13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001973967
Total reported value
$255.9M
$255.9M
115 檔
21.0%
The Q3 2025 SEC filing reveals that Yoder Wealth Management, Inc. held a total portfolio value of $255.9M, covering 115 public equity positions.
In Q3 2025, Yoder Wealth Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 25 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 | 7.28% | +2.34% | +15.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.82% | -0.19% | +0.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.67% | -0.24% | -0.87% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.82% | -0.19% | -6.61% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.82% | -0.29% | -6.20% | |
| 6 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.32% | +0.83% | +3.71% | |
| 7 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.81% | -0.30% | +7.36% | |
| 8 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.79% | +0.10% | +3.58% | |
| 9 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.78% | -0.09% | +8.66% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.77% | +0.20% | +8.82% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.74% | -0.39% | -0.17% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.53% | +0.41% | +13.26% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.47% | +0.13% | +8.47% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.18% | +0.14% | +5.98% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 2.15% | -0.30% | +8.06% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.99% | +0.25% | +1.07% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | -0.01% | -1.03% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.67% | -0.05% | — | |
| 19 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.61% | -0.07% | +3.75% | |
| 20 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.58% | -0.02% | +17.54% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.54% | -0.11% | -0.55% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.51% | -0.23% | -3.66% | |
| 23 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.30% | -0.58% | +3.33% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.20% | +0.37% | |
| 25 | XYZ | Block Inc | Stock-Financials | 1.23% | +0.07% | -7.72% | |
| 26 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.20% | -0.27% | +7.92% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.13% | +0.01% | -0.20% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.04% | +4.09% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.05% | — | -2.50% | |
| 30 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.01% | +0.05% | -2.46% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.07% | +7.30% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | -0.05% | +6.61% | |
| 33 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 0.98% | -0.16% | -7.72% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.97% | +0.02% | -1.25% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.01% | +10.67% | |
| 36 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | -0.06% | +1.94% | |
| 37 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.89% | -0.04% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.07% | +5.27% | |
| 39 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.86% | -0.14% | +6.72% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.80% | -0.12% | -5.19% | |
| 41 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.75% | +0.30% | +30.49% | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.66% | -0.06% | -1.43% | |
| 43 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.64% | -0.07% | +2.46% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.06% | +5.07% | |
| 45 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.58% | -0.13% | +4.81% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.56% | -0.08% | -4.93% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.12% | -11.99% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | -0.10% | -1.52% | |
| 49 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.10% | +2.72% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.05% | +7.06% |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $255.9M across 115 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTEC, AAPL, VUG) accounted for 21.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBTH
市值: $328.8K
Top Position Liquidated / Trimmed
VOO
前期市值: $2.6M
During Q3 2025, Yoder Wealth Management, Inc.'s top holdings by market value included FTEC (7.3%)、AAPL (5.8%)、VUG (4.7%). The largest single position, FTEC, represented 7.3% of total portfolio value.
In Q3 2025, Yoder Wealth Management, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.