0001085146-25-005403.txt : 20250821 0001085146-25-005403.hdr.sgml : 20250821 20250821140303 ACCESSION NUMBER: 0001085146-25-005403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250821 DATE AS OF CHANGE: 20250821 EFFECTIVENESS DATE: 20250821 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clarion Wealth Managment Partners, LLC CENTRAL INDEX KEY: 0002081211 ORGANIZATION NAME: EIN: 801131858 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25759 FILM NUMBER: 251240066 BUSINESS ADDRESS: STREET 1: 12500 FAIR LAKES CIRCLE STREET 2: SUITE 250 CITY: FAIRFAX STATE: VA ZIP: 22033 BUSINESS PHONE: 703-631-4800 MAIL ADDRESS: STREET 1: 12500 FAIR LAKES CIRCLE STREET 2: SUITE 250 CITY: FAIRFAX STATE: VA ZIP: 22033 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002081211 XXXXXXXX 06-30-2025 06-30-2025 false Clarion Wealth Managment Partners, LLC

12500 FAIR LAKES CIRCLE SUITE 250 FAIRFAX VA 22033

13F HOLDINGS REPORT 028-25759 000334243 801-131858 N David W. Young III 7-3-631-4800 /s/David W. Young III Fairfax VA 08-14-2025 0 81 91289383 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 221097 1452 SH SOLE 1452 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 202111 1486 SH SOLE 1486 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 618005 3329 SH SOLE 3329 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 544769 3091 SH SOLE 3091 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 491765 8388 SH SOLE 8388 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1737569 7920 SH SOLE 7920 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 929717 12562 SH SOLE 12562 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 233424 2562 SH SOLE 2562 0 0 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 BBG01L820DT9 5509813 149968 SH SOLE 149968 0 0 APPLE INC COM 037833100 BBG001S5N8V8 7433829 36233 SH SOLE 36233 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 482679 16679 SH SOLE 16679 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 847669 1745 SH SOLE 1745 0 0 BOEING CO COM 097023105 BBG001S5P0V3 209320 999 SH SOLE 999 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 238724 2488 SH SOLE 2488 0 0 CARLISLE COS INC COM 142339100 BBG001S5Q6R4 1000339 2679 SH SOLE 2679 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 496142 1278 SH SOLE 1278 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 413959 2891 SH SOLE 2891 0 0 CHOICE HOTELS INTL INC COM 169905106 BBG001S997X6 262565 2069 SH SOLE 2069 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 283672 4009 SH SOLE 4009 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1381044 1395 SH SOLE 1395 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 210068 3045 SH SOLE 3045 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 201421 5664 SH SOLE 5664 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 258685 2086 SH SOLE 2086 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 805853 14258 SH SOLE 14258 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 719804 6100 SH SOLE 6100 0 0 ETF OPPORTUNITIES TRUST APPLIED FINA VAL 26923N405 BBG010L8R604 1870867 47787 SH SOLE 47787 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1181835 10963 SH SOLE 10963 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 803840 3123 SH SOLE 3123 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 399017 754 SH SOLE 754 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 205253 704 SH SOLE 704 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1887852 5149 SH SOLE 5149 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 294772 1000 SH SOLE 1000 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1116431 17903 SH SOLE 17903 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 581929 5570 SH SOLE 5570 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4541667 10697 SH SOLE 10697 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2237029 11517 SH SOLE 11517 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1112959 3893 SH SOLE 3893 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 965304 6119 SH SOLE 6119 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 1775027 12799 SH SOLE 12799 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 1296808 9814 SH SOLE 9814 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 403946 3073 SH SOLE 3073 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1196321 7832 SH SOLE 7832 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 583292 2012 SH SOLE 2012 0 0 LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 310106 1966 SH SOLE 1966 0 0 LINDE PLC SHS G54950103 BBG01FND0CH6 346827 739 SH SOLE 739 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 301640 651 SH SOLE 651 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 308013 1388 SH SOLE 1388 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 447296 1531 SH SOLE 1531 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1918952 3858 SH SOLE 3858 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 464678 347 SH SOLE 347 0 0 NUVEEN GLOBAL HIGH INCOME FD SHS 67075G103 BBG007K9HBV5 169108 13079 SH SOLE 13079 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 940927 5956 SH SOLE 5956 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 767881 3512 SH SOLE 3512 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 285590 2095 SH SOLE 2095 0 0 PFIZER INC COM 717081103 BBG001S5V466 334204 13787 SH SOLE 13787 0 0 PPG INDS INC COM 693506107 BBG001S5VC13 622133 5469 SH SOLE 5469 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1086080 6817 SH SOLE 6817 0 0 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 328930 870 SH SOLE 870 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 482774 3306 SH SOLE 3306 0 0 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 223184 650 SH SOLE 650 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 BBG00F161GP7 286455 6048 SH SOLE 6048 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1089377 1763 SH SOLE 1763 0 0 TAPESTRY INC COM 876030107 BBG001SFH7D5 1317435 15003 SH SOLE 15003 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 441865 1391 SH SOLE 1391 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 730942 1667 SH SOLE 1667 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 491914 866 SH SOLE 866 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 566228 1863 SH SOLE 1863 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1178578 6668 SH SOLE 6668 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1000608 20231 SH SOLE 20231 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 495568 3688 SH SOLE 3688 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 1047196 17509 SH SOLE 17509 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 1234105 21990 SH SOLE 21990 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 2084757 19091 SH SOLE 19091 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 1598831 18763 SH SOLE 18763 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 355088 1735 SH SOLE 1735 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 3284184 57607 SH SOLE 57607 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 13063143 144953 SH SOLE 144953 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 326990 893 SH SOLE 893 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 1549290 4364 SH SOLE 4364 0 0 WALMART INC COM 931142103 BBG001S5XH92 305104 3120 SH SOLE 3120 0 0 WP CAREY INC COM 92936U109 BBG001S67MM3 1315210 21084 SH SOLE 21084 0 0