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David W. Young III

Clarion Wealth Managment Partners, Llc

Assets Managed
$110.374M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
2.14%(2Q avg: 4.39%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarion Wealth Managment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Clarion Wealth Managment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 110.374M in assets, with a quarterly growth rate of 2.14% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by David W. Young III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVDE
Avantis International Equity
Recent Activity
Increased 70.92%
11.07%
$12.212M
143,946 shares@ $84.85 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 54.64%
9.53%
$10.514M
251,482 shares@ $41.81 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -25.65%
8.08%
$8.914M
100,764 shares@ $88.46 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.83%
7.22%
$7.959M
31,361 shares@ $253.79 avg price
AHR
American Healthcare Reit Inc
Recent Activity
Decreased -16.84%
5.33%
$5.875M
124,582 shares@ $47.16 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -9.61%
3.38%
$3.729M
8,745 shares@ $426.39 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -7.89%
2.7%
$2.976M
46,438 shares@ $64.09 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -4.19%
1.95%
$2.149M
10,056 shares@ $213.67 avg price
TPR
Tapestry Inc
Recent Activity
Increased 0.01%
1.95%
$2.144M
15,192 shares@ $141.12 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -1.53%
1.74%
$1.92M
17,502 shares@ $109.69 avg price

1-10 of 84