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
- AORT - ARTIVION INC, 9.29%
- TDVG - T ROWE PRICE ETF INC, 6.99%
- 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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