Yoder Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Yoder Wealth Management, Inc.

Investment Activity

Yoder Wealth Management, Inc. has $219.35 million in total holdings as of March 31, 2026.
Yoder Wealth Management, Inc. owns shares of 124 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 5.69% of the portfolio was purchased this quarter.
About 2.77% of the portfolio was sold this quarter.
This quarter, Yoder Wealth Management, Inc. has purchased 119 new stocks and bought additional shares in 55 stocks.
Yoder Wealth Management, Inc. sold shares of 29 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Fidelity MSCI Information Technology Index ETF: $20,406,168
Apple: $11,380,451
Fidelity MSCI Communication Services Index ETF: $7,207,096
Invesco S&P 500 Equal Weight Technology ETF: $7,122,521
Vanguard Growth ETF: $6,716,100

Largest New Holdings this Quarter

29444U700 - Equinix: $260,744 Holding
880770102 - Teradyne: $250,509 Holding
20825C104 - ConocoPhillips: $237,996 Holding
512807306 - LAM RESEARCH CORP: $233,530 Holding
02209S103 - Altria Group: $216,711 Holding

Largest Purchases this Quarter

Fidelity MSCI Information Technology Index ETF: 11,440 shares (about $2.38M)
iShares Treasury Floating Rate Bond ETF: 25,257 shares (about $1.28M)
iShares iBonds Dec 2032 Term Treasury ETF: 54,950 shares (about $1.26M)
Fidelity MSCI Financials Index ETF: 11,835 shares (about $830.82K)
Fidelity MSCI Consumer Discretionary Index ETF: 7,637 shares (about $712.23K)

