Clarion Wealth Managment Partners, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$110.4M
Holdings
84
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 44.5k shares)
11.1%
02
$VSLU
ETF OPPORTUNITIES TRUST
Q4 2025: Exited (was 108.7k shares)
9.5%
03
$VIGI
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 141.6k shares)
8.1%
04
$AAPL
APPLE INC
Q4 2025: Increased +2676.2% (32.3k → 895.6k shares)
7.2%
05
$AHR
AMERICAN HEALTHCARE REIT INC
Q4 2025: Exited (was 161.5k shares)
5.3%
06
$IWF
ISHARES TR
Q4 2025: Exited (was 10.6k shares)
3.4%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +124.2% (54.0k → 121.2k shares)
2.7%
08
$IWD
ISHARES TR
Q4 2025: Increased +91.6% (11.4k → 21.9k shares)
1.9%
09
$TPR
TAPESTRY INC
Q4 2025: Increased +275.4% (15.0k → 56.1k shares)
1.9%
10
$VONG
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +48.7% (17.8k → 26.5k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:30 UTC.