David W. Young III Portfolio
Invests via Clarion Wealth Managment Partners LLC | Managed by David W. Young III
Invests via Clarion Wealth Managment Partners LLC
Managed by David W. Young III
Automatically Tracked
Seasoned investor and operator with multi-decade experience advising and leading growth-oriented companies in technology, healthcare and industrials, focusing on operational improvement, M&A and value creation for private equity and family office portfolios. David W. Young III serves as an active board member and strategic adviser, combining corporate finance expertise with hands-on operating leadership to drive mid-market buyouts and cross-border expansions.
Seasoned investor and operator with multi-decade experience advising and leading growth-oriented companies in technology, healthcare and industrials, focusing on operational improvement, M&A and value creation for private equity and family office portfolios. David W. Young III serves as an active board member and strategic adviser, combining corporate finance expertise with hands-on operating leadership to drive mid-market buyouts and cross-border expansions.
Investment Philosophy & Strategy
Combines hands-on operating leadership with disciplined capital allocation to pursue value creation in tech, healthcare and industrials. Favors controlling or influential stakes in mid-market buyouts and growth carve-outs where operational improvement, strategic M&A and cross-border expansion can accelerate returns. Prefers multi-year, active ownership horizons, rigorous due diligence and KPI-driven turnarounds to de-risk execution. Investment decisions emphasize cash-flow visibility, scalable operating levers, aligned management incentives and pragmatic exit planning to balance growth orientation with downside protection.
Combines hands-on operating leadership with disciplined capital allocation to pursue value creation in tech, healthcare and industrials. Favors controlling or influential stakes in mid-market buyouts and growth carve-outs where operational improvement, strategic M&A and cross-border expansion can accelerate returns. Prefers multi-year, active ownership horizons, rigorous due diligence and KPI-driven turnarounds to de-risk execution. Investment decisions emphasize cash-flow visibility, scalable operating levers, aligned management incentives and pragmatic exit planning to balance growth orientation with downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.01%
Gain +0.5%
Monthly
1.35%
Yearly
17.37%
Drawdown
9.27%
$126.47M
Equity
Holdings
$126.47M
Investment
$107.03M
$20.89M
Profit +$541,268.69
Realized
$1.46M
Unrealized
$19.43M
Dividends
$2.19M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$541,268.69
Win %
68%
This Week
Compared To Last Week
Gain
0.16%
Profit
$207,526.91
Win %
68%
This Month
Compared to last month
Gain
1.5%
Profit
$1.87M
Win %
68%
This Year
Compared to last year
Gain
1.97%
Profit
$2.46M
Win %
69%
CHH Choice Hotels International Inc.
+4.7%
+$10,094.22 
TPR Tapestry Inc.
+4.22%
+$73,842.86 
LOW Lowe's Companies Inc.
+3.71%
+$8,969.3 
HD The Home Depot, Inc.
+3.57%
+$56,652.45 
SHW The Sherwin-Williams Company
+3.56%
+$7,507.49 
CSL Carlisle Companies Inc.
+3.35%
+$29,078.55 
NFLX Netflix, Inc.
+3.09%
+$6,910.6 
V Visa Inc. Class A
+2.73%
+$46,887.44 
PPG PPG Industries Inc.
+2.71%
+$15,439.82 
ORCL Oracle Corporation
+2.43%
+$11,301.05 
IBM International Business Machines Corporation
+2.11%
+$4,262.4 
T AT&T Inc.
+2.1%
+$7,452.53 
WMT Walmart Inc.
+2.01%
+$8,026.85 
LMT Lockheed Martin Corporation
+1.88%
+$5,745.74 
CVS CVS Health Corporation
+1.85%
+$3,678.3 
MCD McDonald's Corporation
+1.76%
+$5,539.18 
WPC W. P. Carey Inc.
+1.68%
+$19,402.31 
CHRW C.H. Robinson Worldwide, Inc.
+1.66%
+$5,772.16 
VGLT Vanguard Long-Term Treasury Fund
+1.46%
+$5,894.84 
IAU iShares Gold Trust
+1.36%
+$16,878.75 
PFE Pfizer Inc.
+1.33%
+$4,187.82 
BA Boeing Company
+1.33%
+$2,815.05 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.29%
+$109,200.18 
IWS iShares Russell Mid-Cap Value ETF
+1.13%
+$16,466.83 
IWN iShares Russell 2000 Value ETF
+1.05%
+$11,553.95 
MSFT Microsoft Corp.
