account_balance
Investment manager · 13F filer · SEC CIK 1973967
Yoder Wealth Management, Inc.
Reported value$265Mas of Sep 30, 2026
Positions135 9 new, 3 sold out
Top 10 weight42.1%FTEC alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTECFidelity Covington Trust
12.0%
AAPLApple Inc.
5.4%Trimmed −2%
RSPTInvesco Exchange Traded Fd T
4.0%
FCOMFidelity Covington Trust
3.6%Added +13%
FHLCFidelity Covington Trust
3.0%Trimmed −4%
FNCLFidelity Covington Trust
3.0%
FIDUFidelity Covington Trust
2.9%Added +8%
VUGVanguard Index FDS
2.8%
FDISFidelity Covington Trust
2.7%Added +15%
USFRWisdomtree Tr
2.6%
QUALiShares Tr
2.5%
VIGVanguard Specialized Funds
2.3%
FTECFidelity Covington Trust
12.0%
AAPLApple Inc.
5.4%
RSPTInvesco Exchange Traded Fd T
4.0%
FCOMFidelity Covington Trust
3.6%+13%
FHLC3.0%
FNCLFidelity Covington Trust
3.0%
FIDUFidelity Covington Trust
2.9%
VUGVanguard Index FDS
2.8%
FDISFidelity Covington Trust
2.7%
USFR2.6%
QUAL2.5%
VIG2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTEC Fidelity Covington Trust 12.0% Held
AAPL Apple Inc. 5.4% Trimmed −2%RSPT Invesco Exchange Traded Fd T 4.0% Held
FCOM Fidelity Covington Trust 3.6% Added +13%
FHLC Fidelity Covington Trust 3.0% Trimmed −4%
FNCL Fidelity Covington Trust 3.0% Held
FIDU Fidelity Covington Trust 2.9% Added +8%
VUG Vanguard Index FDS 2.8% Held
FDIS Fidelity Covington Trust 2.7% Added +15%
USFR Wisdomtree Tr 2.6% Held
QUAL iShares Tr 2.5% Held
VIG Vanguard Specialized Funds 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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