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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clarion Wealth Managment Partners, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002081211-25-000001

Total Value
$101.3M
Positions
82
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (82)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS921946810141,609$12.7M12.52%
2APPLE INCAAPL32,259$8.2M8.11%
3AMERICAN HEALTHCARE REIT INCAHR161,479$6.8M6.69%
4ISHARES TR46428761410,590$5.0M4.90%
5ETF OPPORTUNITIES TRUST26923N405108,666$4.6M4.58%
6AMERICAN CENTY ETF TR02507270344,460$3.5M3.46%
7VANGUARD TAX-MANAGED FDS92194385854,045$3.2M3.20%
8ISHARES TR46428759811,413$2.3M2.29%
9HOME DEPOT INCHD5,304$2.1M2.12%
10VANGUARD SCOTTSDALE FDS92206C68017,813$2.1M2.12%
11MICROSOFT CORPMSFT3,861$2.0M1.97%
12ISHARES TR46428748112,385$1.8M1.74%
13AMAZON COM INCAMZN7,846$1.7M1.70%
14TAPESTRY INCTPR14,954$1.7M1.67%
15VANGUARD SCOTTSDALE FDS92206C71417,416$1.6M1.54%
16VISA INCV4,365$1.5M1.47%
17JOHNSON & JOHNSONJNJ7,768$1.4M1.42%
18WP CAREY INC92936U10921,213$1.4M1.41%
19ISHARES GOLD TRIAU18,143$1.3M1.30%
20COSTCO WHSL CORP NEW22160K1051,418$1.3M1.30%
21ISHARES TR4642874739,322$1.3M1.28%
22EXXON MOBIL CORPXOM10,751$1.2M1.20%
23SPDR S&P 500 ETF TRSPY1,770$1.2M1.16%
24NVIDIA CORPORATIONNVDA6,243$1.2M1.15%
25PROCTER AND GAMBLE CO7427181097,517$1.2M1.14%
26ISHARES TR4642876483,581$1.1M1.13%
27VANGUARD SCOTTSDALE FDS92206C84719,790$1.1M1.11%
28ISHARES TR4642876305,831$1.0M1.02%
29VANGUARD SCOTTSDALE FDS92206C70617,155$1.0M1.02%
30VANGUARD INTL EQUITY INDEX F92204285818,909$1.0M1.01%
31ORACLE CORPORCL-PD3,563$1.0M0.99%
32GE AEROSPACE3696043013,123$939,5610.93%
33CARLISLE COS INC1423391002,679$881,2840.87%
34DOMINION ENERGY INCD14,106$862,8760.85%
35BERKSHIRE HATHAWAY INC DELBRK-A1,606$807,4000.80%
36ABBVIE INCABBV3,383$783,1920.77%
37DUKE ENERGY CORP NEWDUKB6,219$769,6440.76%
38VANGUARD INDEX FDS9229087361,595$765,1510.76%
39JPMORGAN CHASE & CO.VYLD2,047$645,7170.64%
40CATERPILLAR INCCAT1,322$630,6990.62%
41VANGUARD INDEX FDS9229087691,864$611,6850.60%
42TESLA INCTSLA1,363$606,1530.60%
43ISHARES TR4642884145,593$595,5830.59%
44PPG INDS INC6935061075,444$572,1760.56%
45RTX CORPORATIONRTX3,312$554,2200.55%
46VANGUARD INDEX FDS9229087442,930$546,5000.54%
47VANGUARD INDEX FDS922908363866$530,4040.52%
48ALTRIA GROUP INCMO7,920$523,2130.52%
49ALPHABET INCGOOG2,105$511,6210.50%
50CHEVRON CORP NEWCVX3,112$483,2970.48%
51AT&T INCT-PC16,728$472,3900.47%
52VANGUARD INTL EQUITY INDEX F9220427183,297$469,9580.46%
53GE VERNOVA INCGEV751$461,8480.46%
54JACOBS SOLUTIONS INCJ3,073$460,5200.45%
55MCDONALDS CORPMCD1,510$458,7980.45%
56NETFLIX INCNFLX347$416,0250.41%
57VANGUARD SPECIALIZED FUNDS9219088441,730$373,3500.37%
58LEIDOS HOLDINGS INCLDOS1,969$372,1560.37%
59QUANTA SVCS INC74762E102870$360,5450.36%
60VANGUARD WORLD FD921910816893$359,5300.35%
61LINDE PLCLIN714$339,3540.33%
62PFIZER INCPFE13,054$332,6240.33%
63C H ROBINSON WORLDWIDE INCCHRW2,488$329,4110.33%
64LOCKHEED MARTIN CORPLMT654$326,3740.32%
65LOWES COS INC5486611071,298$326,0770.32%
66WALMART INCWMT3,124$321,9590.32%
67SPDR INDEX SHS FDS78470E1066,048$298,2760.29%
68PALANTIR TECHNOLOGIES INCPLTR1,550$282,7510.28%
69INTERNATIONAL BUSINESS MACHSINTR1,001$282,5540.28%
70COCA COLA COKO4,021$266,6910.26%
71ISHARES SILVER TRSLV5,930$251,2540.25%
72GENERAL DYNAMICS CORPGD706$240,6680.24%
73DISNEY WALT CO2546871062,070$237,0220.23%
74SHERWIN WILLIAMS COSHW650$225,0690.22%
75CHOICE HOTELS INTL INC1699051062,073$221,5830.22%
76AMERICAN CENTY ETF TR0250728772,220$220,9220.22%
773M COMMM1,391$215,8480.21%
78BOEING COBA-PA1,000$215,8300.21%
79ALPHABET INCGOOG884$215,2250.21%
80INVESCO QQQ TRIVZ357$214,3660.21%
81CVS HEALTH CORPCVS2,812$211,9670.21%
82NUVEEN GLOBAL HIGH INCOME FDNU13,388$181,0050.18%