1y return+18.5%S&P 500 +20.9%
3y return+44.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $153 against $182 in the S&P 500.2
Yoder Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FTECFidelity Covington Trust | $29.8M | 11.6% | +6.3% |
| AAPLApple Inc | $12.8M | 5.0% | −1.3% |
| RSPTInvesco Exchange Traded Fd T | $10.4M | 4.1% | +2.7% |
| FCOMFidelity Covington Trust | $8.2M | 3.2% | +11.3% |
| FNCLFidelity Covington Trust | $8.0M | 3.1% | +11.6% |
| FIDUFidelity Covington Trust | $7.9M | 3.1% | +4.7% |
| FHLCFidelity Covington Trust | $7.9M | 3.1% | +13.6% |
| VUGVanguard Index Fds | $7.2M | 2.8% | −9.4% |
| FDISFidelity Covington Trust | $6.8M | 2.7% | +11.8% |
| USFRWisdomtree Tr | $6.7M | 2.6% | +38.3% |
| QUALIshares Tr | $6.6M | 2.6% | −4.7% |
| VIGVanguard Specialized Funds | $6.4M | 2.5% | −4.7% |
| LTPZPimco Etf Tr | $6.0M | 2.3% | +4.4% |
| VCITVanguard Scottsdale Fds | $5.6M | 2.2% | |
| IBTMIshares Tr | $4.9M | 1.9% | +39.6% |
| XLKSelect Sector Spdr Tr | $4.7M | 1.9% | −6.0% |
| IBTLIshares Tr | $4.6M | 1.8% | +1.1% |
| IBIHIshares Tr | $4.3M | 1.7% | +15.0% |
| TFLOIshares Tr | $4.3M | 1.7% | +9.4% |
| VTIVanguard Index Fds | $4.2M | 1.7% | |
| PRFInvesco Exchange Traded Fd T | $4.1M | 1.6% | |
| RSPFInvesco Exchange Traded Fd T | $3.5M | 1.4% | +2.6% |
| GOOGAlphabet Inc | $3.1M | 1.2% | +1.2% |
| FENYFidelity Covington Trust | $3.0M | 1.2% | −10.3% |
| FNDASchwab Strategic Tr | $2.9M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $2.5M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $3.1M |
| XLKSelect Sector Spdr Tr | March 31, 2023 | +152.3% | $4.7M |
| FTECFidelity Covington Trust | March 31, 2023 | +150.6% | $29.8M |
| RSPTInvesco Exchange Traded Fd T | March 31, 2023 | +133.7% | $10.4M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $2.7M |
| VUGVanguard Index Fds | March 31, 2023 | +107.2% | $7.2M |
| FCOMFidelity Covington Trust | March 31, 2023 | +89.8% | $8.2M |
| FIDUFidelity Covington Trust | March 31, 2023 | +88.3% | $7.9M |
| DFUSDimensional Etf Trust | March 31, 2023 | +84.4% | $2.5M |
Sold off last quarter
- BOXXEa Series Trust was $357K
- COPConocophillips was $238K
- NFLXNetflix Inc. was $214K
- PSXPhillips 66 was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.3% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yoder Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1973967&type=13F-HR&dateb=&owner=include&count=40CIK 1973967
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1973967/000121465926008830/Filed July 22, 2026 · accession 0001214659-26-008830