Yoder Wealth Management, Inc. Portfolio Holdings

Yoder Wealth Management, Inc.

  • $192 Billion
  • Q2 2025

Yoder Wealth Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $11.8B, Apple Inc. with a value of $9.91B, Vanguard Growth ETF with a value of $9.1B, Vanguard Dividend Appreciation with a value of $8.16B, and Ishares Msci Usa Quality Facto with a value of $8.14B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $178B to 192B.

Yoder Wealth Management, Inc. is based out at Walnut Creek, CA

Below you can find more details about Yoder Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $153 Billion
Technology: $18.7 Billion
Consumer Cyclical: $6.25 Billion
Communication Services: $3.63 Billion
Financial Services: $2.66 Billion
Real Estate: $1.03 Billion
Consumer Defensive: $472 Million
Industrials: $406 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.8 Billion 6.17% of portfolio
60,027
Q2 2025 Added 6.47%
$3.25T
$9.91 Billion 5.17% of portfolio
48,309
Q2 2025 Added 0.71%
$0
$9.1 Billion 4.75% of portfolio
20,795
Q2 2025 Reduced 0.3%
$0
$8.16 Billion 4.25% of portfolio
39,852
Q2 2025 Reduced 1.55%
$0
$8.14 Billion 4.24% of portfolio
44,730
Q2 2025 Reduced 2.26%
$0
$6.19 Billion 3.23% of portfolio
151,804
Q2 2025 Added 6.42%
$0
$5.71 Billion 2.98% of portfolio
68,929
Q2 2025 Reduced 2.08%
$0
$5.45 Billion 2.84% of portfolio
103,904
Q2 2025 Added 5.94%
$0
$5.39 Billion 2.81% of portfolio
69,564
Q2 2025 Added 6.91%
$0
$5.14 Billion 2.68% of portfolio
80,327
Q2 2025 Added 5.08%
$0
$4.94 Billion 2.58% of portfolio
76,265
Q2 2025 Added 5.2%
$0
$4.72 Billion 2.46% of portfolio
93,775
Q2 2025 Reduced 21.45%
$0
$4.68 Billion 2.44% of portfolio
63,159
Q2 2025 Added 1.48%
$0
$4.19 Billion 2.18% of portfolio
204,491
Q2 2025 Added 20.12%
$0
$3.97 Billion 2.07% of portfolio
42,187
Q2 2025 Added 2.0%
$0
$3.73 Billion 1.94% of portfolio
14,736
Q2 2025 Reduced 0.15%
$0
$3.47 Billion 1.81% of portfolio
11,409
Q2 2025 Reduced 0.33%
$0
$3.3 Billion 1.72% of portfolio
78,158
Q2 2025 Reduced 0.08%
$0
$3.27 Billion 1.7% of portfolio
64,566
Q2 2025 Added 9.93%
$0
$3.21 Billion 1.67% of portfolio
42,176
Q2 2025 Added 6.36%
Ishares Tr
-
$2.82 Billion 1.47% of portfolio
-
Q2 2025 Added 6.53%
$30.3B
$2.64 Billion 1.38% of portfolio
38,850
Q4 2024 Reduced 2.11%
$0
$2.63 Billion 1.37% of portfolio
29,758
Q2 2025 Reduced 8.28%
$0
$2.53 Billion 1.32% of portfolio
107,851
Q2 2025 Added 2.76%
$0
$2.23 Billion 1.16% of portfolio
92,670
Q2 2025 Reduced 0.46%
$0
$2.2 Billion 1.15% of portfolio
76,883
Q2 2025 Reduced 0.32%
$2.19T
$2.21 Billion 1.15% of portfolio
10,091
Q2 2025 Reduced 11.8%
$0
$2.19 Billion 1.14% of portfolio
41,617
Q2 2025 Added 5.23%
$0
$2.11 Billion 1.1% of portfolio
31,550
Q2 2025 Reduced 2.26%
$0
$1.99 Billion 1.03% of portfolio
57,736
Q2 2025 Reduced 2.46%
$0
$1.94 Billion 1.01% of portfolio
66,595
Q2 2025 Added 9.83%
$0
$1.9 Billion 0.99% of portfolio
65,518
Q2 2025 Reduced 1.71%
$3.91T
$1.89 Billion 0.99% of portfolio
3,806
Q2 2025 Added 13.58%
$0
$1.75 Billion 0.91% of portfolio
73,067
Q2 2025 Reduced 0.2%
$0
$1.74 Billion 0.91% of portfolio
34,067
Q2 2025 Added 3.34%
$0
$1.73 Billion 0.9% of portfolio
32,451
Q2 2025 Added 7.8%
$0
$1.66 Billion 0.87% of portfolio
67,716
Q2 2025 Reduced 2.35%
$433B
$1.5 Billion 0.78% of portfolio
9,484
Q2 2025 Added 18.73%
$0
$1.39 Billion 0.72% of portfolio
32,146
Q2 2025 Reduced 1.4%
$1.16T
$1.29 Billion 0.67% of portfolio
7,285
Q2 2025 Added 11.63%
$1.69T
$1.24 Billion 0.64% of portfolio
1,675
Q2 2025 Added 12.27%
$0
$1.23 Billion 0.64% of portfolio
32,250
Q2 2025 Added 1.52%
$0
$1.2 Billion 0.63% of portfolio
52,282
Q2 2025 Added 45.62%
$0
$1.16 Billion 0.61% of portfolio
27,437
Q2 2025 Reduced 4.24%
$0
$1.11 Billion 0.58% of portfolio
22,275
Q2 2025 Added 4.91%
$0
$1.06 Billion 0.55% of portfolio
40,051
Q2 2025 Reduced 0.96%
$303B
$960 Million 0.5% of portfolio
7,045
Q2 2025 Added 2.09%
$0
$923 Million 0.48% of portfolio
30,791
Q2 2025 Added 5.94%
$0
$846 Million 0.44% of portfolio
14,841
Q4 2024 Added 60.01%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $192 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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