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Yoder Wealth Management, Inc.

Q2 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    129

  • Value ($000)

    $255,851

  • Date Filed
    07/22/2026
  • Form type
    13F-HR
  • CIK
    0001973967
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$29.77M
12 %

104,253

A
AAPL

APPLE INC

COM
037833100
$12.8M
5 %

44,251

R
RSPT

INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC
46137V282
$10.43M
4 %

161,659

F
FCOM

FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC
316092873
$8.18M
3 %

117,773

F
FNCL

FIDELITY COVINGTON TRUST

MSCI FINLS IDX
316092501
$8M
3 %

104,535

F
FIDU

FIDELITY COVINGTON TRUST

MSCI INDL INDX
316092709
$7.94M
3 %

79,748

F
FHLC

FIDELITY COVINGTON TRUST

MSCI HLTH CARE I
316092600
$7.89M
3 %

102,134

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.23M
3 %

83,698

F
FDIS

FIDELITY COVINGTON TRUST

MSCI CONSM DIS
316092204
$6.84M
3 %

66,536

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$6.68M
3 %

132,652

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