Long-term investor
Yarger Wealth Strategies, LLC @yargerwealthstrategiesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908607).
Record
- Tracked since 2025-06-30 (434 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +4.6% · 1 year +11.8% · all +11.8%
- Max drawdown -3.4% · Sharpe 0.64 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TDVG · 7.0% · long · since 2025-06-30
- VONG · 6.8% · long · since 2025-06-30
- AORT · 5.5% · long · since 2026-03-31
- VYM · 4.4% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- DGRO · 3.3% · long · since 2025-06-30
- HTAB · 3.3% · long · since 2025-06-30
- JAAA · 2.8% · long · since 2025-06-30
- JTEK · 2.8% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- VTV · 2.6% · long · since 2025-06-30
- VOO · 2.5% · long · since 2025-06-30