Yoder Wealth Management, Inc. Portfolio Holdings

Yoder Wealth Management, Inc.

  • $211 Billion
  • Q3 2025

Yoder Wealth Management, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 115 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 $15.4B, Apple Inc. with a value of $12.3B, Vanguard Growth ETF with a value of $9.87B, Ishares Msci Usa Quality Facto with a value of $8.08B, and Vanguard Dividend Appreciation with a value of $8.07B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $192B to 211B.

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 $211 Billion
ETFs: $166 Billion
Technology: $22.3 Billion
Consumer Cyclical: $6.14 Billion
Communication Services: $4.33 Billion
Financial Services: $2.6 Billion
Real Estate: $1.1 Billion
Consumer Defensive: $726 Million
Healthcare: $441 Million
Other: $434 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 7.28% of portfolio
69,255
Q3 2025 Added 15.37%
$4.35T
$12.3 Billion 5.82% of portfolio
48,345
Q3 2025 Added 0.07%
$0
$9.87 Billion 4.67% of portfolio
20,614
Q3 2025 Reduced 0.87%
$0
$8.08 Billion 3.82% of portfolio
41,775
Q3 2025 Reduced 6.61%
$0
$8.07 Billion 3.82% of portfolio
37,381
Q3 2025 Reduced 6.2%
$0
$7.02 Billion 3.32% of portfolio
157,441
Q3 2025 Added 3.71%
$0
$5.94 Billion 2.81% of portfolio
111,547
Q3 2025 Added 7.36%
$0
$5.9 Billion 2.79% of portfolio
72,056
Q3 2025 Added 3.58%
$0
$5.88 Billion 2.78% of portfolio
82,870
Q3 2025 Added 8.66%
$0
$5.85 Billion 2.77% of portfolio
87,410
Q3 2025 Added 8.82%
$0
$5.78 Billion 2.74% of portfolio
68,809
Q3 2025 Reduced 0.17%
$0
$5.34 Billion 2.53% of portfolio
106,206
Q3 2025 Added 13.26%
$0
$5.23 Billion 2.47% of portfolio
68,510
Q3 2025 Added 8.47%
$0
$4.6 Billion 2.18% of portfolio
44,708
Q3 2025 Added 5.98%
$0
$4.55 Billion 2.15% of portfolio
220,966
Q3 2025 Added 8.06%
$0
$4.2 Billion 1.99% of portfolio
14,894
Q3 2025 Added 1.07%
$0
$3.53 Billion 1.67% of portfolio
78,158
Q2 2025 Reduced 0.08%
$0
$3.4 Billion 1.61% of portfolio
43,758
Q3 2025 Added 3.75%
Ishares Tr
-
$3.34 Billion 1.58% of portfolio
-
Q3 2025 Added 17.54%
$0
$3.25 Billion 1.54% of portfolio
64,211
Q3 2025 Reduced 0.55%
$50.5B
$3.19 Billion 1.51% of portfolio
26,305
Q3 2025 Reduced 3.66%
$0
$2.75 Billion 1.3% of portfolio
111,441
Q3 2025 Added 3.33%
$0
$2.67 Billion 1.26% of portfolio
29,867
Q3 2025 Added 0.37%
$30.3B
$2.59 Billion 1.23% of portfolio
35,850
Q3 2025 Reduced 7.72%
$0
$2.54 Billion 1.2% of portfolio
44,911
Q3 2025 Added 7.92%
$0
$2.39 Billion 1.13% of portfolio
76,728
Q3 2025 Reduced 0.2%
$2.49T
$2.31 Billion 1.09% of portfolio
10,504
Q3 2025 Added 4.09%
$0
$2.23 Billion 1.05% of portfolio
30,762
Q3 2025 Reduced 2.5%
$0
$2.13 Billion 1.01% of portfolio
56,316
Q3 2025 Reduced 2.46%
$3.86T
$2.12 Billion 1.0% of portfolio
4,084
Q3 2025 Added 7.3%
$0
$2.09 Billion 0.99% of portfolio
70,996
Q3 2025 Added 6.61%
$0
$2.08 Billion 0.98% of portfolio
85,520
Q3 2025 Reduced 7.72%
$0
$2.04 Billion 0.97% of portfolio
64,698
Q3 2025 Reduced 1.25%
$505B
$1.96 Billion 0.93% of portfolio
10,496
Q3 2025 Added 10.67%
$0
$1.91 Billion 0.9% of portfolio
33,079
Q3 2025 Added 1.94%
$0
$1.88 Billion 0.89% of portfolio
73,067
Q2 2025 Reduced 0.2%
$1.72T
$1.87 Billion 0.88% of portfolio
7,669
Q3 2025 Added 5.27%
$0
$1.81 Billion 0.86% of portfolio
36,355
Q3 2025 Added 6.72%
$0
$1.69 Billion 0.8% of portfolio
64,201
Q3 2025 Reduced 5.19%
$0
$1.58 Billion 0.75% of portfolio
68,222
Q3 2025 Added 30.49%
$0
$1.4 Billion 0.66% of portfolio
31,686
Q3 2025 Reduced 1.43%
$0
$1.36 Billion 0.64% of portfolio
33,044
Q3 2025 Added 2.46%
$1.46T
$1.29 Billion 0.61% of portfolio
1,760
Q3 2025 Added 5.07%
$0
$1.22 Billion 0.58% of portfolio
23,347
Q3 2025 Added 4.81%
$0
$1.19 Billion 0.56% of portfolio
26,084
Q3 2025 Reduced 4.93%
$394B
$1.13 Billion 0.54% of portfolio
6,200
Q3 2025 Reduced 11.99%
$0
$1.08 Billion 0.51% of portfolio
39,441
Q3 2025 Reduced 1.52%
$0
$924 Million 0.44% of portfolio
31,629
Q3 2025 Added 2.72%
$150B
$890 Million 0.42% of portfolio
2,698
Q3 2025 Added 7.06%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $211 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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