+1.04%
+$23,666.93 
MO Altria Group, Inc.
+0.97%
+$5,731.83 
GE General Electric Company
+0.87%
+$8,270.51 
AHR American Healthcare REIT, Inc.
+0.84%
+$52,923.64 
MUB iShares National Muni Bond ETF
+0.82%
+$4,531.8 
COST Costco Wholesale Corporation
+0.81%
+$10,416 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$2,297.68 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.67%
+$2,066.83 
VTV Vanguard Value ETF
+0.63%
+$3,905.9 
VONV Vanguard Russell 1000 Value Index Fund
+0.59%
+$11,609.4 
IWD iShares Russell 1000 Value ETF
+0.59%
+$14,874.67 
GD General Dynamics Corporation
+0.55%
+$1,296.85 
IWO iShares Russell 2000 Growth ETF
+0.55%
+$6,335.28 
ABBV AbbVie Inc.
+0.53%
+$5,492.59 
PG Procter & Gamble Co
+0.53%
+$6,186.68 
VSLU Applied Finance Valuation Large Cap ETF
+0.53%
+$74,352.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$2,524.37 
KO The Coca-Cola Company
+0.5%
+$1,602.64 
AVDE Avantis International Equity ETF
+0.49%
+$75,824.41 
LIN Linde plc
+0.46%
+$1,534.43 
GOOGL Alphabet Inc
+0.41%
+$3,069.55 
GOOG Alphabet Inc
+0.39%
+$3,253.52 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$2,397.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.28%
+$8,877.37 
D Dominion Energy, Inc.
+0.14%
+$1,201.14 
VT Vanguard Total World Stock ETF
+0.11%
+$449.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$725.19 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$358.92 
VOO Vanguard S&P 500 ETF
+0.01%
+$36.61 FSSL
FSSL
0%
$0 
GLW Corning Incorporated
-4.49%
-$12,324 
INTC Intel Corporation
-4.24%
-$6,156.8 
CSCO Cisco Systems, Inc.
-4.06%
-$7,873.88 
PWR Quanta Services Inc.
-3.58%
-$19,384.82 
AMD Advanced Micro Devices, Inc.
-3.22%
-$17,772.49 
GEV GE Vernova Inc.
-2.94%
-$20,427.86 
CAT Caterpillar Inc.
-2.8%
-$22,955.7 
TSLA Tesla, Inc.
-1.9%
-$8,856.33 
NVDA NVIDIA Corporation
-1.89%
-$32,035.52 
XOM Exxon Mobil Corporation
-1.43%
-$24,716.2 
CVX Chevron Corporation
-1.3%
-$8,501.74 
VGT Vanguard Information Technology ETF
-1.27%
-$2,882.88 
J Jacobs Solutions Inc.
-1.22%
-$5,316.29 
MU Micron Technology, Inc.
-0.9%
-$3,842.28 
QQQ Invesco QQQ Trust, Series 1
-0.66%
-$2,212.14 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$23,788.44 
MGK Vanguard Mega Cap Growth ETF
-0.54%
-$2,169 
VONG Vanguard Russell 1000 Growth Fund
-0.48%
-$10,880.38 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.46%
-$1,181.67 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$4,815.99 
VUG Vanguard Growth ETF
-0.45%
-$3,600 
RTX RTX Corporation
-0.29%
-$2,020.15 
JPM JPMorgan Chase & Co.
-0.28%
-$2,054.37 
AAPL Apple Inc.
