YARGER WEALTH STRATEGIES, LLC
Top Portfolio Positions
56 positions ·
$80,131,081 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AORT |
Artivion, Inc.
Healthcare
|
634,223 | $23,225,246 | 28.98% | |
| AAPL |
Apple Inc.
Technology
|
33,652 | $8,540,541 | 10.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,016 | $6,251,432 | 7.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,346 | $3,925,859 | 4.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,415 | $3,125,429 | 3.90% | |
| NVDA |
Nvidia Corp
Technology
|
17,093 | $2,981,019 | 3.72% | |
| DBI |
Designer Brands Inc.
Consumer Cyclical
|
446,690 | $2,541,666 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
6,412 | $2,373,530 | 2.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,471 | $2,142,503 | 2.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,219 | $1,443,104 | 1.80% |
Portfolio Trend
18 quarters · across all stocks
Holdings in RCKY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,981 | 8,858 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $239,684 | 8,172 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $337,163 | 11,318 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $286,628 | 12,917 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $204,392 | 11,767 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $247,904 | 10,873 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $326,851 | 10,259 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $359,879 | 9,737 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $245,390 | 9,045 | Shares | Sole | 2024-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||