13F Filings History of Yoder Wealth Management, Inc.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$219,625,524
Signature - Title
Michael Yoder - Chief Compliance Officer
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Yoder Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yoder Wealth Management, Inc. reported 119 stock holdings with total value $219,625,524 as of Q4 2025. Top holdings included FTEC, AAPL, VUG, FCOM, and FHLC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 119 $219,625,524 +$15,122,512 -$8,401,632 +$6,720,880 FTEC, AAPL, VUG, FCOM, FHLC 13F-HR 22 Jan 2026, 13:53
Q3 2025 115 $211,334,026 +$9,660,386 -$3,099,763 +$6,560,623 FTEC, AAPL, VUG, QUAL, VIG 13F-HR 22 Oct 2025, 14:56
Q2 2025 112 $191,869,333 +$7,411,411 -$5,403,669 +$2,007,742 FTEC, AAPL, VUG, VIG, QUAL 13F-HR 22 Jul 2025, 06:28
Q1 2025 108 $177,682,834 +$6,505,006 -$2,710,187 +$3,794,819 AAPL, FTEC, VIG, QUAL, VUG 13F-HR 22 Apr 2025, 16:43
Q4 2024 110 $181,039,584 +$21,944,878 -$4,117,439 +$17,827,439 AAPL, FTEC, VUG, VIG, QUAL 13F-HR 24 Jan 2025, 09:33
Q3 2024 112 $166,514,815 +$7,862,725 -$3,259,730 +$4,602,995 AAPL, VIG, QUAL, VUG, FTEC 13F-HR 23 Oct 2024, 07:59
Q2 2024 103 $154,452,805 +$4,929,489 -$5,392,797 -$463,308 AAPL, QUAL, VIG, VUG, USFR 13F-HR 23 Jul 2024, 11:42
Q1 2024 107 $151,908,128 +$8,254,377 -$4,232,821 +$4,021,556 AAPL, USFR, VIG, QUAL, VUG 13F-HR 19 Apr 2024, 11:55
Q4 2023 97 $141,723,917 +$13,267,425 -$5,409,450 +$7,857,975 AAPL, USFR, VIG, QUAL, VUG 13F-HR 02 Feb 2024, 13:24
Q3 2023 77 $121,225,758 +$13,419,202 -$2,595,498 +$10,823,704 AAPL, USFR, VIG, LTPZ, QUAL 13F-HR 18 Oct 2023, 08:39
Q2 2023 81 $126,434,009 +$5,669,944 -$5,739,951 -$70,007 AAPL, LTPZ, USFR, VIG, QUAL 13F-HR 04 Aug 2023, 13:43
Q1 2023 74 $120,314,384 $0 AAPL, LTPZ, VIG, USFR, QUAL 13F-HR 15 May 2023, 17:11