Yoder Wealth Management, Inc.

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

Import this data to Google Sheets with:

=jivedata("yoder-wealth-management-inc-0001973967-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $219.6M118 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$218K	0.1%Prev: 0.1%	952 SH	Increased+48 SH
ADOBE INC	COM	$213K	0.1%Prev: 0.1%	608 SH	Increased+16 SH
ADVANCED MICRO DEVICES INC	COM	$239K	0.1%	1,117 SH	New
AIRBNB INC	COM CL A	$3.6M	1.6%Prev: 1.5%	26,389 SH	Increased+84 SH
ALPHABET INC	CAP STK CL A	$495K	0.2%Prev: 0.2%	1,580 SH	Increased-75 SH
ALPHABET INC	CAP STK CL C	$2.5M	1.1%Prev: 0.9%	7,997 SH	Increased+328 SH
AMAZON COM INC	COM	$2.4M	1.1%Prev: 1.1%	10,443 SH	Increased-61 SH
AMERICAN TOWER CORP NEW	COM	$262K	0.1%Prev: 0.1%	1,490 SH	Decreased+72 SH
APPLE INC	COM	$12.7M	5.8%Prev: 5.8%	46,868 SH	Increased-1,477 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$891K	0.4%Prev: 0.4%	1,773 SH	Increased+31 SH
BLOCK INC	CL A	$2.2M	1.0%Prev: 1.2%	34,350 SH	Decreased-1,500 SH
BROADCOM INC	COM	$991K	0.5%Prev: 0.4%	2,863 SH	Increased+165 SH
CISCO SYS INC	COM	$311K	0.1%Prev: 0.1%	4,032 SH	Increased+87 SH
CITIGROUP INC	COM NEW	$353K	0.2%Prev: 0.1%	3,027 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.1M	1.0%Prev: 1.0%	64,258 SH	Increased-440 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.0M	0.5%Prev: 0.6%	21,895 SH	Decreased-4,189 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$531K	0.2%Prev: 0.4%	13,407 SH	Decreased-7,600 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.2M	1.0%Prev: 1.1%	30,129 SH	Increased-633 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$445K	0.2%Prev: 0.2%	19,451 SH	Decreased+612 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$330K	0.2%Prev: 0.2%	5,541 SH	Increased
DISNEY WALT CO	COM	$260K	0.1%Prev: 0.1%	2,287 SH	Increased+67 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$414K	0.2%	3,600 SH	New
ELI LILLY & CO	COM	$272K	0.1%	253 SH	New
EXXON MOBIL CORP	COM	$206K	0.1%	1,710 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$2.2M	1.0%Prev: 0.9%	44,636 SH	Increased+8,281 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$7.2M	3.3%Prev: 2.8%	97,690 SH	Increased+14,820 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$5.3M	2.4%Prev: 2.2%	51,882 SH	Increased+7,174 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$3.0M	1.4%Prev: 1.3%	121,884 SH	Increased+10,443 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$6.4M	2.9%Prev: 2.5%	81,814 SH	Increased+13,304 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$7.1M	3.2%Prev: 2.8%	95,236 SH	Increased+7,826 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$6.2M	2.8%Prev: 2.8%	74,634 SH	Increased+2,578 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$19.5M	8.9%Prev: 7.3%	86,643 SH	Increased+17,388 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$1.3M	0.6%Prev: 0.6%	25,281 SH	Increased+1,934 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.7M	1.2%Prev: 1.2%	48,219 SH	Increased+3,308 SH
FLEXSHARES TR	IBOXX 5YR TRGT	$2.0M	0.9%Prev: 1.0%	85,200 SH	Decreased-320 SH
GE AEROSPACE	COM NEW	$236K	0.1%Prev: 0.1%	767 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$201K	0.1%	1,242 SH	New
