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CIK: 0001973967
Total reported value
$255.9M
$255.9M
112 檔
18.4%
As reported in its official Q2 2025 Form 13F filing, Yoder Wealth Management, Inc.'s tracked investment portfolio stood at $255.9M with 112 total positions.
In Q2 2025, Yoder Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 6.17% | +2.34% | +6.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.17% | -0.19% | +0.71% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.75% | -0.24% | -0.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.25% | -0.29% | -1.55% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.24% | -0.19% | -2.26% | |
| 6 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.23% | +0.83% | +6.42% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.98% | -0.39% | -2.08% | |
| 8 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.84% | -0.30% | +5.94% | |
| 9 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.81% | +0.10% | +6.91% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.68% | +0.20% | +5.08% | |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.58% | -0.09% | +5.20% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.46% | +0.41% | -21.45% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.44% | +0.13% | +1.48% | |
| 14 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 2.18% | -0.30% | +20.12% | |
| 15 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.07% | +0.14% | +2.00% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.94% | +0.25% | -0.15% | |
| 17 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.88% | -0.23% | +0.22% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.81% | -0.01% | -0.33% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.72% | -0.05% | -0.08% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.70% | -0.11% | +9.93% | |
| 21 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.67% | -0.07% | +6.36% | |
| 22 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.47% | -0.02% | +6.53% | |
| 23 | XYZ | Block Inc | Stock-Financials | 1.38% | +0.07% | — | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.37% | -0.20% | -8.28% | |
| 25 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.32% | -0.58% | +2.76% | |
| 26 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 1.16% | -0.16% | -0.46% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.04% | -11.80% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.15% | +0.01% | -0.32% | |
| 29 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.14% | -0.27% | +5.23% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.10% | — | -2.26% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.03% | +0.05% | -2.46% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | -0.05% | +9.83% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.99% | +0.02% | -1.71% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.07% | +13.58% | |
| 35 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.91% | -0.04% | -0.20% | |
| 36 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.91% | -0.14% | +3.34% | |
| 37 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | -0.06% | +7.80% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.87% | -0.12% | -2.35% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.01% | +18.73% | |
| 40 | IQLT | Ishares Msci International Q | ETF-Other | 0.72% | -0.06% | -1.40% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.07% | +11.63% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.06% | +12.27% | |
| 43 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.64% | -0.07% | +1.52% | |
| 44 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.63% | +0.30% | +45.62% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.61% | -0.08% | -4.24% | |
| 46 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.58% | -0.13% | +4.91% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.10% | -0.96% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.12% | +2.09% | |
| 49 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.10% | +5.94% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.02% | — |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $255.9M across 112 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FTEC, AAPL, VUG) accounted for 18.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
FXE
市值: $456.9K
Top Position Liquidated / Trimmed
VOO
前期市值: $2.6M
During Q2 2025, Yoder Wealth Management, Inc.'s top holdings by market value included FTEC (6.2%)、AAPL (5.2%)、VUG (4.8%). The largest single position, FTEC, represented 6.2% of total portfolio value.
In Q2 2025, Yoder Wealth Management, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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