Yoder Wealth Management, Inc. - Portfolio overview

Yoder Wealth Management, Inc. has 129 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FTEC - FIDELITY COVINGTON TRUST, 9.25%
2. AAPL - APPLE INC, 5.16%
3. FCOM - FIDELITY COVINGTON TRUST, 3.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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