13F Insight
DOSSIER · 13F-HR · Q1 2026

YARGER WEALTH STRATEGIES, LLC

YARGER WEALTH STRATEGIES's holding co. based in New York, NY — $248M in tracked AUM across 125 positions as of Q1 2026.

YW
YARGER WEALTH STRATEGIES·New York, NY·Holding Co.
CIK 0001908607 · last filed Mar 31, 2026
Total AUM
$248M
▼ 4.8%
vs prior
Holdings
125
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

YARGER WEALTH STRATEGIES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AORT
ARTIVION INC
$23M634K9.3%
02
TDVG
T ROWE PRICE ETF INC
$17M391K7.0%
03
VONG
VANGUARD SCOTTSDALE FDS
$16M148K6.5%
04
VYM
VANGUARD WHITEHALL FDS
$11M74K4.4%
05
HTAB
HARTFORD FDS EXCHANGE TRADED
$9M478K3.7%
06
DGRO
ISHARES TR
$9M122K3.5%
07
AAPL
APPLE INC
$9M34K3.4%
08
JAAA
JANUS DETROIT STR TR
$8M157K3.2%
09
JBND
J P MORGAN EXCHANGE TRADED F
$7M123K2.7%
10
VTV
VANGUARD INDEX FDS
$6M32K2.5%

Filing history

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