Yoder Wealth Management, Inc.
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 219,626
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 119 | 219,626 | 13F-HR | Yoder Wealth Management, Inc. |
| Q3 2025 | 10/22/2025 | 115 | 211,334 | 13F-HR | Yoder Wealth Management, Inc. |
| Q2 2025 | 7/22/2025 | 112 | 191,869 | 13F-HR | Yoder Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.5 K | 80.0% | 10.21 K | 0 | 10.21 K |
| ETFs | 28.68 K | 13.2% | 0 | 2.409 K | -2.409 K |
| Debt | 14 K | 6.5% | 1.043 K | 0 | 1.043 K |
| Other | 782 | 0.4% | 14 | 0 | 14 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
219,626
Holdings
119
QoQ value change ($000)
8,292
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.