YARGER WEALTH STRATEGIES, LLC
All 13F Filings
- Location
- Westerville, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 248,428
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 125 | 248,428 | 13F-HR | YARGER WEALTH STRATEGIES, LLC |
| Q4 2025 | 1/22/2026 | 124 | 232,669 | 13F-HR | YARGER WEALTH STRATEGIES, LLC |
| Q3 2025 | 11/3/2025 | 121 | 218,045 | 13F-HR | YARGER WEALTH STRATEGIES, LLC |
| Q2 2025 | 7/25/2025 | 111 | 191,352 | 13F-HR | YARGER WEALTH STRATEGIES, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.847 K
(0.7% of total reported value)
· QoQ Δ:
+1.847 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 115.7 K | 46.9% | 0 | 80.3 K | -80.3 K |
| ETFs | 124.3 K | 50.4% | 99.5 K | 0 | 99.5 K |
| Debt | 6.639 K | 2.7% | 0 | 5.288 K | -5.288 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
248,428
Holdings
125
QoQ value change ($000)
15,759
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.