Yoder Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
115
- Value ($000)
$211,334
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001973967
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $15.39 M | 7 % | 69,255 | ||
AAPL APPLE INC | COM | 037833100 | $12.31 M | 6 % | 48,345 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.87 M | 5 % | 20,614 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $8.08 M | 4 % | 41,775 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.07 M | 4 % | 37,381 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $7.02 M | 3 % | 157,441 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $5.94 M | 3 % | 111,547 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $5.90 M | 3 % | 72,056 | ||
FCOM FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 | $5.88 M | 3 % | 82,870 | ||
FHLC FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $5.85 M | 3 % | 87,410 |
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