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Portfolio (Quarterly) Guide ↗

Clarion Wealth Managment Partners, LLC

· CIK 0002081211
13F Portfolio $124M AUM 87 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 87 New
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VT VANGUARD INTL EQUITY INDEX F 2,571.0 $404K 0.33% NEW $156.97 +2.9%
62 WMT WALMART INC Consumer Defensive 3,445.0 $390K 0.32% NEW $113.27 -9.4%
63 J JACOBS SOLUTIONS INC Industrials 3,073.0 $387K 0.31% NEW $126.00 +19.5%
64 MGK VANGUARD WORLD FD 4,338.0 $381K 0.31% NEW $87.92 +2.9%
65 MCD MCDONALDS CORP Consumer Cyclical 1,322.0 $357K 0.29% NEW $270.26 -3.8%
66 LIN LINDE PLC Basic Materials 673.0 $349K 0.28% NEW $519.02 -6.5%
67 QQQ INVESCO QQQ TR Financial Services 458.0 $337K 0.27% NEW $736.62 -2.1%
68 T AT&T INC Communication Services 15,366.0 $318K 0.26% NEW $20.70 +22.8%
69 EFAX SPDR INDEX SHS FDS 5,870.0 $318K 0.26% NEW $54.12 +3.2%
70 LMT LOCKHEED MARTIN CORP Industrials 586.0 $299K 0.24% NEW $509.44 +11.1%
71 VIG VANGUARD SPECIALIZED FUNDS 1,259.0 $298K 0.24% NEW $236.68 +2.8%
72 LOW LOWES COS INC Consumer Cyclical 1,285.0 $283K 0.23% NEW $220.53 -6.3%
73 KO COCA COLA CO Consumer Defensive 3,484.0 $283K 0.23% NEW $81.27 +9.6%
74 JEPQ J P MORGAN EXCHANGE TRADED F 4,297.0 $264K 0.21% NEW $61.46 -1.9%
75 PFE PFIZER INC Healthcare 10,738.0 $259K 0.21% NEW $24.08 +16.4%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 888.0 $250K 0.20% NEW $281.34 -15.1%
77 BA BOEING CO Industrials 1,149.0 $249K 0.20% NEW $216.47 -3.0%
78 GD GENERAL DYNAMICS CORP Industrials 701.0 $248K 0.20% NEW $354.41 +7.2%
79 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,077.0 $229K 0.18% NEW $110.26 -1.6%
80 CVS CVS HEALTH CORP Healthcare 2,196.0 $227K 0.18% NEW $103.44 -10.2%
Page 4 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Real Estate 13.5%
Consumer Cyclical 13.4%
Industrials 11.1%
Financial Services 10.1%
Consumer Defensive 6.4%
Healthcare 6.1%
Utilities 4.7%
Energy 3.3%
Communication Services 2.4%