Largest Sales this Quarter

Vanguard Growth ETF: 2,152 shares (about $938.33K)
iShares MSCI USA Quality Factor ETF: 3,663 shares (about $697.83K)
Apple: 2,026 shares (about $514.18K)
Vanguard Dividend Appreciation ETF: 2,113 shares (about $454.42K)
Airbnb: 3,500 shares (about $441.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FTEC Fidelity MSCI Information Technology Index ETF	$20,406,168	$2,380,092 â–²	13.2%	98,083	9.3%	ETF
AAPL Apple	$11,380,451	$514,179 â–¼	-4.3%	44,842	5.2%	Computer and Technology
FCOM Fidelity MSCI Communication Services Index ETF	$7,207,096	$552,453 â–²	8.3%	105,800	3.3%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$7,122,521	$175,699 â–²	2.5%	157,369	3.2%	ETF
VUG Vanguard Growth ETF	$6,716,100	$938,327 â–¼	-12.3%	15,403	3.1%	ETF
FIDU Fidelity MSCI Industrials Index ETF	$6,589,277	$131,943 â–²	2.0%	76,159	3.0%	ETF
FNCL Fidelity MSCI Financials Index ETF	$6,574,160	$830,817 â–²	14.5%	93,649	3.0%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$6,327,475	$373,330 â–¼	-5.6%	89,930	2.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$6,103,121	$697,832 â–¼	-10.3%	32,036	2.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,089,424	$454,422 â–¼	-6.9%	28,315	2.8%	ETF
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$5,779,964	$61,491 â–¼	-1.1%	113,266	2.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,664,931	$7,857 â–²	0.1%	68,495	2.6%	ETF
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$5,550,742	$712,227 â–²	14.7%	59,519	2.5%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$4,828,744	$156,808 â–²	3.4%	95,923	2.2%	Finance
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$4,561,888	$144,791 â–²	3.3%	223,634	2.1%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$3,966,962	$1,278,762 â–²	47.6%	78,352	1.8%	ETF
FENY Fidelity MSCI Energy Index ETF	$3,829,189	$317,305 â–¼	-7.7%	112,557	1.7%	ETF
ISHARES TR	$3,768,548	$364,930 â–²	10.7%	143,728	1.7%	IBONDS OCT 2031
VTI Vanguard Total Stock Market ETF	$3,662,367	$19,890 â–²	0.5%	11,416	1.7%	ETF
PRF Invesco RAFI US 1000 ETF	$3,649,353	$22,957 â–¼	-0.6%	76,780	1.7%	ETF
IBTM iShares iBonds Dec 2032 Term Treasury ETF	$3,561,779	$1,260,025 â–²	54.7%	155,330	1.6%	ETF
XLK Technology Select Sector SPDR Fund	$3,514,142	$82,664 â–¼	-2.3%	26,442	1.6%	ETF
RSPF Invesco S&P 500 Equal Weight Financials ETF	$3,176,998	$89,238 â–²	2.9%	44,502	1.4%	ETF
ABNB Airbnb	$2,890,423	$441,980 â–¼	-13.3%	22,889	1.3%	Consumer Discretionary
TLT iShares 20+ Year Treasury Bond ETF	$2,874,380	$323,354 â–²	12.7%	33,157	1.3%	ETF
FUTY Fidelity MSCI Utilities Index ETF	$2,836,128	$12,168 â–¼	-0.4%	48,013	1.3%	ETF
GOOG Alphabet	$2,512,607	$218,587 â–²	9.5%	8,759	1.1%	Computer and Technology
FNDA Schwab Fundamental U.S. Small Company ETF	$2,488,289		0.0%	76,728	1.1%	ETF
FSTA Fidelity MSCI Consumer Staples Index ETF	$2,467,778	$131,976 â–²	5.7%	47,158	1.1%	ETF
AMZN Amazon.com	$2,248,275	$73,311 â–²	3.4%	10,795	1.0%	Retail/Wholesale
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$2,217,273	$10,581 â–¼	-0.5%	55,531	1.0%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$2,175,776		0.0%	64,258	1.0%	ETF
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$2,139,096	$91,849 â–²	4.5%	70,846	1.0%	ETF
DFUS Dimensional U.S. Equity ETF	$2,137,937	$1,489 â–²	0.1%	30,150	1.0%	ETF
NVDA NVIDIA	$2,095,765	$146,670 â–²	7.5%	12,017	1.0%	Computer and Technology
BLOCK INC	$2,075,307	$8,124 â–²	0.4%	34,485	0.9%	CL A
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$2,025,240	$28,932 â–¼	-1.4%	84,000	0.9%	ETF
FNDB Schwab Fundamental U.S. Broad Market ETF	$1,974,502	$1,496 â–¼	-0.1%	72,592	0.9%	ETF
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$1,766,387	$86,770 â–²	5.2%	32,999	0.8%	ETF
MSFT Microsoft	$1,692,787	$86,250 â–²	5.4%	4,573	0.8%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$1,570,294	$217,703 â–¼	-12.2%	56,384	0.7%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$1,449,126	$15,718 â–¼	-1.1%	31,346	0.7%	ETF
FMAT Fidelity MSCI Materials Index ETF	$1,440,135	$17,061 â–¼	-1.2%	24,985	0.7%	ETF
RSPC Invesco S&P 500 Equal Weight Communication Services ETF	$1,236,588	$10,547 â–²	0.9%	33,062	0.6%	ETF
SCHD Schwab US Dividend Equity ETF	$1,140,560	$23,470 â–¼	-2.0%	37,176	0.5%	ETF
META Meta Platforms	$1,076,749	$31,467 â–²	3.0%	1,882	0.5%	Computer and Technology
