YARGER WEALTH STRATEGIES, LLC
•CIK: 1908607•Filing: Q4 2025
**YARGER WEALTH STRATEGIES, LLC** manages $233M across a diversified portfolio of 124 positions. The strategy exhibits significant conviction in core holdings, notably allocating $21.3M to VONG and $18.0M to TDVG. Further substantial exposure includes $11.9M in JBND and $10.4M in VYM, indicating a focus on established, income-generating, and large-cap equity segments. This concentrated approach suggests a disciplined, value-oriented mandate within the current market structure.
Total AUM
$232.7M
QoQ Performance
+6.7%
Positions
82
Top 10 Concentration
46.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VONG
TDVG
JBND
VONG9.2%
TDVG7.7%
JBND5.1%
VYM4.5%
AAPL4.0%
HTAB3.8%
DGRO3.6%
AMZN3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.1%
Technology9.1%
Consumer4.2%
ETF3.4%
Financial3.1%
Healthcare1.3%
Consumer Staples0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
↑73 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023