Fund Universe

Clarion Wealth Managment Partners, LLC

CIK 0002081211 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.367
AUM ($M)
124
Positions
87
Turnover
0.07
Top-10 wt
54%
Herfindahl
0.047
History (qtrs)
5
Excess Return
not eligible

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Holdings · 92 positions · portfolio value $124M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVDE funds › AMERICAN CENTY ETF TR ADD 12.6% +1.5% 15.5 174,309 +30,363 4
VSLU funds › ETF OPPORTUNITIES TRUST ADD 10.7% +1.1% 13.2 285,970 +34,488 4
AAPL funds › APPLE INC ADD 7.4% +0.2% 9.2 31,640 +279 4
VIGI funds › VANGUARD WHITEHALL FDS TRIM 6.7% -1.4% 8.3 89,143 -11,621 4
AHR funds › AMERICAN HEALTHCARE REIT INC TRIM 5.1% -0.3% 6.3 120,281 -4,301 4
IWF funds › ISHARES TR ADD 3.5% +0.1% 4.3 34,983 +26,238 4
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 2.6% -0.1% 3.2 45,525 -913 4
IWD funds › ISHARES TR TRIM 2.0% +0.0% 2.4 9,983 -73 4
VONG funds › VANGUARD SCOTTSDALE FDS ADD 1.8% +0.1% 2.2 17,549 +47 4
TPR funds › TAPESTRY INC ADD 1.8% -0.1% 2.2 15,194 +2 4
AMZN funds › AMAZON COM INC ADD 1.6% +0.0% 2.0 8,376 +12 4
JNJ funds › JOHNSON & JOHNSON ADD 1.6% -0.1% 2.0 7,816 +18 4
HD funds › HOME DEPOT INC ADD 1.5% -0.1% 1.9 5,375 +11 4
VONV funds › VANGUARD SCOTTSDALE FDS ADD 1.5% +0.0% 1.9 17,590 +300 4
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.4% +0.0% 1.7 2,243 +3 4
IWP funds › ISHARES TR TRIM 1.3% -0.0% 1.7 11,374 -265 4
MSFT funds › MICROSOFT CORP TRIM 1.3% -0.2% 1.6 4,249 -127 4
NVDA funds › NVIDIA CORPORATION ADD 1.2% +0.1% 1.5 7,664 +324 4
V funds › VISA INC ADD 1.2% +0.0% 1.5 4,382 +100 4
IWS funds › ISHARES TR TRIM 1.2% -0.0% 1.5 8,877 -99 4
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 1.1% -0.6% 1.3 9,750 -1,212 4
IWO funds › ISHARES TR TRIM 1.1% +0.1% 1.3 3,352 -56 4
WPC funds › WP CAREY INC TRIM 1.0% -0.1% 1.3 18,133 -447 4
COST funds › COSTCO WHOLESALE CORPORATION TRIM 1.0% -0.3% 1.2 1,302 -87 4
IAU funds › ISHARES GOLD TR TRIM 1.0% -0.3% 1.2 16,075 -113 4
IWN funds › ISHARES TR ADD 0.9% +0.0% 1.2 5,300 +15 4
CAT funds › CATERPILLAR INC TRIM 0.9% +0.2% 1.2 1,096 -25 4
VTI funds › VANGUARD INDEX FDS HOLD 0.9% +0.0% 1.2 3,153 +0 4
GE funds › GE AEROSPACE HOLD 0.9% +0.1% 1.2 3,086 +0 4
PG funds › PROCTER & GAMBLE CO TRIM 0.9% -0.1% 1.1 7,499 -159 4
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.9% -0.0% 1.1 17,837 +269 4
CSL funds › CARLISLE COS INC TRIM 0.8% -0.0% 1.0 2,658 -21 4
ABBV funds › ABBVIE INC ADD 0.7% +0.1% 0.9 3,674 +239 4
D funds › DOMINION ENERGY INC TRIM 0.7% -0.0% 0.9 13,346 -278 4
DUK funds › DUKE ENERGY CORP NEW TRIM 0.7% -0.1% 0.9 6,864 -74 4
GEV funds › GE VERNOVA INC HOLD 0.7% +0.1% 0.9 738 +0 4
GOOG funds › ALPHABET INC TRIM 0.7% +0.1% 0.9 2,410 -1 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.6% -0.0% 0.8 1,604 -2 4
GOOGL funds › ALPHABET INC ADD 0.6% +0.1% 0.8 2,177 +71 4
VUG funds › VANGUARD INDEX FDS ADD 0.6% -0.0% 0.8 9,000 +7,357 4
JPM funds › JPMORGAN CHASE & CO TRIM 0.6% -0.0% 0.7 2,209 -48 4
RTX funds › RTX CORPORATION ADD 0.6% -0.1% 0.7 3,673 +16 4
PPG funds › PPG INDS INC TRIM 0.5% +0.0% 0.7 5,427 -22 4
FNDE funds › SCHWAB STRATEGIC TR ADD 0.5% +0.2% 0.7 16,530 +7,495 2
VOO funds › VANGUARD INDEX FDS ADD 0.5% +0.0% 0.6 915 +2 4
