YARGER WEALTH STRATEGIES, LLC
All 13F Filings
- Location
- Westerville, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,363
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 136 | 278,363 | 13F-HR | YARGER WEALTH STRATEGIES, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.9 K | 53.8% | 32.17 K | 0 | 32.17 K |
| ETFs | 121.4 K | 44.1% | 0 | 2.895 K | -2.895 K |
| Debt | 5.702 K | 2.1% | 0 | 937 | -937 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
278,363
Holdings
136
QoQ value change ($000)
29,935
(12.0%)
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.