Yoder Wealth Management, Inc.
Q1 2026 13F Holdings
- Locationwalnut creek, CA
- Num holdings
124
- Value ($000)
$219,354
- Date Filed 04/22/2026
- Form type13F-HR
- CIK 0001973967
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $20.41M | 9 % | 98,083 | ||
APPLE INC | COM | 037833100 | $11.38M | 5 % | 44,842 | ||
FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 | $7.21M | 3 % | 105,800 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $7.12M | 3 % | 157,369 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.72M | 3 % | 15,403 | ||
FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $6.59M | 3 % | 76,159 | ||
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $6.57M | 3 % | 93,649 | ||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $6.33M | 3 % | 89,930 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.1M | 3 % | 32,036 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.09M | 3 % | 28,315 |
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