions
5
Sold out positions
7
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDE 2,111 13.6%
VSLU 1,773 13.4%
XOM 1,568 NEW
AAPL 1,097 12.0%
MSFT 464 29.3%
PLTR 260 NEW
AMGN 232 NEW
CRWD 223 NEW
LDOS 207 NEW
FNDE 137 20.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,333 -100.0%
AHR -901 -14.4%
VIGI -797 -9.6%
TPR -527 -23.7%
HD -422 -22.3%
WPC -344 -26.5%
EFAX -318 -100.0%
CAT -278 -23.8%
IBM -250 -100.0%
BA -249 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type