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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.
Latest 13F Filing Activity
Yarger Wealth Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $191M. The fund increased holdings in Innovator Etfs Trust, J P Morgan Exchange Traded F, J P Morgan Exchange Traded F among other positions. Yarger Wealth Strategies, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Designer Brands Inc., Janus Detroit STR TR among others.
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 |
Industry Allocation
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