13F Filings History of YARGER WEALTH STRATEGIES, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$232,669,447
Signature - Title
Jonathan Yarger - Chief Compliance Officer
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by YARGER WEALTH STRATEGIES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YARGER WEALTH STRATEGIES, LLC reported 124 stock holdings with total value $232,669,447 as of Q4 2025. Top holdings included VONG, TDVG, JBND, VYM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 124 $232,669,447 +$17,968,229 -$9,006,727 +$8,961,502 VONG, TDVG, JBND, VYM, AAPL 13F-HR 22 Jan 2026, 09:04
Q3 2025 121 $218,045,120 +$19,890,936 -$6,493,140 +$13,397,796 VONG, TDVG, VYM, AAPL, HTAB 13F-HR 03 Nov 2025, 08:54
Q2 2025 111 $191,351,947 +$18,024,190 -$8,724,821 +$9,299,369 VONG, TDVG, HTAB, AAPL, DGRO 13F-HR 25 Jul 2025, 14:18
Q1 2025 97 $171,442,715 +$7,983,475 -$2,785,210 +$5,198,265 VONG, TDVG, HTAB, AAPL, DGRO 13F-HR 15 Apr 2025, 17:20
Q4 2024 89 $173,373,400 +$19,879,333 -$28,347,233 -$8,467,900 VONG, TDVG, HTAB, AAPL, DGRO 13F-HR 15 Jan 2025, 08:18
Q3 2024 95 $180,729,534 +$9,348,648 -$1,776,739 +$7,571,909 JAAA, TDVG, VYM, HTAB, VONG 13F-HR 07 Oct 2024, 08:25
Q2 2024 84 $166,242,620 +$21,753,196 -$2,364,185 +$19,389,011 JAAA, TDVG, VYM, VONG, AAPL 13F-HR 09 Aug 2024, 15:56
Q1 2024 78 $146,864,872 +$34,420,502 -$17,671,812 +$16,748,690 JAAA, TDVG, VYM, VONG, HTAB 13F-HR 29 Apr 2024, 14:11
Q4 2023 65 $123,922,808 +$6,240,100 -$6,524,076 -$283,976 JAAA, JPST, VTV, DGRO, AAPL 13F-HR 18 Jan 2024, 09:52
Q3 2023 59 $117,536,401 +$13,974,728 -$6,498,504 +$7,476,224 JAAA, JPST, VTV, DGRO, DBI 13F-HR 16 Oct 2023, 09:28
Q2 2023 60 $111,235,431 +$25,467,164 -$9,685,311 +$15,781,853 JPST, DBI, JAAA, VTV, DGRO 13F-HR 27 Jul 2023, 16:56
Q1 2023 48 $91,252,125 +$11,368,132 -$4,125,416 +$7,242,716 VTV, DGRO, JPST, DBI, AAPL 13F-HR 13 Apr 2023, 11:03
Q4 2022 46 $80,748,550 +$7,909,440 -$3,473,387 +$4,436,053 DGRO, VTV, JPST, BBWI, AAPL 13F-HR 25 Jan 2023, 14:38
Q3 2022 47 $75,420,000 +$8,349,336 -$6,264,072 +$2,085,264 DGRO, VTV, DBI, AAPL, IMCB 13F-HR 14 Nov 2022, 17:12
Q2 2022 46 $73,850,000 +$14,138,781 -$5,354,040 +$8,784,741 DGRO, VTV, DBI, AAPL, VO 13F-HR 12 Aug 2022, 11:33
Q1 2022 46 $76,657,000 +$8,144,948 -$21,419,718 -$13,274,770 DGRO, VTV, AAPL, IMCB, DBI 13F-HR 15 Apr 2022, 15:07
Q4 2021 50 $92,750,000 $0 $0 $0 DGRO, VTV, AAPL, VONG, BBWI 13F-HR 14 Feb 2022, 21:13