VTV funds › VANGUARD INDEX FDS TRIM 0.5% -0.1% 0.6 2,810 -381 4
PWR funds › QUANTA SVCS INC TRIM 0.5% +0.0% 0.6 820 -50 4
MUB funds › ISHARES TR TRIM 0.5% -0.1% 0.6 5,460 -20 4
MO funds › ALTRIA GROUP INC ADD 0.5% -0.0% 0.6 8,073 +46 4
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.5% +0.5% 0.6 968 +968 1
MU funds › MICRON TECHNOLOGY INC NEW 0.4% +0.4% 0.5 468 +468 1
TSLA funds › TESLA INC HOLD 0.4% +0.0% 0.5 1,267 +0 4
ORCL funds › ORACLE CORP ADD 0.4% -0.1% 0.5 3,565 +1 4
VGIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.4% -0.2% 0.5 8,598 -1,916 4
GLW funds › CORNING INC ADD 0.4% +0.2% 0.5 1,950 +27 2
CVX funds › CHEVRON CORPORATION TRIM 0.4% -0.2% 0.5 2,952 -405 4
CHRW funds › C H ROBINSON WORLDWIDE IN HOLD 0.4% +0.0% 0.5 2,488 +0 4
VSS funds › VANGUARD INTL EQUITY INDEX F TRIM 0.4% -0.0% 0.5 3,025 -38 4
VGLT funds › VANGUARD SCOTTSDALE FDS TRIM 0.4% -0.1% 0.4 7,966 -1,970 4
IVV funds › ISHARES TR NEW 0.3% +0.3% 0.4 572 +572 1
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.3% +0.0% 0.4 2,571 +9 2
WMT funds › WALMART INC ADD 0.3% -0.1% 0.4 3,445 +185 4
J funds › JACOBS SOLUTIONS INC HOLD 0.3% -0.0% 0.4 3,073 +0 4
MGK funds › VANGUARD WORLD FD ADD 0.3% +0.0% 0.4 4,338 +3,471 4
MCD funds › MCDONALDS CORP TRIM 0.3% -0.1% 0.4 1,322 -64 4
LIN funds › LINDE PLC HOLD 0.3% -0.0% 0.3 673 +0 4
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.0% 0.3 458 +1 4
T funds › AT&T INC TRIM 0.3% -0.2% 0.3 15,366 -1,406 4
EFAX funds › SPDR INDEX SHS FDS ADD 0.3% -0.0% 0.3 5,870 +25 4
LMT funds › LOCKHEED MARTIN CORP ADD 0.2% -0.1% 0.3 586 +3 4
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.2% -0.1% 0.3 1,259 -362 4
LOW funds › LOWES COS INC HOLD 0.2% -0.0% 0.3 1,285 +0 4
KO funds › COCA COLA CO ADD 0.2% -0.0% 0.3 3,484 +12 4
JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW 0.2% +0.2% 0.3 4,297 +4,297 1
PFE funds › PFIZER INC TRIM 0.2% -0.1% 0.3 10,738 -600 4
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 0.2 888 +18 4
BA funds › BOEING CO HOLD 0.2% -0.0% 0.2 1,149 +0 2
GD funds › GENERAL DYNAMICS CORP ADD 0.2% -0.0% 0.2 701 +2 4
CHH funds › CHOICE HOTELS INTL INC HOLD 0.2% -0.0% 0.2 2,077 +0 2
CVS funds › CVS HEALTH CORP NEW 0.2% +0.2% 0.2 2,196 +2,196 1
NFLX funds › NETFLIX INC. TRIM 0.2% -0.1% 0.2 3,170 -300 4
SHW funds › SHERWIN WILLIAMS CO HOLD 0.2% -0.0% 0.2 650 +0 4
VGT funds › VANGUARD WORLD FD NEW 0.2% +0.2% 0.2 1,848 +1,848 1
INTC funds › INTEL CORP NEW 0.2% +0.2% 0.2 1,480 +1,480 1
CSCO funds › CISCO SYS INC NEW 0.2% +0.2% 0.2 1,708 +1,708 1
JGH funds › NUVEEN GLOBAL HIGH INCOME FD HOLD 0.2% -0.0% 0.2 14,871 +0 4
FSSL funds › FS SPECIALTY LENDING FD HOLD 0.1% -0.0% 0.2 15,742 +0 3
LDOS funds › LEIDOS HOLDINGS INC EXIT 0.0% -0.3% 0.0 0 -1,979 0
DUHP funds › DIMENSIONAL ETF TRUST EXIT 0.0% -0.2% 0.0 0 -5,653 0
IGSB funds › ISHARES TR EXIT 0.0% -0.2% 0.0 0 -3,813 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.3% 0.0 0 -2,031 0
AVUV funds › AMERICAN CENTY ETF TR EXIT 0.0% -0.2% 0.0 0 -1,823 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 124 87 0.07 54% 0.047 0.367 in
2026Q1 110 84 0.12 53% 0.043 0.264 in
2025Q4 108 81 0.08 52% 0.041 0.279 in
2025Q3 101 82 0.08 50% 0.040 0.259 entered
2025Q2 91 81 0.00 48% 0.042 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status