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YARGER WEALTH STRATEGIES, LLC

Q2 2026 · 13F-HR

YARGER WEALTH STRATEGIES, LLCholdings as filed

Filed 2026-07-14 · accession 0001951757-26-001012

$278.4M
Reported value
136
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
87283Q404TDVGT ROWE PRICE EXCHANGE-TRADED$19.6M7.04%395,595CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$19.1M6.85%149,434CommonNONE
228903100AORTARTIVION INC$15.3M5.49%634,223CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$12.3M4.43%76,504CommonNONE
037833100AAPLAPPLE INC$10.8M3.87%34,147CommonNONE
46434V621DGROISHARES TR$9.3M3.34%120,776CommonNONE
41653L404HTABHARTFORD FDS EXCHANGE TRADED$9.2M3.29%480,097CommonNONE
47103U845JAAAJANUS DETROIT STR TR$7.9M2.82%155,371CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$7.7M2.76%73,375CommonNONE
023135106AMZNAMAZON COM INC$7.5M2.71%30,713CommonNONE
922908744VTVVANGUARD INDEX FDS$7.3M2.61%33,175CommonNONE
922908363VOOVANGUARD INDEX FDS$7.0M2.53%10,150CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$6.6M2.38%68,401CommonNONE
464288208IMCBISHARES TR$6.3M2.26%64,819CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$5.7M2.05%107,548CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$4.7M1.71%102,589CommonNONE
46090E103QQQINVESCO QQQ TR$4.6M1.64%6,301CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.3M1.55%12,858CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M1.33%17,562CommonNONE
02079K107GOOGALPHABET INC$3.3M1.20%9,384CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$3.2M1.15%69,115CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$3.2M1.14%73,605CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.1M1.12%69,602CommonNONE
46090E953INVESCO QQQ TR$3.0M1.09%4,200CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$2.8M1.00%57,688CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.97%6,986CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$2.7M0.96%58,602CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$2.6M0.95%60,872CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$2.6M0.94%63,165CommonNONE
250565108DBIDESIGNER BRANDS INC$2.6M0.93%467,569CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M0.87%48,067CommonNONE
87283Q784TCALT ROWE PRICE EXCHANGE-TRADED$2.4M0.86%105,367CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.4M0.84%2,401CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$2.3M0.83%63,629CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.3M0.81%32,934CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.81%4,541CommonNONE
11135F101AVGOBROADCOM INC$2.2M0.79%5,502CommonNONE
922908629VOVANGUARD INDEX FDS$2.1M0.75%25,701CommonNONE
97717W505DONWISDOMTREE TR$1.9M0.69%33,986CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.8M0.66%2,419CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.8M0.65%9,770CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.8M0.64%7,573CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M0.59%3,766CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.4M0.51%28,444CommonNONE
45783Y699XUSPINNOVATOR ETFS TRUST$1.4M0.49%25,572CommonNONE
46429B697USMVISHARES TR$1.3M0.47%13,525CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.46%5,985CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.2M0.42%10,787CommonNONE
69344A834PAAAPGIM ETF TR$1.2M0.42%22,727CommonNONE
92826C839VVISA INC$1.1M0.41%3,286CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.1M0.40%18,233CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.39%8,782CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$1.1M0.39%17,214CommonNONE
00287Y109ABBVABBVIE INC$1.0M0.37%4,106CommonNONE
532457108LLYELI LILLY & CO$998,5440.36%840CommonNONE
88160R101TSLATESLA INC$992,6380.36%2,434CommonNONE
02079K305GOOGLALPHABET INC$969,3780.35%2,714CommonNONE
038222105AMATAPPLIED MATLS INC$950,7700.34%1,578CommonNONE
45783Y103XDSQINNOVATOR ETFS TRUST$909,5660.33%20,951CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$849,7250.31%3,296CommonNONE
N07059210ASMLASML HLDG NV$843,4790.30%469CommonNONE
30303M102METAMETA PLATFORMS INC$834,0680.30%1,246CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$814,0490.29%19,204CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$808,0730.29%16,274CommonNONE
30231G102XOMEXXON MOBIL CORP$796,1020.29%5,732CommonNONE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$750,2970.27%14,905CommonNONE