SCHH Schwab U.S. REIT ETF	$1,038,010	$36,726 â–²	3.7%	48,302	0.5%	ETF
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF	$970,137	$11,653 â–²	1.2%	32,886	0.4%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$961,389	$163,676 â–²	20.5%	48,752	0.4%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$951,011		0.0%	14,841	0.4%	ETF
AVGO Broadcom	$929,149	$43,022 â–²	4.9%	3,002	0.4%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$909,276	$15,652 â–²	1.8%	6,216	0.4%	CL A
BRK.B Berkshire Hathaway	$880,290	$30,669 â–²	3.6%	1,837	0.4%	Finance
DFAU Dimensional US Core Equity Market ETF	$864,950	$122,952 â–¼	-12.4%	19,170	0.4%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$827,049	$142,324 â–²	20.8%	39,515	0.4%	ETF
FALN iShares Fallen Angels USD Bond ETF	$730,685	$34,736 â–¼	-4.5%	27,346	0.3%	Manufacturing
VCR Vanguard Consumer Discretionary ETF	$708,366		0.0%	1,973	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$652,795		0.0%	14,300	0.3%	ETF
VTV Vanguard Value ETF	$631,372		0.0%	3,218	0.3%	ETF
TSLA Tesla	$602,979	$39,777 â–²	7.1%	1,622	0.3%	Auto/Tires/Trucks
IWY iShares Russell Top 200 Growth ETF	$599,953		0.0%	2,411	0.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$535,702		0.0%	2,907	0.2%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$532,338		0.0%	23,231	0.2%	Manufacturing
DFAC Dimensional U.S. Core Equity 2 ETF	$520,996		0.0%	13,407	0.2%	ETF
JPM JPMorgan Chase & Co.	$505,367	$26,180 â–²	5.5%	1,718	0.2%	Finance
V Visa	$503,834	$1,209 â–²	0.2%	1,667	0.2%	Business Services
SCHP Schwab U.S. TIPS ETF	$489,624		0.0%	18,400	0.2%	ETF
VDE Vanguard Energy ETF	$472,918		0.0%	2,733	0.2%	ETF
VV Vanguard Large-Cap ETF	$472,183	$7,770 â–¼	-1.6%	1,580	0.2%	ETF
DFAR Dimensional US Real Estate ETF	$471,770	$11,754 â–²	2.6%	19,948	0.2%	ETF
GOOGL Alphabet	$454,345		0.0%	1,580	0.2%	Computer and Technology
VHT Vanguard Health Care ETF	$443,898	$136,165 â–¼	-23.5%	1,630	0.2%	ETF
FNDC Schwab Fundamental International Small Equity ETF	$432,196		0.0%	9,350	0.2%	ETF
VGT Vanguard Information Technology ETF	$398,398		0.0%	571	0.2%	ETF
VOX Vanguard Communication Services ETF	$396,188		0.0%	2,203	0.2%	ETF
ISHARES TR	$378,321	$155,474 â–²	69.8%	14,600	0.2%	IBONDS OCT 2032
VAW Vanguard Materials ETF	$372,712	$63,320 â–¼	-14.5%	1,654	0.2%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$369,941		0.0%	16,900	0.2%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$357,010	$61,634 â–¼	-14.7%	3,070	0.2%	ETF
O Realty Income	$353,620	$26,246 â–²	8.0%	5,780	0.2%	Finance
IYY iShares Dow Jones U.S. ETF	$347,006		0.0%	2,190	0.2%	ETF
IWX iShares Russell Top 200 Value ETF	$346,678		0.0%	3,741	0.2%	ETF
C Citigroup	$346,127	$2,835 â–²	0.8%	3,052	0.2%	Financial Services
DFAT Dimensional U.S. Targeted Value ETF	$346,035		0.0%	5,541	0.2%	ETF
WALMART INC	$341,646	$23,365 â–²	7.3%	2,749	0.2%	COM
MA Mastercard	$335,272	$14,990 â–²	4.7%	671	0.2%	Business Services
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$327,478		0.0%	14,600	0.1%	Manufacturing
PSCT Invesco S&P SmallCap Information Technology ETF	$325,484		0.0%	5,418	0.1%	ETF
CSCO Cisco Systems	$323,628	$10,785 â–²	3.4%	4,171	0.1%	Computer and Technology
PLD Prologis	$323,577	$20,091 â–²	6.6%	2,448	0.1%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$322,453	$4,845 â–¼	-1.5%	3,394	0.1%	ETF
VZ Verizon Communications	$320,427	$9,638 â–²	3.1%	6,383	0.1%	Computer and Technology
RSPM Invesco S&P 500 Equal Weight Materials ETF	$315,583	$11,599 â–¼	-3.5%	8,162	0.1%	ETF
RSPG Invesco S&P 500 Equal Weight Energy ETF	$315,055	$31,308 â–²	11.0%	2,878	0.1%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$313,908		0.0%	12,950	0.1%	ETF
VBR Vanguard Small-Cap Value ETF	$307,843		0.0%	1,417	0.1%	ETF
JNJ Johnson & Johnson	$307,506	$13,444 â–¼	-4.2%	1,258	0.1%	Medical
XOM ExxonMobil	$307,085	$16,966 â–²	5.8%	1,810	0.1%	Energy
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$295,728	$8,484 â–¼	-2.8%	12,200	0.1%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$291,239		0.0%	13,070	0.1%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Yoder Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Yoder Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Yoder Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Yoder Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYoder Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools