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Portfolio (Quarterly) Guide ↗

YARGER WEALTH STRATEGIES, LLC

· CIK 0001908607
13F Portfolio $278M AUM 136 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 136 New
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 4,702.0 $536K 0.19% NEW $113.90 -5.9%
82 SHOP SHOPIFY INC Technology 4,345.0 $532K 0.19% NEW $122.54 +18.4%
83 LRCX LAM RESEARCH CORP Technology 1,400.0 $490K 0.18% NEW $350.28 -12.2%
84 SPACE EXPLORATION TECHN CORP 3,344.0 $486K 0.17% NEW $145.30
85 UBER UBER TECHNOLOGIES INC Technology 6,498.0 $484K 0.17% NEW $74.54 +1.6%
86 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 511.0 $468K 0.17% NEW $915.57 +0.0%
87 CDL VICTORY PORTFOLIOS II 5,874.0 $464K 0.17% NEW $79.04 +1.4%
88 CAH CARDINAL HEALTH INC Healthcare 1,884.0 $444K 0.16% NEW $235.81 +4.8%
89 ET ENERGY TRANSFER L P Energy 21,952.0 $432K 0.15% NEW $19.66 +9.4%
90 CVX CHEVRON CORPORATION Energy 2,393.0 $422K 0.15% NEW $176.41 +18.2%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 3,324.0 $421K 0.15% NEW $126.79 +37.5%
92 HD HOME DEPOT INC Consumer Cyclical 1,184.0 $406K 0.15% NEW $343.25 -6.5%
93 PGR PROGRESSIVE CORP Financial Services 1,717.0 $396K 0.14% NEW $230.72 -5.1%
94 BSMY INVESCO EXCH TRD SLF IDX FD 16,008.0 $393K 0.14% NEW $24.57 -3.9%
95 MICRON TECHNOLOGY INC 400.0 $392K 0.14% NEW $979.30
96 RCKY ROCKY BRANDS INC Consumer Cyclical 9,387.0 $377K 0.14% NEW $40.16 +9.9%
97 NVT NVENT ELEC PLC Industrials 2,306.0 $371K 0.13% NEW $160.72 -2.9%
98 PANW PALO ALTO NETWORKS INC Technology 1,096.0 $357K 0.13% NEW $325.95 +2.2%
99 PJUL INNOVATOR ETFS TRUST 7,110.0 $349K 0.12% NEW $49.12 +1.4%
100 SHY ISHARES TR 4,223.0 $346K 0.12% NEW $81.89 -0.2%
Page 5 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.2%
Consumer Cyclical 19.1%
Financial Services 17.8%
Healthcare 6.2%
Consumer Defensive 3.5%
Energy 2.9%
Industrials 2.8%
Communication Services 2.5%