13F Insight
DOSSIER · 13F-HR · Q2 2026

YARGER WEALTH STRATEGIES, LLC

$278M in tracked AUM across 136 positions as of Q2 2026.

YW
CIK 0001908607 · last filed Jun 30, 2026
Total AUM
$278M
as of Q2 2026
Holdings
136
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

YARGER WEALTH STRATEGIES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TDVG
T ROWE PRICE EXCHANGE-TRADED
$20M396K7.0%02
VONG
VANGUARD SCOTTSDALE FDS
$19M149K6.8%03
AORT
ARTIVION INC
$15M634K5.5%04
VYM
VANGUARD WHITEHALL FDS
$12M77K4.4%05
AAPL
APPLE INC
$11M34K3.9%06
DGRO
ISHARES TR
$9M121K3.3%07
HTAB
HARTFORD FDS EXCHANGE TRADED
$9M480K3.3%08
JAAA
JANUS DETROIT STR TR
$8M155K2.8%09
JTEK
J P MORGAN EXCHANGE TRADED F
$8M73K2.8%10
AMZN
AMAZON COM INC
$8M31K2.7%

Filing history

2026Q2Jun 30
$278M▲ 12.0%
136 positionsView →2026Q1Mar 31
$248M▲ 6.8%
125 positionsView →2025Q4Dec 31
$233M▲ 56.9%
124 positionsView →2025Q3Sep 30
$148M▼ 22.5%
77 positionsView →2025Q2Jun 30
$191M▲ 65.0%
111 positionsLocked2025Q1Mar 31
$116M▼ 33.1%
61 positionsLocked2024Q4Dec 31
$173M▼ 4.1%
89 positionsLocked2024Q3Sep 30
$181M▲ 8.7%
95 positionsLocked2024Q2Jun 30
$166M▲ 13.2%
84 positionsLocked2024Q1Mar 31
$147M▲ 18.5%
78 positionsLocked2023Q4Dec 31
$124M▲ 5.4%
65 positionsLocked2023Q3Sep 30
$118M▲ 5.7%
59 positionsLocked
Showing 12 of 19