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: $219.4M123 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$205K	0.1%	942 SH	New
ADVANCED MICRO DEVICES INC	COM	$236K	0.1%	1,158 SH	New
AIRBNB INC	COM CL A	$2.9M	1.3%Prev: 1.8%	22,889 SH	Decreased-4,355 SH
ALPHABET INC	CAP STK CL A	$454K	0.2%Prev: 0.2%	1,580 SH	Increased-149 SH
ALPHABET INC	CAP STK CL C	$2.5M	1.1%Prev: 0.6%	8,759 SH	Increased+2,233 SH
ALTRIA GROUP INC	COM	$217K	0.1%Prev: 0.1%	3,284 SH	Increased-150 SH
AMAZON COM INC	COM	$2.2M	1.0%Prev: 1.2%	10,795 SH	Increased-646 SH
AMERICAN TOWER CORP	COM	$282K	0.1%	1,636 SH	New
AMGEN INC	COM	$202K	0.1%	574 SH	New
APPLE INC	COM	$11.4M	5.2%Prev: 6.0%	44,842 SH	Increased-3,126 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$880K	0.4%Prev: 0.5%	1,837 SH	Increased+251 SH
BLOCK INC	CL A	$2.1M	0.9%Prev: 1.2%	34,485 SH	Decreased-4,365 SH
BROADCOM INC	COM	$929K	0.4%Prev: 0.2%	3,002 SH	Increased+690 SH
CISCO SYS INC	COM	$324K	0.1%Prev: 0.1%	4,171 SH	Increased+613 SH
CITIGROUP INC	COM NEW	$346K	0.2%Prev: 0.1%	3,052 SH	Increased-25 SH
CONOCOPHILLIPS	COM	$238K	0.1%	1,803 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.2M	1.0%Prev: 1.0%	64,258 SH	Increased-2,402 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$865K	0.4%Prev: 0.6%	19,170 SH	Decreased-9,481 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$521K	0.2%Prev: 0.4%	13,407 SH	Decreased-7,600 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.1M	1.0%Prev: 1.1%	30,150 SH	Increased-2,128 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$472K	0.2%Prev: 0.2%	19,948 SH	Increased+3,153 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$346K	0.2%Prev: 0.2%	5,541 SH	Increased
DISNEY WALT CO	COM	$223K	0.1%Prev: 0.1%	2,310 SH	Decreased+50 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$357K	0.2%	3,070 SH	New
ELI LILLY & CO	COM	$254K	0.1%	276 SH	New
EQUINIX INC	COM	$261K	0.1%	266 SH	New
EXXON MOBIL CORP	COM	$307K	0.1%	1,810 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$2.5M	1.1%Prev: 0.9%	47,158 SH	Increased+14,193 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$7.2M	3.3%Prev: 2.3%	105,800 SH	Increased+33,308 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$5.6M	2.5%Prev: 2.0%	59,519 SH	Increased+18,160 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$3.8M	1.7%Prev: 1.5%	112,557 SH	Increased+7,599 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$6.6M	3.0%Prev: 2.4%	93,649 SH	Increased+31,412 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$6.3M	2.9%Prev: 2.9%	89,930 SH	Increased+13,483 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$6.6M	3.0%Prev: 2.5%	76,159 SH	Increased+11,093 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$20.4M	9.3%Prev: 5.1%	98,083 SH	Increased+41,703 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$1.4M	0.7%Prev: 0.6%	24,985 SH	Increased+3,752 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.8M	1.3%Prev: 1.1%	48,013 SH	Increased+8,464 SH
FLEXSHARES TR	IBOXX 5YR TRGT	$2.0M	0.9%Prev: 1.3%	84,000 SH	Decreased-9,096 SH
GE AEROSPACE	COM NEW	$218K	0.1%	767 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$325K	0.1%Prev: 0.1%	5,418 SH	Increased+100 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$166K	0.1%Prev: 0.1%	10,100 SH	Increased
