Yoder Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
119
- Value ($000)
$219,626
- Date Filed01/22/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $19.47M | 9 % | 86,643 | ||
APPLE INC | COM | 037833100 | $12.74M | 6 % | 46,868 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.55M | 4 % | 17,555 | ||
FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 | $7.16M | 3 % | 97,690 | ||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $7.07M | 3 % | 95,236 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $7.04M | 3 % | 35,699 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $6.99M | 3 % | 153,487 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.69M | 3 % | 30,428 | ||
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $6.36M | 3 % | 81,814 | ||
FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $6.16M | 3 % | 74,634 |
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