Michael Yoder

Yoder Wealth Management, Inc.

Assets Managed

$255.851M

Holdings

129

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

16.64%(2Q avg: 8.26%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Yoder Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Yoder Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 255.851M in assets, with a quarterly growth rate of 16.64% and a 2-quarter average growth rate of 8.26%. The portfolio is managed by Michael Yoder, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FTEC Fidelity Msci Info Tech Etf Recent Activity Increased 6.3%	11.64%	$29.773M 104,253 shares@ $285.59 avg price	Increased 6.3%
AAPL Apple Inc Recent Activity Decreased -1.31%	5.01%	$12.804M 44,251 shares@ $289.36 avg price	Decreased -1.31%
RSPT Invesco S&p 500 Equal Weight Recent Activity Increased 2.73%	4.08%	$10.427M 161,659 shares@ $64.51 avg price	Increased 2.73%
FCOM Fidelity Msci Communication Recent Activity Increased 11.32%	3.2%	$8.183M 117,773 shares@ $69.48 avg price	Increased 11.32%
FNCL Fidelity Financials Etf Recent Activity Increased 11.63%	3.13%	$8.003M 104,535 shares@ $76.57 avg price	Increased 11.63%
FIDU Fidelity Industrials Etf Recent Activity Increased 4.72%	3.11%	$7.944M 79,748 shares@ $99.61 avg price	Increased 4.72%
FHLC Fidelity Health Care Etf Recent Activity Increased 13.58%	3.09%	$7.89M 102,134 shares@ $77.26 avg price	Increased 13.58%
VUG Vanguard Growth Etf Recent Activity Increased 443.39%	2.83%	$7.226M 83,698 shares@ $86.34 avg price	Increased 443.39%
FDIS Fidelity Con Discret Etf Recent Activity Increased 11.79%	2.68%	$6.843M 66,536 shares@ $102.84 avg price	Increased 11.79%
USFR Wisdomtree Floating Rate Tre Recent Activity Increased 38.3%	2.62%	$6.679M 132,652 shares@ $50.35 avg price	Increased 38.3%

1-10 of 129