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	$275K	0.1%Prev: 0.2%	13,450 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$3.6M	1.7%Prev: 1.8%	76,780 SH	Increased-1,440 SH
INVESCO EXCHANGE TRADED FD T	S&P 500A EQL	$1.2M	0.6%Prev: 0.6%	33,062 SH	Increased+1,296 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$1.8M	0.8%Prev: 0.8%	32,999 SH	Increased+2,895 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$315K	0.1%	2,878 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	$3.2M	1.4%Prev: 1.6%	44,502 SH	Increased+4,847 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$2.1M	1.0%Prev: 1.0%	70,846 SH	Increased+10,212 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$201K	0.1%	3,490 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$316K	0.1%Prev: 0.2%	8,162 SH	Increased-1,023 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$970K	0.4%Prev: 0.5%	32,886 SH	Increased+3,821 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$7.1M	3.2%Prev: 2.7%	157,369 SH	Increased+14,718 SH
INVESCO QQQ TR	UNIT SER 1	$219K	0.1%	379 SH	New
ISHARES INC	CORE MSCI EMKT	$205K	0.1%	2,945 SH	New
ISHARES TR	20 YR TR BD ETF	$2.9M	1.3%Prev: 1.7%	33,157 SH	Decreased+714 SH
ISHARES TR	7-10 YR TRSY BD	$322K	0.1%Prev: 0.2%	3,394 SH	Decreased-221 SH
ISHARES TR	DOW JONES US ETF	$347K	0.2%Prev: 0.2%	2,190 SH	Increased
ISHARES TR	FALN ANGLS USD	$731K	0.3%Prev: 0.4%	27,346 SH	Decreased-200 SH
ISHARES TR	IBOND DEC 2030	$961K	0.4%Prev: 0.4%	48,752 SH	Increased+9,700 SH
ISHARES TR	IBONDS 26 TRM TS	$532K	0.2%Prev: 0.2%	23,231 SH	Increased+4,800 SH
ISHARES TR	IBONDS 27 ETF	$296K	0.1%Prev: 0.1%	12,200 SH	Increased+2,700 SH
ISHARES TR	IBONDS 27 TRM TS	$327K	0.1%	14,600 SH	New
ISHARES TR	IBONDS 28 TRM TS	$291K	0.1%Prev: 0.1%	13,070 SH	Increased+2,100 SH
ISHARES TR	IBONDS DEC 2030	$370K	0.2%Prev: 0.2%	16,900 SH	Increased+2,500 SH
ISHARES TR	IBONDS DEC 2031	$5.4M	2.5%Prev: 2.2%	263,149 SH	Increased+69,313 SH
ISHARES TR	IBONDS DEC 2032	$3.6M	1.6%Prev: 0.5%	155,330 SH	Increased+119,428 SH
ISHARES TR	IBONDS DEC2026	$314K	0.1%Prev: 0.2%	12,950 SH	Increased+650 SH
ISHARES TR	IBONDS OCT 2031	$3.8M	1.7%Prev: 1.5%	143,728 SH	Increased+43,243 SH
ISHARES TR	IBONDS OCT 2032	$378K	0.2%Prev: 0.1%	14,600 SH	Increased+6,000 SH
ISHARES TR	MSCI INTL QUALTY	$1.4M	0.7%Prev: 0.7%	31,346 SH	Increased-1,258 SH
ISHARES TR	MSCI USA QLT FCT	$6.1M	2.8%Prev: 4.4%	32,036 SH	Decreased-13,727 SH
ISHARES TR	RUS TP200 GR ETF	$600K	0.3%Prev: 0.3%	2,411 SH	Increased
ISHARES TR	RUS TP200 VL ETF	$347K	0.2%Prev: 0.2%	3,741 SH	Increased
ISHARES TR	TRS FLT RT BD	$4.0M	1.8%Prev: 1.7%	78,352 SH	Increased+19,616 SH
JOHNSON & JOHNSON	COM	$308K	0.1%	1,258 SH	New
JPMORGAN CHASE & CO	COM	$505K	0.2%	1,718 SH	New
LAM RESEARCH CORP	COM NEW	$234K	0.1%	1,093 SH	New
MASTERCARD INCORPORATED	CL A	$335K	0.2%Prev: 0.2%	671 SH	Increased+125 SH
MERCK & CO INC	COM	$239K	0.1%	1,990 SH	New
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.5%	1,882 SH	Increased+390 SH
MICROSOFT CORP	COM	$1.7M	0.8%Prev: 0.7%	4,573 SH	Increased+1,222 SH
NETFLIX INC.	COM	$214K	0.1%	2,228 SH	New
NVIDIA CORPORATION	COM	$2.1M	1.0%Prev: 0.5%	12,017 SH	Increased+4,029 SH
PALANTIR TECHNOLOGIES INC	CL A	$909K	0.4%Prev: 0.3%	6,216 SH	Increased-685 SH
PHILLIPS 66	COM	$208K	0.1%	1,140 SH	New
PIMCO ETF TR	15+ YR US TIPS	$5.8M	2.6%Prev: 3.0%	113,266 SH	Increased+15,192 SH