INVESCO CURRENCYSHARES EURO	EURO SHS	$542K	0.2%Prev: 0.1%	5,000 SH	Increased+2,800 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$307K	0.1%Prev: 0.1%	5,418 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$169K	0.1%Prev: 0.1%	10,100 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$249K	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	$3.6M	1.7%Prev: 1.7%	77,263 SH	Increased-895 SH
INVESCO EXCHANGE TRADED FD T	S&P 500A EQL	$1.3M	0.6%Prev: 0.6%	32,780 SH	Decreased-264 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$1.8M	0.8%Prev: 0.9%	31,378 SH	Decreased-1,701 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$206K	0.1%	2,592 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	$3.4M	1.5%Prev: 1.6%	43,252 SH	Decreased-506 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$2.2M	1.0%Prev: 1.0%	67,804 SH	Increased-3,192 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$288K	0.1%Prev: 0.1%	8,462 SH	Decreased-600 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$943K	0.4%Prev: 0.4%	32,491 SH	Increased+862 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$7.0M	3.2%Prev: 3.3%	153,487 SH	Decreased-3,954 SH
INVESCO QQQ TR	UNIT SER 1	$233K	0.1%Prev: 0.1%	379 SH	Increased
ISHARES TR	20 YR TR BD ETF	$2.6M	1.2%Prev: 1.3%	29,427 SH	Decreased-440 SH
ISHARES TR	7-10 YR TRSY BD	$329K	0.2%Prev: 0.2%	3,445 SH	Decreased
ISHARES TR	DOW JONES US ETF	$363K	0.2%Prev: 0.2%	2,190 SH	Increased
ISHARES TR	FALN ANGLS USD	$782K	0.4%Prev: 0.4%	28,646 SH	Increased+1,000 SH
ISHARES TR	IBOND DEC 2030	$803K	0.4%Prev: 0.4%	40,452 SH	Increased+150 SH
ISHARES TR	IBONDS 26 TRM TS	$531K	0.2%Prev: 0.2%	23,231 SH	Increased+1,400 SH
ISHARES TR	IBONDS 27 ETF	$305K	0.1%Prev: 0.1%	12,550 SH	Increased+450 SH
ISHARES TR	IBONDS 27 TRM TS	$328K	0.1%Prev: 0.2%	14,600 SH	Decreased
ISHARES TR	IBONDS 28 TRM TS	$292K	0.1%Prev: 0.1%	13,070 SH	Increased+2,100 SH
ISHARES TR	IBONDS DEC 2030	$373K	0.2%Prev: 0.2%	16,900 SH	Increased+2,500 SH
ISHARES TR	IBONDS DEC 2031	$5.1M	2.3%Prev: 2.4%	249,251 SH	Increased+4,685 SH
ISHARES TR	IBONDS DEC 2032	$2.3M	1.1%Prev: 0.7%	100,380 SH	Increased+32,158 SH
ISHARES TR	IBONDS DEC2026	$314K	0.1%Prev: 0.1%	12,950 SH	Increased+1,950 SH
ISHARES TR	IBONDS OCT 2031	$3.4M	1.5%Prev: 1.6%	129,810 SH	Increased+3,985 SH
ISHARES TR	IBONDS OCT 2032	$221K	0.1%Prev: 0.1%	8,600 SH	Decreased
ISHARES TR	MSCI INTL QUALTY	$1.4M	0.7%Prev: 0.7%	31,686 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$7.0M	3.2%Prev: 3.8%	35,699 SH	Decreased-6,076 SH
ISHARES TR	RUS TP200 GR ETF	$668K	0.3%Prev: 0.3%	2,411 SH	Increased
ISHARES TR	RUS TP200 VL ETF	$344K	0.2%Prev: 0.2%	3,741 SH	Increased
ISHARES TR	TRS FLT RT BD	$2.7M	1.2%Prev: 1.5%	53,095 SH	Decreased-11,116 SH
JOHNSON & JOHNSON	COM	$272K	0.1%Prev: 0.1%	1,313 SH	Increased+65 SH
JPMORGAN CHASE & CO.	COM	$525K	0.2%Prev: 0.2%	1,629 SH	Increased+43 SH
MASTERCARD INCORPORATED	CL A	$366K	0.2%Prev: 0.2%	641 SH	Increased+12 SH
MERCK & CO INC	COM	$203K	0.1%	1,932 SH	New
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.6%	1,827 SH	Decreased+67 SH
MICROSOFT CORP	COM	$2.1M	1.0%Prev: 1.0%	4,340 SH	Decreased+256 SH
NVIDIA CORPORATION	COM	$2.1M	0.9%Prev: 0.9%	11,176 SH	Increased+680 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.5%Prev: 0.5%	6,109 SH	Decreased-91 SH
