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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 Q4 2025 · Filed January 22, 2026 · Accession 0001951757-26-000273

Total Value
$232.7M
Positions
124
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (124)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C680175,023$21.3M9.16%
2T ROWE PRICE ETF INC87283Q404399,968$18.0M7.73%
3J P MORGAN EXCHANGE TRADED F46654Q716220,578$11.9M5.13%
4VANGUARD WHITEHALL FDS92194640672,381$10.4M4.46%
5APPLE INCAAPL33,824$9.2M3.95%
6HARTFORD FDS EXCHANGE TRADED41653L404458,723$8.8M3.78%
7ISHARES TR46434V621121,809$8.5M3.63%
8AMAZON COM INCAMZN30,091$6.9M2.99%
9J P MORGAN EXCHANGE TRADED F46654Q73273,495$6.6M2.85%
10JANUS DETROIT STR TR47103U845128,328$6.5M2.79%
11J P MORGAN EXCHANGE TRADED F46654Q60969,184$6.4M2.76%
12VANGUARD INDEX FDS92290836310,097$6.3M2.72%
13VANGUARD INDEX FDS92290874430,752$5.9M2.52%
14ISHARES TR46428820866,278$5.5M2.36%
15INNOVATOR ETFS TRUSTINHD106,237$4.6M2.00%
16JPMORGAN CHASE & CO.VYLD12,524$4.0M1.73%
17INVESCO QQQ TRIVZ5,769$3.5M1.52%
18DESIGNER BRANDS INCDBI446,690$3.3M1.43%
19INNOVATOR ETFS TRUSTINHD74,230$3.2M1.38%
20MICROSOFT CORPMSFT6,268$3.0M1.30%
21NVIDIA CORPORATIONNVDA16,220$3.0M1.30%
22INNOVATOR ETFS TRUSTINHD72,771$3.0M1.27%
23DIMENSIONAL ETF TRUST25434V70871,075$2.8M1.21%
24INNOVATOR ETFS TRUSTINHD66,771$2.8M1.20%
25ALPHABET INCGOOG8,480$2.7M1.14%
26INNOVATOR ETFS TRUSTINHD57,701$2.6M1.11%
27INNOVATOR ETFS TRUSTINHD59,161$2.6M1.10%
28INNOVATOR ETFS TRUSTINHD63,344$2.5M1.08%
29BERKSHIRE HATHAWAY INC DELBRK-A4,479$2.3M0.97%
30WISDOMTREE TRWT38,517$2.0M0.85%
31VANGUARD INDEX FDS9229086296,566$1.9M0.82%
32J P MORGAN EXCHANGE TRADED F46654Q72423,007$1.5M0.66%
33SPDR S&P 500 ETF TRSPY2,214$1.5M0.65%
34SELECT SECTOR SPDR TR81369Y8039,640$1.4M0.60%
35J P MORGAN EXCHANGE TRADED F46654Q57525,798$1.3M0.57%
36J P MORGAN EXCHANGE TRADED F46641Q83725,527$1.3M0.56%
37ISHARES TR46429B69713,297$1.3M0.54%
38T ROWE PRICE ETF INC87283Q78453,008$1.2M0.54%
39VANGUARD SCOTTSDALE FDS92206C71413,330$1.2M0.53%
40J P MORGAN EXCHANGE TRADED F46641Q65422,489$1.1M0.49%
41INVESCO EXCHANGE TRADED FD TIVZ5,938$1.1M0.49%
42INNOVATOR ETFS TRUSTINHD23,063$1.1M0.47%
43BROADCOM INCAVGO3,089$1.1M0.46%
44TAIWAN SEMICONDUCTOR MFG LTD8740391003,516$1.1M0.46%
45FIDELITY COVINGTON TRUST31609235217,214$944,0270.41%
46VISA INCV2,577$903,7070.39%
47ELI LILLY & COLLY792$851,6360.37%
48MARVELL TECHNOLOGY INCMRVL9,956$846,0390.36%
49META PLATFORMS INCMETA1,258$830,1830.36%
50J P MORGAN EXCHANGE TRADED F46654Q20313,527$786,2150.34%
51ISHARES TR46428750711,902$785,5290.34%
52INNOVATOR ETFS TRUSTINHD18,436$767,3010.33%
53TESLA INCTSLA1,675$753,3970.32%
54INNOVATOR ETFS TRUSTINHD18,888$738,8900.32%
55VANGUARD BD INDEX FDS92203C30314,656$730,4370.31%
56MERCK & CO INCMRK6,906$726,9530.31%
57ALPHABET INCGOOG2,304$721,0530.31%
58ABBVIE INCABBV3,115$711,6410.31%
59INNOVATOR ETFS TRUSTINHD20,135$690,2340.30%
