Yoder Wealth Management, Inc.

CIK

1973967

Location

WALNUT CREEK, CA

Portfolio Value

Small $256,150,341

Diversification

Diversified

Filing Date

Global Rank

#5,701 / 8,793 ▲ 245 · as of Jun 2026

Top Industry

Consumer Electronics 28.5%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

14 quarters · since Mar 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.5%

−4.4 pts

Top 5

64.1%

+3.2 pts

Top 10

79.2%

+1.3 pts

HHI

1,332

Diversified−161

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.4%	$211,176,689	21
Technology	9.8%	$25,189,748	15
Consumer Cyclical	2.4%	$6,224,198	3
Communication Services	2.1%	$5,287,215	4
Financial Services	1.5%	$3,746,797	8
Real Estate	0.6%	$1,574,141	5
Healthcare	0.6%	$1,541,851	6
Consumer Defensive	0.3%	$853,393	3
Industrials	0.1%	$307,206	1
Energy	0.1%	$249,103	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+111,339	1,040,615	$35,707,762
VB	Vanguard Morningstar Small-Cap ETF	+68,351	104,292	$13,617,757
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+36,713	188,167	$9,409,255
FBCG	Fidelity Blue Chip Growth ETF	+35,768	791,621	$78,096,847
BILZ	PIMCO Ultra Short Government Active ETF	+5,000	118,266	$5,990,172
EDV	Vanguard World Funds Extended Duration ETF	+4,009	14,773	$3,018,783
CVY	Invesco Zacks Multi-Asset Income ETF	+2,496	35,558	$1,255,197
ABI	VictoryShares Pioneer Asset-Based Income ETF	+2,120	432,032	$24,053,154
AMZN	Amazon Com Inc	+626	11,421	$2,722,081
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+600	36,850	$697,262
NVDA	Nvidia Corp	+376	12,393	$2,479,715
MSFT	Microsoft Corp	+237	4,810	$1,794,226
WMT	Walmart Inc.	+187	2,936	$332,531
AVGO	Broadcom Inc.	+157	3,159	$1,193,312
GOOGL	Alphabet Inc.	+102	10,441	$3,695,501
VZ	Verizon Communications Inc	+100	6,483	$274,490
META	Meta Platforms, Inc.	+86	1,968	$1,108,554
TSLA	Tesla, Inc.	+85	1,707	$717,964
PLTR	Palantir Technologies Inc.	+78	6,294	$734,320
GE	General Electric Co	+55	822	$307,206
CRM	Salesforce, Inc.	+55	1,446	$226,530
MO	Altria Group, Inc.	+36	3,320	$238,874
LRCX	Lam Research Corp	+36	1,129	$489,229
C	Citigroup Inc	+30	3,082	$431,356
O	Realty Income Corp	+29	5,809	$359,925
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−20,009	298,923	$9,593,864
DCOR	Dimensional US Core Equity 1 ETF	−4,575	147,899	$7,338,258
ABNB	Airbnb, Inc.	−3,433	19,456	$2,784,153
BNDC	FlexShares Core Select Bond Fund	−2,380	81,620	$1,940,107
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,585	24,857	$4,735,755
VIG	Vanguard Dividend Appreciation ETF	−1,344	26,971	$6,381,878
BNDW	Vanguard Total World Bond ETF	−624	67,871	$5,609,538
AAPL	Apple Inc.	−591	44,251	$12,804,469
CSCO	Cisco Systems, Inc.	−261	3,910	$459,268
DIS	Walt Disney Co	−142	2,168	$208,670
JNJ	Johnson & Johnson	−73	1,185	$300,954
V	Visa Inc.	−38	1,629	$558,893
MRK	Merck & Co., Inc.	−29	1,961	$251,988
PSA	Public Storage	−5	1,049	$333,907
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
FXE	Invesco CurrencyShares Euro Trust	5,500	$579,920
APH	Amphenol Corp /De/	1,300	$458,432
INTC	Intel Corp	2,260	$315,563
MU	Micron Technology Inc	263	$303,578
PANW	Palo Alto Networks Inc	640	$218,252
BNY	Bank of New York Mellon Corp	1,467	$212,142
BAC	Bank Of America Corp /De/	3,623	$206,438
UNH	Unitedhealth Group Inc	485	$201,580
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	3,070	$357,010
COP	Conocophillips	1,803	$237,996
NFLX	Netflix Inc	2,228	$214,222
PSX	Phillips 66	1,140	$207,685
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $256,150,341 total · filing declares 129 positions · $255,851,445 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FBCG	Fidelity Blue Chip Growth ETF	Added	791,621	+35,768	$78,096,847	+23.5%	30.49%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,040,615	+111,339	$35,707,762	—	13.94%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	432,032	+2,120	$24,053,154	+22.4%	9.39%
