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: $255.9M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$242K	0.1%	960 SH	New
ADVANCED MICRO DEVICES INC	COM	$683K	0.3%	1,176 SH	New
AIRBNB INC	COM CL A	$2.8M	1.1%Prev: 1.9%	19,456 SH	Decreased-7,849 SH
ALPHABET INC	CAP STK CL A	$565K	0.2%Prev: 0.2%	1,580 SH	Increased-149 SH
ALPHABET INC	CAP STK CL C	$3.1M	1.2%Prev: 0.7%	8,861 SH	Increased+1,576 SH
ALTRIA GROUP INC	COM	$239K	0.1%Prev: 0.1%	3,320 SH	Increased-114 SH
AMAZON COM INC	COM	$2.7M	1.1%Prev: 1.2%	11,421 SH	Increased+1,330 SH
AMERICAN TOWER CORP	COM	$269K	0.1%	1,646 SH	New
AMGEN INC	COM	$211K	0.1%	583 SH	New
AMPHENOL CORP	CL A	$229K	0.1%	1,300 SH	New
APPLE INC	COM	$12.8M	5.0%Prev: 5.2%	44,251 SH	Increased-4,058 SH
BANK OF AMER CORP	COM	$206K	0.1%	3,623 SH	New
BANK OF NY MELLON CORP	COM	$212K	0.1%	1,467 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$922K	0.4%Prev: 0.4%	1,842 SH	Increased+147 SH
BLOCK INC	CL A	$2.6M	1.0%Prev: 1.4%	34,485 SH	Decreased-4,365 SH
BROADCOM INC	COM	$1.2M	0.5%Prev: 0.4%	3,159 SH	Increased+639 SH
CISCO SYS INC	COM	$459K	0.2%Prev: 0.1%	3,910 SH	Increased+108 SH
CITIGROUP INC	COM NEW	$431K	0.2%Prev: 0.1%	3,082 SH	Increased+5 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.6M	1.0%Prev: 1.0%	64,258 SH	Increased-1,260 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$595K	0.2%	13,407 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$783K	0.3%Prev: 0.6%	15,154 SH	Decreased-12,283 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$2.5M	1.0%	30,354 SH	New
DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$502K	0.2%	19,185 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$387K	0.2%Prev: 0.2%	5,541 SH	Increased
DISNEY WALT CO	COM	$209K	0.1%Prev: 0.1%	2,168 SH	Decreased-92 SH
ELI LILLY & CO	COM	$335K	0.1%	279 SH	New
EQUINIX INC	COM	$277K	0.1%	266 SH	New
EXXON MOBIL CORP	COM	$249K	0.1%	1,822 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$2.5M	1.0%Prev: 0.9%	47,769 SH	Increased+13,702 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$8.2M	3.2%Prev: 2.6%	117,773 SH	Increased+41,508 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$6.8M	2.7%Prev: 2.1%	66,536 SH	Increased+24,349 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$3.0M	1.2%Prev: 1.3%	101,016 SH	Increased-6,835 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$8.0M	3.1%Prev: 2.4%	104,535 SH	Increased+41,376 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$7.9M	3.1%Prev: 2.7%	102,134 SH	Increased+21,807 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$7.9M	3.1%Prev: 2.8%	79,748 SH	Increased+10,184 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$29.8M	11.6%Prev: 6.2%	104,253 SH	Increased+44,226 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$1.4M	0.5%Prev: 0.6%	23,089 SH	Increased+814 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.6M	1.0%Prev: 1.1%	44,768 SH	Increased+3,151 SH
FLEXSHARES TR	IBOXX 5YR TRGT	$1.9M	0.8%Prev: 1.2%	81,620 SH	Decreased-11,050 SH
GE AEROSPACE	COM NEW	$307K	0.1%Prev: 0.1%	822 SH	Increased+41 SH
INTEL CORP	COM	$316K	0.1%	2,260 SH	New
INVESCO CURRENCYSHARES EURO	EURO SHS	$580K	0.2%Prev: 0.2%	5,500 SH	Increased+1,300 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$501K	0.2%Prev: 0.1%	5,418 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$175K	0.1%Prev: 0.1%	10,700 SH	Increased+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	$274K	0.1%Prev: 0.1%	13,450 SH	Decreased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$4.1M	1.6%Prev: 1.7%	76,130 SH	Increased-2,028 SH
INVESCO EXCHANGE TRADED FD T	S&P 500A EQL	$1.3M	0.5%Prev: 0.6%	35,558 SH	Increased+3,308 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$1.9M	0.8%Prev: 0.9%	34,456 SH	Increased+2,005 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$284K	0.1%	2,898 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL FIN	$3.5M	1.4%Prev: 1.7%	45,649 SH	Increased+3,473 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$2.4M	0.9%Prev: 1.0%	71,741 SH	Increased+5,146 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$266K	0.1%	4,160 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$235K	0.1%Prev: 0.2%	6,069 SH	Decreased-3,116 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$878K	0.3%Prev: 0.5%	29,270 SH	Decreased-1,521 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$10.4M	4.1%Prev: 3.2%	161,659 SH	Increased+9,855 SH
INVESCO QQQ TR	UNIT SER 1	$279K	0.1%Prev: 0.1%	379 SH	Increased
ISHARES INC	CORE MSCI EMKT	$244K	0.1%	2,945 SH	New
ISHARES TR	20 YR TR BD ETF	$2.8M	1.1%Prev: 1.4%	32,912 SH	Increased+3,154 SH
ISHARES TR	7-10 YR TRSY BD	$320K	0.1%Prev: 0.2%	3,394 SH	Decreased-221 SH
ISHARES TR	DOW JONES US ETF	$399K	0.2%Prev: 0.2%	2,190 SH	Increased
ISHARES TR	FALN ANGLS USD	$734K	0.3%Prev: 0.4%	26,946 SH	Decreased-600 SH
ISHARES TR	IBDS DEC28 ETF	$211K	0.1%	8,375 SH	New
ISHARES TR	IBOND DEC 2030	$957K	0.4%Prev: 0.4%	49,002 SH	Increased+8,700 SH
ISHARES TR	IBONDS 26 TRM TS	$516K	0.2%Prev: 0.2%	22,531 SH	Increased+4,100 SH
ISHARES TR	IBONDS 27 ETF	$303K	0.1%Prev: 0.1%	12,500 SH	Increased+3,000 SH
ISHARES TR	IBONDS 27 TRM TS	$327K	0.1%	14,600 SH	New
ISHARES TR	IBONDS 28 TRM TS	$320K	0.1%Prev: 0.1%	14,470 SH	Increased+3,500 SH
ISHARES TR	IBONDS DEC 2030	$368K	0.1%Prev: 0.2%	16,900 SH	Increased+2,500 SH
ISHARES TR	IBONDS DEC 2031	$5.6M	2.2%Prev: 2.4%	275,989 SH	Increased+47,898 SH
ISHARES TR	IBONDS DEC 2032	$4.9M	1.9%Prev: 0.6%	216,814 SH	Increased+164,532 SH
ISHARES TR	IBONDS DEC2026	$336K	0.1%Prev: 0.2%	13,850 SH	Increased+1,550 SH
ISHARES TR	IBONDS OCT 2031	$4.3M	1.7%Prev: 1.5%	165,268 SH	Increased+58,223 SH
ISHARES TR	IBONDS OCT 2032	$380K	0.1%Prev: 0.1%	14,600 SH	Increased+6,000 SH
ISHARES TR	MSCI INTL QUALTY	$1.5M	0.6%Prev: 0.7%	31,106 SH	Increased-1,040 SH
ISHARES TR	MSCI USA QLT FCT	$6.6M	2.6%Prev: 4.2%	30,519 SH	Decreased-14,211 SH
ISHARES TR	RUS TP200 GR ETF	$701K	0.3%Prev: 0.3%	2,411 SH	Increased
ISHARES TR	RUS TP200 VL ETF	$393K	0.2%Prev: 0.2%	3,741 SH	Increased
ISHARES TR	TRS FLT RT BD	$4.3M	1.7%Prev: 1.7%	85,704 SH	Increased+21,138 SH
JOHNSON & JOHNSON	COM	$301K	0.1%	1,185 SH	New
JPMORGAN CHASE & CO	COM	$565K	0.2%	1,727 SH	New
LAM RESEARCH CORP	COM NEW	$489K	0.2%	1,129 SH	New
MASTERCARD INCORPORATED	CL A	$350K	0.1%Prev: 0.2%	682 SH	Increased+79 SH
MERCK & CO INC	COM	$252K	0.1%	1,961 SH	New
META PLATFORMS INC	CL A	$1.1M	0.4%Prev: 0.6%	1,968 SH	Decreased+293 SH
MICRON TECHNOLOGY INC	COM	$304K	0.1%	263 SH	New
MICROSOFT CORP	COM	$1.8M	0.7%Prev: 1.0%	4,810 SH	Decreased+1,004 SH
NVIDIA CORPORATION	COM	$2.5M	1.0%Prev: 0.8%	12,393 SH	Increased+2,909 SH
PALANTIR TECHNOLOGIES INC	CL A	$734K	0.3%Prev: 0.5%	6,294 SH	Decreased-751 SH
PALO ALTO NETWORKS INC	COM	$218K	0.1%	640 SH	New
PIMCO ETF TR	15+ YR US TIPS	$6.0M	2.3%Prev: 2.8%	118,266 SH	Increased+14,362 SH
PROCTER & GAMBLE CO	COM	$282K	0.1%	1,923 SH	New
PROLOGIS INC.	COM	$334K	0.1%Prev: 0.1%	2,464 SH	Increased+468 SH
PUBLIC STORAGE	COM	$334K	0.1%	1,049 SH	New
REALTY INCOME CORP	COM	$360K	0.1%Prev: 0.1%	5,809 SH	Increased+994 SH
SALESFORCE INC	COM	$227K	0.1%Prev: 0.2%	1,446 SH	Decreased+139 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$453K	0.2%Prev: 0.2%	9,350 SH	Decreased-1,830 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$2.2M	0.9%Prev: 0.9%	72,592 SH	Increased-475 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.5M	0.6%Prev: 0.9%	49,722 SH	Decreased-17,994 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.9M	1.1%Prev: 1.1%	76,504 SH	Increased-379 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.4%Prev: 0.6%	33,576 SH	Increased-6,475 SH
SCHWAB STRATEGIC TR	US REIT ETF	$918K	0.4%Prev: 0.3%	38,779 SH	Increased+9,617 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$488K	0.2%Prev: 0.3%	18,400 SH	Decreased
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$4.7M	1.9%	24,857 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$721K	0.3%	14,300 SH	New
TERADYNE INC	COM	$409K	0.2%	845 SH	New
TESLA INC	COM	$718K	0.3%Prev: 0.2%	1,707 SH	Increased+378 SH
UNITEDHEALTH GROUP INC	COM	$202K	0.1%	485 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.2M	2.8%Prev: 4.7%	83,698 SH	Decreased+62,903 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$540K	0.2%Prev: 0.2%	1,570 SH	Increased-67 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$574K	0.2%Prev: 0.2%	2,907 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$346K	0.1%Prev: 0.1%	1,423 SH	Increased+6 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	1.7%Prev: 1.8%	11,476 SH	Increased+67 SH
VANGUARD INDEX FDS	VALUE ETF	$701K	0.3%Prev: 0.3%	3,218 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	2.2%Prev: 3.0%	67,871 SH	Decreased-1,058 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	2.5%Prev: 4.3%	26,971 SH	Decreased-12,881 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.4%Prev: 0.4%	14,841 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$405K	0.2%Prev: 0.2%	2,203 SH	Increased-23 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$797K	0.3%Prev: 0.4%	2,010 SH	Increased+30 SH
VANGUARD WORLD FD	ENERGY ETF	$410K	0.2%Prev: 0.2%	2,733 SH	Increased-16 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$487K	0.2%Prev: 0.3%	1,630 SH	Decreased-824 SH
VANGUARD WORLD FD	INF TECH ETF	$546K	0.2%Prev: 0.2%	4,568 SH	Increased+3,997 SH
VANGUARD WORLD FD	MATERIALS ETF	$373K	0.1%Prev: 0.2%	1,629 SH	Decreased-499 SH
VERIZON COMMUNICATIONS INC	COM	$274K	0.1%Prev: 0.1%	6,483 SH	Increased+477 SH
VISA INC	COM CL A	$559K	0.2%Prev: 0.3%	1,629 SH	Decreased+24 SH
WALMART INC	COM	$333K	0.1%	2,936 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$2.7M	1.1%Prev: 1.0%	55,515 SH	Increased-2,221 SH
WISDOMTREE TR	FLOATNG RAT TREA	$6.7M	2.6%Prev: 2.5%	132,652 SH	Increased+38,877 SH

Sold (vs prior filing)

ADOBE INC — $228K
AMERICAN TOWER CORP NEW — $295K
DIMENSIONAL ETF TRUST — $753K
DIMENSIONAL ETF TRUST — $2.1M
DIMENSIONAL ETF TRUST — $420K
EQUIFAX INC — $205K
INTERCONTINENTAL EXCHANGE IN — $224K
ISHARES TR — $228K
JPMORGAN CHASE & CO. — $440K
NETFLIX INC — $253K
PROCTER AND GAMBLE CO — $271K
PUBLIC STORAGE OPER CO — $252K
SELECT SECTOR SPDR TR — $3.7M
SERVICENOW INC — $267K
SPDR INDEX SHS FDS — $579K

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