60VANGUARD INDEX FDS9229085123,763$667,3810.29%
61ISHARES TR46432F3393,183$632,3040.27%
62PALANTIR TECHNOLOGIES INCPLTR3,480$618,5700.27%
63SHOPIFY INCSHOP3,667$590,3030.25%
64INNOVATOR ETFS TRUSTINHD12,513$588,3450.25%
65WALMART INCWMT5,190$578,2330.25%
66TJX COS INC NEW8725401093,568$548,1530.24%
67VANGUARD INTL EQUITY INDEX F9220427423,831$540,4330.23%
68EXXON MOBIL CORPXOM4,403$529,8960.23%
69VICTORY PORTFOLIOS II92647N8657,571$521,2390.22%
70MICRON TECHNOLOGY INCMU1,762$502,8230.22%
71ALTRIA GROUP INCMO8,541$492,4940.21%
72JOHNSON & JOHNSONJNJ2,163$447,7030.19%
73VANGUARD WORLD FD92204A702586$441,9770.19%
74INNOVATOR ETFS TRUSTINHD9,200$427,1560.18%
75BATH & BODY WORKS INCBBWI20,924$420,1630.18%
76UBER TECHNOLOGIES INCUBER5,059$413,3410.18%
77INVESCO EXCH TRD SLF IDX FDIVZ17,316$409,4370.18%
78COSTCO WHSL CORP NEW22160K105475$409,1960.18%
79SERVICENOW INCNOW2,626$402,3110.17%
80INVESCO EXCH TRD SLF IDX FDIVZ15,725$386,5390.17%
81PROCTER AND GAMBLE CO7427181092,676$383,5090.16%
82CARDINAL HEALTH INCCAH1,863$382,8330.16%
83ASML HOLDING N VASMLF354$378,3560.16%
84CATERPILLAR INCCAT656$375,8040.16%
85SPDR GOLD TRGLD901$357,1020.15%
86PROGRESSIVE CORP7433151031,552$353,5260.15%
87ENERGY TRANSFER L PET-PI21,222$349,9460.15%
88ISHARES TR4642874574,223$349,7800.15%
89HOME DEPOT INCHD1,004$345,6250.15%
90ABBOTT LABSABLZF2,757$345,4450.15%
91APPLIED MATLS INC0382221051,312$337,2080.14%
92INNOVATOR ETFS TRUSTINHD9,009$332,0850.14%
93CHEVRON CORP NEWCVX2,171$330,8610.14%
94CREDO TECHNOLOGY GROUP HOLDICRDO2,280$328,1290.14%
95INNOVATOR ETFS TRUSTINHD9,995$315,0220.14%
96INNOVATOR ETFS TRUSTINHD6,907$303,3550.13%
97SCHWAB STRATEGIC TR80852420110,942$294,4440.13%
98ISHARES TR464287523946$285,0230.12%
99INNOVATOR ETFS TRUSTINHD6,792$283,7700.12%
100VANGUARD INDEX FDS922908736579$282,5170.12%
101VANGUARD ADMIRAL FDS INC9219328282,472$274,3260.12%
102ORACLE CORPORCL-PD1,405$273,9060.12%
103SPDR SERIES TRUST78464A8543,304$265,0070.11%
104INVESCO EXCHANGE TRADED FD TIVZ3,577$264,6530.11%
105ISHARES TR4642877702,860$263,8610.11%
106LATTICE STRATEGIES TR5184161026,609$244,3640.11%
107ISHARES TR4642871501,619$240,7290.10%
108ROCKY BRANDS INCRCKY8,172$239,6930.10%
109VANGUARD WORLD FD921910816581$239,6920.10%
110PALO ALTO NETWORKS INCPANW1,300$239,4860.10%
111COCA COLA COKO3,420$239,1090.10%
112TAPESTRY INCTPR1,856$237,1660.10%
113SELECT SECTOR SPDR TR81369Y6054,123$225,8400.10%
114ADVANCED MICRO DEVICES INCAMD1,035$221,6560.10%
115ARES MANAGEMENT CORPORATIONARES-PB1,368$221,1490.10%
116VANGUARD TAX-MANAGED FDS9219438583,442$215,0510.09%
117STARBUCKS CORPSBUX2,539$213,7950.09%
118VERTIV HOLDINGS COVRT1,315$213,0020.09%
119CAPITAL GRP FIXED INCM ETF T14020Y1029,324$211,0940.09%
120PEPSICO INCPEP1,458$209,2670.09%
121ISHARES BITCOIN TRUST ETFIBIT4,147$205,8990.09%
122QUALCOMM INCQCOM1,178$201,5610.09%
123DULUTH HLDGS INCDLTH32,419$67,4320.03%
124AGILON HEALTH INCAGL28,788$19,8260.01%