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 $255.9M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTEC ($29.8M, 11.64%), AAPL ($12.8M, 5.00%), RYT ($10.4M, 4.08%), FCOM ($8.2M, 3.20%), FNCL ($8.0M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | $29.8M | 11.64% | 104,253 | Added |
| 2 | AAPL | APPLE INC | $12.8M | 5.00% | 44,251 | Trimmed |
| 3 | RYT | INVESCO EXCHANGE TRADED FD T | $10.4M | 4.08% | 161,659 | Added |
| 4 | FCOM | FIDELITY COVINGTON TRUST | $8.2M | 3.20% | 117,773 | Added |
| 5 | FNCL | FIDELITY COVINGTON TRUST | $8.0M | 3.13% | 104,535 | Added |
| 6 | FIDU | FIDELITY COVINGTON TRUST | $7.9M | 3.10% | 79,748 | Added |
| 7 | FHLC | FIDELITY COVINGTON TRUST | $7.9M | 3.08% | 102,134 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $7.2M | 2.82% | 83,698 | Added |
| 9 | FDIS | FIDELITY COVINGTON TRUST | $6.8M | 2.67% | 66,536 | Added |
| 10 | USFR | WISDOMTREE TR | $6.7M | 2.61% | 132,652 | Added |
| 11 | QUAL | ISHARES TR | $6.6M | 2.59% | 30,519 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 2.49% | 26,971 | Trimmed |
| 13 | LTPZ | PIMCO ETF TR | $6.0M | 2.34% | 118,266 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $5.6M | 2.19% | 67,871 | Trimmed |
| 15 | IBTM | ISHARES TR | $4.9M | 1.92% | 216,814 | Added |
| 16 | XLK | SELECT SECTOR SPDR TR | $4.7M | 1.85% | 24,857 | Trimmed |
| 17 | IBTL | ISHARES TR | $4.6M | 1.78% | 226,174 | Added |
| 18 | IBIH | ISHARES TR | $4.3M | 1.70% | 165,268 | Added |
| 19 | TFLO | ISHARES TR | $4.3M | 1.70% | 85,704 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $4.2M | 1.66% | 11,476 | Added |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.61% | 76,130 | Trimmed |
| 22 | RSPF | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.38% | 45,649 | Added |
| 23 | GOOG | ALPHABET INC | $3.1M | 1.22% | 8,861 | Added |
| 24 | FENY | FIDELITY COVINGTON TRUST | $3.0M | 1.17% | 101,016 | Trimmed |
| 25 | FNDA | SCHWAB STRATEGIC TR | $2.9M | 1.14% | 76,504 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30