-0.27%
-$29,266.68 
IWP iShares Russell Mid-Cap Growth ETF
-0.26%
-$4,094.64 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.23%
-$1,043.62 
AMZN Amazon.com Inc
-0.22%
-$4,690.58 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.13%
-$909.15 
JGH Nuveen Global High Income Fund
-0.09%
-$148.71 
JNJ Johnson & Johnson
-0.05%
-$937.92 
DUK Duke Energy Corporation
-0.05%
-$377.52 
IVV iShares Core S&P 500 ETF
-0.01%
-$57.22 Events
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Dividends
Dividend Analysis
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| Trades 365 | Longs Won 264/365 72% | Profit Factor 12.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $269,098.79 |
| Average Win $86,300.7 | Best Trade (Oct 14) $4.29M | Sharpe Ratio -13.84 |
| Average Loss -$18,730.98 | Worst Trade (Oct 14) -$375,642.19 | Z-Score 4.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $57,237.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,640 | $6.52M | $10.82M | - | $4.31M | 66.08% | -0.27% |
| ABBV AbbVie Inc. | 3,674 | $702,847.94 | $1.05M | - | $344,150.21 | 48.97% | +0.527% |
| AHR American Healthcare REIT, Inc. | 120,281 | $4.48M | $6.36M | - | $1.88M | 41.93% | +0.839% |
| AMD Advanced Micro Devices, Inc. | 968 | $562,321 | $534,781.28 | - | -$27,539.72 | -4.9% | -3.216% |
| AMZN Amazon.com Inc | 8,376 | $1.85M | $2.12M | - | $276,432.68 | 14.97% | -0.22% |
| AVDE Avantis International Equity ETF | 174,309 | $14.5M | $15.64M | - | $1.14M | 7.87% | +0.487% |
| BA Boeing Company | 1,149 | $228,685 | $214,989.39 | - | -$13,695.61 | -5.99% | +1.327% |
| BRK-B Berkshire Hathaway Inc. | 1,604 | $779,175.4 | $846,663.33 | - | $67,487.93 | 8.66% | +0.284% |
| CAT Caterpillar Inc. | 1,096 | $429,396.33 | $797,926.36 | - | $368,530.03 | 85.83% | -2.796% |
| CHH Choice Hotels International Inc. | 2,077 | $214,957 | $224,939.1 | - | $9,982.1 | 4.64% | +4.698% |
| CHRW C.H. Robinson Worldwide, Inc. | 2,488 | $238,724 | $352,723.76 | - | $113,999.76 | 47.75% | +1.664% |
| COST Costco Wholesale Corporation | 1,302 | $1.29M | $1.29M | - | $1,479.95 | 0.11% | +0.815% |
| CSCO Cisco Systems, Inc. | 1,708 | $200,622 | $186,223.24 | - | -$14,398.76 | -7.18% | -4.057% |
| CSL Carlisle Companies Inc. | 2,658 | $992,497.6 | $896,888.94 | - | -$95,608.66 | -9.63% | +3.351% |
| CVS CVS Health Corporation | 2,196 | $227,156 | $202,174.74 | - | -$24,981.26 | -11% | +1.853% |
| CVX Chevron Corporation | 2,952 | $473,287.75 | $646,960.32 | - | $173,672.57 | 36.69% | -1.297% |
| D Dominion Energy, Inc. | 13,346 | $754,307.35 | $839,329.94 | - | $85,022.59 | 11.27% | +0.143% |
| DUK Duke Energy Corporation | 6,864 | $816,707.31 | $820,831.44 | - | $4,124.13 | 0.5% | -0.046% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 5,870 | $278,193.24 | $312,753.6 | - | $34,560.36 | 12.42% | +0.665% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 16,530 | $643,084.95 | $705,252.45 | - | $62,167.5 | 9.67% | -0.129% |
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FAQ
Which stocks have generated the highest profits for David W. Young III?
The largest contributions to the portfolio's profits come from the following stocks: American Healthcare REIT, Inc - $626,112.66, Vanguard International Dividend Appreciation Index Fund - $285,442.09, Apple Inc - $284,212.35, Avantis International Equity ETF - $274,591.01, and VANGUARD FTSE DEVELOPED MARKETS ETF - $175,111.1. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Abbott Laboratories - $43,672.62, Choice Hotels International Inc - $38,427.31, The Walt Disney Company - $19,789.45, Netflix, Inc - $18,753.9, and Amazon.com Inc - $3,189.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David W. Young III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.19M earned over time. The largest contributors to dividend income include Vanguard International Dividend Appreciation Index Fund - $299,028.7, Avantis International Equity ETF - $274,591.01, American Healthcare REIT, Inc - $176,533, VANGUARD FTSE DEVELOPED MARKETS ETF - $103,803.87, and W. P. Carey Inc - $91,540.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David W. Young III's monthly returns?
David W. Young III's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David W. Young III's strategy be considered aggressive or moderate?
David W. Young III's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow David W. Young III's strategy?
David W. Young III's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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