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CIK: 0001973967
Total reported value
$265.0M
$265.0M
119 檔
20.7%
As reported in its official Q4 2025 Form 13F filing, Yoder Wealth Management, Inc.'s tracked investment portfolio stood at $265.0M with 119 total positions.
In Q4 2025, Yoder Wealth Management, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 53 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 | 8.86% | +0.35% | +25.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.80% | +0.43% | -3.06% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.89% | -0.02% | -14.84% | |
| 4 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 3.26% | +0.41% | +17.88% | |
| 5 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.22% | -0.05% | +8.95% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.21% | -0.07% | -14.54% | |
| 7 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.18% | -0.05% | -2.51% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.04% | -0.15% | -18.60% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.90% | -0.15% | +19.42% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.80% | -0.23% | +3.58% | |
| 11 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.70% | -0.27% | +2.62% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.61% | -0.23% | -0.59% | |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.41% | +0.07% | +16.05% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.13% | -0.04% | -12.62% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 2.02% | -0.10% | -2.00% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.77% | -0.08% | +81.71% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | -0.03% | +0.55% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.65% | -0.06% | -1.15% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.63% | -0.46% | +0.32% | |
| 20 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.55% | -0.04% | -1.16% | |
| 21 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.54% | +0.07% | +3.17% | |
| 22 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.37% | +0.09% | +9.37% | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.22% | +0.17% | -17.31% | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.21% | -0.05% | +7.37% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | -0.19% | -1.47% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.09% | +4.28% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.10% | -0.28% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.03% | -0.58% | |
| 29 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 1.05% | +0.28% | +47.14% | |
| 30 | XYZ | Block Inc | Stock-Financials | 1.02% | -0.10% | -4.18% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.02% | -0.03% | -2.06% | |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.00% | -0.02% | +22.78% | |
| 33 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.99% | -0.09% | -0.92% | |
| 34 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | +0.07% | -4.50% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | +0.25% | +6.27% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.95% | -0.05% | -0.68% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.16% | +6.48% | |
| 38 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 0.93% | -0.17% | -0.37% | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.88% | -0.02% | -0.57% | |
| 40 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.07% | -5.14% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.80% | -0.01% | — | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.66% | -0.02% | — | |
| 43 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.61% | -0.02% | +8.28% | |
| 44 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.59% | +0.02% | -0.80% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.11% | +3.81% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | +0.16% | -1.47% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.02% | -3.80% | |
| 48 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | -0.05% | -16.06% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.04% | +6.12% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-Other | 0.44% | -0.02% | +38.46% |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $265.0M across 119 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FTEC, AAPL, VUG) accounted for 20.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
BOXX
市值: $414.4K
Top Position Liquidated / Trimmed
ORCL
前期市值: $278.1K
During Q4 2025, Yoder Wealth Management, Inc.'s top holdings by market value included FTEC (8.9%)、AAPL (5.8%)、VUG (3.9%). The largest single position, FTEC, represented 8.9% of total portfolio value.
In Q4 2025, Yoder Wealth Management, Inc. made 97 total portfolio adjustments, initiating 8 new buys, adding to 53 positions, trimming 32 holdings, and fully liquidating 4 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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