Yoder Wealth Management, Inc.

CIK 0001973967 • 6 13F filings • Apr 22, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $211.3M114 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$209K	0.1%Prev: 0.1%	904 SH	Decreased-56 SH
ADOBE INC	COM	$209K	0.1%	592 SH	New
AIRBNB INC	COM CL A	$3.2M	1.5%Prev: 1.1%	26,305 SH	Increased+6,849 SH
ALPHABET INC	CAP STK CL A	$402K	0.2%Prev: 0.2%	1,655 SH	Decreased+75 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.9%Prev: 1.2%	7,669 SH	Decreased-1,192 SH
ALTRIA GROUP INC	COM	$217K	0.1%Prev: 0.1%	3,284 SH	Decreased-36 SH
AMAZON COM INC	COM	$2.3M	1.1%Prev: 1.1%	10,504 SH	Decreased-917 SH
AMERICAN TOWER CORP NEW	COM	$273K	0.1%	1,418 SH	New
APPLE INC	COM	$12.3M	5.8%Prev: 5.0%	48,345 SH	Decreased+4,094 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$876K	0.4%Prev: 0.4%	1,742 SH	Decreased-100 SH
BLOCK INC	CL A	$2.6M	1.2%Prev: 1.0%	35,850 SH	Decreased+1,365 SH
BROADCOM INC	COM	$890K	0.4%Prev: 0.5%	2,698 SH	Decreased-461 SH
CISCO SYS INC	COM	$270K	0.1%Prev: 0.2%	3,945 SH	Decreased+35 SH
CITIGROUP INC	COM NEW	$307K	0.1%Prev: 0.2%	3,027 SH	Decreased-55 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.0M	1.0%Prev: 1.0%	64,698 SH	Decreased+440 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.2M	0.6%Prev: 0.3%	26,084 SH	Increased+10,930 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$810K	0.4%	21,007 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.2M	1.1%	30,762 SH	New
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$449K	0.2%	18,839 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$323K	0.2%Prev: 0.2%	5,541 SH	Decreased
DISNEY WALT CO	COM	$254K	0.1%Prev: 0.1%	2,220 SH	Increased+52 SH
EQUIFAX INC	COM	$203K	0.1%	791 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$1.8M	0.9%Prev: 1.0%	36,355 SH	Decreased-11,414 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$5.9M	2.8%Prev: 3.2%	82,870 SH	Decreased-34,903 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$4.6M	2.2%Prev: 2.7%	44,708 SH	Decreased-21,828 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$2.8M	1.3%Prev: 1.2%	111,441 SH	Decreased+10,425 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$5.2M	2.5%Prev: 3.1%	68,510 SH	Decreased-36,025 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$5.8M	2.8%Prev: 3.1%	87,410 SH	Decreased-14,724 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$5.9M	2.8%Prev: 3.1%	72,056 SH	Decreased-7,692 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$15.4M	7.3%Prev: 11.6%	69,255 SH	Decreased-34,998 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$1.2M	0.6%Prev: 0.5%	23,347 SH	Decreased+258 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.5M	1.2%Prev: 1.0%	44,911 SH	Decreased+143 SH
FLEXSHARES TR	IBOXX 5YR TRGT	$2.1M	1.0%Prev: 0.8%	85,520 SH	Increased+3,900 SH
GE AEROSPACE	COM NEW	$231K	0.1%Prev: 0.1%	767 SH	Decreased-55 SH
INVESCO CURRENCYSHARES EURO	EURO SHS	$238K	0.1%Prev: 0.2%	2,200 SH	Decreased-3,300 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$288K	0.1%Prev: 0.2%	5,418 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$168K	0.1%Prev: 0.1%	10,100 SH	Decreased-600 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$248K	0.1%Prev: 0.1%	12,700 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$277K	0.1%Prev: 0.1%	13,450 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$3.5M	1.7%Prev: 1.6%	78,158 SH	Decreased+2,028 SH