PIMCO ETF TR	15+ YR US TIPS	$5.9M	2.7%Prev: 2.8%	114,471 SH	Decreased+2,924 SH
PROCTER AND GAMBLE CO	COM	$257K	0.1%Prev: 0.1%	1,792 SH	Decreased+9 SH
PROLOGIS INC.	COM	$293K	0.1%Prev: 0.1%	2,296 SH	Increased+133 SH
PUBLIC STORAGE OPER CO	COM	$252K	0.1%Prev: 0.1%	973 SH	Decreased+50 SH
REALTY INCOME CORP	COM	$302K	0.1%Prev: 0.1%	5,351 SH	Decreased+227 SH
SALESFORCE INC	COM	$362K	0.2%Prev: 0.2%	1,368 SH	Increased+7 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$415K	0.2%Prev: 0.2%	9,350 SH	Decreased-1,600 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$1.9M	0.9%Prev: 0.9%	72,647 SH	Increased-420 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.7M	0.8%Prev: 0.8%	64,201 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.4M	1.1%Prev: 1.1%	76,728 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.5%Prev: 0.5%	37,941 SH	Decreased-1,500 SH
SCHWAB STRATEGIC TR	US REIT ETF	$973K	0.4%Prev: 0.3%	46,593 SH	Increased+12,941 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$487K	0.2%Prev: 0.2%	18,400 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.9M	1.8%	27,064 SH	New
SERVICENOW INC	COM	$214K	0.1%Prev: 0.1%	1,395 SH	Decreased+1,123 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$635K	0.3%Prev: 0.3%	14,300 SH	Increased
TESLA INC	COM	$681K	0.3%Prev: 0.3%	1,515 SH	Increased+69 SH
THERMO FISHER SCIENTIFIC INC	COM	$213K	0.1%	368 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$8.5M	3.9%Prev: 4.7%	17,555 SH	Decreased-3,059 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$506K	0.2%Prev: 0.2%	1,606 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$516K	0.2%Prev: 0.2%	2,907 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$300K	0.1%Prev: 0.1%	1,417 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	1.7%Prev: 1.8%	11,354 SH	Increased+62 SH
VANGUARD INDEX FDS	VALUE ETF	$615K	0.3%Prev: 0.3%	3,218 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.7M	2.6%Prev: 2.7%	68,400 SH	Decreased-409 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	3.0%Prev: 3.8%	30,428 SH	Decreased-6,953 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$927K	0.4%Prev: 0.4%	14,841 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$427K	0.2%Prev: 0.2%	2,203 SH	Increased
VANGUARD WORLD FD	CONSUM DIS ETF	$777K	0.4%Prev: 0.4%	1,973 SH	Increased+45 SH
VANGUARD WORLD FD	ENERGY ETF	$344K	0.2%Prev: 0.2%	2,733 SH	Decreased-16 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$613K	0.3%Prev: 0.3%	2,130 SH	Increased-184 SH
VANGUARD WORLD FD	INF TECH ETF	$430K	0.2%Prev: 0.2%	571 SH	Increased
VANGUARD WORLD FD	MATERIALS ETF	$402K	0.2%Prev: 0.2%	1,935 SH	Decreased-193 SH
VERIZON COMMUNICATIONS INC	COM	$252K	0.1%Prev: 0.1%	6,191 SH	Decreased+35 SH
VISA INC	COM CL A	$583K	0.3%Prev: 0.3%	1,663 SH	Increased+14 SH
WALMART INC	COM	$285K	0.1%Prev: 0.1%	2,561 SH	Increased+280 SH
WISDOMTREE TR	EM EX ST-OWNED	$2.2M	1.0%Prev: 1.0%	55,796 SH	Increased-520 SH
WISDOMTREE TR	FLOATNG RAT TREA	$4.7M	2.1%Prev: 2.5%	92,808 SH	Decreased-13,398 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $217K
EQUIFAX INC — $203K
NETFLIX INC — $240K
ORACLE CORP — $278K
SELECT SECTOR SPDR TR — $4.2M

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