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Jonathan Yarger

Yarger Wealth Strategies, Llc

Assets Managed
$278.363M
Holdings
136
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.05%(2Q avg: 9.42%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Yarger Wealth Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Yarger Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 278.363M in assets, with a quarterly growth rate of 12.05% and a 2-quarter average growth rate of 9.42%. The portfolio is managed by Jonathan Yarger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TDVG
T Rowe Price Dividend Growth
Recent Activity
Increased 1.12%
7.04%
$19.59M
395,595 shares@ $49.53 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 0.86%
6.85%
$19.063M
149,434 shares@ $127.58 avg price
AORT
Artivion Inc
Recent Activity
5.49%
$15.278M
634,223 shares@ $24.09 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 3.04%
4.43%
$12.322M
76,504 shares@ $161.07 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.48%
3.87%
$10.767M
34,147 shares@ $315.32 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -1.26%
3.35%
$9.307M
120,776 shares@ $77.07 avg price
HTAB
Hartford Schroders Tax Aware
Recent Activity
Increased 0.51%
3.3%
$9.17M
480,097 shares@ $19.11 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -0.78%
2.83%
$7.854M
155,371 shares@ $50.55 avg price
JTEK
Jpmorgan Us Tech Leaders
Recent Activity
Increased 2.76%
2.76%
$7.674M
73,375 shares@ $104.58 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.33%
2.71%
$7.535M
30,713 shares@ $245.34 avg price

1-10 of 136