Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC is an SEC-registered investment advisory firm headquartered in Westerville, Ohio. Founded in 2009, the firm provides comprehensive, high-touch wealth management solutions to high-end clients seeking deeper relationships and superior financial outcomes. They specialize in tailoring portfolios and strategies for individuals and families with complex financial needs. The company employs about 4 people, all focused on investment advisory services.
Investment Strategy
Yarger Wealth Strategies employs a diversified, portfolio-driven approach centered around exchange-traded funds (ETFs), high-quality equities—including large allocations in growth, dividend, and tax-aware bond ETFs—to achieve balanced growth and risk management. The firm leverages deep client relationships to tailor investment strategies that align with individual goals and risk profiles, with a focus on long-term wealth preservation and superior outcomes for affluent clients.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 9.48% | $18.1M | 166,142 | $92.11 | $109.20 | +$473.4K |
T TDVG | T ROWE PRICE ETF INC | 7.05% | $13.5M | 318,328 | $36.72 | $42.38 | +$490.7K |
H HTAB | HARTFORD FDS EXCHANGE TRADED | 4.59% | $8.8M | 469,276 | $19.00 | $18.71 | -$467.9K |
A AAPL | APPLE INC | 4.04% | $7.7M | 37,692 | $179.87 | $205.17 | +$132.8K |
D DGRO | ISHARES TR | 4.00% | $7.6M | 119,616 | $56.02 | $63.94 | +$390.8K |