922908512VOEVANGUARD INDEX FDS$731,8400.26%3,635CommonNONE
464287507IJHISHARES TR$728,3960.26%9,626CommonNONE
46432F339QUALISHARES TR$726,5860.26%3,307CommonNONE
872540109TJXTJX COS INC NEW$671,3480.24%4,436CommonNONE
81762P102NOWSERVICENOW INC$648,9170.23%6,025CommonNONE
02209S103MOALTRIA GROUP INC$643,1690.23%8,959CommonNONE
149123101CATCATERPILLAR INC$639,7680.23%672CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$623,1630.22%1,117CommonNONE
742718109PGPROCTER & GAMBLE CO$609,0620.22%4,142CommonNONE
478160104JNJJOHNSON & JOHNSON$595,0520.21%2,316CommonNONE
464287234EEMISHARES TR$571,7490.21%8,546CommonNONE
464287523SOXXISHARES TR$556,3950.20%957CommonNONE
92204A702VGTVANGUARD WORLD FD$554,1140.20%4,693CommonNONE
92537N108VRTVERTIV HOLDINGS CO$542,5390.19%1,701CommonNONE
931142103WMTWALMART INC$535,5770.19%4,702CommonNONE
82509L107SHOPSHOPIFY INC$532,4560.19%4,345CommonNONE
512807306LRCXLAM RESEARCH CORP$490,3980.18%1,400CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$485,8960.17%3,344CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$484,3340.17%6,498CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$467,8580.17%511CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$464,2830.17%5,874CommonNONE
14149Y108CAHCARDINAL HEALTH INC$444,2580.16%1,884CommonNONE
29273V100ETENERGY TRANSFER L P$431,5800.16%21,952CommonNONE
166764100CVXCHEVRON CORPORATION$422,1430.15%2,393CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$421,4500.15%3,324CommonNONE
437076102HDHOME DEPOT INC$406,4030.15%1,184CommonNONE
743315103PGRPROGRESSIVE CORP$396,1450.14%1,717CommonNONE
46139W767BSMYINVESCO EXCH TRD SLF IDX FD$393,3340.14%16,008CommonNONE
595112953MICRON TECHNOLOGY INC$391,7200.14%400CommonNONE
774515100RCKYROCKY BRANDS INC$376,9980.14%9,387CommonNONE
G6700G107NVTNVENT ELEC PLC$370,6160.13%2,306CommonNONE
697435105PANWPALO ALTO NETWORKS INC$357,2440.13%1,096CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$349,2080.13%7,110CommonNONE
464287457SHYISHARES TR$345,8100.12%4,223CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$333,7350.12%2,472CommonNONE
45783Y269NJUNINNOVATOR ETFS TRUST$326,6730.12%9,995CommonNONE
070830104BBWIBATH & BODY WORKS INC$324,0060.12%15,937CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$322,4650.12%6,908CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$308,4280.11%6,056CommonNONE
26443V101DLTHDULUTH HLDGS INC$302,1410.11%74,973CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$301,7010.11%6,754CommonNONE
46137V522UPGDINVESCO EXCHANGE TRADED FD T$295,2980.11%3,577CommonNONE
922908736VUGVANGUARD INDEX FDS$294,7310.11%3,372CommonNONE
191216100KOCOCA COLA CO$290,8950.10%3,484CommonNONE
002824100ABTABBOTT LABORATORIES$288,3800.10%3,070CommonNONE
78463V107GLDSPDR GOLD TR$279,9700.10%743CommonNONE
855244109SBUXSTARBUCKS CORP$276,7370.10%2,610CommonNONE
464287150ITOTISHARES TR$268,0250.10%1,619CommonNONE
464287770IYGISHARES TR$267,7790.10%2,860CommonNONE
458140100INTCINTEL CORP$267,4330.10%2,435CommonNONE
921910816MGKVANGUARD WORLD FD$259,0680.09%2,909CommonNONE
518416102RODMLATTICE STRATEGIES TR$258,0900.09%6,303CommonNONE
876030107TPRTAPESTRY INC$254,7490.09%1,810CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$251,3960.09%6,469CommonNONE
13321L108CCJCAMECO CORP$245,8240.09%2,561CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$244,4150.09%3,443CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$238,8450.09%2,600CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$231,3630.08%4,153CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$224,9990.08%1,202CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$224,4290.08%891CommonNONE
79466L302CRMSALESFORCE INC$223,1360.08%1,366CommonNONE
56585A102MPCMARATHON PETE CORP$222,5820.08%784CommonNONE
68389X105ORCLORACLE CORP$220,7360.08%1,570CommonNONE
75513E101RTXRTX CORPORATION$219,1710.08%1,119CommonNONE
17275R102CSCOCISCO SYS INC$218,3700.08%1,800CommonNONE
907818108UNPUNION PAC CORP$214,0650.08%746CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$213,6080.08%1,843CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$211,4970.08%9,540CommonNONE
37954Y673PAVEGLOBAL X FDS$203,8340.07%3,596CommonNONE
45783Y160QBUFINNOVATOR ETFS TRUST$202,1200.07%6,573CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.