Yoder Wealth Management, Inc.
•CIK: 1973967•Filing: Q4 2025
**Yoder Wealth Management, Inc.** manages $220M across a diversified portfolio of 119 positions. The strategy exhibits significant concentration in technology and growth sectors, highlighted by the top holdings. Key allocations include FTEC at $19.5M, followed by AAPL at $12.7M, and VUG at $8.5M. This structure suggests a focused, large-cap growth mandate within the current market cycle.
Total AUM
$219.6M
QoQ Performance
+3.9%
Positions
57
Top 10 Concentration
40.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FTEC
AAPL
FTEC8.9%
AAPL5.8%
VUG3.9%
FCOM3.3%
FHLC3.2%
QUAL3.2%
RSPT3.2%
VIG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.8%
Technology10.6%
Consumer3.2%
Financial1.2%
Healthcare0.5%
Real Estate0.4%
Communication0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑53 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023