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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

YARGER WEALTH STRATEGIES, LLC

Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001951757-25-001237

Total Value
$218.0M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C680167,949$20.2M9.28%
2T ROWE PRICE ETF INC87283Q404389,942$17.1M7.86%
3VANGUARD WHITEHALL FDS92194640671,334$10.1M4.61%
4APPLE INCAAPL36,774$9.4M4.29%
5HARTFORD FDS EXCHANGE TRADED41653L404466,043$8.9M4.09%
6ISHARES TR46434V621120,484$8.2M3.76%
7AMAZON COM INCAMZN29,941$6.6M3.02%
8J P MORGAN EXCHANGE TRADED F46654Q73269,207$6.4M2.92%
9J P MORGAN EXCHANGE TRADED F46654Q60966,185$6.2M2.85%
10JANUS DETROIT STR TR47103U845121,631$6.2M2.83%
11ISHARES TR46428820869,153$5.7M2.63%
12VANGUARD INDEX FDS92290874430,312$5.7M2.59%
13VANGUARD INDEX FDS9229083638,859$5.4M2.49%
14J P MORGAN EXCHANGE TRADED F46654Q71693,783$5.1M2.33%
15INNOVATOR ETFS TRUSTINHD106,247$4.6M2.09%
16INVESCO QQQ TRIVZ6,228$3.7M1.71%
17MICROSOFT CORPMSFT6,184$3.2M1.47%
18JPMORGAN CHASE & CO.VYLD10,025$3.2M1.45%
19INNOVATOR ETFS TRUSTINHD74,956$3.1M1.44%
20NVIDIA CORPORATIONNVDA15,731$2.9M1.35%
21INNOVATOR ETFS TRUSTINHD73,651$2.9M1.34%
22DIMENSIONAL ETF TRUST25434V70871,558$2.8M1.27%
23INNOVATOR ETFS TRUSTINHD66,781$2.7M1.26%
24DESIGNER BRANDS INCDBI757,029$2.7M1.23%
25INNOVATOR ETFS TRUSTINHD61,566$2.6M1.20%
26INNOVATOR ETFS TRUSTINHD58,820$2.6M1.18%
27INNOVATOR ETFS TRUSTINHD63,344$2.5M1.13%
28BERKSHIRE HATHAWAY INC DELBRK-A4,431$2.2M1.02%
29WISDOMTREE TRWT38,240$2.0M0.92%
30ALPHABET INCGOOG8,125$2.0M0.91%
31VANGUARD INDEX FDS9229086296,501$1.9M0.88%
32J P MORGAN EXCHANGE TRADED F46641Q83733,653$1.7M0.78%
33J P MORGAN EXCHANGE TRADED F46654Q72425,670$1.7M0.77%
34J P MORGAN EXCHANGE TRADED F46654Q57529,816$1.5M0.70%
35SPDR S&P 500 ETF TRSPY2,208$1.5M0.67%
36INNOVATOR ETFS TRUSTINHD40,966$1.4M0.62%
37J P MORGAN EXCHANGE TRADED F46641Q65425,365$1.3M0.59%
38ISHARES TR46429B69713,246$1.3M0.58%
39T ROWE PRICE ETF INC87283Q78447,214$1.2M0.53%
40INVESCO EXCHANGE TRADED FD TIVZ5,914$1.1M0.51%
41SELECT SECTOR SPDR TR81369Y8033,766$1.1M0.49%
42VANGUARD SCOTTSDALE FDS92206C71411,279$1.0M0.46%
43INNOVATOR ETFS TRUSTINHD20,848$969,0920.44%
44INVESCO EXCH TRD SLF IDX FDIVZ44,972$945,3050.43%
45FIDELITY COVINGTON TRUST31609235217,208$923,3780.42%
46TESLA INCTSLA2,026$901,1180.41%
47META PLATFORMS INCMETA1,222$897,5410.41%
48BROADCOM INCAVGO2,689$887,2440.41%
49VISA INCV2,515$858,4600.39%
50BATH & BODY WORKS INCBBWI31,545$812,5870.37%
51ISHARES TR46428750711,661$761,0240.35%
52INNOVATOR ETFS TRUSTINHD18,888$724,5360.33%
53MARVELL TECHNOLOGY INCMRVL8,595$722,5700.33%
54ABBVIE INCABBV2,970$687,7430.32%
55INNOVATOR ETFS TRUSTINHD16,632$662,9450.30%
56VANGUARD INDEX FDS9229085123,725$650,3230.30%
57COSTCO WHSL CORP NEW22160K105672$621,9100.29%
58PALANTIR TECHNOLOGIES INCPLTR3,369$614,5730.28%
59ISHARES TR46432F3393,081$599,1970.27%
60ELI LILLY & COLLY778$593,4880.27%
61MERCK & CO INCMRK7,044$591,2010.27%
62INNOVATOR ETFS TRUSTINHD12,513$573,0170.26%
63VICTORY PORTFOLIOS II92647N8658,213$571,5090.26%
64J P MORGAN EXCHANGE TRADED F46654Q2039,662$555,7800.25%
65ALTRIA GROUP INCMO8,298$548,1780.25%
66TAIWAN SEMICONDUCTOR MFG LTD8740391001,948$543,9610.25%
67ALPHABET INCGOOG2,209$536,9620.25%
68SHOPIFY INCSHOP3,397$504,8520.23%
69WALMART INCWMT4,673$481,6140.22%
70EXXON MOBIL CORPXOM4,061$457,9120.21%
71TJX COS INC NEW8725401093,164$457,3780.21%
72HOME DEPOT INCHD1,121$454,2860.21%
73UBER TECHNOLOGIES INCUBER4,563$447,0020.21%
74PROCTER AND GAMBLE CO7427181092,884$443,1410.20%
75VANGUARD WORLD FD92204A702586$437,7040.20%
76INNOVATOR ETFS TRUSTINHD9,450$430,9200.20%
77VANGUARD BD INDEX FDS92203C3038,548$427,3510.20%
78SERVICENOW INCNOW458$421,4880.19%
79INVESCO EXCH TRD SLF IDX FDIVZ17,203$406,4240.19%
80SYNOPSYS INCSNPS813$401,1110.18%
81JOHNSON & JOHNSONJNJ2,087$387,0270.18%
82ORACLE CORPORCL-PD1,370$385,2090.18%
83ABBOTT LABSABLZF2,873$384,7730.18%
84PROGRESSIVE CORP7433151031,545$381,5700.17%
85INVESCO EXCH TRD SLF IDX FDIVZ15,375$374,0780.17%
86SALESFORCE INCCRM1,577$373,8200.17%
87ENERGY TRANSFER L PET-PI20,814$357,1600.16%
88ISHARES TR4642874574,223$350,3720.16%
89ROCKY BRANDS INCRCKY11,318$337,1600.15%
90CHEVRON CORP NEWCVX2,146$333,2550.15%
91VICTORIAS SECRET AND CO92640010212,198$331,0540.15%
92INNOVATOR ETFS TRUSTINHD9,001$324,3190.15%
93SPDR GOLD TRGLD901$320,3020.15%
94CATERPILLAR INCCAT649$309,8940.14%
95INNOVATOR ETFS TRUSTINHD9,995$307,8460.14%
96ASML HOLDING N VASMLF304$294,5270.14%
97CARDINAL HEALTH INCCAH1,855$291,2110.13%
98CREDO TECHNOLOGY GROUP HOLDICRDO1,929$280,9420.13%
99INNOVATOR ETFS TRUSTINHD6,800$279,2080.13%
100VANGUARD INDEX FDS922908736578$277,3030.13%
101VANGUARD ADMIRAL FDS INC9219328282,440$269,5300.12%
102INVESCO EXCHANGE TRADED FD TIVZ3,516$263,3290.12%
103SPDR SERIES TRUST78464A8543,294$258,0880.12%
104ISHARES TR464287523945$256,3280.12%
105ISHARES TR4642877702,854$255,8510.12%
106APPLIED MATLS INC0382221051,197$245,1360.11%
107ISHARES ETHEREUM TR46438R1057,676$241,8570.11%
108LATTICE STRATEGIES TR5184161026,807$241,8130.11%
109ISHARES TR4642871501,619$235,8070.11%
110VANGUARD WORLD FD921910816580$233,2670.11%
111PALO ALTO NETWORKS INCPANW1,124$228,8980.10%
112SELECT SECTOR SPDR TR81369Y6054,112$221,4940.10%
113COCA COLA COKO3,319$220,1200.10%
114STARBUCKS CORPSBUX2,572$217,5680.10%
115AMPLIFY ETF TR0321084094,808$214,3020.10%
116ARES MANAGEMENT CORPORATIONARES-PB1,336$213,6710.10%
117TAPESTRY INCTPR1,879$212,7160.10%
118CAPITAL GRP FIXED INCM ETF T14020Y1029,199$208,9930.10%
119DULUTH HLDGS INCDLTH32,419$126,7580.06%
120AGILON HEALTH INCAGL53,966$55,5850.03%
121LUCID DIAGNOSTICS INCLUCD17,123$17,2940.01%