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CIK: 0001973967
Total reported value
$265.0M
$265.0M
124 檔
19.9%
According to the latest 13F quarterly dataset, Yoder Wealth Management, Inc. managed an equity portfolio of $265.0M at the end of Q1 2026, spanning 124 distinct U.S. exchange-listed positions.
In Q1 2026, Yoder Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 55 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 | 9.30% | +0.35% | +13.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.43% | -4.32% | |
| 3 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 3.29% | +0.41% | +8.30% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.25% | -0.05% | +2.53% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.06% | -0.02% | -12.26% | |
| 6 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 3.00% | -0.23% | +2.04% | |
| 7 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.00% | -0.15% | +14.47% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.88% | -0.05% | -5.57% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.78% | -0.07% | -10.26% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.78% | -0.15% | -6.94% | |
| 11 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.63% | -0.27% | -1.05% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.58% | -0.23% | +0.14% | |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.53% | +0.07% | +14.72% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.20% | -0.04% | +3.36% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 2.08% | -0.10% | +3.28% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.81% | +0.17% | +47.57% | |
| 17 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.75% | +0.09% | -7.65% | |
| 18 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.72% | +0.07% | +10.72% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | -0.03% | +0.55% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.66% | -0.06% | -0.63% | |
| 21 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 1.62% | +0.28% | +54.74% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.60% | -0.08% | -2.30% | |
| 23 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.45% | -0.04% | +2.89% | |
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.32% | -0.46% | -13.26% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.31% | -0.19% | +12.68% | |
| 26 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.29% | -0.05% | -0.43% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | -0.09% | +9.53% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.13% | -0.28% | — | |
| 29 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.13% | -0.02% | +5.65% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.03% | +3.37% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.01% | -0.09% | -0.47% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.99% | -0.05% | — | |
| 33 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | +0.07% | +4.49% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.97% | -0.03% | +0.07% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.16% | +7.53% | |
| 36 | XYZ | Block Inc | Stock-Financials | 0.95% | -0.10% | +0.39% | |
| 37 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 0.92% | -0.17% | -1.41% | |
| 38 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.90% | -0.02% | -0.08% | |
| 39 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.07% | +5.17% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.25% | +5.37% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.72% | -0.01% | -12.18% | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.66% | -0.02% | -1.07% | |
| 43 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.66% | -0.02% | -1.17% | |
| 44 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.56% | +0.02% | +0.86% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.02% | -2.02% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.11% | +3.01% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.47% | -0.02% | +3.67% | |
| 48 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.02% | +1.22% | |
| 49 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.44% | +0.05% | +20.52% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.01% | — |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $265.0M across 124 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FTEC, AAPL, FCOM) accounted for 19.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
EQIX
市值: $260.7K
Top Position Liquidated / Trimmed
FXE
前期市值: $542.3K
During Q1 2026, Yoder Wealth Management, Inc.'s top holdings by market value included FTEC (9.3%)、AAPL (5.2%)、FCOM (3.3%). The largest single position, FTEC, represented 9.3% of total portfolio value.
In Q1 2026, Yoder Wealth Management, Inc. made 99 total portfolio adjustments, initiating 10 new buys, adding to 55 positions, trimming 29 holdings, and fully liquidating 5 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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