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Home > Institutional Investor > Clarion Wealth Managment Partners, Llc > Profile

Instuitional Investor - Clarion Wealth Managment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Clarion Wealth Managment Partners, Llc
Portfolio Value $91,289,383
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 144,953 $13,063,143 14.31%
2.
Apple Inc.
 AAPL 36,233 $7,433,829 8.14%
3.
American Healthcare Reit Inc.
 AHR 149,968 $5,509,813 6.04%
4.
Ishares Trust
 IEF 10,697 $4,541,667 4.98%
5.
Vanguard Tax-Managed Fds
 57,607 $3,284,184 3.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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