Clarion Wealth Managment Partners, LLC

All 13F Filings

Location
Fairfax, VA
Most recent 13F
Q2 2026
Holdings value ($000)
123,883
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 87 123,883 13F-HR Clarion Wealth Managment Partners, LLC
Q1 2026 5/8/2026 84 110,374 13F-HR Clarion Wealth Managment Partners, LLC
Q4 2025 2/5/2026 81 108,063 13F-HR Clarion Wealth Managment Partners, LLC
Q3 2025 11/12/2025 82 101,333 13F-HR Clarion Wealth Managment Partners, LLC
Q2 2025 8/21/2025 81 91,289 13F-HR Clarion Wealth Managment Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 54.6 K 44.1% 4.601 K 0 4.601 K
ETFs 69.28 K 55.9% 8.903 K 0 8.903 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
123,883
Holdings
87
QoQ value change ($000)
13,509 (12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.