VB	Vanguard Morningstar Small-Cap ETF	Added	104,292	+68,351	$13,617,757	+102.3%	5.32%
AAPL	Apple Inc. Technology	Reduced	44,251	-591	$12,804,469	+12.5%	5.00%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	298,923	-20,009	$9,593,864	+5.0%	3.75%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	188,167	+36,713	$9,409,255	+33.4%	3.67%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	147,899	-4,575	$7,338,258	+12.6%	2.86%
VIG	Vanguard Dividend Appreciation ETF	Reduced	26,971	-1,344	$6,381,878	+4.8%	2.49%
BILZ	PIMCO Ultra Short Government Active ETF	Added	118,266	+5,000	$5,990,172	+3.6%	2.34%
BNDW	Vanguard Total World Bond ETF	Reduced	67,871	-624	$5,609,538	−1.0%	2.19%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	24,857	-1,585	$4,735,755	+34.8%	1.85%
GOOGL	Alphabet Inc. Communication Services	Added	10,441	+102	$3,695,501	+24.6%	1.44%
EDV	Vanguard World Funds Extended Duration ETF	Added	14,773	+4,009	$3,018,783	+23.5%	1.18%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	19,456	-3,433	$2,784,153	−3.7%	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,421	+626	$2,722,081	+21.1%	1.06%
XYZ	Block, Inc. Technology	Held	34,485	0	$2,620,860	+26.3%	1.02%
NVDA	Nvidia Corp Technology	Added	12,393	+376	$2,479,715	+18.3%	0.97%
BNDC	FlexShares Core Select Bond Fund	Reduced	81,620	-2,380	$1,940,107	−4.2%	0.76%
MSFT	Microsoft Corp Technology	Added	4,810	+237	$1,794,226	+6.0%	0.70%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	35,558	+2,496	$1,255,197	+1.5%	0.49%
AVGO	Broadcom Inc. Technology	Added	3,159	+157	$1,193,312	+28.4%	0.47%
META	Meta Platforms, Inc. Communication Services	Added	1,968	+86	$1,108,554	+3.0%	0.43%
VEA	Vanguard FTSE Developed Markets ETF	Held	14,841	0	$1,057,421	+11.2%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,842	+5	$921,718	+4.7%	0.36%
PLTR	Palantir Technologies Inc. Technology	Added	6,294	+78	$734,320	−19.2%	0.29%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	14,300	0	$720,577	+10.4%	0.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,707	+85	$717,964	+19.1%	0.28%
		Held	2,411	0	$700,684	+16.8%	0.27%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	36,850	+600	$697,262	+1.2%	0.27%
AMD	Advanced Micro Devices Inc Technology	Added	1,176	+18	$683,150	+190.0%	0.27%
FXE	Invesco CurrencyShares Euro Trust	NEW	5,500	NEW	$579,920	NEW	0.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,727	+9	$565,298	+11.9%	0.22%
V	Visa Inc. Financial Services	Reduced	1,629	-38	$558,893	+10.9%	0.22%
IVZ	Invesco Ltd. Financial Services	Held	5,418	0	$500,677	+53.8%	0.20%
LRCX	Lam Research Corp Technology	Added	1,129	+36	$489,229	+109.5%	0.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,910	-261	$459,268	+41.9%	0.18%
APH	Amphenol Corp /De/ Technology	NEW	1,300	NEW	$458,432	NEW	0.18%
C	Citigroup Inc Financial Services	Added	3,082	+30	$431,356	+24.6%	0.17%
TER	Teradyne, Inc Technology	Held	845	0	$408,844	+63.2%	0.16%
		Held	3,741	0	$393,403	+13.5%	0.15%
O	Realty Income Corp Real Estate	Added	5,809	+29	$359,925	+1.8%	0.14%
MA	Mastercard Inc Financial Services	Added	682	+11	$350,275	+4.5%	0.14%
LLY	ELI LILLY & Co Healthcare	Added	279	+3	$334,640	+31.8%	0.13%
PSA	Public Storage Real Estate	Reduced	1,049	-5	$333,907	+17.0%	0.13%
PLD	Prologis, Inc. Real Estate	Added	2,464	+16	$333,798	+3.2%	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	2,936	+187	$332,531	−2.7%	0.13%
INTC	Intel Corp Technology	NEW	2,260	NEW	$315,563	NEW	0.12%
GE	General Electric Co Industrials	Added	822	+55	$307,206	+41.1%	0.12%
MU	Micron Technology Inc Technology	NEW	263	NEW	$303,578	NEW	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.