§ 13F · FUND PROFILE
Yoder Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211M (13F)Positions · 115Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | 98K | $20M | 9.3% | +13% |
| 2 | AAPL | APPLE INC | 45K | $11M | 5.2% | −4% |
| 3 | FCOM | FIDELITY COVINGTON TRUST | 106K | $7M | 3.3% | +8% |
| 4 | RSPT | INVESCO EXCHANGE TRADED FD T | 157K | $7M | 3.2% | +3% |
| 5 | VUG | VANGUARD INDEX FDS | 15K | $7M | 3.1% | −12% |
| 6 | FIDU | FIDELITY COVINGTON TRUST | 76K | $7M | 3.0% | +2% |
| 7 | FNCL | FIDELITY COVINGTON TRUST | 94K | $7M | 3.0% | +14% |
| 8 | FHLC | FIDELITY COVINGTON TRUST | 90K | $6M | 2.9% | −6% |
| 9 | QUAL | ISHARES TR | 32K | $6M | 2.8% | −10% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 28K | $6M | 2.8% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YODER SIGNAL
AC read
Yoder Wealth Management, Inc. is a Other fund managing $211 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed