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Yoder Wealth Management, Inc. - Portfolio Stock Holdings

Yoder Wealth Management, Inc. disclosed 133 stock positions in a recent SEC 13F filing. $255,921,252 of stock holdings were filed, with the largest holdings including FTEC, AAPL, and RSPT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $331,204,663 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

133

Est. Stock Holding Value:

$255,921,252

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Yoder Wealth Management, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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