Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Yoder Wealth Management, Inc. (CIK 1973967) reported $219.4M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTEC ($20.4M, 9.30%), AAPL ($11.4M, 5.19%), FCOM ($7.2M, 3.29%), RYT ($7.1M, 3.25%), VUG ($6.7M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | $20.4M | 9.30% | 98,083 | Added |
| 2 | AAPL | APPLE INC | $11.4M | 5.19% | 44,842 | Trimmed |
| 3 | FCOM | FIDELITY COVINGTON TRUST | $7.2M | 3.29% | 105,800 | Added |
| 4 | RYT | INVESCO EXCHANGE TRADED FD T | $7.1M | 3.25% | 157,369 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $6.7M | 3.06% | 15,403 | Trimmed |
| 6 | FNCL | FIDELITY COVINGTON TRUST | $6.6M | 3.00% | 93,649 | Added |
| 7 | FIDU | FIDELITY COVINGTON TRUST | $6.6M | 3.00% | 76,159 | Added |
| 8 | FHLC | FIDELITY COVINGTON TRUST | $6.3M | 2.88% | 89,930 | Trimmed |
| 9 | QUAL | ISHARES TR | $6.1M | 2.78% | 32,036 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $6.1M | 2.78% | 28,315 | Trimmed |
| 11 | LTPZ | PIMCO ETF TR | $5.8M | 2.63% | 113,266 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $5.7M | 2.58% | 68,495 | Added |
| 13 | FDIS | FIDELITY COVINGTON TRUST | $5.6M | 2.53% | 59,519 | Added |
| 14 | USFR | WISDOMTREE TR | $4.8M | 2.20% | 95,923 | Added |
| 15 | IBTL | ISHARES TR | $4.6M | 2.08% | 223,634 | Added |
| 16 | TFLO | ISHARES TR | $4.0M | 1.81% | 78,352 | Added |
| 17 | FENY | FIDELITY COVINGTON TRUST | $3.8M | 1.75% | 112,557 | Trimmed |
| 18 | IBIH | ISHARES TR | $3.8M | 1.72% | 143,728 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $3.7M | 1.67% | 11,416 | Added |
| 20 | PRF | INVESCO EXCHANGE TRADED FD T | $3.6M | 1.66% | 76,780 | Trimmed |
| 21 | IBTM | ISHARES TR | $3.6M | 1.62% | 155,330 | Added |
| 22 | XLK | SELECT SECTOR SPDR TR | $3.5M | 1.60% | 26,442 | Trimmed |
| 23 | RSPF | INVESCO EXCHANGE TRADED FD T | $3.2M | 1.45% | 44,502 | Added |
| 24 | ABNB | AIRBNB INC | $2.9M | 1.32% | 22,889 | Trimmed |
| 25 | TLT | ISHARES TR | $2.9M | 1.31% | 33,157 | Added |
Source: SEC Form 13F filings · as of 2026-03-31