account_balance
Investment manager · 13F filer · SEC CIK 1908607
Yarger Wealth Strategies, LLC
Reported value$318Mas of Sep 30, 2026
Positions135 5 new, 6 sold out
Top 10 weight45.3%JBND alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JBNDJ P Morgan Exchange Traded F
6.9%Added +299%
DYNBHartford FDS Exchange Traded
6.5%New
VONGVanguard Scottsdale FDS
6.2%Added +3%
TDVGT Rowe Price Exchange-Traded
6.2%Added +3%
AORTArtivion, Inc.
4.1%Trimmed −11%
VYMVanguard Whitehall FDS
3.8%Added +3%
AAPLApple Inc.
3.6%
DGROiShares Tr
2.8%Trimmed −2%
HTABHartford FDS Exchange Traded
2.7%
JTEKJ P Morgan Exchange Traded F
2.5%Added +3%
VTVVanguard Index FDS
2.5%Added +10%
AMZNAmazon.com Inc
2.4%
JBNDJ P Morgan Exchange Traded F
6.9%Added +299%
DYNBHartford FDS Exchange Traded
6.5%New
VONGVanguard Scottsdale FDS
6.2%
TDVGT Rowe Price Exchange-Traded
6.2%
AORTArtivion, Inc.
4.1%−11%
VYMVanguard Whitehall FDS
3.8%
AAPLApple Inc.
3.6%
DGROiShares Tr
2.8%
HTAB2.7%
JTEK
VTV2.5%
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JBND J P Morgan Exchange Traded F 6.9% Added +299%
DYNB Hartford FDS Exchange Traded 6.5% New
VONG Vanguard Scottsdale FDS 6.2% Added +3%
TDVG T Rowe Price Exchange-Traded 6.2% Added +3%
AORT Artivion, Inc. 4.1% Trimmed −11%VYM Vanguard Whitehall FDS 3.8% Added +3%
AAPL Apple Inc. 3.6% HeldDGRO iShares Tr 2.8% Trimmed −2%
HTAB Hartford FDS Exchange Traded 2.7% Held
JTEK J P Morgan Exchange Traded F 2.5% Added +3%
VTV Vanguard Index FDS 2.5% Added +10%
AMZN Amazon.com Inc 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.