Yarger Wealth Strategies, LLC Portfolio Holdings

Yarger Wealth Strategies, LLC

  • $165 Million
  • Q2 2025

Yarger Wealth Strategies, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $165 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $18.1M, T Rowe Price Exchange Traded F with a value of $13.5M, Hartford Fds Exchange Traded with a value of $8.78M, Apple Inc. with a value of $7.73M, and Ishares Core Dividend Growth E with a value of $7.65M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $149M to 165M.

Yarger Wealth Strategies, LLC is based out at Westerville, OH

Below you can find more details about Yarger Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
ETFs: $107 Million
Technology: $17.3 Million
Consumer Cyclical: $11.2 Million
Financial Services: $6.6 Million
Healthcare: $2.67 Million
Communication Services: $2.56 Million
Consumer Defensive: $2.24 Million
Energy: $1.06 Million
Other: $243,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.51B
$949,000 0.58% of portfolio
31,681
Q2 2025 Added 14.67%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $165 Million
  • Prior Value $149 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Yarger Wealth Strategies, LLC Portfolio

Follow Yarger Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yarger Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email