CIK 1908607
YARGER WEALTH STRATEGIES, LLC
Institutional 13F holdings & portfolio
Holdings
124
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–124 of 124
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIOO | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| UPGD | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| IYG | ISHARES TR | 3K | $100K–$500K | SH |
| RODM | LATTICE STRATEGIES TR | 7K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| RCKY | ROCKY BRANDS INC | 8K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 581 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 1K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 9K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| DLTH | DULUTH HLDGS INC | 32K | $50K–$100K | SH |
| AGL | AGILON HEALTH INC | 29K | $15K–$50K | SH |