Yoder Wealth Management, Inc.

CIK

1973967

Location

WALNUT CREEK, CA

Portfolio Value

Micro $35,721,307

Diversification

Diversified

Filing Date

Global Rank

#6,874 / 8,232 ▲ 161

Top Industry

Consumer Electronics 32.1%

3Y Alpha vs SPY

-8.1%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.3%

SPY

+76.3%

Annualised alpha

-8.1%

Max drawdown

−27.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.9%

−1.3 pts

Top 5

57.9%

−2.1 pts

Top 10

73.3%

−3.0 pts

HHI

1,264

Diversified−107

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	57.1%	$20,385,627	11
Consumer Cyclical	16.1%	$5,741,674	3
Financial Services	7.2%	$2,570,888	5
Communication Services	6.4%	$2,288,377	5
Real Estate	4.2%	$1,505,786	5
Healthcare	3.4%	$1,207,574	5
Consumer Defensive	2.3%	$832,214	3
Energy	2.1%	$752,765	3
Unclassified	0.6%	$218,751	1
Industrials	0.6%	$217,651	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+841	12,017	$2,095,764
O	Realty Income Corp	+429	5,780	$353,620
AMZN	Amazon Com Inc	+352	10,795	$2,248,274
MSFT	Microsoft Corp	+233	4,573	$1,692,787
VZ	Verizon Communications Inc	+192	6,383	$320,426
WMT	Walmart Inc.	+188	2,749	$341,645
PLD	Prologis, Inc.	+152	2,448	$323,576
AMT	American Tower Corp /Ma/	+146	1,636	$282,340
AVGO	Broadcom Inc.	+139	3,002	$929,149
CSCO	Cisco Systems, Inc.	+139	4,171	$323,627
XYZ	Block, Inc.	+135	34,485	$2,075,307
PLTR	Palantir Technologies Inc.	+107	6,216	$909,276
TSLA	Tesla, Inc.	+107	1,622	$602,978
PG	PROCTER & GAMBLE Co	+104	1,896	$273,858
XOM	Exxon Mobil Corp	+100	1,810	$307,084
JPM	Jpmorgan Chase & Co	+89	1,718	$505,366
PSA	Public Storage	+81	1,054	$285,507
BRK-B	Berkshire Hathaway Inc	+64	1,837	$880,290
MRK	Merck & Co., Inc.	+58	1,990	$239,377
META	Meta Platforms, Inc.	+55	1,882	$1,076,748
AMD	Advanced Micro Devices Inc	+41	1,158	$235,571
MA	Mastercard Inc	+30	671	$335,271
C	Citigroup Inc	+25	3,052	$346,127
CRM	Salesforce, Inc.	+23	1,391	$259,657
DIS	Walt Disney Co	+23	2,310	$222,637
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
ABNB	Airbnb, Inc.	−3,500	22,889	$2,890,422
AAPL	Apple Inc.	−2,026	44,842	$11,380,451
JNJ	Johnson & Johnson	−55	1,258	$307,505
ABBV	AbbVie Inc.	−10	942	$204,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	266	$260,743
TER	Teradyne, Inc	845	$250,508
COP	Conocophillips	1,803	$237,996
LRCX	Lam Research Corp	1,093	$233,530
MO	Altria Group, Inc.	3,284	$216,711
NFLX	Netflix Inc	2,228	$214,222
PSX	Phillips 66	1,140	$207,685
AMGN	Amgen Inc	574	$201,961
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FXE	Invesco CurrencyShares Euro Trust	5,000	$542,300
NOW	ServiceNow, Inc.	1,395	$213,700
TMO	Thermo Fisher Scientific Inc.	368	$213,237
ADBE	Adobe Inc.	608	$212,793
ICE	Intercontinental Exchange, Inc.	1,242	$201,154
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $35,721,307 total · as of Mar 31, 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	44,842	-2,026	$11,380,451	−10.7%	31.86%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	22,889	-3,500	$2,890,422	−19.3%	8.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,795	+352	$2,248,274	−6.7%	6.29%
