Yoder Wealth Management, Inc. holds a diversified book of 129 stocks worth $255.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Invesco Currencyshares Euro and trimmed Apple Inc. Their largest long position is Fidelity Msci Info Tech Indx at 12% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Yoder Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Yoder Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Yoder Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $61.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.4B |
| MORGAN STANLEY | 79 / 80 | $433.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $120.8B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $332.9B |
| UBS Group AG | 78 / 80 | $112.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $112.2B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $61.5B |
Ranked by how many of Yoder Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust MSCI INFO TECH I | $29.8M | 104.3K | 11.6% | ▲+6.3% Added · +6K sh | |
| 2 | Apple Inc COM | $12.8M | 44.3K | 5.0% | ▼−1.3% Reduced · −591 sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL TEC | $10.4M | 161.7K | 4.1% | ▲+2.7% Added · +4K sh | |
| 4 | Fidelity Covington Trust MSCI COMMNTN SVC | $8.2M | 117.8K | 3.2% | ▲+11% Added · +12K sh | |
| 5 | Fidelity Covington Trust MSCI FINLS IDX | $8.0M | 104.5K | 3.1% | ▲+12% Added · +11K sh | |
| 6 | Fidelity Covington Trust MSCI INDL INDX | $7.9M | 79.7K | 3.1% | ▲+4.7% Added · +4K sh | |
| 7 | Fidelity Covington Trust MSCI HLTH CARE I | $7.9M | 102.1K | 3.1% | ▲+14% Added · +12K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $7.2M | 83.7K | 2.8% | ▲+443% Added · +68K sh | |
| 9 | Fidelity Covington Trust MSCI CONSM DIS | $6.8M | 66.5K | 2.7% | ▲+12% Added · +7K sh | |
| 10 | Wisdomtree TR FLOATNG RAT TREA | $6.7M | 132.7K | 2.6% | ▲+38% Added · +37K sh | |
| 11 | Ishares TR MSCI USA QLT FCT | $6.6M | 30.5K | 2.6% | ▼−4.7% Reduced · −2K sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $6.4M | 27.0K | 2.5% | ▼−4.7% Reduced · −1K sh | |
| 13 | Pimco ETF TR 15+ YR US TIPS | $6.0M | 118.3K | 2.3% | ▲+4.4% Added · +5K sh | |
| 14 | Vanguard Scottsdale FDS INT-TERM CORP | $5.6M | 67.9K | 2.2% | ▼−0.9% Reduced · −624 sh | |
| 15 | Ishares TR IBONDS DEC 2032 | $4.9M | 216.8K | 1.9% | ▲+40% Added · +61K sh | |
| 16 | Select Sector SPDR TR ST STR TECHN ETF | $4.7M | 24.9K | 1.9% | ▼−6.0% Reduced · −2K sh | |
| 17 | Ishares TR IBONDS DEC 2031 | $4.6M | 226.2K | 1.8% | ▲+1.1% Added · +3K sh | |
| 18 | Ishares TR IBONDS OCT 2031 | $4.3M | 165.3K | 1.7% | ▲+15% Added · +22K sh | |
| 19 | Ishares TR TRS FLT RT BD | $4.3M | 85.7K | 1.7% | ▲+9.4% Added · +7K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $4.2M | 11.5K | 1.7% | ▲+0.5% Added · +60 sh | |
| 21 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $4.1M | 76.1K | 1.6% | ▼−0.8% Reduced · −650 sh | |
| 22 | Invesco Exchange Traded FD T S&P500 EQL FIN | $3.5M | 45.6K | 1.4% | ▲+2.6% Added · +1K sh | |
