Yoder Wealth Management, Inc.
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 255,851
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 129 | 255,851 | 13F-HR | Yoder Wealth Management, Inc. |
| Q1 2026 | 4/22/2026 | 124 | 219,354 | 13F-HR | Yoder Wealth Management, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.7 K | 53.1% | 23 K | 0 | 23 K |
| ETFs | 99.46 K | 39.5% | 10.94 K | 0 | 10.94 K |
| Debt | 18.38 K | 7.3% | 2.188 K | 0 | 2.188 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
255,851
Holdings
129
QoQ value change ($000)
36,497
(16.6%)
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.