Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
YARGER WEALTH STRATEGIES, LLC (CIK 1908607) reported $248.4M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AORT ($23.2M, 9.35%), TDVG ($17.5M, 7.03%), VONG ($16.3M, 6.54%), VYM ($11.0M, 4.43%), HTAB ($9.1M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AORT | ARTIVION INC | $23.2M | 9.35% | 634,223 | New |
| 2 | TDVG | T ROWE PRICE ETF INC | $17.5M | 7.03% | 391,220 | Trimmed |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $16.3M | 6.54% | 148,173 | Trimmed |
| 4 | VYM | VANGUARD WHITEHALL FDS | $11.0M | 4.43% | 74,248 | Added |
| 5 | HTAB | HARTFORD FDS EXCHANGE TRADED | $9.1M | 3.65% | 477,671 | Added |
| 6 | DGRO | ISHARES TR | $8.6M | 3.46% | 122,319 | Added |
| 7 | AAPL | APPLE INC | $8.5M | 3.44% | 33,652 | Trimmed |
| 8 | JAAA | JANUS DETROIT STR TR | $7.9M | 3.18% | 156,601 | Added |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | $6.6M | 2.67% | 123,467 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $6.3M | 2.53% | 32,089 | Added |
| 11 | AMZN | AMAZON COM INC | $6.3M | 2.52% | 30,016 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $6.1M | 2.45% | 10,174 | Added |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.29% | 71,407 | Trimmed |
| 14 | JGRO | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.20% | 64,521 | Trimmed |
| 15 | IMCB | ISHARES TR | $5.4M | 2.18% | 65,051 | Trimmed |
| 16 | PSEP | INNOVATOR ETFS TRUST | $4.5M | 1.80% | 103,949 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $3.9M | 1.58% | 13,346 | Added |
| 18 | QQQ | INVESCO QQQ TR | $3.1M | 1.26% | 5,415 | Trimmed |
| 19 | PFEB | INNOVATOR ETFS TRUST | $3.1M | 1.24% | 76,609 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $3.0M | 1.20% | 17,093 | Added |
| 21 | PDEC | INNOVATOR ETFS TRUST | $2.9M | 1.18% | 69,115 | Trimmed |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.11% | 70,852 | Trimmed |
| 23 | PMAR | INNOVATOR ETFS TRUST | $2.6M | 1.04% | 57,688 | Trimmed |
| 24 | GOOG | ALPHABET INC | $2.6M | 1.03% | 8,932 | Added |
| 25 | DBI | DESIGNER BRANDS INC | $2.5M | 1.02% | 446,690 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31