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Clarion Wealth Managment Partners, LLC

CIK:0002081211
Investment Adviser
$0 AUM
81 holdings
Fairfax, VA, United States
Founded:2004
6 employees
clarionwealth.com
Latest filing:Jun 30, 2025

Clarion Wealth Management Partners, LLC is a registered investment adviser headquartered in Fairfax, Virginia. Founded in 2004 by David W. Young III, the firm acts as a full-time fiduciary and employs a team of certified professionals to serve the financial planning needs of nearly 500 households. Clarion specializes in holistic wealth management, asset protection, estate planning, retirement income distribution, and investment advice, providing high-touch, long-term financial counsel to individuals, families, and nonprofit organizations. The firm is independently owned and has deep ties to the local Virginia community, with over 30 years of collective industry experience.

Investment Strategy

Clarion Wealth Management Partners applies a holistic, client-centric approach that emphasizes asset protection, estate and retirement planning, cash flow management, tax considerations, and disciplined long-term investment advice. The firm collaborates with legal, tax, and investment experts, integrating clients' personal values into their financial planning, and prioritizes discovery and intentional decision-making to preserve, protect, and grow client wealth over time in accordance with fiduciary standards.

Latest 13F Filing Activity

Clarion Wealth Managment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $91M. The fund increased holdings in Vanguard Whitehall FDS, Apple Inc., American Healthcare Reit Inc. among other positions. Clarion Wealth Managment Partners, LLC reduced exposure to Nuveen Global High Income FD, Dimensional Etf Trust, Abbott Labs among others.

Top Buys
V
VIGIVANGUARD WHITEHALL FDS
+$13.1M
A
AAPLAPPLE INC
+$7.4M
A
AHRAMERICAN HEALTHCARE REIT INC
+$5.5M
I
IWFISHARES TR
+$4.5M
V
VEAVANGUARD TAX-MANAGED FDS
+$3.3M
Top Sells
C
CHRWC H ROBINSON WORLDWIDE INC
+$238.7K
A
AVUVAMERICAN CENTY ETF TR
+$233.4K
S
SHWSHERWIN WILLIAMS CO
+$223.2K
M
MMM3M CO
+$221.1K
C
CVSCVS HEALTH CORP
+$210.1K

Top Holdings

V
VIGIVANGUARD WHITEHALL FDS
+14.3%$13.1M
A
AAPLAPPLE INC
+8.1%$7.4M
A
AHRAMERICAN HEALTHCARE REIT INC
+6.0%$5.5M
I
IWFISHARES TR
+5.0%$4.5M
V
VEAVANGUARD TAX-MANAGED FDS
+3.6%$3.3M

Equity Positions (81)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VIGI
VANGUARD WHITEHALL FDS14.31%$13.1M144,953$90.12$90.12+$13.1M
A
AAPL
APPLE INC8.14%$7.4M36,233$205.17$205.17+$7.4M
A
AHR
AMERICAN HEALTHCARE REIT INC6.04%$5.5M149,968$36.74$36.74+$5.5M
I
IWF
ISHARES TR4.97%$4.5M10,697$424.58$424.58+$4.5M
V
VEA
VANGUARD TAX-MANAGED FDS3.60%$3.3M57,607$57.01$57.01+$3.3M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+8.1%
ELECTRONIC COMPUTERS
+8.1%
SERVICES-PREPACKAGED SOFTWARE
+3.2%
PHARMACEUTICAL PREPARATIONS
+2.5%
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+2.4%
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