| 23 | Alphabet Inc CAP STK CL C | $3.1M | 8.9K | 1.2% | ▲+1.2% Added · +102 sh | |
| 24 | Fidelity Covington Trust MSCI ENERGY IDX | $3.0M | 101.0K | 1.2% | ▼−10% Reduced · −12K sh | |
| 25 | Schwab Strategic TR FUNDAMENTAL US S | $2.9M | 76.5K | 1.1% | ▼−0.3% Reduced · −224 sh | |
| 26 | Ishares TR 20 YR TR BD ETF | $2.8M | 32.9K | 1.1% | ▼−0.7% Reduced · −245 sh | |
| 27 | Airbnb Inc COM CL A | $2.8M | 19.5K | 1.1% | ▼−15% Reduced · −3K sh | |
| 28 | Amazon Com Inc COM | $2.7M | 11.4K | 1.1% | ▲+5.8% Added · +626 sh | |
| 29 | Wisdomtree TR EM EX ST-OWNED | $2.7M | 55.5K | 1.1% | ▼~0% Reduced · −16 sh | |
| 30 | Block Inc CL A | $2.6M | 34.5K | 1.0% | —Held | |
| 31 | Fidelity Covington Trust MSCI UTILS INDEX | $2.6M | 44.8K | 1.0% | ▼−6.8% Reduced · −3K sh | |
| 32 | Dimensional ETF Trust EMGR CRE EQT MNG | $2.6M | 64.3K | 1.0% | —Held | |
| 33 | Fidelity Covington Trust CONSMR STAPLES | $2.5M | 47.8K | 1.0% | ▲+1.3% Added · +611 sh | |
| 34 | Dimensional ETF Trust US EQUI MARK ETF | $2.5M | 30.4K | 1.0% | ▲+0.7% Added · +204 sh | |
| 35 | Nvidia Corporation COM | $2.5M | 12.4K | 1.0% | ▲+3.1% Added · +376 sh | |
| 36 | Invesco Exchange Traded FD T S&P500 EQL HLT | $2.4M | 71.7K | 0.9% | ▲+1.3% Added · +895 sh | |
| 37 | Schwab Strategic TR FUNDAMENTAL US B | $2.2M | 72.6K | 0.9% | —Held | |
| 38 | Flexshares TR IBOXX 5YR TRGT | $1.9M | 81.6K | 0.8% | ▼−2.8% Reduced · −2K sh | |
| 39 | Invesco Exchange Traded FD T S&P500 EQL DIS | $1.9M | 34.5K | 0.8% | ▲+4.4% Added · +1K sh | |
| 40 | Microsoft Corp COM | $1.8M | 4.8K | 0.7% | ▲+5.2% Added · +237 sh | |
| 41 | Schwab Strategic TR FUNDAMENTAL US L | $1.5M | 49.7K | 0.6% | ▼−12% Reduced · −7K sh | |
| 42 | Ishares TR MSCI INTL QUALTY | $1.5M | 31.1K | 0.6% | ▼−0.8% Reduced · −240 sh | |
| 43 | Fidelity Covington Trust MSCI MATLS INDEX | $1.4M | 23.1K | 0.5% | ▼−7.6% Reduced · −2K sh | |
| 44 | Invesco Exchange Traded FD T S&P 500A EQL | $1.3M | 35.6K | 0.5% | ▲+7.5% Added · +2K sh | |
| 45 | Broadcom Inc COM | $1.2M | 3.2K | 0.5% | ▲+5.2% Added · +157 sh | |
| 46 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.4% | ▲+4.6% Added · +86 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $1.1M | 33.6K | 0.4% | ▼−9.7% Reduced · −4K sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1M | 14.8K | 0.4% | —Held | |
| 49 | Ishares TR IBONDS DEC 2031 | $1.0M | 49.8K | 0.4% | ▲+26% Added · +10K sh | |
| 50 | Ishares TR IBOND DEC 2030 | $957K | 49.0K | 0.4% | ▲+0.5% Added · +250 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 129 | $255.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 124 | $219.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 119 | $219.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 115 | $211.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 112 | $191.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 108 | $177.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 110 | $181.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 112 | $166.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.