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
- —
- Chairman
- —
- CEO
- —
- 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.