INVESCO EXCHANGE TRADED FD T	S&P 500A EQL	$1.4M	0.6%Prev: 0.5%	33,044 SH	Increased-2,514 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$1.9M	0.9%Prev: 0.8%	33,079 SH	Decreased-1,377 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	$3.4M	1.6%Prev: 1.4%	43,758 SH	Decreased-1,891 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$2.1M	1.0%Prev: 0.9%	70,996 SH	Decreased-745 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$297K	0.1%Prev: 0.1%	9,062 SH	Increased+2,993 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$924K	0.4%Prev: 0.3%	31,629 SH	Increased+2,359 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$7.0M	3.3%Prev: 4.1%	157,441 SH	Decreased-4,218 SH
INVESCO QQQ TR	UNIT SER 1	$228K	0.1%Prev: 0.1%	379 SH	Decreased
ISHARES TR	20 YR TR BD ETF	$2.7M	1.3%Prev: 1.1%	29,867 SH	Decreased-3,045 SH
ISHARES TR	7-10 YR TRSY BD	$330K	0.2%Prev: 0.1%	3,445 SH	Increased+51 SH
ISHARES TR	DOW JONES US ETF	$356K	0.2%Prev: 0.2%	2,190 SH	Decreased
ISHARES TR	FALN ANGLS USD	$768K	0.4%Prev: 0.3%	27,646 SH	Increased+700 SH
ISHARES TR	IBOND DEC 2030	$801K	0.4%Prev: 0.4%	40,302 SH	Decreased-8,700 SH
ISHARES TR	IBONDS 26 TRM TS	$501K	0.2%Prev: 0.2%	21,831 SH	Decreased-700 SH
ISHARES TR	IBONDS 27 ETF	$295K	0.1%Prev: 0.1%	12,100 SH	Decreased-400 SH
ISHARES TR	IBONDS 27 TRM TS	$329K	0.2%Prev: 0.1%	14,600 SH	Increased
ISHARES TR	IBONDS 28 TRM TS	$246K	0.1%Prev: 0.1%	10,970 SH	Decreased-3,500 SH
ISHARES TR	IBONDS DEC 2030	$319K	0.2%Prev: 0.1%	14,400 SH	Decreased-2,500 SH
ISHARES TR	IBONDS DEC 2031	$5.0M	2.4%Prev: 2.2%	244,566 SH	Decreased-31,423 SH
ISHARES TR	IBONDS DEC 2032	$1.6M	0.7%Prev: 1.9%	68,222 SH	Decreased-148,592 SH
ISHARES TR	IBONDS DEC2026	$267K	0.1%Prev: 0.1%	11,000 SH	Decreased-2,850 SH
ISHARES TR	IBONDS OCT 2031	$3.3M	1.6%Prev: 1.7%	125,825 SH	Decreased-39,443 SH
ISHARES TR	IBONDS OCT 2032	$226K	0.1%Prev: 0.1%	8,600 SH	Decreased-6,000 SH
ISHARES TR	MSCI INTL QUALTY	$1.4M	0.7%Prev: 0.6%	31,686 SH	Decreased+580 SH
ISHARES TR	MSCI USA QLT FCT	$8.1M	3.8%Prev: 2.6%	41,775 SH	Increased+11,256 SH
ISHARES TR	RUS TP200 GR ETF	$660K	0.3%Prev: 0.3%	2,411 SH	Decreased
ISHARES TR	RUS TP200 VL ETF	$329K	0.2%Prev: 0.2%	3,741 SH	Decreased
ISHARES TR	TRS FLT RT BD	$3.2M	1.5%Prev: 1.7%	64,211 SH	Decreased-21,493 SH
JOHNSON & JOHNSON	COM	$231K	0.1%Prev: 0.1%	1,248 SH	Decreased+63 SH
JPMORGAN CHASE & CO.	COM	$500K	0.2%	1,586 SH	New
MASTERCARD INCORPORATED	CL A	$358K	0.2%Prev: 0.1%	629 SH	Increased-53 SH
META PLATFORMS INC	CL A	$1.3M	0.6%Prev: 0.4%	1,760 SH	Increased-208 SH
MICROSOFT CORP	COM	$2.1M	1.0%Prev: 0.7%	4,084 SH	Increased-726 SH
NETFLIX INC	COM	$240K	0.1%	200 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.9%Prev: 1.0%	10,496 SH	Decreased-1,897 SH
ORACLE CORP	COM	$278K	0.1%	989 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.5%Prev: 0.3%	6,200 SH	Increased-94 SH
PIMCO ETF TR	15+ YR US TIPS	$5.9M	2.8%Prev: 2.3%	111,547 SH	Decreased-6,719 SH
PROCTER AND GAMBLE CO	COM	$274K	0.1%	1,783 SH	New
PROLOGIS INC.	COM	$248K	0.1%Prev: 0.1%	2,163 SH	Decreased-301 SH
PUBLIC STORAGE OPER CO	COM	$267K	0.1%	923 SH	New
REALTY INCOME CORP	COM	$311K	0.1%Prev: 0.1%	5,124 SH	Decreased-685 SH
