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:
23.91%
Gain -0.7%
Monthly
1.54%
Yearly
20.12%
Drawdown
9.27%
$127.26M
Equity
Holdings
$127.26M
Investment
$107.03M
$21.69M
Profit -$768,909.08
Realized
$1.46M
Unrealized
$20.23M
Dividends
$1.87M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$768,909.08
Win %
71%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$768,909.08
Win %
71%
This Month
Compared to last month
Gain
1.63%
Profit
$2.04M
Win %
71%
This Year
Compared to last year
Gain
2.61%
Profit
$3.25M
Win %
71%
MU Micron Technology, Inc.
+4.23%
+$18,036.73 
TSLA Tesla, Inc.
+3.8%
+$15,774.14 
INTC Intel Corporation
+3.58%
+$5,342.8 
ORCL Oracle Corporation
+1.92%
+$10,481.1 
WPC W. P. Carey Inc.
+1.13%
+$14,506.4 
MO Altria Group, Inc.
+1.09%
+$5,651.1 
LOW Lowe's Companies Inc.
+1.04%
+$2,891.25 
AAPL Apple Inc.
+1%
+$95,236.4 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$22,111.74 
GOOGL Alphabet Inc
+0.82%
+$6,139.12 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$12,089.79 
SHW The Sherwin-Williams Company
+0.37%
+$877.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.13%
+$635.28 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CHH Choice Hotels International Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
+$0.03 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.03 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
-$0.01 
DUK Duke Energy Corporation
0%
$0 
GD General Dynamics Corporation
0%
+$0.01 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.08 
JPM JPMorgan Chase & Co.
0%
+$0.02 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
+$0.01 
LMT Lockheed Martin Corporation
0%
+$0.02 
MCD McDonald's Corporation
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$0.04 
NFLX Netflix, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.01 
PPG PPG Industries Inc.
0%
$0 
PWR Quanta Services Inc.
0%
-$0.02 
RTX RTX Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TPR Tapestry Inc.
0%
-$0.15 
V Visa Inc. Class A
0%
-$0.04 
XOM Exxon Mobil Corporation
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.17 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.05 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.1 
IWO iShares Russell 2000 Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
-$0.05 
VSLU Applied Finance Valuation Large Cap ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.03 
VTV Vanguard Value ETF
0%
+$0.03 
VUG Vanguard Growth ETF
0%
$0 
AHR American Healthcare REIT, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 FSSL
FSSL
0%
$0 
JGH Nuveen Global High Income Fund
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 365 | Longs Won 271/365 74% | Profit Factor 13.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,539.92 |
| Average Win $86,205.2 | Best Trade (Sep 01) $3.5M | Sharpe Ratio -13.39 |
| Average Loss -$17,823.32 | Worst Trade (Aug 19) -$266,402.52 | Z-Score 8.49 (100%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $59,414.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,640 | $6.52M | $9.66M | - | $3.14M | 48.23% | +0.996% |
| ABBV AbbVie Inc. | 3,674 | $702,847.94 | $913,944.2 | - | $211,096.26 | 30.03% | 0.0 |
| AHR American Healthcare REIT, Inc. | 120,281 | $4.48M | $6.33M | - | $1.85M | 41.2% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 968 | $562,321 | $467,476.23 | - | -$94,844.77 | -16.87% | 0.0 |
| AMZN Amazon.com Inc | 8,376 | $1.85M | $2.24M | - | $391,686.44 | 21.21% | 0.0 |
| AVDE Avantis International Equity ETF | 174,309 | $14.5M | $16.39M | - | $1.9M | 13.09% | 0.0 |
 BA Boeing Company | 1,149 | $228,685 | $264,649.17 | - | $35,964.17 | 15.73% | -0.376% |
 BRK-B Berkshire Hathaway Inc. | 1,604 | $779,175.4 | $817,911.68 | - | $38,736.28 | 4.97% | -0.016% |
| CAT Caterpillar Inc. | 1,096 | $429,396.33 | $937,737.58 | - | $508,341.25 | 118.39% | 0.0 |
| CHH Choice Hotels International Inc. | 2,077 | $214,957 | $219,206.58 | - | $4,249.58 | 1.98% | 0.0 |
| CHRW C.H. Robinson Worldwide, Inc. | 2,488 | $238,724 | $364,989.6 | - | $126,265.6 | 52.89% | 0.0 |
 COST Costco Wholesale Corporation | 1,302 | $1.29M | $1.24M | - | -$51,153.39 | -3.97% | -0.001% |
| CSCO Cisco Systems, Inc. | 1,708 | $200,622 | $211,587.04 | - | $10,965.04 | 5.47% | 0.0 |
| CSL Carlisle Companies Inc. | 2,658 | $992,497.6 | $1.02M | - | $24,479.78 | 2.47% | 0.0 |
| CVS CVS Health Corporation | 2,196 | $227,156 | $208,005.12 | - | -$19,150.88 | -8.43% | 0.0 |
| CVX Chevron Corporation | 2,952 | $473,287.75 | $580,363.2 | - | $107,075.45 | 22.62% | 0.0 |
| D Dominion Energy, Inc. | 13,346 | $754,307.35 | $908,061.84 | - | $153,754.49 | 20.38% | 0.0 |
| DUK Duke Energy Corporation | 6,864 | $816,707.31 | $847,635.36 | - | $30,928.05 | 3.79% | 0.0 |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 5,870 | $278,193.24 | $330,011.4 | - | $51,818.16 | 18.63% | 0.0 |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 16,530 | $643,084.95 | $685,664.4 | - | $42,579.45 | 6.62% | 0.0 |
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Option values are updated at end of day.
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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 - $596,042.41, Apple Inc - $284,212.35, Vanguard International Dividend Appreciation Index Fund - $244,623.51, Avantis International Equity ETF - $217,923.15, and VANGUARD FTSE DEVELOPED MARKETS ETF - $167,030.41. 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 - $39,024.45, 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 $1.87M earned over time. The largest contributors to dividend income include Vanguard International Dividend Appreciation Index Fund - $258,210.12, Avantis International Equity ETF - $217,923.15, American Healthcare REIT, Inc - $146,462.75, VANGUARD FTSE DEVELOPED MARKETS ETF - $95,723.18, and W. P. Carey Inc - $74,313.76. 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.
