§ 13F · FUND PROFILE
YARGER WEALTH STRATEGIES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191.4T (13F)Positions · 111Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 175K | $21.3T | 9.2% | +4% |
| 2 | TDVG | T ROWE PRICE ETF INC | 400K | $18.0T | 7.7% | +3% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 221K | $11.9T | 5.1% | +135% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 72K | $10.4T | 4.5% | +1% |
| 5 | AAPL | APPLE INC | 34K | $9.2T | 4.0% | −8% |
| 6 | HTAB | HARTFORD FDS EXCHANGE TRADED | 459K | $8.8T | 3.8% | −2% |
| 7 | DGRO | ISHARES TR | 122K | $8.5T | 3.6% | +1% |
| 8 | AMZN | AMAZON COM INC | 30K | $6.9T | 3.0% | +1% |
| 9 | JTEK | J P MORGAN EXCHANGE TRADED F | 73K | $6.6T | 2.8% | +6% |
| 10 | JAAA | JANUS DETROIT STR TR | 128K | $6.5T | 2.8% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YARGER SIGNAL
AC read
YARGER WEALTH STRATEGIES, LLC is a Other fund managing $191351.9 trillion in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed