Institutions / Yoder Wealth Management, Inc.
Yoder Wealth Management, Inc.
CIK 1973967 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$219.63M
Positions
119
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 119 โ
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $19.47M | 8.9% |
| Apple Inc. | $12.74M | 5.8% |
| Vanguard Index Fds | $8.55M | 3.9% |
| Fidelity Covington Trust | $7.16M | 3.3% |
| Fidelity Covington Trust | $7.07M | 3.2% |
| iShares MSCI UAE ETF | $7.04M | 3.2% |
| Invesco Exchange Traded Fd T | $6.99M | 3.2% |
| Vanguard Specialized Funds | $6.69M | 3.0% |
| Fidelity Covington Trust | $6.36M | 2.9% |
| Fidelity Covington Trust | $6.16M | 2.8% |
| PIMCO ETF Tr | $5.92M | 2.7% |
| Vanguard Scottsdale Fds | $5.72M | 2.6% |
| Fidelity Covington Trust | $5.30M | 2.4% |
| WisdomTree Tr | $4.67M | 2.1% |
| iShares Tr | $4.44M | 2.0% |
| Select Sector SPDR Tr | $3.90M | 1.8% |
| Vanguard Index Fds | $3.81M | 1.7% |
| Invesco Exchange Traded Fd T | $3.63M | 1.7% |
| Airbnb, Inc. | $3.58M | 1.6% |
| Invesco Exchange Traded Fd T | $3.40M | 1.5% |
| iShares Tr | $3.38M | 1.5% |
| Fidelity Covington Trust | $3.02M | 1.4% |
| iShares Tr | $2.68M | 1.2% |
| Fidelity Covington Trust | $2.66M | 1.2% |
| iShares MSCI UAE ETF | $2.56M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.