Yoder Wealth Management, Inc.: 13F holdings
CIK 19739672026Q2
| Positions | 129 |
|---|
| Reported value | $255.9m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 129 (+5 vs prior quarter) |
|---|
| Reported value | $255.9m (+16.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTEC FIDELITY COVINGTON TRUST | 104,253 | $29.8m | 11.6% |
| AAPL APPLE INC | 44,251 | $12.8m | 5.0% |
| RSPT INVESCO EXCHANGE TRADED FD T | 161,659 | $10.4m | 4.1% |
| FCOM FIDELITY COVINGTON TRUST | 117,773 | $8.2m | 3.2% |
| FNCL FIDELITY COVINGTON TRUST | 104,535 | $8.0m | 3.1% |
| FIDU FIDELITY COVINGTON TRUST | 79,748 | $7.9m | 3.1% |
| FHLC FIDELITY COVINGTON TRUST | 102,134 | $7.9m | 3.1% |
| VUG VANGUARD INDEX FDS | 83,698 | $7.2m | 2.8% |
| FDIS FIDELITY COVINGTON TRUST | 66,536 | $6.8m | 2.7% |
| USFR WISDOMTREE TR | 132,652 | $6.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1973967")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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