Institutions / Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC
CIK 1908607 · Institution · as of Dec 31, 2025
Portfolio value
$232.67M
Positions
124
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 124 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $21.31M | 9.2% |
| T Rowe Price ETF Inc | $17.99M | 7.7% |
| J P Morgan Exchange Traded F | $11.93M | 5.1% |
| Vanguard Whitehall Fds | $10.39M | 4.5% |
| Apple Inc. | $9.20M | 4.0% |
| Hartford Funds Exchange-Traded Trust | $8.78M | 3.8% |
| iShares Tr | $8.46M | 3.6% |
| Amazon.com Inc | $6.95M | 3.0% |
| J P Morgan Exchange Traded F | $6.62M | 2.8% |
| Janus Detroit Str Tr | $6.49M | 2.8% |
| J P Morgan Exchange Traded F | $6.42M | 2.8% |
| Vanguard Index Fds | $6.33M | 2.7% |
| Vanguard Index Fds | $5.87M | 2.5% |
| iShares Tr | $5.48M | 2.4% |
| Innovator Etfs Trust | $4.64M | 2.0% |
| JPMorgan Chase & Co | $4.04M | 1.7% |
| Invesco Qqq Tr | $3.54M | 1.5% |
| Designer Brands Inc.DBI | $3.32M | 1.4% |
| Innovator Etfs Trust | $3.22M | 1.4% |
| Microsoft Corp | $3.03M | 1.3% |
| NVIDIA Corp | $3.02M | 1.3% |
| Innovator Etfs Trust | $2.96M | 1.3% |
| Dimensional ETF Trust | $2.81M | 1.2% |
| Innovator Etfs Trust | $2.80M | 1.2% |
| Alphabet Inc. | $2.66M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.