NVDA	Nvidia Corp Technology	Added	12,017	+841	$2,095,764	+0.5%	5.87%
XYZ	Block, Inc. Technology	Added	34,485	+135	$2,075,307	−7.2%	5.81%
MSFT	Microsoft Corp Technology	Added	4,573	+233	$1,692,787	−19.3%	4.74%
META	Meta Platforms, Inc. Communication Services	Added	1,882	+55	$1,076,748	−10.7%	3.01%
AVGO	Broadcom Inc. Technology	Added	3,002	+139	$929,149	−6.2%	2.60%
PLTR	Palantir Technologies Inc. Technology	Added	6,216	+107	$909,276	−16.3%	2.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,837	+64	$880,290	−1.2%	2.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,622	+107	$602,978	−11.5%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,718	+89	$505,366	−3.7%	1.41%
V	Visa Inc. Financial Services	Added	1,667	+4	$503,834	−13.6%	1.41%
GOOGL	Alphabet Inc. Communication Services	Held	1,580	0	$454,344	−8.1%	1.27%
O	Realty Income Corp Real Estate	Added	5,780	+429	$353,620	+17.2%	0.99%
C	Citigroup Inc Financial Services	Added	3,052	+25	$346,127	−2.0%	0.97%
WMT	Walmart Inc. Consumer Defensive	Added	2,749	+188	$341,645	+19.7%	0.96%
MA	Mastercard Inc Financial Services	Added	671	+30	$335,271	−8.4%	0.94%
CSCO	Cisco Systems, Inc. Technology	Added	4,171	+139	$323,627	+4.2%	0.91%
PLD	Prologis, Inc. Real Estate	Added	2,448	+152	$323,576	+10.4%	0.91%
VZ	Verizon Communications Inc Communication Services	Added	6,383	+192	$320,426	+27.1%	0.90%
JNJ	Johnson & Johnson Healthcare	Reduced	1,258	-55	$307,505	+13.2%	0.86%
XOM	Exxon Mobil Corp Energy	Added	1,810	+100	$307,084	+49.2%	0.86%
PSA	Public Storage Real Estate	Added	1,054	+81	$285,507	+13.1%	0.80%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,636	+146	$282,340	+7.9%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,896	+104	$273,858	+6.6%	0.77%
EQIX	Equinix Inc Real Estate	NEW	266	NEW	$260,743	NEW	0.73%
CRM	Salesforce, Inc. Technology	Added	1,391	+23	$259,657	−28.3%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	276	+23	$253,856	−6.6%	0.71%
TER	Teradyne, Inc Technology	NEW	845	NEW	$250,508	NEW	0.70%
MRK	Merck & Co., Inc. Healthcare	Added	1,990	+58	$239,377	+17.7%	0.67%
COP	Conocophillips Energy	NEW	1,803	NEW	$237,996	NEW	0.67%
AMD	Advanced Micro Devices Inc Technology	Added	1,158	+41	$235,571	−1.5%	0.66%
LRCX	Lam Research Corp Technology	NEW	1,093	NEW	$233,530	NEW	0.65%
DIS	Walt Disney Co Communication Services	Added	2,310	+23	$222,637	−14.4%	0.62%
QQQ	Invesco Qqq Trust, Series 1	Held	379	0	$218,751	−6.0%	0.61%
GE	General Electric Co Industrials	Held	767	0	$217,651	−7.9%	0.61%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,284	NEW	$216,711	NEW	0.61%
NFLX	Netflix Inc Communication Services	NEW	2,228	NEW	$214,222	NEW	0.60%
PSX	Phillips 66 Energy	NEW	1,140	NEW	$207,685	NEW	0.58%
ABBV	AbbVie Inc. Healthcare	Reduced	942	-10	$204,875	−5.8%	0.57%
AMGN	Amgen Inc Healthcare	NEW	574	NEW	$201,961	NEW	0.57%