Yoder Wealth Management, Inc.

CIK

1973967

Location

WALNUT CREEK, CA

Portfolio Value

Micro $41,971,917

Diversification

Diversified

Filing Date

Global Rank

#7,140 / 8,517 ▲ 203

Top Industry

Consumer Electronics 31.1%

3Y Alpha vs SPY

+8.3%

Period ended 47 days ago

Filed Jul 22, 2026 · 25d

14 quarters · since Mar 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.8%

SPY

+76.6%

Annualised alpha

+9.9%

Max drawdown

−24.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

30.5%

+6.7 pts

Top 5

55.8%

+1.7 pts

Top 10

69.5%

−3.8 pts

HHI

1,161

Diversified+223

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	59.5%	$24,960,532	15
Consumer Cyclical	14.8%	$6,224,198	3
Financial Services	7.7%	$3,246,120	7
Communication Services	5.1%	$2,156,358	4
Real Estate	3.8%	$1,574,141	5
Healthcare	3.7%	$1,541,851	6
Unclassified	2.0%	$859,015	2
Consumer Defensive	2.0%	$853,393	3
Industrials	0.7%	$307,206	1
Energy	0.6%	$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
AMZN	Amazon Com Inc	+626	11,421	$2,722,081
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
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
PG	PROCTER & GAMBLE Co	+27	1,923	$281,988
AMD	Advanced Micro Devices Inc	+18	1,176	$683,150
ABBV	AbbVie Inc.	+18	960	$241,574
PLD	Prologis, Inc.	+16	2,464	$333,798
XOM	ExxonMobil Holdings Corp	+12	1,822	$249,103
MA	Mastercard Inc	+11	682	$350,275
AMT	American Tower Corp /Ma/	+10	1,646	$269,236
JPM	Jpmorgan Chase & Co	+9	1,727	$565,298
AMGN	Amgen Inc	+9	583	$211,115
BRK-B	Berkshire Hathaway Inc	+5	1,842	$921,718
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,759	1,580	$564,644
ABNB	Airbnb, Inc.	−3,433	19,456	$2,784,153
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
INTC	Intel Corp	2,260	$315,563
MU	Micron Technology Inc	263	$303,578
APH	Amphenol Corp /De/	1,300	$229,216
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

6 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	28,315	$6,089,423
FNDA	Schwab Fundamental U.S. Small Company ETF	76,728	$2,488,289
VEA	Vanguard FTSE Developed Markets ETF	14,841	$951,011
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

47 tracked positions · $41,971,917 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	44,251	-591	$12,804,469	+12.5%	30.51%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	19,456	-3,433	$2,784,153	−3.7%	6.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,421	+626	$2,722,081	+21.1%	6.49%
XYZ	Block, Inc. Technology	Held	34,485	0	$2,620,860	+26.3%	6.24%
NVDA	Nvidia Corp Technology	Added	12,393	+376	$2,479,715	+18.3%	5.91%
MSFT	Microsoft Corp Technology	Added	4,810	+237	$1,794,226	+6.0%	4.27%
AVGO	Broadcom Inc. Technology	Added	3,159	+157	$1,193,312	+28.4%	2.84%
META	Meta Platforms, Inc. Communication Services	Added	1,968	+86	$1,108,554	+3.0%	2.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,842	+5	$921,718	+4.7%	2.20%
PLTR	Palantir Technologies Inc. Technology	Added	6,294	+78	$734,320	−19.2%	1.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,707	+85	$717,964	+19.1%	1.71%
AMD	Advanced Micro Devices Inc Technology	Added	1,176	+18	$683,150	+190.0%	1.63%
FXE	Invesco CurrencyShares Euro Trust	NEW	5,500	NEW	$579,920	NEW	1.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,727	+9	$565,298	+11.9%	1.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,580	-8,759	$564,644	−81.0%	1.35%
V	Visa Inc. Financial Services	Reduced	1,629	-38	$558,893	+10.9%	1.33%
LRCX	Lam Research Corp Technology	Added	1,129	+36	$489,229	+109.5%	1.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,910	-261	$459,268	+41.9%	1.09%
C	Citigroup Inc Financial Services	Added	3,082	+30	$431,356	+24.6%	1.03%
TER	Teradyne, Inc Technology	Held	845	0	$408,844	+63.2%	0.97%
O	Realty Income Corp Real Estate	Added	5,809	+29	$359,925	+1.8%	0.86%
MA	Mastercard Inc Financial Services	Added	682	+11	$350,275	+4.5%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	279	+3	$334,640	+31.8%	0.80%
PSA	Public Storage Real Estate	Reduced	1,049	-5	$333,907	+17.0%	0.80%
PLD	Prologis, Inc. Real Estate	Added	2,464	+16	$333,798	+3.2%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	2,936	+187	$332,531	−2.7%	0.79%
INTC	Intel Corp Technology	NEW	2,260	NEW	$315,563	NEW	0.75%
GE	General Electric Co Industrials	Added	822	+55	$307,206	+41.1%	0.73%
MU	Micron Technology Inc Technology	NEW	263	NEW	$303,578	NEW	0.72%
JNJ	Johnson & Johnson Healthcare	Reduced	1,185	-73	$300,954	−2.1%	0.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,923	+27	$281,988	+3.0%	0.67%
QQQ	Invesco Qqq Trust, Series 1	Held	379	0	$279,095	+27.6%	0.66%
EQIX	Equinix Inc Real Estate	Held	266	0	$277,275	+6.3%	0.66%
VZ	Verizon Communications Inc Communication Services	Added	6,483	+100	$274,490	−14.3%	0.65%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,646	+10	$269,236	−4.6%	0.64%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,961	-29	$251,988	+5.3%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Added	1,822	+12	$249,103	−18.9%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	960	+18	$241,574	+17.9%	0.58%
MO	Altria Group, Inc. Consumer Defensive	Added	3,320	+36	$238,874	+10.2%	0.57%
APH	Amphenol Corp /De/ Technology	NEW	1,300	NEW	$229,216	NEW	0.55%
CRM	Salesforce, Inc. Technology	Added	1,446	+55	$226,530	−12.8%	0.54%
PANW	Palo Alto Networks Inc Technology	NEW	640	NEW	$218,252	NEW	0.52%
BNY	Bank of New York Mellon Corp Financial Services	NEW	1,467	NEW	$212,142	NEW	0.51%
AMGN	Amgen Inc Healthcare	Added	583	+9	$211,115	+4.5%	0.50%
DIS	Walt Disney Co Communication Services	Reduced	2,168	-142	$208,670	−6.3%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,623	NEW	$206,438	NEW	0.49%
UNH	Unitedhealth Group Inc Healthcare	NEW	485	NEW	$201,580	NEW	0.48%

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.