YARGER WEALTH STRATEGIES, LLC - Portfolio overview

YARGER WEALTH STRATEGIES, LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

  1. AORT - ARTIVION INC, 9.29%
  2. TDVG - T ROWE PRICE ETF INC, 6.99%
  3. VONG - VANGUARD SCOTTSDALE FDS, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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