PROCTER & GAMBLE CO	COM	$274K	0.1%	1,896 SH	New
PROLOGIS INC.	COM	$324K	0.1%Prev: 0.1%	2,448 SH	Increased+434 SH
PUBLIC STORAGE OPER CO	COM	$286K	0.1%Prev: 0.1%	1,054 SH	Increased+245 SH
REALTY INCOME CORP	COM	$354K	0.2%Prev: 0.1%	5,780 SH	Increased+1,229 SH
SALESFORCE INC	COM	$260K	0.1%Prev: 0.2%	1,391 SH	Decreased+161 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$432K	0.2%Prev: 0.3%	9,350 SH	Decreased-4,342 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$2.0M	0.9%Prev: 0.9%	72,592 SH	Increased-625 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.6M	0.7%Prev: 0.9%	56,384 SH	Decreased-12,963 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.5M	1.1%Prev: 1.2%	76,728 SH	Increased-405 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.5%Prev: 0.6%	37,176 SH	Increased-3,265 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.0M	0.5%Prev: 0.3%	48,302 SH	Increased+20,028 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$490K	0.2%Prev: 0.3%	18,400 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.5M	1.6%	26,442 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$653K	0.3%	14,300 SH	New
TERADYNE INC	COM	$251K	0.1%	845 SH	New
TESLA INC	COM	$603K	0.3%Prev: 0.2%	1,622 SH	Increased+489 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.7M	3.1%Prev: 4.3%	15,403 SH	Decreased-5,454 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$472K	0.2%Prev: 0.2%	1,580 SH	Increased-90 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$536K	0.2%Prev: 0.3%	2,907 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$308K	0.1%Prev: 0.1%	1,417 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	1.7%Prev: 1.8%	11,416 SH	Increased-31 SH
VANGUARD INDEX FDS	VALUE ETF	$631K	0.3%Prev: 0.3%	3,218 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.7M	2.6%Prev: 3.2%	68,495 SH	Decreased-1,897 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.1M	2.8%Prev: 4.4%	28,315 SH	Decreased-12,165 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$951K	0.4%Prev: 0.4%	14,841 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$396K	0.2%Prev: 0.2%	2,203 SH	Increased-50 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$708K	0.3%Prev: 0.4%	1,973 SH	Increased-7 SH
VANGUARD WORLD FD	ENERGY ETF	$473K	0.2%Prev: 0.2%	2,733 SH	Increased-21 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$444K	0.2%Prev: 0.4%	1,630 SH	Decreased-892 SH
VANGUARD WORLD FD	INF TECH ETF	$398K	0.2%Prev: 0.2%	571 SH	Increased
VANGUARD WORLD FD	MATERIALS ETF	$373K	0.2%Prev: 0.2%	1,654 SH	Decreased-459 SH
VERIZON COMMUNICATIONS INC	COM	$320K	0.1%Prev: 0.1%	6,383 SH	Increased+635 SH
VISA INC	COM CL A	$504K	0.2%Prev: 0.3%	1,667 SH	Decreased+183 SH
WALMART INC	COM	$342K	0.2%	2,749 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$2.2M	1.0%Prev: 1.0%	55,531 SH	Increased-3,660 SH
WISDOMTREE TR	FLOATNG RAT TREA	$4.8M	2.2%Prev: 3.4%	95,923 SH	Decreased-23,455 SH

Sold (vs prior filing)

ADOBE INC — $253K
AMERICAN TOWER CORP NEW — $290K
INTERCONTINENTAL EXCHANGE IN — $223K
ISHARES TR — $226K
JPMORGAN CHASE & CO. — $330K
PROCTER AND GAMBLE CO — $265K
SELECT SECTOR SPDR TR — $3.0M
SERVICENOW INC — $207K
SPDR INDEX SHS FDS — $521K
VANGUARD INDEX FDS — $2.6M

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