SALESFORCE INC	COM	$323K	0.2%Prev: 0.1%	1,361 SH	Increased-85 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$486K	0.2%Prev: 0.2%	10,950 SH	Increased+1,600 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$1.9M	0.9%Prev: 0.9%	73,067 SH	Decreased+475 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.7M	0.8%Prev: 0.6%	64,201 SH	Increased+14,479 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.4M	1.1%Prev: 1.1%	76,728 SH	Decreased+224 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.5%Prev: 0.4%	39,441 SH	Increased+5,865 SH
SCHWAB STRATEGIC TR	US REIT ETF	$726K	0.3%Prev: 0.4%	33,652 SH	Decreased-5,127 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$496K	0.2%Prev: 0.2%	18,400 SH	Increased
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.2M	2.0%	14,894 SH	New
SERVICENOW INC	COM	$250K	0.1%	272 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$612K	0.3%	14,300 SH	New
TESLA INC	COM	$643K	0.3%Prev: 0.3%	1,446 SH	Decreased-261 SH
VANGUARD INDEX FDS	GROWTH ETF	$9.9M	4.7%Prev: 2.8%	20,614 SH	Increased-63,084 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$494K	0.2%Prev: 0.2%	1,606 SH	Decreased+36 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$508K	0.2%Prev: 0.2%	2,907 SH	Decreased
VANGUARD INDEX FDS	SM CP VAL ETF	$296K	0.1%Prev: 0.1%	1,417 SH	Decreased-6 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	1.8%Prev: 1.7%	11,292 SH	Decreased-184 SH
VANGUARD INDEX FDS	VALUE ETF	$600K	0.3%Prev: 0.3%	3,218 SH	Decreased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.8M	2.7%Prev: 2.2%	68,809 SH	Increased+938 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.1M	3.8%Prev: 2.5%	37,381 SH	Increased+10,410 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$889K	0.4%Prev: 0.4%	14,841 SH	Decreased
VANGUARD WORLD FD	COMM SRVC ETF	$414K	0.2%Prev: 0.2%	2,203 SH	Increased
VANGUARD WORLD FD	CONSUM DIS ETF	$764K	0.4%Prev: 0.3%	1,928 SH	Decreased-82 SH
VANGUARD WORLD FD	ENERGY ETF	$346K	0.2%Prev: 0.2%	2,749 SH	Decreased+16 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$601K	0.3%Prev: 0.2%	2,314 SH	Increased+684 SH
VANGUARD WORLD FD	INF TECH ETF	$426K	0.2%Prev: 0.2%	571 SH	Decreased-3,997 SH
VANGUARD WORLD FD	MATERIALS ETF	$436K	0.2%Prev: 0.1%	2,128 SH	Increased+499 SH
VERIZON COMMUNICATIONS INC	COM	$271K	0.1%Prev: 0.1%	6,156 SH	Decreased-327 SH
VISA INC	COM CL A	$563K	0.3%Prev: 0.2%	1,649 SH	Increased+20 SH
WALMART INC	COM	$235K	0.1%Prev: 0.1%	2,281 SH	Decreased-655 SH
WISDOMTREE TR	EM EX ST-OWNED	$2.1M	1.0%Prev: 1.1%	56,316 SH	Decreased+801 SH
WISDOMTREE TR	FLOATNG RAT TREA	$5.3M	2.5%Prev: 2.6%	106,206 SH	Decreased-26,446 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $683K
AMERICAN TOWER CORP — $269K
AMGEN INC — $211K
AMPHENOL CORP — $229K
BANK OF AMER CORP — $206K
BANK OF NY MELLON CORP — $212K
DIMENSIONAL ETF TRUST — $595K
DIMENSIONAL ETF TRUST — $2.5M
DIMENSIONAL ETF TRUST — $502K
ELI LILLY & CO — $335K
EQUINIX INC — $277K
EXXON MOBIL CORP — $249K
INTEL CORP — $316K
INVESCO EXCHANGE TRADED FD T — $284K
INVESCO EXCHANGE TRADED FD T — $266K
ISHARES INC — $244K
ISHARES TR — $211K
JPMORGAN CHASE & CO — $565K
LAM RESEARCH CORP — $489K
MERCK & CO INC — $252K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001214659-26-012799	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001214659-26-000741	$219.6M	View
Oct 22, 2025	Q3 2025