StockDriftsStockDriftsTop 50 Yarger Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDVG | T ROWE PRICE EXCHANGE-TRADED | 7.04% | 395.6K | $19.6M | +1.12%(+4.38K) | $37.65(+34.56%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 6.85% | 149.4K | $19.1M | +0.85%(+1.26K) | $90.18(+43.37%) | 2026-06-30 | |
| AORT | ARTIVION INC | 5.49% | 634.2K | $15.3M | +0.00%(+0) | $41.11(-29.13%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.43% | 76.5K | $12.3M | +3.04%(+2.26K) | $121.99(+36.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.87% | 34.1K | $10.8M | +1.47%(+495) | $167.20(+82.65%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.34% | 120.8K | $9.3M | -1.26%(-1.54K) | $53.82(+47.86%) | 2026-06-30 | |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 3.29% | 480.1K | $9.2M | +0.51%(+2.43K) | $19.26(-1.50%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.82% | 155.4K | $7.9M | -0.79%(-1.23K) | $50.23(+0.75%) | 2026-06-30 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 2.76% | 73.4K | $7.7M | +2.76%(+1.97K) | $86.62(+19.68%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.71% | 30.7K | $7.5M | +2.32%(+697) | $164.47(+59.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.54% | +35.06% | — | — | +16.46% |
| Top 20 Holdings Unweighted | +9.61% | +31.68% | — | — | +17.09% |
Yarger Wealth Strategies LLC reports $278.36M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are TDVG (7.0%), VONG (6.8%) and AORT (5.5%). The top 20 holdings account for 61.86% of reported assets. Its disclosed equity book has returned +35.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yarger Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908607). View Yarger Wealth Strategies LLC’s 13F filings on SEC